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First Project

1 min read

A project is where your team manages the testing work for one application, product, service, or delivery area. It lives inside a workspace and holds that area’s test cases, runs, requirements, defects, and project members.

Create a Project

Section titled “Create a Project”

  1. Open a workspace, go to Projects, and select Create Project.

  2. Fill in the create-project window:

    • Project Name — required, at least 3 characters.
    • Project Code — required, exactly 3 characters (e.g. TCM). It prefixes the project’s test case and requirement codes, like TCM-123.
    • Project Description — optional short summary.

  3. (Optional) Assign workspace users to project roles. Each assignment row takes one or more users and one project role; use Add Role Assignment when different users need different roles. A user or role already chosen in one row isn’t available in the others.

  4. Select Create Project — enabled once the required fields are valid.

  5. Return to the workspace Projects page and open the new project card.

After Creating the Project

Section titled “After Creating the Project”

Inside the project, the common first setup steps are:

  • Add test cases in the repository.
  • Add requirements for coverage and traceability.
  • Create test suites for reusable test selection.
  • Invite or assign project members.
  • Configure labels, custom fields, shared steps, and parameters as needed.

Next Steps

Section titled “Next Steps”