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Test Cases

A test case describes one thing to verify. It defines the steps a tester must follow and what they should observe at each step. Test cases belong to a Test Project and optionally to a Test Suite within that project. Only test cases with a status of READY are included in test runs. Cases in DRAFT or DEPRECATED status are excluded.

Test case fields

Priority levels

Test case types

Status lifecycle

Move a case from Draft to Ready once you are confident the steps are accurate and complete. Only Members and Owners can change a case’s status.

Test steps

Each test case contains an ordered list of steps. A step has two fields: Steps are numbered and executed in order during a test run.

Creating a test case

1

Open the test project

Navigate to the Space → Test Management → click the test project.
2

Click + New Case

Click + New Case in the top bar. A creation form opens.
3

Fill in the required fields

Enter the case name, select a priority, and select a type (Manual or Automated). Optionally assign it to a suite.
4

Add a description (optional)

Add preconditions or context in the description field. This is shown to testers during the run.
5

Save the case

Click Save. The case is created with a status of DRAFT.

Adding test steps

1

Open the test case

Click the case name in the project case list to open its detail view.
2

Go to the Steps tab

Click the Steps tab in the case detail view.
3

Add a step

Click + Add Step. Enter the action and expected result for the first step.
4

Add more steps

Click + Add Step again for each subsequent step. Steps are numbered automatically in the order they are added.
5

Reorder steps

Drag steps to reorder them using the handle on the left side of each step row.
6

Save

Steps are saved automatically as you add them.

Linking tasks to a test case

Each test case can be linked to one or more tasks in Collabase Projects. This makes it easy to see which work items a test case covers — and from the task side, which test cases validate that work.
1

Open the test case detail view

Click the case in the project list.
2

Click the Linked Tasks field

In the case sidebar, click Linked Tasks. A search box opens.
3

Search for tasks

Type part of the task title or task key (for example, PROJ-42). Results appear as you type. Tasks from any project in the same space are included.
4

Select a task

Click the task in the results list. It is added to the case immediately. Repeat for each additional task.
5

Remove a link

Click the × next to a linked task’s name to remove it.
Once tasks are linked, they appear in the Test Management panel in the task detail view. Any team member with access to the task can see which test cases cover it without leaving the task context.

Linking to a requirement page

Each test case can be linked to one page in Collabase Docs — typically a specification or requirement document that this case validates.
1

Open the test case detail view

Click the case in the project list.
2

Click the Linked Page field

In the case sidebar, click Linked Page.
3

Search for a page

A page picker opens. Search by page title and select the page you want to link.
4

Save

The link is saved immediately. Click the linked page name at any time to open it in Docs.

Marking a case as Ready

Once you have written and reviewed a case, change its status to READY so it is included in test runs.
  1. Open the case detail view.
  2. Click the Status field in the sidebar.
  3. Select Ready.
The case now appears with a READY badge and will be included in the next test run that covers this case or suite.

Deprecating a case

When a test case no longer applies — because the feature was removed or the test was superseded — mark it as DEPRECATED rather than deleting it. This preserves its history in past runs while excluding it from future runs.
  1. Open the case detail view.
  2. Click the Status field.
  3. Select Deprecated.
Deprecated cases remain visible in the case list with a DEPRECATED badge and can be filtered out using the status filter.
Last modified on June 23, 2026