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The Test Case Management tab provides multiple ways to create test cases. Each method supports a different workflow, from full detailed entry to quick creation within a suite.

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Three Creation Methods

You can create a new test case in three different ways, depending on the level of detail you want to add upfront.

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1. New Test Case

  • Click the New Test Case button in the top navigation bar.
  • This opens the complete “Create Test Case” form with all properties: title, description, steps, and classifications.

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2. Quick Test Creation Within Suite

  • At the bottom of the test case list within any suite, find the row labeled “Create quick test”.
  • Type a title into the input field and press Enter.
  • This instantly creates a new test case in that suite with only a title. You can then double-click it to edit and add more details later.

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3. From Suite Menu

  • Click the action menu (⋮) on any suite.
  • Select Add Test Case.
  • This opens the full creation form, but the Test Suite field is pre-selected with the suite you chose.
A test case must be assigned to a suite. This is a required field. If you import test cases without specifying a suite, they are automatically placed in the “Unassigned” suite.

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Inline Editing

An individual test case can be viewed in two modes: Sheet View and Full-Screen View.

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1. Sheet View (Default)

Clicking on a test case once opens it in a side sheet on the right side of the screen. This sheet displays all test case information in a scrollable panel. Two quick action buttons appear at the top:
  • Full Screen: Expands the test case to occupy the full screen.
  • Print: Exports the test case details to a printable format (PDF), including all core information, steps, and metadata.

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Editing in Sheet View

You can edit any field directly in the sheet:
  • Single click to open the sheet.
  • Double-click on any editable field to modify it or use the pencil icon next to editable fields.
  • After editing, confirm changes with the tick (✓) icon or discard with the cross (×) icon.
This applies to text fields, dropdowns, and tags. All updates are saved instantly upon confirmation.

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2. Full-Screen View

The full-screen mode provides a detailed layout suitable for reviews, documentation exports, or test audits. Click the full-screen icon in the top-right corner of the sheet to open the test case in a wider layout. Editing options remain the same as in sheet view.

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Adding Test Steps

When creating or editing a test case, switch between Classic and Gherkin step formats using the tabs in the step editor.
Each step has three fields:
  1. Action - What action to perform
  2. Test Data - Input data (optional)
  3. Expected Result - What should happen
Click Add Step to append additional steps.
See Test Case Structure for the full field reference.

Test Case Structure

Fields, steps, custom fields, and attachments

Organizing at Scale

Suites, tags, and bulk operations

Import & Export

Bulk import from CSV or TestRail

MCP Integration

Create and manage test cases with AI