Project Management

QA Touch Workflow

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How to create new project

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How to create new project

  1. When you create a domain, in the welcome page itself we can create project
  2. Click on “Add Project”
  3. First project will be created .


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How to Create a Project with Sample Data?

  1. Log in to your account.
  2. Go to the Projects section from the main menu.
  3. Click the "Create Project" button.
  4. Enter Project Name
  5. Look for the option to Create project with Sample Data (usually a checkbox )
  6. Verify the entered details.
  7. Click "Save" or "Create" to finalize the project.
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How to Assign user to a Project in QA Touch?

The Assign User functionality streamlines collaboration by allowing you to assign users to specific projects.

  1. On the project details page, locate and click on the "Assign User" option.
  2. A popup window will appear with two tabs: "Add Assign User" and "Assigned User."
  3. In the "Add Assign User" tab:
  4. Select the appropriate role for the user from the available options.
  5. Choose the user you want to assign to the project.
  6. Click the "Save" button to confirm and save the user assignment.
  7. To ensure the user is assigned successfully, navigate to the "Assigned Users" tab.

When you create a user as a tester/developer in the system, you have to assign them to the project to give access.

When you create a user as an Administrator, all the projects will be assigned automatically to the user. When you create a user as a tester/developer in the system, you have to assign them to the project to give access.

Tester - Users with access type Tester will have access to Dashboard and Projects Assigned to them(Overview, Requirements, Attachments, Releases, Modules, Test Cases, Test Plans, Test Runs, Issues, Jira Issues, Reports, Project Integration Mapping)

Developer - Users with access type Developer will have access only to Issues of Projects Assigned to them.

To add Projects in QA Touch, follow these steps:

  1. Login to QA Touch.
  2. On the left panel, click on Project List and then Click on Add Project.
  3. Enter the Project Name and click Save.
  4. Click on the Edit button within the newly created project.
  5. Enter the Project Details such as : -Status -attach a project logo -any Files (if applicable) -Click Update.


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What is a pin in QA Touch?

The Pin feature allows you to prioritize and easily access your most important projects. By pinning a project, you ensure it stays at the top of your project list, making it readily identifiable and accessible.

Look for the pin icon next to Assign user.

Select the project you want to prioritize and click on the pin icon next to Assign user. Once clicked, the icon changes its appearance to indicate that the project is now pinned.

Your pinned project will now be prominently displayed at the top of the project list.

How to unpin a Project?

If you need to remove a project from the pinned list, simply click on the pin icon again located next to the project name. The project will be unpinned and will move back to its original position in the project list.

What is Ongoing/Completed/Archived Projects?

Efficiently organize and track the status of your projects with our status management features. Whether your project is ongoing, completed, or archived, you can easily categorize and locate it as needed. Here's a step-by-step guide on how to use these features: On the project list page, you'll find a dropdown menu placed before the "Add User" option. Choose from three status options:

Ongoing: Represents projects that are currently in progress.

Completed: Marks projects that have been successfully finished.

Archived: Indicates projects that you want to hide or have deleted.

How to Archiving a Project?

  1. To archive a project, click on the "Delete" option placed next to "Edit" in the project details.
  2. A popup window will appear with three options: Archive, Delete, and Cancel.
  3. Select "Archive," and the project will be automatically moved to the archived status.
  4. If you want to view or manage archived projects, go to the dropdown and select "Archived Projects." Your archived projects will be visible.

How to change Project Status:

  1. To change the status of a project, click on the "Edit" option placed before "Delete" in the project list page.
  2. Redirected to the project edit page.
  3. Locate the "Status" option and choose from the available options: Ongoing, Completed, or Archived.
  4. Scroll down and click on the "Update" button to save the changes.
  5. The project will now be moved under selected status. By effectively utilizing these status management features, you can enhance your project management experience and keep your workspace organized.

How to Delete project?

Deleting a project is a straightforward process that allows you to remove unnecessary or completed projects from your workspace. Follow these steps to delete a project permanently:

  1. Navigate to the project list page and find the project you want to delete.
  2. Look for the "Delete" option placed conveniently next to the "Edit" button in the project.
  3. Click on the "Delete" option. A popup window will appear with three choices: Archive, Delete, and Cancel.
  4. Select "Delete" to permanently remove the project from your workspace.
  5. A confirmation message may appear to ensure you want to proceed with the deletion. Confirm your decision if prompted.

Important Note:

Deleting a project is an irreversible action, and all associated data will be permanently removed. Please make sure you have considered the implications before confirming the deletion.

How to Edit project

The Edit Project feature empowers you to refine and customize your project details effortlessly. It allows you to make changes to things like project name, status, colors, description, logo, roles, and group permissions.

  1. Click on the "Edit" icon in the project. You will be redirected to the project edit page.
  2. On the project edit page, you will find fields for various details such as project name, status, background color, font color, description, logo, roles, and group permissions.
  3. Make the required edits or modifications in the respective fields.
  4. After making the necessary changes, scroll down to the bottom of the page and click on the "Update" button to save your edits.

How to Sorting project?

The Sorting feature helps you to organize your projects based on your prioritization. Whether you prefer viewing projects chronologically by creation date or alphabetically by project name, sorting allows you to tailor your workspace for optimal efficiency. Additionally, you can arrange projects in ascending or descending order, offering flexibility in how you navigate and locate specific projects.

Quick Access

Quick Access

You can also access Test Cases, releases,issues,reports,requirements,Test runs,Activity log

  1. Click on the 3 dots near the project you need to access
  2. Now in the list of options select which you need to work on.


Project Overview

  1. In Project overview page you can see the details of the project selected.
  2. We also have Easy access to Testcase,release, Testrun and issues pages.
  3. You can import testcase file from overview page itself.
  4. You can also see the Project status with a pie chart displayed.


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