Skip to content

Configure a Project

To configure a project, in the Administration workspace, click on the "Projects" submenu. Click on your desired project to display its consultation page.


Only an administrator or project leader can configure a project.

The "Information" anchor Information enables you to enter and view the project's overall data.

Project Information

Configure a Bugtracker

You can configure the link with the bugtracker from the Bugtracker anchor Bugtracker.

To configure a bugtracker for a project, the corresponding server must be declared beforehand by an administrator in the "Servers" submenu. Then, you can select the bugtracker in a drop-drown list to associate it with the project.

In the "Project Name" field, enter the name of the project as it is configured in the third-party tool. Make sure that the name is spelled correctly, with the correct uppercase and lowercase letters. In this field, you can associate multiple projects if you want. When reporting issues, you can choose the project in which the issue must be reported.

Configure a bugtracker in Squash


During the execution, if the name of the project entered does not exist, or if it is spelled incorrectly, an error message appears when you report an issue.

Learn More

To learn more about how to create a bugtracking type of server, please visit the page Manage bugtrackers and synchronization servers

Manage Project Permissions

You can manage a project's permissions from the Permissions anchor Project permissions. You can give permissions to users or teams on the project.

Manage project permissions

The button Remove permission enables you to remove one or multiple permissions on the project.

You can edit user or team profiles directly in the table by clicking on their profile.

Modify project permissions

A user or team can have different profiles for different projects.

Learn More

To learn more about different profiles and permissions of Squash TM workspaces, please visit the page: Give permissions

Define Execution Preferences

To activate some features regarding test case executions, click on the Executions anchor Execution preferences:

  • Authorize the modification of test cases during their execution;
  • Activate/Deactivate their execution status during their execution;
  • Activate/Deactivate the execution status "Untestable";
  • Activate/Deactivate the execution status "Settled".

Only the status "Untestable" is activated by default.

Execution preferences

Configure the Project's Automation

The Automation button Automatisation projet enables you to configure the automation of the preject.

From this block, you can:

  • Select the implementation technology of BDD test cases;
  • Select the language of BDD scripts;
  • Activate an automation workflow (Squash or Jira)
  • Configure a retention period for automated suites;
  • Associate a source code management server as well as a repository (if an automation workflow is activated);
  • Associate an automated execution server as well as jobs.

Configure automation for a project

Implementation Technology and Script Language

For each project, you can configure the implementation technology of BDD test cases as well as the language of BDD scripts. The project leader can choose between Cucumber and Robot Framework for the implementation technology.

If you select the Cucumber technology, you can choose between the 4 following languages for the script: English, French, Spanish, and German.
If you select the Robot Framework technology, English is the only language available.

Automation Workflow

You can activate the automation workflow for a project via a drop-down list.

By default, the "None" option is selected.

Selecting the "Squash" option starts the Native Squash Workflow, whereas selecting "Distant server" starts the activation of a distant workflow if the Jira Automation Workflow plugin is activated for the project.

When you activate an automation workflow, new fields appear in a test case's "Automation" block. For the native workflow, the tests to automate can be tracked in the Automation workspace by both the testers and the automation test writers. For the Jira workflow, you can track tests to automate directly from the "Automation" block of the test cases.

When you activate an automation workflow, a new part, "Source code management server" also appears in a project's "Automation" block.

Automated Suite Retention Period

You can set the retention period of the project's automated suites in days. During an automated suite cleaning done by administrator (Administration workspace, System sub-menu), all the automated suites included in the perimeter of that retention period are kept whereas the others are deleted.

If no retention period is set, the automated suites' lifespan is considered as infinite. By default, no value is entered.

Associate a Source Code Management Server

When the automation workflow is activated, the "Source Code Management Server" part appears in the "Automation" block. You must have created a source code management server before hand, in the Administration workspace > Servers to be able to select it and associate it with a project. Once you have selected the server, the repository names as well as their branch appear in a drop-down list.

You can re-use the Squash TM tree in the repository when you are transmitting the test cases to the source code management tool. Thus, they can be organized in the same way on both sides. You can activate this feature with the field "Use the Squash TM tree in the repository".

