Appvibe Test Management for monday.com

Appvibe Test Management for monday.com is a comprehensive solution designed to streamline your testing processes within the monday.com platform. Whether you're managing complex test cases, executing test cycles, or generating detailed test reports, Appvibe provides all the necessary tools to ensure thorough testing and quality assurance. With seamless integration into your monday.com workflows, Appvibe Test Management simplifies the organization of test cases, tracks traceability, and offers real-time insights into test execution results. From test case creation to reporting, Appvibe helps teams ensure every requirement is thoroughly validated, driving better outcomes and delivering high-quality products.

• Introduction
• Overview of Appvibe Test Management
• Getting Started
• Key Terminology
• Setup and Configuration
• Installing Appvibe Test Management
• Getting Started
• Configuration Settings
• Initial Setup Checklist
• Core Features
• Test Case Management
• Test Steps and Action Items
• Test Case Traceability
• Test Cycles
• Reporting and Analytics
• Test Execution Reports
• Traceability Reports
• Custom Dashboards and Analytics
• Best Practices
• Best Practices for Reporting and Analytics
• Troubleshooting & FAQs
• Common Issues and Fixes
• Frequently Asked Questions (FAQ)
• Release Notes

Introduction

Welcome to Appvibe Test Management for monday.com, your all-in-one solution for managing test cases, tracking test cycles, and reporting on testing progress directly within the monday.com platform. This chapter provides a foundational understanding of Appvibe, introduces key terminology, and guides you through the initial steps to get started. Whether you're new to test management or transitioning from another tool, you'll find all the information you need to kickstart your testing journey with Appvibe.

Overview of Appvibe Test Management

Appvibe Test Management for monday.com is a test management solution built to seamlessly integrate with your monday.com workflows. It enables teams to create, manage, and track test cases, execute test cycles, and generate comprehensive test reports—all within a single, unified platform.

Whether you’re managing a small development project or coordinating across multiple teams and products, Appvibe helps ensure all test cases are properly documented and tracked. From creation to execution, you’ll be able to maintain full visibility into your testing efforts, helping your team deliver higher-quality products faster.

Key Benefits:

• Seamless Integration: Embedded directly into your monday.com boards and workflows, making it easy for teams to collaborate.
• Efficient Test Case Management: Create, organize, and maintain test cases with detailed steps and expected outcomes.
• Test Cycles & Execution: Run test cycles, track results, and analyze pass/fail outcomes.
• Comprehensive Reporting: Generate traceability and test execution reports to understand test coverage and identify areas for improvement.
• Scalability: Suitable for small teams or large organizations with complex testing needs.

With Appvibe, testing becomes an integral part of your development process, ensuring better traceability, easier management of test data, and improved product quality.

Getting Started

To get started with Appvibe Test Management for monday.com, there are a few setup requirements and initial steps to follow. This guide will walk you through what you need and how to start using Appvibe efficiently.

Requirements:

1. monday.com Account: You will need an active monday.com account with administrator privileges to set up and manage the integration.
2. Appvibe Subscription: Ensure that you have the necessary license for Appvibe Test Management.
3. Permissions: Verify that you have appropriate permissions in monday.com to install and configure apps.

Initial Setup Steps:

1. Install Appvibe:

   • Navigate to the monday.com App Marketplace and search for "Appvibe Test Management."
   • Click Install and follow the prompts to connect Appvibe to your monday.com account.

2. Create a New Test Management Board:

   • Once Appvibe is installed, create a new Test Management Board or integrate Appvibe into an existing board.
   • Customize the board columns (e.g., Test Case ID, Test Step, Expected Result, Actual Result) to match your team's needs.

3. Invite Team Members:

   • Use monday.com's permission settings to invite team members and assign roles (e.g., Testers, Test Managers).
   • Assign specific permissions for creating, executing, and managing test cases.

4. Sync with Existing Workflows:

   • Integrate Appvibe into your existing monday.com workflows by linking it to relevant projects or boards.
   • Set up automations or notifications to alert team members when a test cycle is ready for execution.

