Manage a Project

You can manage a project from the Administration workspace. Click on the submenu Projects to make the dedicated table appear.

Add and modify a Project

From the Projects table, you can add a project.

To create a project, you must fill in at least the Name field, but you can also add a description, label, and template to associate with the project.

To create multiple projects in a row, you simply have to click on the button [Add another].

Once created, the projects are displayed in the libraries of the different workspaces.

From the Projects table, by clicking on the row number (#) or the Name of the project, the consultation page appears, and you can modify the project. The anchor bar enables you to navigate between the different blocks and pages.

From a project's consultation page, you can configure a project:

• edit the project's information;
• add attachments to the project;
• associate the project with a template or turn it into a template;
• associate the project with a bugtracker;
• manage the user authorizations and/or the team authorizations for the project;
• authorize optional execution statuses as well as the editing of test cases during the execution;
• activate an automation workflow and manage information related to automation and BDD test cases;
• associate custom fields and information lists;
• associate milestones;
• activate and configure plugins.

Delete a Project

You cannot mass delete projects. You must delete them one by one from their consultation page by clicking on the button [...], then Delete the project.

Info

You cannot delete a project if it contains data such as Requirements, Test Cases, Campaigns, Executions, etc.

Export the projects table

The Projects table content can be exported in a .csv file by clicking on . It is possible to export all the displayed rows or the selected rows.