Learn More

To learn more about how to create a source code management server, please visit the page Manage Source Code Management Servers

Associate an Automated Execution Server

First, you must create an automated execution server in the Administration workspace > Servers. Then, select it to associate it with a project.
Once you have selected your server, if it is a Jenkins server, you can associate one or multiple jobs with the project. If you have selected a SquashAUTOM server, you just have to associate the server with the project, and nothing more.


For a project configured with a Jenkins server, if the source code management server configured in the project is identical to the one configured in the job associated with the Squash TM and the "Can execute BDD" option is checked, automated scripts are automatically associated with the scripted test cases (Gherkin or BDD).
Warning: In that case, we recommend that you only choose one job that can execute BDD script in the Jobs table.
For a project configured with a Squash Autom server, if a source code management server is configured in the project, the Squash Autom fields "Automated test technology", "Source code repository URL", and "Automated test reference" are automatically completed during the transmission of the test cases.

You can edit a job by clicking on the button Crayon. In the field "Possible execution server(s) (separated by semicolons)", you can choose the secondary servers that will be used to execute the automated test cases. You must fill in the field with the names of the severs separated by semicolons (ex: SecondaryServer1; SecondaryServer2)

Learn More

To learn more about how to create an automated execution sever, please visit the page Manage automated execution servers

Customize the Project

Custom Fields

You can manage custom fields from the anchor Custom fields Custom fields.

Table - Associate custom fields

To associate custom fields with a project, you must first create them in the Administration workspace > Entities.

In the table, you can see the custom field's name, type, whether it is optional or mandatory, and the entity with which it is associated.

To associate a custom field with the project, click on the button Ajouter. In the popup, select the entity and the custom field you want to associate. From there, you can associate multiple custom fields to one entity.

Associate custom fields

One custom field can be associated with multiple entities. Custom fields can be associated with:

  • In the Requirements workspace:

    • Requirement folders;
    • Requirements.
  • In the Test Cases workspace:

    • Test case folders;
    • Test cases;
    • Test steps.
  • In the Campaigns workspace:

    • Campaign folders;
    • Campaigns;
    • Iterations;
    • Test suites;
    • Executions;
    • Execution steps.

To dissociate one or multiple custom fields for a project, click on the button Dissociate.

Learn More

To learn more about how to create a custom field, please visit the page Manage Custom Fields.

Information Lists

You can manage information lists from the Information lists anchor Information lists.

Information lists block

To associate information lists with a project, you must first create them in the Administration workspace > Entities.

An information list can be associated with the "Category" field of requirements, and "Nature" and "Type" fields of a project's test cases. Once the list is associated with the project, in your desired workspace, the values of the field you have chosen will be those of the information list. If you have assigned icons to the values of the list, they will appear in the object's "Information" block.

Requirements information list

When an information list is associated with a project, the values previously entered are not saved. The default value of the selected list will appear in the field for all the relevant objects.

Learn More

To learn more about how to create information lists, please visit the page Manage information lists

Associate Milestones to a Project

You can associate milestones to a project from the Milestones anchor Milestones.

Table - Associate Milestones


To associate a milestone with a project, the project's status must be "Planned", "In progress", or "Finished".

Associate Milestones with the Button [+]

You can associate one or multiple milestones (already created) via the button Ajouter. From the associate popup, you can use the search. Milestones are organized by range.

Popup - Associate milestones

Associate Milestones with the [Create] Button

If the milestone is not created yet, you can still create it directly from the block using the [Create] button at the top of the table. From the create popup, you can then directly associate the milestone you created with the project by clicking on the [Create and associate] button. The created milestone's default status is "In progress".

Create and associate a milestone

Dissociate Milestones

To dissociate one or multiple milestones from a project, click on the button Dissociate available at the end of each row or on top of the table.

After it has been dissociated, the milestone is no longer associated with the project nor the project's objects. The "Used" column indicates if the milestone is associated with objects of the project.

Learn More

To learn more about how to create milestones, please visit the page Manage a Milestone.
To learn more about how to associate a milestone with an object, please visit the page Associate a milestone with an object.

Back to top