Key Terminology

Understanding the core terminology of Appvibe Test Management is essential to make the most out of its capabilities. Below is a glossary of key terms you will encounter as you use the platform.

Test Case

A set of steps, conditions, and inputs designed to verify a specific feature or function of your system. It includes test steps, expected results, and actual outcomes to determine whether the system behaves as expected.

Test Case Version

Each iteration of a test case that tracks updates or modifications over time. Keeping track of test case versions ensures that changes to the system are properly documented and tested.

Test Case Traceability

The ability to link a test case to related requirements. Traceability ensures that every requirement is covered by test cases and allows you to track the impact of changes throughout the development process.

Test Steps

Individual actions or instructions required to execute a test case. Test steps detail what the tester needs to do at each stage of testing, along with the expected outcome.

Test Action Item

A specific task or action the tester must perform within a test step. For example, an action item might be "clicking a button," "entering data," or "executing an API call."

Test Cycle

A collection of test cases executed together to validate a system’s functionality or quality. Test cycles are typically linked to specific releases or sprints and track testing progress and outcomes.

Test Execution

The process of running a test cycle to verify system functionality. Testers record the actual outcomes and determine whether the test cases have passed or failed.

Reporting

The process of documenting and summarizing the results of test executions. Reports include metrics like pass/fail rates, defects found, and coverage, helping teams make informed decisions about product quality.

Test Execution Reports

A summary of test case results from a specific test cycle. These reports show the status of each test case (passed, failed, or blocked) and provide insights into overall testing progress.

Traceability Reports

Reports that link requirements, test cases, and defects to ensure complete coverage. Traceability reports help teams confirm that all requirements are thoroughly tested and identify gaps in the testing process.

Setup and Configuration

Setting up Appvibe Test Management for monday.com is a straightforward process designed to fit seamlessly into your existing workflows. This chapter covers everything from installing and configuring the tool to customizing it for your team's unique testing needs. Follow the step-by-step guides to ensure a smooth setup, and use the configuration tips to optimize your testing processes from day one.

Installing Appvibe Test Management

Getting started with Appvibe Test Management for monday.com is simple and fast. This page outlines the installation process and any prerequisites needed to ensure a smooth integration.

Prerequisites:

Before installing Appvibe, ensure you have the following:

• monday.com Account: You need an active monday.com account. Admin-level access is required for installation.
• Appvibe Subscription: Ensure you have an Appvibe license or subscription. Contact Appvibe support if you're unsure of your license status.
• Permissions: Make sure you have the correct permissions in monday.com to install third-party apps and access the boards where you plan to manage test cases.

Step-by-Step Installation Guide:

1. Access the monday.com App Marketplace:

   • Log in to your monday.com account.
   • Navigate to the App Marketplace from the menu on the left side of the screen.

2. Search for Appvibe Test Management:

   • In the search bar, type "Appvibe Test Management" and select it from the results.

3. Install the App:

   • Click the "Install" button and follow the on-screen prompts to add Appvibe to your monday.com environment.

4. Authorize the Integration:

   • You'll be prompted to grant permissions for Appvibe to access your monday.com account. This allows Appvibe to interact with your boards, update test cases, and execute test cycles.
   • Click Authorize to proceed.

5. Set Up Your First Test Management Board:

   • Once installed, Appvibe will guide you through creating a Test Management Board. This board will serve as the hub for all your test cases, test cycles, and reports.
   • You can either create a new board dedicated to test management or integrate Appvibe into an existing board.

6. Invite Team Members:

   • Use monday.com’s invite functionality to add team members to your Test Management Board. Ensure that each team member has the correct permissions (e.g., Testers, Test Managers).

Your Appvibe Test Management setup is now complete! You can proceed to the configuration steps to tailor the tool to your needs.

