Create a test plan using Test Board in Test Management 2.0

task brazil Updated Sep 10, 2026 1 min read create-test-plan.md
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Define how to test a product or feature by creating a test plan.

Before you begin

Role required: sn_test_management.test_manager

Procedure

  1. Navigate to All > Test Management 2.0 > Test Board.

  2. Click Create Test Plan.

  3. In the form, fill in the fields:

    Field Value
    Name Unique name for the test plan.
    Planned start date Planned date and time for starting the test plan execution.
  4. Click OK.

    The Details tab opens.

  5. Provide, review, and edit the test plan details.

Field

Value

Planned end date

Planned date and time for ending the test plan execution.

Duration

Estimated duration of test plan. This is the difference between the planned start date and the planned end date.

Number

Automatically generated unique ID number for the test plan.

Owner

Owner who created the test plan.

State

Current state of the test plan.- Pending: Test plan is not yet ready to be performed.

  • Open: Test plan is ready to be performed.
  • Work in progress: Test plan is currently being performed.
  • Closed complete: Test plan has been closed after completion.
  • Closed incomplete: Test plan has been closed without completion.
  • Closed skipped: Test has been closed without being performed.

Description

Description of the test plan.

**Note:** The Progress section displays the overall status of the test plan indicating the percentage of tests in the test plan that have passed, failed, or been blocked.

Parent Topic:Test Board in Test Management 2.0

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