diff --git a/src/content/docs/project/plans/images/att2_7821.png b/src/content/docs/project/plans/images/att2_7821.png new file mode 100644 index 00000000..6393588a Binary files /dev/null and b/src/content/docs/project/plans/images/att2_7821.png differ diff --git a/src/content/docs/project/plans/images/att3_7821.png b/src/content/docs/project/plans/images/att3_7821.png new file mode 100644 index 00000000..e42627af Binary files /dev/null and b/src/content/docs/project/plans/images/att3_7821.png differ diff --git a/src/content/docs/project/plans/images/gif1_518.gif b/src/content/docs/project/plans/images/gif1_518.gif new file mode 100644 index 00000000..c06031b1 Binary files /dev/null and b/src/content/docs/project/plans/images/gif1_518.gif differ diff --git a/src/content/docs/project/plans/index.md b/src/content/docs/project/plans/index.md index 9cce9fbd..415f7a43 100644 --- a/src/content/docs/project/plans/index.md +++ b/src/content/docs/project/plans/index.md @@ -252,3 +252,66 @@ Filters allow you to dynamically **include or exclude tests in a plan** based on ::: ![Collections & filters](./images/att8_5256.png) + +## Managing Plans + +Efficient management of test plans is key to keeping your testing organized and transparent. In Testomat.io, you can group and organize plans using **Labels**, making it easy to filter, find, and manage multiple plans at once. + +### Benefits of Using Labels for Plans + +By assigning labels to your plans, you can: + +- Organize plans by category, team, or purpose – e.g., 'Regression', 'Smoke', 'QA' +- Filter plans quickly – instantly narrow down the list of plans by selecting specific labels +- Maintain consistency across projects – ensure all plans follow a structured labeling system +- Apply bulk actions easily – assign or remove labels from multiple plans at once using multi-selection + +Labels provide a flexible way to group and manage plans according to your workflow. + +### How to Assign Labels to Plans + +1. Go to the **Plans** page +2. Open a plan or select multiple plans using multi-selection mode +3. Click the **Labels** +4. Select the labels you want to assign +5. Click **Add** button + +![Assign Labels to Plans](./images/gif1_518.gif) + +:::note + +You can create new labels or manage existing ones in [Settings → Labels & Fields](https://docs.testomat.io/advanced/tags-labels/labels-and-custom-fields/#how-to-add-labels--custom-fields). Make sure to set the Scope to Plans so labels are applied correctly. + +::: + +### Filtering Plans by Labels + +Testomat.io offers two convenient ways to filter your plans using **labels**: + +1. Using the **Filter Bar**: + +- Click the **filter** icon next to the search bar +- Apply one or multiple labels +- This method allows multi-label filtering, showing only plans that match all selected labels + +![Filter Bar](./images/att2_7821.png) + +2. Using the **Quick Filter Panel** + +- All labels currently in use are displayed +- Select a single label from this list to quickly filter plans +- This method is ideal for fast, one-label filtering + +![Quick Filter Panel](./images/att3_7821.png) + +:::note + +Use the **Filter Bar** for more advanced multi-label filtering, and the **Quick Filter Panel** for fast access to frequently used labels. + +::: + +### Example Use Cases + +- QA lead wants to see only Regression plans – assign a 'Regression' label to all relevant plans and filter by it +- A team working on Frontend tests can quickly access all their plans by using the 'Frontend' label +- During release planning, project managers can filter plans by priority or milestone labels to focus on relevant test coverage