All work that gets done through the Testlio platform involves tasks. These tasks can be any kind of work: 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.
Within each workspace, Admins and Coordinators can create tasks.
Create Any Kind of Task
You can create any kind of task in three locations in the Testlio platform:
Tasks module
Teams module
From a run
In each of these locations, you can create a task for any kind of work available on the Testlio platform.
You can also create specific kinds of tasks:
Tasks Module
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.
Teams Module
To invite someone to complete a task from the Teams module, follow these steps:
In the Teams module, find the user you want to invite.
Next to the specific user, click ⋮.
Click New task.
Complete the task fields.
From a Run
To invite someone to complete a task from a run, follow these steps:
In the run where you want to create a task, click Tasks.
Click New task.
Complete the task fields.
Any task you create from a run is linked to that run. So any time you open the task, find the related run in the Linked Resources.
Unlike run execution tasks, tasks you create from the Tasks tab of a run are not affected by changes to the run (due dates, closure, and so on need to be managed separately).
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.
If the workspace you're trying to create the task in would have no hours remaining after the run, the button to save the task is disabled and you need to explicitly confirm client approval before you can continue.
Create a Run Execution Task
To invite testers to execute a test plan, follow these steps: Create a Run Execution Task.
Create an Issue-Related Task
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.
If the workspace you're trying to create the task in would have no hours remaining after the run, the button to send the task invite is disabled and you need to explicitly confirm client approval before you can continue.
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.
Task Workflow
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 (click Tasks within the given workspace).
If you invited someone specific to complete a task and they declined it, 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:
Draft: The task has been created but no invitations to complete it have been sent.
Allocating: Waiting for an invitation to be sent and accepted, rejected, or expire.
Unable to allocate: The process of allocation failed and no one was found to complete the task.
Canceled: The work detailed in the task is no longer needed and the task is abandoned. Any pending invitations cannot be accepted.
Scheduled: The task is allocated and has not yet reached its start date.
Ready to Start: The task is allocated and has reached its start date but has not yet been started by the task executor. (Only available for run tasks.)
In Progress: The task has been started by the task executor and is not yet completed.
In Review: The task executor has declared the work done sent it for review.
Approved: The task has been approved as complete and can no longer be edited. It is now ready for payout.