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1 change: 1 addition & 0 deletions astro.config.mjs
Original file line number Diff line number Diff line change
Expand Up @@ -90,6 +90,7 @@ export default defineConfig({
{ label: 'Playwright', link: '/tutorials/playwright'},
{ label: 'Java Integration', link: '/tutorials/java'},
{ label: 'WebdriverIO', link: '/tutorials/webdriver'},
{ label: 'Working With Plans', link: '/tutorials/working-with-plans'},
],
},
{
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68 changes: 68 additions & 0 deletions src/content/docs/tutorials/Working-with-Plans.md
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@@ -0,0 +1,68 @@
---
title: Working with Plans
description: Learn how to work with test plans in Testomat.io. This guide walks you through creating a plan, choosing its type — manual, automated, or mixed — selecting tests with collections and filters, keeping the plan in sync automatically with tags and suites, running it, and reviewing the results.
type: article
url: https://docs.testomat.io/tutorials/working-with-plans
head:
- tag: meta
attrs:
name: og:image
content: https://docs.testomat.io/_astro/New_b1BS3EKN_2024-08-29.DGrFkMLR_ZOOgn1.webp

- tag: meta
attrs:
name: keywords
content: test plans, Testomat.io, test management, manual test plan, automated test plan, mixed test plan, plan collections, filters, dynamic test selection, tags, labels, suites, test run, CI/CD, test reports, QA
---

Welcome!

A test plan is a saved set of tests you can run again and again without picking them each time. It's great for the runs you repeat, like a regression pass before every release or a weekly smoke check.

![Plan and runs chart](./images/working-with-plans/plan-to-runs.png)

What you will do:

1. Create a plan.
2. Add tests to it.
3. Launch a run from the plan.

## Create a plan
1. Open the **Plans** tab in the sidebar.
2. Click **+ New** in the top right corner.
3. Choose the plan type. Select **Manual** to run tests manually. (Automated and Mixed plans also exist, for tests run through CI.)
4. Give the plan a clear name, like "Release regression."

![The Plans page with the + New plan button and the type choice](./images/working-with-plans/1-create-new-run.png)

## Add tests to the plan

Now choose which tests belong in this plan.

1. Pick tests from the tree by selecting folders and suites, or use a filter to grab tests by tag or priority.
2. Save the plan.

![Selecting tests for the plan from the test tree](./images/working-with-plans/2-select-tests-from-tree.png)

Your plan is now saved and ready to reuse. The next time you need this same set, you won't have to pick the tests again.

## Launch a run from the plan

1. Open your plan and start a manual run from it.
2. Work through the run, marking each test Passed, Failed, or Skipped, then click Finish Run.

![Launching a run from a saved plan](./images/working-with-plans/3-launch-a-run-from-plan.png)

For the full run walkthrough, see [Run Manual Tests](https://docs.testomat.io/getting-started/#run-manual-tests).

:::note

For [Automated](https://docs.testomat.io/getting-started/#run-automated-tests) or [Mixed](https://docs.testomat.io/project/runs/running-manual-and-automated-tests/#how-to-launch-mixed-runs) plans, the Launch button only works once [Continuous Integration](https://docs.testomat.io/integrations/continuous-integration/#_top) is set up. Manual plans have no such requirement.

:::

## Next steps

* Run your plan whenever you need it in [Run Manual Tests](https://docs.testomat.io/getting-started/#run-manual-tests) and [Run Automated Tests](https://docs.testomat.io/getting-started/#run-automated-tests).
* Prepare a plan run to start later with [Scheduled Runs](https://docs.testomat.io/project/runs/managing-runs/#scheduled-runs).
* Keep plans tidy with labels, see [Tags & Labels](https://docs.testomat.io/project/runs/managing-runs/#tags-and-labels-on-manual-run-page).
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