Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a test plan using Test Board in Test Management 2.0

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:

    FieldValue
    NameUnique name for the test plan.
    Planned start datePlanned 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.

FieldValue
Planned end datePlanned date and time for ending the test plan execution.
DurationEstimated duration of test plan. This is the difference between the planned start date and the planned end date.
NumberAutomatically generated unique ID number for the test plan.
OwnerOwner who created the test plan.
StateCurrent 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.
DescriptionDescription 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