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| --- | ||
| title: Working with Plans | ||
| description: Learn how to work with test plans in Testomat.io. This guide walks you through creating a plan, choosing its type — manual, automated, or mixed — selecting tests with collections and filters, keeping the plan in sync automatically with tags and suites, running it, and reviewing the results. | ||
| type: article | ||
| url: https://docs.testomat.io/tutorials/working-with-plans | ||
| head: | ||
| - tag: meta | ||
| attrs: | ||
| name: og:image | ||
| content: https://docs.testomat.io/_astro/New_b1BS3EKN_2024-08-29.DGrFkMLR_ZOOgn1.webp | ||
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| - tag: meta | ||
| attrs: | ||
| name: keywords | ||
| content: test plans, Testomat.io, test management, manual test plan, automated test plan, mixed test plan, plan collections, filters, dynamic test selection, tags, labels, suites, test run, CI/CD, test reports, QA | ||
| --- | ||
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| Welcome! | ||
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| A test plan is a saved set of tests you can run again and again without picking them each time. It's great for the runs you repeat, like a regression pass before every release or a weekly smoke check. | ||
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| What you will do: | ||
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| 1. Create a plan. | ||
| 2. Add tests to it. | ||
| 3. Launch a run from the plan. | ||
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| ## Create a plan | ||
| 1. Open the **Plans** tab in the sidebar. | ||
| 2. Click **+ New** in the top right corner. | ||
| 3. Choose the plan type. Select **Manual** to run tests manually. (Automated and Mixed plans also exist, for tests run through CI.) | ||
| 4. Give the plan a clear name, like "Release regression." | ||
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| ## Add tests to the plan | ||
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| Now choose which tests belong in this plan. | ||
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| 1. Pick tests from the tree by selecting folders and suites, or use a filter to grab tests by tag or priority. | ||
| 2. Save the plan. | ||
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| Your plan is now saved and ready to reuse. The next time you need this same set, you won't have to pick the tests again. | ||
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| ## Launch a run from the plan | ||
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| 1. Open your plan and start a manual run from it. | ||
| 2. Work through the run, marking each test Passed, Failed, or Skipped, then click Finish Run. | ||
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| For the full run walkthrough, see [Run Manual Tests](https://docs.testomat.io/getting-started/#run-manual-tests). | ||
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| :::note | ||
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| For [Automated](https://docs.testomat.io/getting-started/#run-automated-tests) or [Mixed](https://docs.testomat.io/project/runs/running-manual-and-automated-tests/#how-to-launch-mixed-runs) plans, the Launch button only works once [Continuous Integration](https://docs.testomat.io/integrations/continuous-integration/#_top) is set up. Manual plans have no such requirement. | ||
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| ::: | ||
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| ## Next steps | ||
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Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I don't see a link to dedicated Plans page https://docs.testomat.io/project/plans |
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| * See [Plans page](https://docs.testomat.io/project/plans) for more information. | ||
| * Run your plan whenever you need it in [Run Manual Tests](https://docs.testomat.io/getting-started/#run-manual-tests) and [Run Automated Tests](https://docs.testomat.io/getting-started/#run-automated-tests). | ||
| * Prepare a plan run to start later with [Scheduled Runs](https://docs.testomat.io/project/runs/managing-runs/#scheduled-runs). | ||
| * Keep plans tidy with labels, see [Tags & Labels](https://docs.testomat.io/project/runs/managing-runs/#tags-and-labels-on-manual-run-page). | ||
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This diagram is not clear for me