Assign testers from the Visual Task Board

task australia Updated Sep 10, 2026 1 min read t_AssignTestersFromTheVTB.md
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Assign the test case to a tester from the Visual Task Board (VTB).

Before you begin

Role required: tm_test_manager or tm_tester

Procedure

  1. Navigate to All > Test Management > Test Execution > Test Plans.

  2. Open a test plan.

  3. Click the Show View Task Board related link.

    The VTB displays lanes for test case statuses. A card for each test case appears in the appropriate lane based on its status. Test cases that are not assigned to any user display Unassigned on their cards.

    [Omitted image "unassigned-test-case.png"] Alt text: Unassigned test case card on the Test Plan Visual task Board.

  4. Click the Unassigned card to open the test case form.

  5. Click ASSIGNED TO from the right side panel.

  6. Click Add Primary Assignee and select a user.

  7. Close the card by clicking the close icon ([Omitted image "close-icon.png"] Alt text: Close icon.).

Parent Topic:Assigning testers to test cases

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