About the Tutorial

TestLodge is a test management tool that is used to track and maintain records of all STLC
phases from Test Plan to Report creation. This is a brief tutorial that introduces the readers
to the basic features and usages of TestLodge.

This tutorial will guide users on how to utilize TestLodge in reporting and maintaining the
testing activities.

Audience
This tutorial has been prepared for beginners to help them understand how to use the
TestLodge tool.

Prerequisites
As a reader of this tutorial, you should have a basic understanding of the testing life cycle.

Copyright &Disclaimer
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tutorial, please notify us at [email protected]

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Table of Contents
About the Tutorial ..........................................................................................................................................i

Audience ........................................................................................................................................................i

Prerequisites ..................................................................................................................................................i

Copyright &Disclaimer ....................................................................................................................................i

Table of Contents ..........................................................................................................................................ii

1. TESTLODGE ─ INTRODUCTION .................................................................................................. 1

2. TESTLODGE ─ FEATURES........................................................................................................... 3

Core Features ................................................................................................................................................3

3. TESTLODGE ─ FREE TRIAL ACCESS............................................................................................. 5

Set Up for Free Trials .....................................................................................................................................5

4. TESTLODGE ─ LOGIN................................................................................................................. 9

On Error ....................................................................................................................................................... 10

On Successful Login ..................................................................................................................................... 11

5. TESTLODGE ─ DASHBOARD..................................................................................................... 12

6. TESTLODGE – ADD USERS ....................................................................................................... 14

7. TESTLODGE ─ ADD A PROJECT ................................................................................................ 16

Create a Project ........................................................................................................................................... 16

8. TESTLODGE ─ TEST PLANS ...................................................................................................... 19

Create a Test Plan ........................................................................................................................................ 19

Edit a Test Plan ............................................................................................................................................ 23

Move a Section ............................................................................................................................................ 24

Delete a Section........................................................................................................................................... 24

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9. TESTLODGE – COPY A TEST PLAN............................................................................................ 26

10. TESTLODGE - REQUIREMENTS ................................................................................................ 29

Create a New Requirement ......................................................................................................................... 29

Edit a Requirement ...................................................................................................................................... 32

Move a Requirement ................................................................................................................................... 33

Delete a Requirement.................................................................................................................................. 33

11. TESTLODGE ─ COPY REQUIREMENTS ...................................................................................... 35

12. TESTLODGE ─ TEST SUITES...................................................................................................... 39

Create a Test Suite ....................................................................................................................................... 39

Create Test Cases ......................................................................................................................................... 40

Edit a Test Case ............................................................................................................................................ 42

Move a Test Case ......................................................................................................................................... 43

Delete a Test Case ....................................................................................................................................... 44

13. TESTLODGE ─ COPY TEST CASES ............................................................................................. 45

14. TESTLODGE ─ IMPORT TEST CASES ......................................................................................... 48

Import the File ............................................................................................................................................. 48

15. TESTLODGE ─ ADD TEST RUN ................................................................................................. 53

16. TESTLODGE ─ EXECUTE A TEST RUN ....................................................................................... 59

Execute Test Runs ........................................................................................................................................ 59

Re-Run Tests ................................................................................................................................................ 62

17. TESTLODGE – TEST RUN SUMMARY ....................................................................................... 64

Individual Test Suite/Case Summary ........................................................................................................... 66

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18. TESTLODGE ─ REPORTS .......................................................................................................... 70

Test Run Results .......................................................................................................................................... 70

Common Case Results ................................................................................................................................. 72

User Workload............................................................................................................................................. 73

Traceability Matrix ...................................................................................................................................... 74

19. TESTLODGE ─ EXPORT CONTENTS .......................................................................................... 76

Export a Test Plan ........................................................................................................................................ 76

Export Requirements ................................................................................................................................... 78

Export a Test Suite ....................................................................................................................................... 79

Export Test Run Summary ........................................................................................................................... 79

20. TESTLODGE – ISSUE TRACKER INTEGRATION .......................................................................... 81

Configuration............................................................................................................................................... 81

21. TESTLODGE ─ SEARCH ............................................................................................................ 84

Search a Project ........................................................................................................................................... 84

Search Test Plans ......................................................................................................................................... 84

Search Test Suites ........................................................................................................................................ 86

Search Test Runs.......................................................................................................................................... 88

22. TESTLODGE ─ LOGOUT ........................................................................................................... 89

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 1. TestLodge ─ Introduction

TestLodge is a cloud-based test case management tool used for Project Management and
test management. It simplifies the testing process. It provides an easy way to organize,
collaborate, and track the progress of tests.

This tool is used to write and manage test plans as well test cases. It was developed by
6-member team. TestLodge CEO is Scott Sherwood.

TestLodge is a cloud-based tool and supports all browsers especially Chrome, Firefox, IE,
etc. It supports different Windows OS such as Windows XP, Windows Vista, Windows 7,
etc. It can be integrated with many other tools – JIRA, Mantis, Bugzilla, FogBugz, Version
One, GitHub, codebase, TFS, etc.

