Find test plan templates

View your templates

1. From the main navigation menu, click Field and select Settings.
2. Click Test Plans and select Templates.
3. You'll see all templates created by or shared with your organization

For each template, you'll see the following details:

• Name - The name of the test plan template.
• Category - The category that the template belongs to.
• Description - The description added to the template.
• Status - The current status of the template.
• Owner - The name of the organization that created the template.
• Shared - Indicates whether your organization has shared the template with others, or other organizations have shared it with your organization.
• Actions - Depending on the status and owner of the template, the following actions can be performed by clicking the three dots menu:
  • Properties - View additional details about the template such as Created By, First Published Date, Last Updated Date, Last Updated By, Current Version, Manager and Approver.
  • Delete Template - If the template has never been published and is owned by your organization, it can be deleted.
  • Share - If the template has been published and is owned by your organization, it can be shared with other organizations in the project.
  • Review Log - If the template has been sent for review and approval, any review comments given by the approver can be viewed here.

Search, filter and sort your templates

Use the search field to search for a template name or description.

Click the filters under the search field to refine the list of templates:

• Category - Choose one or more categories. 
• Owner - Choose one or more organizations who created the templates you want to find.
• Status - Find templates with a specific status.
• Last Updated - Find templates last updated within the specified time period.
• Created Date - Find templates created within the specified time period.

Click a column heading (except Shared and Actions) to sort alphabetically in ascending or descending order.