You can use templates as a starting point for test plans
and test cases. You can start with one of the default templates, or
you can create new ones. You can also designate which templates are
the default.
About this task
To create a new test plan or test case template:
Procedure
- Point to Planning (
), and click Manage Templates.
The Manage Templates view opens.
- For a test plan, click the Create Test Plan
Template icon (
); for a test case, click the Create Test
Case Template icon (
). The Create Test Plan
(or Test Case) Template window opens.
- In the Name field, type a name for
the template.
- In the Description field, type a
description for the template.
- Define the contents of the template.
- To add an existing section, select the section from
the Available Sections list, and move it to
the Selected Sections list by clicking the Move
right (
) icon. Tip: Use Ctrl+Click to make
multiple selections. You can also move all of the sections at once
by clicking the
Move all right (

) icon.
- To remove a section, move the section from the Selected
Sections list to the Available Sections list
by clicking the Move left (
) icon.
- To reorder sections, use the Move up (
) and Move
down (
) icons.
- To add a customized section, click the Create
Section (
) icon. The New Custom Section window
opens: - Enter the section name and description.
- In the Type of section field, choose Rich
Text Editor or Grid.
- If you choose Grid, the Number of columns field
is displayed. Type the number of columns for the grid, and then click
the Edit (
) icon to change the column names.
- Click OK to close the New Custom
Section window.
Note: To delete a custom section, select the section, and click
the
Delete (

) icon. You cannot
delete standard sections of a template.
- To set a template as the default, select Set
as new default.
Note: To access the ID information
of a template, select Show advanced information.
- Click OK. The new template is displayed
in the Manage Templates view. You can open
the template and edit it by clicking the name.
Note: Out-of-the-box
templates cannot be modified; therefore, you cannot click the names
to open them. The Modifiable column indicates
whether a template can be edited.
- 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.