License and Free Trial

This is a commercial tool and is available as a Trial version for limited time of 30 days for
all accounts – Premium, Plus, Basic, and Personal. To utilize TestLodge services beyond
30 days, a license is required. TestLodge provides a free license for 30 days.

Uses
 Used in tracking all QA activities from the first phase of software testing lifecycle.

 Useful in Project Management, Requirement Management, and Test Management.

 Supports all test level activities performed by QA.

 Useful in performing QA tasks such as writing Test Cases, execution, reports, etc.

TestLodge Specifications

Sr.
Specification Description
No.

Application It is taken by TestLodge

1
copyright It provides Commercial and Trial Version

It can be used for Test Management and Project Management

2 Tool scope
It is utilized as a Testing Utility
Agile Testing
Black box testing
Testing Exploratory Testing
3
Methods Functional/Manual Testing
Traditional Testing

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 Tool Desktop Testing
4
Objectives Web Testing

Requirement Management
Management Project Management
5
Features Test Management
Report

Software Since it is a cloud-based online tool, it can be used on any of the

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Requirement browsers such as IE, Chrome, Mozilla, etc.

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 2. TestLodge ─ Features

TestLodge has a wide range of features to attract QAs and other stakeholders for test
management.

Core Features
Following are the core features of TestLodge.

Sr.
Core
No. Description
Features

TestLodge supports following test methodologies:

 Agile Testing

Testing  Black box testing

1
Support  Exploratory Testing
 Functional/Manual Testing
 Traditional Testing

 TestLodge tools create, centralize, organize, and manage test

cases very effectively and efficiently
Centralize
2  Easily import test cases from excel and other management tool
& Organize
 Ability to share test case repository across different projects,
releases and sprints

 Supports build out and re-run of test execution suites

Manage &  Kicks off automation suite as well
3 Track
 Captures step-by-step test execution history
Execution
 Supports test run specific configuration and parameters.

 Email can be sent for a particular task to the users

 Voting and watching features to keep an eye on the progress for

4 Notification stakeholders

 Use @mention to get the attention of a specific team member at

Comments/Description

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  Supports powerful search functionality with Hotkeys features

5 Search  Supports free text search

 Supports syntax search

 Supports multiple reports at the module level

 Supports test case and test execution reports

6 Reports  Requirement and traceability reports

 Defect reports
 Supports cross project report as well

Scale with
 Supports any business team and any project irrespective of size
7 Team
and complexity.
Growth

 Supports more than 100 add-ins to connect with different

software’s to make work easy

8 Integration  Wide range of add-ins makes it universal across the globe – JIRA,
Bamboo, HipChat, Bugzilla, egg Plant, Cucumber, Jenkins, etc.

 Supports GitHub integration

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 3. TestLodge ─ Free Trial Access

TestLodge provides 30-days free trials to email, access to unlimited users, with basic
features. It has other plans as well with different advanced features and add-ins. Cost
depends on different plans.

Visit https://www.testlodge.com and click Pricing & Sign Up. The user can view different
available plans for trial.

Set Up for Free Trials

Following are the steps to be followed to set up for free trials.

Step 1: Visit https://www.testlodge.com and click Pricing & Sign Up at the top right side
corner of the screen.

Step 2: Click “Sign Up” based on the choosen plan as shown in the following screenshot.

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A basic form to create a TestLodge account pops up.

Step 3: Enter the following details in the respective fields as shown in the following
screenshots.

 First Name

 Last Name

 Email

 Create your TestLodge site addess: It should be unique and this URL will be used
to access TestLodge application.

 Password: To authenticate access of this URL.

 Re-type password

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Step 4: After entering all details, click “Create my account” as shown in the above
screenshot. It will display a Thank you page of the New User as shown in the following
screenshot.

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Step 5: Enter the URL and after a few seconds, you will see the Login Page.

The following screenshot displays the Login page where you can enter the details to visit
the home page.

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 4. TestLodge ─ Login

Following are the steps to login to TestLodge.

 Step 1: To login to TestLodge, go to your sample website selected while creating

the free trial. It will open a login page.

 Step 2: Enter your registered email address as username and enter the Password.

 Step 3: Click the Log In button.

The following screenshot shows how to login into TestLodge using credentials.

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On Error
An error may occur due to an incorrect combination of email id or password. You would
get to see the following error page, as a result of an unsuccessful login or when the
credentials are incorrect.

If you forgot the password, then you can follow the steps given below to recover your password:

 Step 1: Click the “Forgot Your Password?” link below the Log In button.
 Step 2: Enter the Email Address.
 Step 3: Click the Send reset link.

You can use the following page to recover the password, if you have forgotten it. You will
get an email with the details of the username or a link to reset the password.

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On Successful Login
On successful login, the system dashboard will be displayed, if the account is associated
with any project by admin or the user can create a sample project.

The following screenshot displays the welcome page/dashboard of TestLodge on successful

login.

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