How to link existing Test Cases to a Test Plan | Targetprocess - Visual management software

How to link existing Test Cases to a Test Plan

Existing Test Cases and Test Plans can be linked to a new Test Plan with the goal to re-use them. They can be linked to a new Test Plan on a Board and on a Test Plan view. The same Test Cases and Test Plans can be added to many different Test Plans.

Link and unlink on a Board

To add an existing Test Case or a Test Plan to a Test Plan on a board, follow the steps below:

  1. Open a Board View where Test Cases or Test Plans are shown as Cards and Test Plans are selected as Lanes. Create the View manually if you don't have one yet.

    Link and unlink on a Board

  2. Create Test Cases and Test Plans if you don't have them yet.
  3. Using drag and drop, you can assign an existing Test Case and Test Plans to a Test Plan.

    How to link existing Test Cases to a Test Plan. Image 2

To link the same Test Case or a Test Plan to many Test Plans pick a Test Case or a Test Plan, which you need to link to a different Test Plan, drag it from the Selected Cards panel and drop into a lane representing a target Test Plan.

How to link existing Test Cases to a Test Plan. Image 3

To unlink a Test Case or a Test Plan from a Test Plan just drag and drop it to the No Test Plans lane.

Link and unlink on a Test Plan view

To link an existing Test Case or a Test Plan to a Test Plan on a Test Plan view open a Test Plan view and click the magnifier icon and select a Test Case or a Test Plan which needs to be linked.

Link and unlink on a Test Plan view

In the list you see all the Test Cases and Test Plans, which are not linked to this Test Plan yet. To unlink a Test Case or a Test Plan from the Test Plan, use the context menu: right click on a Test Case or a Test Plan line and select the Unlink option.

How to link existing Test Cases to a Test Plan. Image 5

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