Assigning Testers to Cases

Putting a tester’s name against cases happens on the run’s Cases tab itself — there is no separate assignment modal. Change one case with its assignee picker, or select a batch and assign them together from the bulk bar.

Assigning is not the same as choosing which cases are in the run. Run membership is composed in the test case repository — see Creating a Run, and Edit cases… in an open run’s breadcrumb menu to change it later. This page is about handing cases that are already in the run to a person.

Both paths need the Execute tests permission, and both are optimistic — the rows update as you click rather than waiting on the server.

Assigning one case

The assignee avatar on the row is itself the picker — click it (or tab to it and press Enter) to open a menu of the people on the project, with a tick against whoever holds the case now. Choose a person and the row takes their avatar; choose Unassign to clear it.

An unassigned case shows a neutral empty avatar — a dashed ring with a faint silhouette — rather than the word “Unassigned”, so the row reads the same width in every state. The same control appears in list rows, the table’s Tester column, and board cards. Without the Execute tests permission the avatar is still shown, but it is not a button.

Assigning several at once

1. Open the run and go to its Cases tab.
2. Narrow the list to the cases you want to hand over — see Finding the set below.
3. Tick the checkbox on each row you want. The bulk bar rises from the bottom of the viewport showing N cases, with an inline × to clear the selection (or press Esc).
4. Click Assign in the bulk bar. Its menu is headed Assign to · N selected and lists the people on the project.
5. Pick the person. The rows update straight away.

Handing work back to the pool. The last item in the Assign menu is Unassign. It clears the tester from every selected case in one action.

The same bulk bar also carries Set result (with Clear result) and Remove from run — see Bulk results.

Finding the set you want to hand over

Because you assign over the rows on the tab, the work is in narrowing the tab first. The Cases tab toolbar gives you several ways to do that, and they combine:

• Folder jumper — scope the list to one of the run’s folders, including everything in its sub-folders. All cases clears the scope.
• Quick-filter chips — All, Untested, Failed · Blocked, and Mine, each with a live count.
• Search — match on case title within the run.
• Filter — the property fly-out (shortcut f), covering built-in facets and your workspace’s enabled custom fields. Active choices show as removable chips below the toolbar.

See Run Detail for the full toolbar reference.

Common patterns

Hand a folder to one tester

Scope the list to the folder with the folder jumper, select the rows, then Assign. Cases in sub-folders are included in the scope.

Give all the failures to one person for retest

Click the Failed · Blocked quick-filter chip, select the rows, then Assign.

Take an assignment back

Select the cases and choose Unassign from the Assign menu.

A closed run cannot be reassigned. Closing a run drops the selection checkboxes and the assignee pickers, and the per-case runner’s rail reads Run is closed — reopen to reassign. Reopen the run first.