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# Create a test plan tree

Create a test plan tree of test folders and add tests to test folders.

In this topic:

## Create test folders

Create test folders before creating tests. Test folders group tests in the same testing area. By creating test folders, you divide your application into subjects. This is a graphical representation of your test plan, displaying your tests according to the hierarchical relationship of their functions.

Methods of organizing test plan by folders

There are a number of methods for organizing your test plan by folders. For example, you could define subjects according to:

- Application functionality—such as editing, file operations, and reporting

- Type of testing—such as functional, user interface, performance, and load

To create a new test folder:

1. Select the folder under which you want to create the test folder.

   You can create test folders either under the Subject root folder or under an existing test folder.

   Note: You cannot create test folders under the Unattached folder.

2. Click New Folder (), and enter a name for the test folder.

   Alternatively, you can hover over the folder and select More Actions > New Folder.

3. (Optional) To add description for the test folder, select the test folder and enter the description in the Description tab.

   To add attachments for the test folder, select the test folder and click Add in the Attachments tab.

To create a test folder by copy/cut:

1. Select the folder you want to copy or cut.

2. Click Copy () or Cut ().

   Alternatively, you can hover over the folder and select More Actions > Copy or Cut.

3. Select the folder where you want to add the new test folder, and click Paste ().

   Alternatively, you can hover over the folder and select More Actions > Paste.

To rename a test folder:

1. Hover over the test folder you want to rename, and select More Actions > Rename.

2. Enter the new name.

To delete a test folder:

1. Select the test folder you want to delete and click Delete.

   Alternatively, you can hover over the test folder and select More Actions > Delete.

2. In the confirmation dialog box, select one of the following option and click Yes.

   Delete folders only | Deletes the test folder and moves the tests under the test folder to the Unattached folder.
   Delete folders and tests | Deletes the test folder folder, its sub-folders, and all tests under the folders. All test scripts are also deleted from the file system.

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## Create tests

You create tests under existing test folders, except the Unattached or the root Subject folder.

To create a test:

1. Select the folder under which you want to create the test.

2. Click New Test .

   Alternatively, you can hover over the folder and select More Actions > New Test.

   Tip: You can also create a test by copying or cutting an existing test. To copy or cut a test, select the test, click Copy or Cut, select the test folder where you want to add the new test, and click Paste.

3. In the New Test window, fill in all required fields for the test and click Submit to create the test. To cancel the test creation, click Cancel.

   Required Field | Description
   --- | ---
   Text Name | Enter a name for the new test. A test name cannot include the following characters: `\ / : " ? < > | * % '`
   Type | Read-only. You can create only manual tests in Web Client.

4. Enter the other test details, which are automatically saved.

   In Test Plan Details view, the Name and ID fields are displayed at the top of the entity details.

   Click the Name field to switch it to editable mode.

5. Add design steps to the test. Design test steps

6. Add attachments to the test.

   To add an attachment to the test, click the Attachments tab, and click Add.

   To select multiple attachments, use the CTRL or SHIFT key.

## Go to test instance in test set

From a test in Test Plan, you can open its linked test instance in the Test Lab.

To open a test instance from a test case:

1. In the Test Plan tab, select the target test.

2. From the toolbar, click Go to Test in Test Set.

3. If the test is included in one test set only, the Test Lab opens and the linked test instance in that test set is highlighted.

4. If the test is included in multiple test sets, the Select Test Instance dialog box opens. Select the target Test Set and Test Instance, and click OK.
   The Test Lab opens the selected linked test set and the test instance is highlighted.

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## Use Aviator to suggest tests for requirements

You can use Aviator to suggest manual tests for requirements and create manual tests based on the suggestions.

For details, see Aviator .

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## Mark a test as a template test

If there are common instructions in a test that can be repeated in several tests, you can mark the test as a template test. For example, the test about logging in to the application can be a template test.

Prerequisite:

You can only mark manual tests as template tests.

To mark a test as a template test:

1. From the tests tree, hover over the target test.

2. Click More Actions > Mark as Template Test.

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## Track test details changes

You can track the changes made to the details of a test.

Only changes to test fields that have History enabled are recorded.

To track test details changes:

1. In the Test Plan tab, from the tests tree, select the target test.

2. Open the History tab. By default, it displays all changes to the test details, grouped by change date and changer.

3. To view changes made to a specific field, from the Field drop-down list, select the field.

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See also:

- Define test sets and run tests

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