Creating templates

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

  1. Point to Planning (Planning), and click Manage Templates. The Manage Templates view opens.
  2. For a test plan, click the Create Test Plan Template icon (Create test plan template); for a test case, click the Create Test Case Template icon (Create test case template). The Create Test Plan (or Test Case) Template window opens.
  3. In the Name field, type a name for the template.
  4. In the Description field, type a description for the template.
  5. Define the contents of the template.
    1. 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 (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 (Move all right) icon.
    2. To remove a section, move the section from the Selected Sections list to the Available Sections list by clicking the Move left (Move left) icon.
    3. To reorder sections, use the Move up (Move up) and Move down (Move down) icons.
    4. To add a customized section, click the Create Section (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 (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 (Delete) icon. You cannot delete standard sections of a template.
    5. 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.
  6. 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.
  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 (Copy template). Rename the template, and then modify it.

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