What is the TestRail? #1

Murat Feyzioğlu
Beyn Technology
Published in
6 min readMay 31, 2022

In this article, I will give you information about TestRail.

The first thing I noticed when I went through the TestRail usage documentation was that the documentation didn’t contain new updates. And information about the purpose of use of some features is not given.

In this case, we will learn what is the main purpose of the things we use when creating a Test Project.

What is the TestRail?

TestRail is a web-based test management tool where we can follow the progress of the tests, easily create test scenarios, and run these tests.

There is a simple life cycle for TestRail.

Based on this cycle, the project becomes traceable. At the same time, tests progress in a certain order.

How can create the projects?

1. Project

Projects are the main unit in TestRail. Suites, Test runs, test results, milestones, etc. are directly associated with a specific project. All projects are individual in themselves.

Create Project

When you click “+ Add Project” on the Dashboard, the page opens. In this part, you need to fill the required fields and create the project.

“Add Project” Page

Step 1: Give the name of the project

Step 2: Select a suite’s type for your project

Step 3: Click the “Add Project” button

Note: If you want, you can add an announcement.

The project we have added will appear in the Projects section of the Dashboard.

When the select the project, the Overview page will appear. You see a summary of the project on this page.

2. Test Suit

Test Suite is the structure in which test cases are collected and executed. Suite is the biggest element of a project. We collect our Test Cases with Suits under the main headings. This is the first step of the create an understandable and orderly project.

Create Test Suite

Suite is created by clicking the “+Add Test Suite” button.

Step 1: Give the name of the suite

Step 2: Click the “Add Test Suite” button

Note: If you want, you can add a description.

3. Test Case

Test cases define how to test a system, software, or application.

Create Test Cases

One of the best features of TestRail is that it allows the creation of test cases easily.

While preparing test scenarios, care should be taken to ensure that they are clean and orderly. For this, we can collect the same cases under the sections. The section helps to organize your test cases and helps to gather our tests under the main headings.

For this, we use the “+ Add Section” and “Add Subsection” buttons.

Firstly click the “+ Add Section” button for the create section. (if you want, you can start with cases directly.)

Step 1: Give the name of the section

Step 2: Click the “Add Section” button

Note: If you want, you can add a description.

Now, we can start to create test cases. We have two ways of creating cases. If we want to create test cases in detail, the “Add Test Case” button should be clicked. Cases are added in detail on the screen that opens. Or click the “Add Case” button for the create cases, after that you can give more detail.

Create with detail
Create without detail
  • Create Test Cases with detail

Step 1: Fill in the case’s property

Section, Template, Type, and Priority have already been filled. You can change according to your cases.

The only place that differs in this section is the References area. This part is where the connection of the relevant case with Jira is made.

Step 2: If you have a precondition before the test, you should be writing the conditions here

For example; Open the game, click the “X” button, select the “X” etc.

Step 3: You write the test steps here. Steps are should be clear and sufficient. You should write step by step.

Step 4: You write expected results. You should write what you expect after your test steps.

Step 5: Click the “Add Test Cases” or “Add & Next” button.

  • Add Test Cases: when you click the button, your cases save and close the page.
  • Add & Next: when you click the button, your cases save and you can continue the next cases.

After these steps, your cases are added to the suite.

  • Create Test Cases without detail

When you click the “Add Case” button, the “Case Title” field appears. Write a name and click the green button.

Our case has been added and the Case Title field stays on the screen. You can continue adding the cases. (You need to add the details after adding if needed.)

Subsections can be created with “Add Subsection”. The project will be shaped according to the dynamics.

You can add subsections in the same way. Click the “Add Subsection” and the page opens.

Give a name and if you want, you can write a description. After this, click the “Add Section” button.

One of the nice features of TestRail is the copying of previously created test cases into newly created projects.

When the button marked in the picture is clicked, the desired cases from the suites or projects are copied or moved from the opened window.

4. Test Runs & Results

After adding cases, you need to run the suite. When clicking the “Test Runs& Results”, we see the “Add Test Run” button.

After clicking the “Add Test Run” button, we must select the suite we want to run in the window that opens. And then we reach the following screen by saying “Add Test Run”.

When we click on the test case, we see detailed information about the relevant case in the right area.

When we test according to the information given, we can continue by selecting the Status field according to the result.

As the test continues, the graphic changes according to the statuses. This helps us to analyze the Test Run more easily.

We can add comments in the pop-up window while changing the status field of test cases.

These comments can be reminders, informative, etc. For example, if the status is Failed, you can add the issue link(Favro, Jira, etc.) on Comment. It can be written why a retested status will be retested later. These comments can save you a lot of time afterward. You can add pictures.