Any type of testing that is performed on the Testlio Platform includes tasks – test plans to be executed during a Run, issues that need to be reproduced or verified, run results to be reviewed, tests to be updated, and much more. Tasks are a critical part of how work gets done at Testlio.
Note: Tasks can be created by Admins or Coordinators within the Testlio Platform.
Tasks module
Creating tasks within the Tasks module allows you to choose from all types of work available on the Testlio Platform. To invite someone to complete a task from the Tasks module, follow these steps:
In the Tasks module, click New task.
For Executor, select who to invite to the task.
Complete the task fields.
Tasks within the Teams module
Creating tasks within the Teams module allows you to choose from all types of work available on the Testlio Platform. To invite someone to complete a task from the Teams module, follow these steps:
In the Teams module, choose a specific view that shows the user you want to invite.
Next to the specific user you want, click ⋮.
Click New task.
Complete the task fields.
Complete Task Fields
Give the task a short title to define it.
Select the task type.
Enter a description for the task. The description usually includes:
The requirements for the task
The environment for performing the task
Any other details the person completing the task may need to know
Enter an estimate of how long the task should take.
Select the due date and time.
Select who to invite to complete the task.
Optional: Select a different time by which the invitation expires.
Click Save.
Tasks within a Run
Tasks within a run mostly relate to executing test plans. To invite testers to execute a test plan, follow Creating a Task Within a Manual Run.
Tasks Within an Issue
You can create five types of tasks from an issue or the Issues list:
Fixed issue reproduction
Issue reproduction
Old issue verification
Other issue assignment
Improvement request
General Issue Tasks
To create one of the first four kinds of tasks, follow these steps:
In the Testlio platform, click Issues.
Select one or more issues and click New task.
Select who to invite to complete the task.
Select the type of task (the default is: Issue reproduction).
Give a description of the task.
Enter an estimate of how long the task should take.
Select the due date and time.
Click Send task invite.
Request Improvements
To create a task to request improvements, follow these steps:
Open an issue and click ⋮.
Click Request improvements.
Choose a reason for the request.
Include a description of the request
Set in how long the task is due.
Click Send notification.
What happens after the task has been created?
Once you’ve invited someone to complete a task, they receive an invitation via email. They can now accept or decline your task. As an Admin or Coordinator, you can see the invitation status in the Tasks module.
To access Tasks, in the Testlio platform, go to the selected Workspace and click Tasks.
If the task has been declined by the original invitee, create a new task to invite someone else. (Tip: You can copy the instructions from the declined task description and re-use them when creating a new task.)
Task Invitation Statuses
Tasks have the following statuses:
Invited: The task has been sent out to the user but the invitation has not yet been accepted, been declined, or expired.
Accepted: The invitee has received and accepted the invitation to the task.
Declined: The invitee has received and declined the invitation to the task.
Expired: The invitee didn't respond to the invitation and the invitation has expired.