Create a test in Test Management 2.0

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create a test specifying conditions or steps to determine whether a feature is working correctly.

    Before you begin

    Role required: sn_test_management.tester or sn_test_management.test_manager

    Procedure

    1. Create a test using either of the following options.
      OptionDescription
      From Test Management 2.0
      1. Navigate to Test Management 2.0 > Tests.
      2. To create a test, click New.
      From Agile Development 2.0
      1. Navigate to Agile Development 2.0 > Agile Board.
      2. Click the Sprint Tracking Tab.
      3. Select the List view.
      4. From the Show list at the top right corner, select Tests.
      5. Click Add Test.
    2. In the Test version form, fill in the test name and add steps for your test.
    3. Select Submit.
    4. From the list of Tests, open the test that you just created.
    5. From the Test versions related list, open the test version that you just created.
      Table 1. Test Version Form
      Fields Description
      Test Unique name of the test.
      Owner Owner who created the test.
      Version Automatically generated version of the test.
      State Current state of the test.
      • Draft: Initial state when a test is created. The test is editable in this state.
      • Ready: State when a test is approved for execution. The test is not editable in this state. To modify a test in Ready state, create a version using the Create New Version button.
      • Retired: State when the test is no longer used.
      Tip:

      To edit a test, open the test version, confirm that it is in Draft state, make your changes, and select Update.
      Short description Brief description about the test.
      Add Step Button used to add step to a test.
      Change step order (Change step order icon) Icon used to change the order of a test step. Select the icon and drag a step to the required location.

      This icon is displayed next to a test step.
      Needs Verification Check box used to mark a test step for verification.

      This icon is displayed after a test step is added.

      If this checkbox is not selected, you need not verify that if this step passed, failed, or is blocked when you run the test.
      Delete a test step (Delete a test step icon) Icon used to delete a test step.
      Run Button used to run steps, which is displayed only when the test is in the Ready state.

      See Run your test assignments in Test Management 2.0.
      Update Button used to update the details of a test version.
      Ready Button used to change the state of the test version to Ready.
      Create New Version Button used to create another version of the test.
      Delete Button used to delete the test version.
    6. Click Submit.

    What to do next

    To add a test to a test set:
    1. Select the test from the Test list.
    2. Click Add to Test Set.