1. Help Center
  2. Getting Started

How to get started with TestMonitor

Find out where to start and how to navigate in TestMonitor.

In this article we’ll walk you through the basics of TestMonitor so you can jump right in and start testing.  To help you understand the features we’re also going to address the navigation of TestMonitor. The structure of TestMonitors’ menu items follows the typical testing workflow, but we’ll introduce the sections you’ll see while navigating through the system. Each section will be explained briefly and we’ll provide useful links to our other articles to delve into the section with more detail.

Are you a visual learner? TestMonitor provides a free, thorough introduction to TestMonitor for newcomers. It's a great place to start your journey.

Create your First Project

To get started, we need to create a project first. If you've already done so, you can skip to the next section - otherwise, don't worry, you're on the right track. In TestMonitor a project is the starting point for each test trajectory. A project allows you to keep all your test data, like requirements, test cases, test runs, test results and issues, together and organized. As such you can clearly work towards a goal and report to project stakeholders on progress markers.

The onboarding wizard will help you create your first project. You can either select Start from Scratch or Use a Template, depending on your preference. Based on your selection, fill in the required details. Optionally, you can invite project members, if you'd like. When you're done, you'll end up on your project dashboard - that's where we want to be!

Navigating through your Project

When looking at your project dashboard, you'll see a menu right at the top of the screen. This menu will help you navigate through your project. Descriptions of each project menu item are listed below.

Depending on the role that is assigned to you for a project and the features that are configured, you will see some or all of the menu items. If you require more permissions, please contact your TestMonitor admin.

  • Dashboard

The dashboard provides you with a quick overview of general information and statistics of the project. This is also where you can get to the project settings of your current project to enable/disable project features, customize your testing settings, integrate with third-party software, add users as project members, and customize lists and add custom fields.

If you’re on another menu item of a project, you can click the TestMonitor logo on the left to head over to the dashboard of your project. 

  • Define

This is where you can create requirements and risks. Defining the requirements and risks of a project makes it easier to manage and track progress based on these success indicators. Requirements identify your test objectives and from them, you can derive test cases. When also defining risks, you can prioritize and emphasize the appropriate tests based on project needs.

  • Design

After defining your requirements and risks, you can start designing your test cases. Using test cases allows for testers to be guided through a sequence of instructions. Test cases are created under design and clustered in logical containers of test suites.

  • Plan

Once your test set is created, you can start planning your tests. Milestones let your project and test planning have the same checkpoints, as you can plan your test runs in these milestones. As such, you can later track and run reports in TestMonitor based on these checkpoints.

  • Run

This is where each project member will find all test runs assigned to them. The overview will show active and planned test runs. They can start executing test runs from this overview.  

  • Track

After test execution, there will be test results to determine follow-up actions in order to reach project objectives. You can either track your test results by test run or by test case

  • Resolve

Based on the results under track, follow-up actions can be determined and assigned as actionable problems to users in the form of issues. These issues can be managed under resolve.

  • Analyze

With our integrated reports, you can review the output of your setup, tracing back how your project is doing. TestMonitor offers integrated Summary Reports, Coverage and traceability reports, as well as a Test Workload report, a Task report, a Changelog and a Cumulative Flow overview.

  • Search

To find things quickly, use the search bar in the top header. Enter a query to search through a project and see the top results. 

  • Project Selector

In the top header, you’ll see the name of the project you’re currently in. If you have been assigned to more projects, you can click on the project name to see a dropdown with all active projects assigned. Easily switch between projects by clicking on the name.

  • Notifications

Notifications help you stay on top of what’s happening in TestMonitor. Find out if someone assigned you work, mentioned you, or shared a file through the notifications bell

  • Settings

The settings menu lets you manage the basics of your environment. This includes general account information such as subscription details, project & test information such as managing projects and their members, but also users and security such as adding users and setting up single-sign on. The settings menu can be reached with the gear icon in the top header.

You can add a project (link to project management) via the Settings by clicking the gear icon to the right in the header. You’ll find the project overview under Projects and Tests to the left. In the sections below you’ll find out more about the project menu and how to use them.

  • My Profile

To personalize your user profile with a picture, update personal settings, or set up two-factor authentication, click the avatar in the top header. Here you can also access an overview of your assigned projects as well as your work across all of your projects.