You can create new test plan templates and choose which templates
are the default.
To create a new test plan template:
- From the left sidebar, point to the Planning icon
(
), and click Manage Templates. The
Templates editor opens.
- Click the Create Test Plan Template icon
(
). The Manage Test Plan Template window opens.
- In the Name field, type a name for the test
plan template.
- In the Description field, type a description
for the test plan template.
- Define the contents of the template.
- 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.
- To remove sections, in Selected Sections,
click the sections to remove, and then click the arrow pointing to the left.
- To add custom sections, click the New icon
(
)
above Selected Sections. The New Custom Section window opens.
- Enter the section name and description, and click OK. The new section displays in the Selected Sections field.
- To reorder sections, use the yellow arrows above Selected Sections
to move the section up or down.
- 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.
- Click OK. The new template displays in the
Templates editor.
- 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 (
). Rename the template and then modify it as
desired.