Creating TestRail Projects – Steps to create new projects

The project defines the actual work that we need to perform as a part of testing. In this post, we will learn about creating TestRail projects step by step.

Many times we need to work on multiple projects simultaneously. It will be very difficult to monitor the testing activities if projects are not managed properly.

Using Test Rail, we can easily monitor the testing activities of different projects. A project in test rail has five basic components:

  • Todos: Todo list is used to view the number of tests assigned to a particular tester. This is helpful in understanding the workload of the team members.
  • Milestone: A project milestone defines a version release. We can define several milestones for a defined project to define the release process.
  • Test Suite: A Test suite is a collection of Test Cases which will be used to define the test scenarios for the different functionalities.
  • Test Run: A Test Run defines the execution status of the test cases. It can be Passed, Failed, Blocked, Not Run etc.
  • Reporting: Reporting is used to generate different types of report. Reporting is very useful to track the progress of the testing activity.

Note: For creating a project, the user needs to have Administrator access. User Access is explained in later posts.

Steps for creating a project in TestRail:

  1. Login into TestRail with Administrator
  2. Select Project tab and click on “Add Project” buttonCreating Project in TestRail
  3. Provide a proper name of the project and press Enter

This is a sample snapshot of the Project dashboard. There are two types of projects:

  1. Active Projects: The projects for which testing is going on currently and is not released yet.
  2. Completed Projects: The Projects for which testing is completed and is released to the customer.

In the top left of the project dashboard, all the active projects and their recent status have been projected as a graph view.

It includes the recent changes in the last 14 days

In the bottom left of the project dashboard, all the active projects along with the number of test suites, number of active test runs and number of active milestones are displayed.

In the right side of the dashboard total number of projects is displayed.

display projects in testrail
Display all projects in TestRail

Watch the video tutorials below to understand more about TestRail projects

Project Options in TestRail

 

TestRail Introduction – TestRail Test Management Tool

TestRail is a test management software used by Testers, Developers, Team Leads to organize software testing efforts and track the progress. In this post, we will go through the TestRail introduction and key benefits of this tool.

In Waterfall Development Model, entire Software Development Life Cycle (SDLC) phase is distributed into different phases and one of the most important phases of SDLC is Testing.

To effectively manage the testing activity, the entire testing phase is also divided into different phases or cycle which is known as Software Testing Life Cycle (STLC).

The different activities that consist of Software Testing Life Cycle are as follows:

  • Requirement Analysis
  • Test Planning
  • Test Case Development
  • Environment Setup
  • Test Case Execution
  • Test Reporting
  • Test Cycle Closure

Now, the question arises how can we efficiently manage the different activities of STLC?

The answer to this question is using some Test Management tool, one of the test management tools is TestRail which is used to manage STLC activities effectively.

TestRail is a web based test management tool developed by German software company known as Gurock Software.

It is used to manage different phases of testing life cycle starting from Test Project Management to Test Reporting. It is very simple to use and has user-friendly GUI.

Some of the key advantages of TestRail are as follows:

  1. Manage Test Suites, Test Cases and Test Cycle efficiently

    With TestRail it becomes very easy to define test suites, test cases, and test cycles. You can organize the test case as per functionality and organize them into different test suites. These test case can then be pulled together and added to test cycle during the execution phase.

  2. Improves Testing Productivity

    Email notifications and TODO list features of TestRail help each member of team aware of what tasks are assigned to them.

    Team Leaders have visibility of workload of each test team member and can assign new tasks to members who have some bandwidth.

  3. Real-Time Insight to Testing Progress

    TestRail provides real time insights into the testing progress, how many test cases are documented.

    The number of test cases which are part of test cycles and percentage of tests passed/failed along with relevant defects.

  4. Organizing and Tracking Testing Efforts

    TestRail is very easy to integrate with other bug tracking tools and helps to manage important software-specific data and structures such as project milestones.