Perform tests using the Visual Task Board

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Perform tests from an assigned test case and record results using a bulletin board-type graphical interface.

    Before you begin

    Role required: tm_tester

    Procedure

    1. Navigate to All > Test Management > Test Execution > Test Plans.
    2. Click the Show Visual Task Board related link.
    3. Open the assigned test case by clicking the test case number on the card.
    4. Set the Execution Status field on the Test Case form to In progress and click Save.
    5. In the Tests related list, open the first test.
      The number in the Order field determines the test order.
    6. Set the Status field for the test to In progress.
    7. Right-click the form header and click Save.
    8. Perform the steps outlined in the Detailed description field.
    9. Record the result in the Actual result field.
    10. Compare the actual result to the expected result and update the test status in the Status field to one of the following values:
      • Passed
      • Failed
      • Blocked
    11. Click Update.
    12. Repeat steps 5–11 for the remaining tests in the test case.
    13. After all tests are complete, update the test case status.
      For more information, see Update the status of a test case.