Getting Started

After installing the app, first, add it to your board view, by following these steps:

1. Click on the + icon for your monday board
2. Go to "Apps" > "Explore more apps"
3. Under "Installed Apps" find the Test Management app and click on "Open in board"
4. Now the app is added to your board:

Create a Test Group

1. To create a test group, click on "Add Group"
2. Fill in the name. If you have already added test cases, you can select them from the dropdown.
3. Click on Confirm to save.

Create a Test Case

1. To create a test case, click on "New Test".
2. Fill out the details. If you have already added a test group, you can select it from the dropdown.
3. Click on Confirm to save.

Edit the test case and add testing steps

1. Select a test case from the table by checking the box next to it
2. Click on "View" in the menu
3. Here, you can edit the basic details of the test. You can also edit the status of the test Draft/Approved/Declined. This can be used to signal to the team which tests should be used.
4. Use the "Coverage" field to add tests to your monday board "Main Table". This will allow you and your team to execute the steps you add to the test. You can add multiple items to one test case.
5. To add testing steps, switch to the "Script" tab and click on "Create Step".
6. Fill out the details of the testing step. Repeat it for as many testing steps you need.

Using the Item View

Use the item view to execute the testing steps you added according to the previous instructions.

1. Open the item you or a team mate has added from the "Coverage" field.
2. If you don't see the Test Management Execution screen, click on the + icon and find it under the installed item views.
   
3. On the execution screen, you can update the status of the testing step. You can also type in the actual result of your test.
4. When you execute the testing step, the app will record that you worked on it.

Configuration Settings

Once Appvibe Test Management is installed in your monday.com account, you can configure the tool to match your team’s testing workflow. Proper configuration will help streamline test case creation, test execution, and reporting.

Key Configuration Areas:

1. Board Customization:

   • Once your Test Management Board is set up, you can customize it to reflect the key elements of your testing process.
   • Columns: Add or modify columns for the Test Case ID, Test Step, Expected Result, Actual Result, Status (Pass/Fail), and other relevant information.
   • Groups: Organize your board into groups such as "New Test Cases," "In Progress," and "Completed" to manage test case workflows.

2. Permissions and Roles:

   • Assign user roles to define who can create, modify, and execute test cases. Common roles include:
     • Tester: Can execute test cases and record results.
     • Test Manager: Can create, modify, and manage test cases, test cycles, and results.
   • Set permissions for each role to ensure only authorized team members can make changes to critical data.

3. Automations:

   • Set up monday.com automations to streamline workflows. For example:
     • Automatically move test cases from the "New Test Cases" group to the "In Progress" group when execution begins.
     • Notify team members when a new test cycle is ready for execution or when a test case is assigned to them.

4. Integrations:

   • Appvibe integrates with other tools like Jira, GitHub, and external testing tools. Configure these integrations based on your team’s needs to ensure a smooth flow of information.
   • For example, you can link failed test cases to Jira tickets for easier defect tracking and resolution.

5. Status Labels:

   • Configure status labels for your test cases and test cycles. For example, use labels like "Passed," "Failed," "Blocked," and "In Progress" to track the status of test execution.
   • You can customize these labels based on your team's terminology and preferences.

6. Custom Fields:

   • Add custom fields to capture specific information about your test cases. For example, you may want to add fields for Priority, Severity, or Test Case Type (e.g., Functional, Regression).

Initial Setup Checklist

To ensure everything is properly configured and ready for use, follow this checklist after setting up Appvibe Test Management in monday.com:

1. Test Management Board Created

• Ensure your Test Management Board is set up with the correct columns and groups (e.g., Test Case ID, Status, Expected Results).

2. User Roles and Permissions Assigned

• Verify that team members are assigned appropriate roles (Testers, Test Managers) and have the correct permissions.

3. Automation Rules Enabled

• Confirm that automation rules are working properly to help with task assignments, notifications, and board updates.

4. Test Cases Entered

• Add a few test cases to your Test Management Board to ensure the setup is functioning as expected.
• Make sure test case templates are easy to use and test steps are clear.

