Documentation

🚀

Getting Started

Create a workspace, accept an invitation, and log in for the first time.

👤

Users & Access

Understand the four-tier access model — Access Levels, Roles, project membership, and overrides.

🔒

Authentication

Configure login rules, password policy, and external SSO providers for your workspace.

📄

Projects

Create and manage projects, control who has access, and configure per-project roles.

📋

Fields

Define custom metadata fields for test cases, results, and sessions — with per-project environment.

📄

Templates

Define reusable field layouts for test cases and sessions — control which fields appear, what's required, and what's pre-filled.

☑

Statuses

Define and manage test result statuses — control scope availability, semantic meaning, and per-project assignment.

⚙

Environments

Define platform combinations for test execution — organise platforms into groups, then generate environments with the built-in wizard.

🔄

Lifecycles

Define lifecycle states for test cases, runs, and sessions — control the full lifecycle of test execution.

🔗

External References

Connect TestOrchestrator to Jira, GitHub, Azure DevOps, and more — link test cases and runs to external issues.

🏴

Cycles

Define cycle types — Sprints, Releases, Iterations — that project teams use to track progress checkpoints and goals.

🏷

Tags

Create labels for test cases, runs, and sessions — with custom icons and colors — to categorise and filter work across your projects.

📝

Test Cases

Create, organise, and manage test cases — use folders, templates, filters, and grouping to build a comprehensive test repository.

▶

Test Runs

Create test runs, execute test cases, record results step by step, and track progress with cycles and activity timelines.

🔬

Explorations

Create freeform exploratory testing sessions, log findings with rich notes and statuses, and track discovery across your team.