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  2. User Guide

User Guide

Getting started with TestRail

  • Introduction to TestRail
  • Usage tips & tricks
  • Projects and their types
  • Search
  • Editor formatting reference
  • Keyboard shortcuts & hotkeys
  • See all 8 articles

Test cases

  • Import test cases from CSV or Excel
  • Import test cases from XML
  • Behavior-Driven Development (BDD)
  • Managing (moving, copying, deleting and restoring) test cases
  • Separate test steps and test results
  • Shared steps

Test planning and execution

  • Creating new test plans and runs
  • Editing test results

Reporting and analysis

  • Charts and dashboards
  • Reports FAQs
  • Reports overview
  • General configurations for reports
  • Customizing charts
  • Print reports

Migration guide

  • Migration: Introduction
  • Migration: CSV & Excel
  • Migrate from Zephyr Squad
  • Migrate from Zephyr Scale
  • Migrate from qTest
  • Migrate from TestLink
  • See all 7 articles

Administration and customizations

  • Configuring custom fields
  • Adding users to your TestRail instance
  • Adding a custom logo to your TestRail instance
  • Managing attachments
  • Data management

Enterprise guide

  • Test parameterization, variables, and datasets
  • Test case versioning
  • Test case review & approvals
  • Project-level administration
  • Email customization
  • Configurable backup time & restoration
  • See all 7 articles

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Getting Started
Basics for using TestRail
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Guides
In-depth guides for everything TestRail
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Integrations
Connect to other tools in your development pipeline
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API & Developers
Build custom integrations and workflows
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