Assign testers from the Visual Task Board

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

    • Assign the test case to a tester from the Visual Task Board (VTB).

    Before you begin

    Role required: tm_test_manager or tm_tester

    Procedure

    1. Navigate to All > Test Management > Test Execution > Test Plans.
    2. Open a test plan.
    3. Click the Show View Task Board related link.
      The VTB displays lanes for test case statuses. A card for each test case appears in the appropriate lane based on its status. Test cases that are not assigned to any user display Unassigned on their cards.
      Figure 1. Unassigned test case card on the Test Plan Visual task Board
      Unassigned test case card on the Test Plan Visual task Board.
    4. Click the Unassigned card to open the test case form.
    5. Click ASSIGNED TO from the right side panel.
    6. Click Add Primary Assignee and select a user.
    7. Close the card by clicking the close icon (Close icon.).