5. Test Cycle Configured

• Create an initial test cycle to group your test cases for execution.
• Assign test cases to the test cycle and verify the priority and deadlines are set correctly.

6. Status Labels and Custom Fields Configured

• Verify that your status labels (e.g., Passed, Failed, Blocked) and custom fields (e.g., Priority, Severity) are correctly configured and applied to test cases.

7. Integrations Set Up (If Needed)

• If you're using integrations (e.g., Jira, GitHub), ensure they are correctly configured and synced with your monday.com boards.

8. Invite Team Members

• Make sure all necessary team members have been added to the Test Management Board and have access to Appvibe Test Management.

Once all these steps have been completed, you’re ready to start using Appvibe Test Management to create, execute, and manage your test cases efficiently within monday.com!

Core Features

Unlock the full potential of your testing process with Appvibe's Core Features. This chapter delves into key functionalities such as test case management, test cycle execution, and linking test cases to your requirements. Whether you're creating detailed test cases or organizing test cycles for efficient execution, this chapter will guide you through every step to make sure your tests are accurate, traceable, and repeatable.

Test Case Management

Test Case Management is one of the core components of Appvibe Test Management. It allows you to create, organize, and track test cases efficiently, ensuring all your product requirements are fully tested.

What is a Test Case?

A test case is a set of conditions and steps used to validate a particular function or feature of your product. Each test case includes:

• A unique Test Case ID for easy identification.
• Test Steps detailing the actions a tester must perform.
• Expected Results that define what should happen when the test case is executed.
• Actual Results captured during execution to determine whether the test passed or failed.

Creating a Test Case in Appvibe:

1. Navigate to Your Test Management Board on monday.com.
2. Click on the ‘Add Test Case’ button, which will prompt you to fill in the following details:
   • Test Case Name/ID: A brief identifier for the test case.
   • Description: A detailed description of what this test case will cover.
   • Preconditions: Any setup required before executing the test (e.g., the user is logged in, the environment is pre-configured).
   • Test Steps: The detailed actions required to perform the test.
   • Expected Results: What should happen if the system is functioning correctly.
   • Priority: Set the priority level for this test case (e.g., High, Medium, Low).
3. Save the Test Case to store it in your test case library, where it can be executed as part of a test cycle.

Test Case Versions:

Appvibe allows you to manage Test Case Versions, ensuring that as your product evolves, your test cases are updated accordingly. Each version tracks changes made to the test case, allowing you to review past iterations if necessary.

Test Steps and Action Items

Test steps are the core instructions in a test case, detailing the actions the tester must perform to verify a particular feature of the system. Appvibe Test Management ensures that every test case is structured with clear, actionable steps to ensure thorough testing.

Creating Test Steps:

1. Open a Test Case from your test management board.
2. In the test case editor, add a list of Test Steps. Each step should describe:
   • What the tester must do: This could be clicking a button, entering text, or making an API call.
   • Expected Outcome: What should happen after performing the step (e.g., the system saves the data, the screen updates, etc.).

Test Action Items:

Within each step, Action Items refer to specific tasks or actions the tester must perform. For example, in a test step titled "Enter user credentials," the action item would be "Enter username 'testuser' and password 'password123'." Each action item is designed to ensure clarity for the tester, minimizing errors during execution.

Best Practices for Test Steps and Action Items:

• Keep test steps clear and concise: Avoid ambiguous language that could confuse testers.
• Ensure test steps are sequential: The order of execution should be logical and flow naturally.
• Link each test step to an expected outcome: This ensures testers know exactly what to look for after performing each action.

Once the test case is completed and the steps are defined, you can execute the test case as part of a test cycle.

Test Case Traceability

Test Case Traceability is essential for ensuring that all requirements are covered by test cases. In Appvibe, traceability links test cases to their respective product requirements, ensuring that every feature or functionality has been properly validated through testing.

What is Traceability?

Traceability is the ability to map a test case back to a specific requirement. This ensures:

• Every requirement is linked to at least one test case.
• You can easily track whether each requirement has been tested.
• Changes to requirements can be monitored for impact on existing test cases.

