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Using the Testboard to Track and Manage Tests

description: Use the Testboard to view, track, and update acceptance tests grouped by backlog item and test status. id: using-testboard-to-track-and-manage-tests keywords:

  • testboard
  • track-tests
  • manage-tests
  • test-status
  • test-cards
  • standup-dashboard
  • test-filters
  • customize-testboard product: agility tags:
  • testboard
  • tests
  • tracking title: Using the Testboard to Track and Manage Tests

The Testboard provides a consolidated view of acceptance tests grouped by story, defect, and test status.

Overview​

Use the Testboard to gain an at-a-glance status of tests or to track the progress of individual tests during the testing cycle. The Standup Dashboard view provides a high-level view of your work completed versus To Do burndown, cumulative flow by status, and a snapshot of the current view of your Testboard.

Access the Testboard​

Click the hamburger menu Hamburger icon > Sprint > Testboard.

Track and Update Backlog Items​

Story Cards display in the left column on the Testboard. Each card shows the backlog item ID and title, status, owner, and total work estimate. Backlog items may be shown to be blocked by issues. The Block action provides a convenient way to create or assign a blocking issue to a backlog item. The Blocked Icon link Blocking Issues Icon appears on the backlog item when it is blocked, and offers fast access to viewing, assigning, adding, and removing blocked issues.

A summary section in the right column shows the status of tasks for each backlog item. Task status displays as a color-coded bar, indicating the number of in-progress and completed tasks for each. Hover over the indicator to see an itemized count of tasks by status value.

Track Backlog Items on the Testboard​

  1. Click the hamburger menu Hamburger icon > Sprint > Testboard.
  2. Configure your view:
    • Select the project for which you want to review team summaries from the project tree at the top
    • Select the sprint you want to track from the Sprint drop-down list
    • Select the team you want to track from the Team drop-down list
  3. Open the Filter drop-down menu and select a filtering option to focus on a subset of backlog items (view by Backlog Group, Portfolio Item, Owner, Status, Priority, Backlog Item, Defect, or closed items). To focus only on tasks assigned to an individual owner, select the owner name in the Highlight Owner field at the top of the board. This action fades out all tasks not assigned to the highlighted owner so you can see how the task owner fits into the overall project or sprint picture (as opposed to selecting Owner from the Filter drop-down, which isolates the view to show only that owner's tasks, removing all others from the board).
  4. Hover over any Backlog Card title to see a detailed description of the item. To update an item, click the vertical ellipsis icon more actions icon at the top right corner of the card and select the appropriate action.

Track and Update Tests​

Test Cards appear in appropriate status columns on the board (e.g., In Progress, Passed, Failed) and show the test title, owner, and total work estimate. Test cards are color-coded by test type (Method, Type, Manual, Automated) to give you an at-a-glance look at the testing across project work functions. Click the Legend button at top right of the board to see the color representation or to customize the color-coding scheme by test type.

Track Tests on the Testboard​

  1. Click the hamburger menu Hamburger icon > Sprint > Testboard.
  2. Configure your view:
    • Select the project for which you want to review team summaries from the project tree at the top
    • Select the sprint you want to track from the Sprint drop-down list
    • Select the team you want to track from the Team drop-down list
  3. Open the Filter drop-down menu and select a filtering option to focus on a subset of backlog items (view by Backlog Group, Portfolio Items, Owner, Status, Priority, Backlog Item, Defect, or closed items). To focus only on tests assigned to an individual owner, select the owner name in the Highlight Owner field at the top of the board. This action fades out all tasks not assigned to the highlighted owner so you can see how the task owner fits into the overall project or sprint picture (as opposed to selecting Owner from the Filter drop-down, which isolates the view to show only that owner's tasks, removing all others from the board).
  4. Hover over any Test Card title to see a detailed description of the test. To update a test, click the vertical ellipsis icon more actions icon at the top right corner of the card and select the appropriate action. To indicate a change of test status, click and drag the Test Card to the appropriate status column in that row.
  5. As work progresses, enter Detail Effort and update the remaining To Do estimate for each test by clicking the vertical ellipsis icon more actions icon at the top right corner of the card followed by Edit.

Apply Filters and Highlight Owners​

Use filters and highlighting to focus on specific work or team members.

Filter and Highlight Options​

  • Use the Highlight Owner option to highlight the work assigned to a single team member so that each individual can more easily recall what work they have done and what is next up on their list. Highlighting Nobody allows team members who are ready to sign up for new tasks to easily see unassigned tasks that are available.
  • Pop up the Standup Dashboard page in a new window and expand the page to view the Testboard and graphs without the surrounding page wrapping so that you can view more on the page.

To do this, click the Reports Reports Icon icon on the sidebar while you are on the Testboard page and click Standup Dashboard in the On This Page section.

For more information about filters, see Using Filters in Digital.ai Agility.

Customize the Testboard​

Members who have the role of Project Lead or above can customize the Testboard for the project.

Customize Columns​

The Status attribute defines the columns in the board display. Add new columns by adding a new List Value to the Status list type and enabling that value for use in a project using the Project Workspace settings on the Display Fields page in Administration.

Customize Card Colors​

Click the Legend button to review current color representation settings or to configure the color coding by task type. Backlog cards retain any customizations made via the Storyboard of the same project so that any changes there are available on the Testboard as well.

The board view includes items on subprojects even if those items fall outside of the list values designated for the columns, rows, or coloring scheme defined for the board. For example, if the board is colored by Type and a subproject of the current project selection uses a particular Type value that is not used on the selected project, that lower level Type value still receives a color on the board.

Access Reports on the Testboard​

These reports allow you to review statistics for the current view of your Testboard:

  • Standup Dashboard Report
  • Test Trend Report
  • Test Runs Report
  • Burndown Report

Generate Reports​

  1. Click the hamburger menu Hamburger icon > Sprint > Testboard.
  2. While you are on the Testboard page, click the Reports reports icon icon on the sidebar and select a report in the On This Page section.
  3. For the Test Trend, Test Runs, and Burndown reports, filter the data to be included in the report from the drop-down lists (Sprint, Team, Backlog Group, Workitem, Start Date, Duration, and whether you want to include all projects) and click Go. The bar graph populates with the appropriate detail. For the Standup Dashboard report, click Configure to change the start and end date of the report.
  4. Click Print to print a paper copy, or click PDF to generate an electronic copy. You can also click the Chart Context Menu options icon in the upper right corner under the action buttons to save the report as a PNG graphic, download it as a CSV file, or download it as an XLS spreadsheet.