Test case fields
Priority levels
Test case types
Status lifecycle
Test steps
Each test case contains an ordered list of steps. A step has two fields:
Steps are numbered and executed in order during a test run.
Creating a test case
1
Open the test project
Navigate to the Space → Test Management → click the test project.
2
Click + New Case
Click + New Case in the top bar. A creation form opens.
3
Fill in the required fields
Enter the case name, select a priority, and select a type (Manual or Automated). Optionally assign it to a suite.
4
Add a description (optional)
Add preconditions or context in the description field. This is shown to testers during the run.
5
Save the case
Click Save. The case is created with a status of DRAFT.
Adding test steps
1
Open the test case
Click the case name in the project case list to open its detail view.
2
Go to the Steps tab
Click the Steps tab in the case detail view.
3
Add a step
Click + Add Step. Enter the action and expected result for the first step.
4
Add more steps
Click + Add Step again for each subsequent step. Steps are numbered automatically in the order they are added.
5
Reorder steps
Drag steps to reorder them using the handle on the left side of each step row.
6
Save
Steps are saved automatically as you add them.
Linking tasks to a test case
Each test case can be linked to one or more tasks in Collabase Projects. This makes it easy to see which work items a test case covers — and from the task side, which test cases validate that work.1
Open the test case detail view
Click the case in the project list.
2
Click the Linked Tasks field
In the case sidebar, click Linked Tasks. A search box opens.
3
Search for tasks
Type part of the task title or task key (for example, PROJ-42). Results appear as you type. Tasks from any project in the same space are included.
4
Select a task
Click the task in the results list. It is added to the case immediately. Repeat for each additional task.
5
Remove a link
Click the × next to a linked task’s name to remove it.
Linking to a requirement page
Each test case can be linked to one page in Collabase Docs — typically a specification or requirement document that this case validates.1
Open the test case detail view
Click the case in the project list.
2
Click the Linked Page field
In the case sidebar, click Linked Page.
3
Search for a page
A page picker opens. Search by page title and select the page you want to link.
4
Save
The link is saved immediately. Click the linked page name at any time to open it in Docs.
Marking a case as Ready
Once you have written and reviewed a case, change its status to READY so it is included in test runs.- Open the case detail view.
- Click the Status field in the sidebar.
- Select Ready.
Deprecating a case
When a test case no longer applies — because the feature was removed or the test was superseded — mark it as DEPRECATED rather than deleting it. This preserves its history in past runs while excluding it from future runs.- Open the case detail view.
- Click the Status field.
- Select Deprecated.