Setting Up Traceability in Appvibe:

1. Link Requirements to Test Cases:
   • When creating a test case, you can select the related product requirement from your monday.com board.
   • This creates a clear link between the requirement and the test case, ensuring full coverage.
2. View Traceability from the Requirement Side:
   • Open a product requirement on your monday.com board, and you’ll be able to see which test cases are linked to that requirement.
   • This makes it easy to see which features or requirements still need test cases.

Traceability Reports:

Appvibe automatically generates Traceability Reports, providing a visual representation of which requirements are linked to test cases and which are not. This report helps you identify gaps in your testing and ensure that all critical areas of your product are covered.

Benefits of Traceability:

• Ensures complete coverage: You can confirm that every requirement is thoroughly tested.
• Facilitates change management: When a requirement changes, you can easily see which test cases need to be updated.
• Improves quality control: By ensuring that all requirements are tested, you reduce the risk of releasing a product with untested features.

Test Cycles

Test cycles are a core component of the Appvibe Test Management for monday.com, designed to help teams organize and execute groups of test cases around specific releases, sprints, or milestones. A Test Cycle is essentially a collection of related test cases that need to be executed together to validate the functionality or quality of your system. Test cycles streamline the testing process by grouping test cases for efficient execution and reporting.

What is a Test Cycle?

A Test Cycle is a group of test cases, often linked to a specific release, sprint, or milestone in your project. It allows you to track the execution of multiple test cases together, record their outcomes, and assess overall system quality at specific points in the development process.

Test cycles make it easier to:

• Manage large-scale test executions by organizing test cases into logical groups.
• Track progress across multiple test cases.
• Ensure that critical test cases are executed in a systematic and organized manner.

Creating a Test Cycle:

1. Navigate to Your Test Management Board in monday.com.
2. Click ‘Create Test Cycle’: This option is available on your test management board, allowing you to start a new cycle.
3. Name Your Test Cycle: Provide a meaningful name (e.g., "Sprint 10 Functional Test Cycle" or "Release 1.2 Regression Test").
4. Select Test Cases: Add test cases to the cycle by selecting them from your library. You can choose test cases related to specific features or requirements based on your test strategy.
5. Set Priorities: Define the priority level for each test case in the cycle (e.g., High, Medium, Low) to ensure that critical tests are run first.
6. Assign Testers: Assign individual testers or groups responsible for executing the test cases in the cycle.
7. Define Deadlines: Set deadlines for when the test cycle should be completed, helping teams stay on track and meet project timelines.

Executing a Test Cycle:

Once your test cycle is created, it's time to execute the tests and track the results.

1. Launch the Test Cycle: When you're ready to execute the cycle, click the "Start Cycle" button.
2. Execute Test Cases: Testers can begin running the individual test cases assigned to them. As they complete each test case, they will mark it as Passed, Failed, or Blocked, depending on the outcome.
   • Recording Actual Results: Testers should record the actual results of each test case, comparing them to the expected outcomes defined in the test case.
   • Reporting Defects: If a test case fails or encounters a bug, testers can report defects directly within the monday.com board, linking them to the failed test case.
3. Monitor Progress: Use the Test Cycle Dashboard to track the status of all test cases within the cycle. You can see how many test cases have been executed, how many have passed, failed, or are blocked, and how much of the cycle remains incomplete.

Re-running Test Cycles:

If defects are identified during the execution of a test cycle, or if new features are added, you may need to re-run certain test cases. Appvibe allows you to:

• Clone Test Cycles: Quickly create a copy of a previous test cycle for re-execution.
• Add or Remove Test Cases: Modify test cases in a cloned cycle to include newly added functionality or exclude obsolete tests.

Test Cycle Reporting:

After a test cycle has been completed, you can generate reports to analyze the results. Test cycle reports provide insights into the pass/fail rate, defects identified, and overall quality metrics. These reports can help you:

• Assess whether the product is ready for release or further testing is needed.
• Identify problematic areas that require attention.
• Understand test coverage and traceability.

