Manage Your Projects

Customize project settings.

Introduction

Projects are used to organize data in TestMonitor. Requirements, milestones, test suites, and issues are related to a specific project. Generally, we suggest that you create a separate TestMonitor project for each real-life software assessment.

To create a project, click the Cog in the header. The Settings page displays.

menu-cogbutton-settings

On the left side of the Settings page, click Projects below the PROJECTS & TESTS menu heading. This is where you manage projects in the TestMonitor environment.

Projects overview

The Projects overview page shows the current projects, including the description, start date, end date, and number of members.

Click the Filter icon on the left side of the Projects overview page. Toggle the switches to hide and unhide trashed and archived projects.

Click the Cog near the list of projects to customize column display on the page. 

settings-projects-columns-cogbutton

Adding a project

To create a new project, click the Add Project button in the top right corner of the Projects overview page. 

Select one of three options: Empty project, Clone from project, or From template

1. Empty project

Fill in the following fields:

  • Name (required)
    A short, clear project name.

  • Description (optional)
    Add project information.

  • Start date (required)
    The date the project begins.

  • End date (required)
    The date the project is supposed to finish.

Click Save, or Cancel to go back to the Projects overview page.

2. Clone from project

Fill in the following fields:

  • Source (required)
    Select a project to clone.

  • Contents (required)
    Mark the fields to copy to the new project.

  • Name (required)
    A short, clear project name.

  • Starts (required)
    The date the project begins. The end date is calculated based on the timeframe of the original project. 

Click Save, or Cancel to go back to the project overview page.

3. From template

Fill in the following fields:

  • Template (required)
    Choose a template for the new project. Templates are created on the Project Details page.

  • Name (required)
    A short, clear project name.

  • Starts (required)
    The date the project begins. The end date is calculated based on the timeframe of the original project. 

Click Save, or Cancel to go back to the project overview page.

Viewing project details

To view the Project Details page, click the project name or arrow button. The Project Details page shows all project properties and a full audit trail.

To archive or delete a project, click the three dots in the top right corner of the page. 

Publishing a template

You can save a project as a template. This feature lets you use the current project setup as a template for future projects.

Click the Publish as template button in the top right corner of the Project Details page. A pop-up box displays.

Fill in the following fields:

  • Name (required)
    A short, clear template name.

  • Version (optional)
    Add a version to the current template to track changes. 

  • Description (optional)
    Add information (e.g. to clarify the objective of the template).

  • Contents (optional)
    Select content to add to the template. You can select RequirementsRisksTest Suites & Test Cases, and Milestones & Test Runs.

Click Publish to create the template, or Cancel to return to the project details page. 

Viewing project settings

On the left side of the Project Details page, you can access the following menu items:

  • PROJECT & TESTS - Details

    The name, description, start date, and end date of the project. All activities for each object are logged. 

  • PROJECT & TESTS - Testing

    Set the result categories for your project (pass, caution, fail, blocked) including result validation rules (description required and attachment required). 

  • PROJECT & TESTS - Integrations

    Configure available TestMonitor integrations.

  • USERS & ROLES - Members
    Shows members assigned to the project. Users with an Admin account are automatically assigned to all projects.

  • FIELDS & CUSTOMIZING - Requirements

    Shows active and hidden project requirement types.

  • FIELDS & CUSTOMIZING - Risks

    Shows active and hidden project risk classifications.

  • FIELDS & CUSTOMIZING - Issues

    Shows active and hidden project status, impacts, priorities, categories, and resolutions.

Updating project details

You can make changes by opening the Project Details page. Move the cursor over a field. A Pencil icon displays. Click a field and then edit the text.

Click Save, or Cancel to discard the changes.

Updating integrations

Currently, TestMonitor offers a one-way integration with Asana, DoneDone, Jira, Mantis, Microsoft Azure DevOps, Slack, and TOPdesk. Automatically create issues, for instance, in Azure DevOps or Jira or get Slack notifications when a test run finishes.

For more information, see:

Updating members

To update project member information, click Members on the left menu. You can add new members, update the role of an existing member, or delete a member. 

Click the Add Member button in the top right corner of the Members overview page. 

A pop-up box displays. Select a user and assign one or more roles. Click Add to save the new user, or Cancel to go back to the previous page.

To update the role of an existing member, click the Pencil icon to the right of the member. A pop-up box displays. Select a new role or roles. Click Update to save changes, or Cancel to go back to the previous page.

To delete a member, click the red cross next to the name of the member. A pop-up box displays. Click Delete, or Cancel to go back to the previous page. Admin users can't be deleted from the list. 

Updating active fields

Set active fields in the FIELDS & CUSTOMIZING section. You can activate or hide: requirement types, risk classifications, and issue statuses, impacts, priorities, categories, and resolutions. To activate a field, click the plus symbol next to a field. To hide an active field, click the cross symbol next to the field.

The fields in this section are default fields or custom fields added in your TestMonitor environment. Go to FIELDS & CUSTOMIZING in the settings menu, to update custom fields in your TestMonitor environment.

Deleting a project

To delete a project, open its Detail page and then click the three dots in the top right corner of the page.

Click Delete in the pop-up box and then Delete in the confirmation box.

settings-project-delete-project

Restoring trashed projects

Go to the Projects overview page and then toggle on the Trashed Projects filter.

Locate the item you want to restore and click the arrow button. Click Restore in the confirmation box.

Updating multiple projects

You can batch-edit projects. On the Projects overview page, move the cursor over a project and check the box on the left. Select additional projects, if required. Select all by checking the box in the table header. Click on the green multi-select button and select a batch action.

The batch-edit function offers the following action:

  • Delete

    Click Delete to remove all the selected projects.