Creating a test plan template

You can create new test plan templates and choose which templates are the default.
To create a new test plan template:
  1. From the left sidebar, point to the Planning icon (Planning), and click Manage Templates. The Templates editor opens.
  2. Click the Create Test Plan Template icon (New test plan template). The Manage Test Plan Template window opens.
  3. In the Name field, type a name for the test plan template.
  4. In the Description field, type a description for the test plan template.
  5. Define the contents of the template.
    1. To add sections, in Available Sections, click the sections to add, and then click the arrow pointing to the right. Use Shift+Click to make multiple selections. You can also move all of the sections at once by clicking the double arrows.
    2. To remove sections, in Selected Sections, click the sections to remove, and then click the arrow pointing to the left.
    3. To add custom sections, click the New icon (New) above Selected Sections. The New Custom Section window opens.
    4. Enter the section name and description, and click OK. The new section displays in the Selected Sections field.
    5. To reorder sections, use the yellow arrows above Selected Sections to move the section up or down.
    6. To set a template as the default, select Set as new default.
      Note: To access the ID information of a template, select Show advanced options.
  6. Click OK. The new template displays in the Templates editor.
  7. You can also create a new template by copying an existing template and then modifying it. To copy a template, select a template and then click the Copy Template icon (Open template). Rename the template and then modify it as desired.

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