Benefits of Test Cycles:

• Organized Testing: Grouping test cases into cycles helps manage complex projects more effectively, ensuring nothing is missed.
• Tracking and Accountability: Test cycles provide a clear picture of test execution progress, allowing stakeholders to track the quality of the product throughout development.
• Improved Focus: By prioritizing test cases within a cycle, critical areas of the product are tested first, reducing the risk of releasing buggy or incomplete features.
• Efficient Reporting: Test cycle reports make it easy to see overall quality, helping teams make informed go/no-go decisions.

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Best Practices for Test Cycles:

1. Define Clear Objectives: Before creating a test cycle, make sure you understand what the cycle is meant to validate (e.g., a specific feature set, regression tests, etc.).
2. Organize by Sprint or Release: Align your test cycles with your development sprints or product releases to ensure all new or updated features are tested before going live.
3. Review Test Cycle Reports: After each test cycle, review the reports to identify gaps in coverage or recurring issues that require attention.
4. Automate Where Possible: Consider automating certain test cases in your test cycles to increase efficiency and reduce manual effort.

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By using test cycles in Appvibe Test Management, teams can systematically validate their products and track progress toward ensuring the highest quality before release. This feature helps to ensure that all critical aspects of the product are tested thoroughly and efficiently.

Reporting and Analytics

In the fast-paced world of software testing, insights are crucial for making informed decisions. Appvibe Test Management offers powerful reporting and analytics tools to help you visualize your testing progress, monitor test coverage, and ensure quality across your projects. This chapter covers how to generate reports, track test execution outcomes, and review traceability, giving your team the data they need to improve test coverage and resolve issues efficiently.

Test Execution Reports

Test execution reports are a key feature of Appvibe Test Management for monday.com, providing detailed insights into the results of your test cycles. These reports allow teams to track test progress, understand the quality of their system, and identify areas requiring further attention.

What is a Test Execution Report?

A Test Execution Report summarizes the outcomes of the test cases executed within a test cycle. These reports help you:

• Monitor the pass/fail status of test cases.
• Identify defects and blockers encountered during test execution.
• Assess overall test progress and quality.

Key Metrics in Test Execution Reports:

1. Pass/Fail Rate: Shows the percentage of test cases that have passed or failed.
2. Blocked Tests: Test cases that couldn’t be executed due to blockers, such as environmental issues or missing functionality.
3. Test Completion: A summary of how many test cases have been executed out of the total planned cases.
4. Defects Linked: Any defects reported during test execution are linked directly to the corresponding test cases.

Steps to Generate a Test Execution Report:

1. Go to Your Test Management Board in monday.com.
2. Select the Test Cycle you want to report on.
3. Click the "Generate Report" button in the Test Cycle view.
4. Customize the report by selecting filters such as date range, tester, or test cycle.
5. Click "Generate", and the report will be created, showing a detailed breakdown of the test cases.

How to Use Test Execution Reports:

• Identify High-Risk Areas: Use reports to see which areas of your system are experiencing the most failures.
• Track Test Progress: Monitor how much of your testing has been completed and whether critical tests have passed.
• Review Defects: Identify which test cases have failed and the associated defects for follow-up action.

Exporting Test Execution Reports:

Reports can be exported as PDF or CSV files for sharing with stakeholders or for further analysis.

Traceability Reports

Traceability is essential in test management, ensuring that all requirements are tested and changes are fully accounted for. Appvibe Test Management provides Traceability Reports that map your test cases to specific requirements, helping you ensure that no functionality is left untested.

What is a Traceability Report?

A Traceability Report links your product’s requirements to the corresponding test cases. It helps ensure that all functionality has been tested and provides visibility into which requirements still need test cases or are untested.

Key Metrics in Traceability Reports:

1. Requirement Coverage: Shows which product requirements are linked to test cases and whether they have passed, failed, or are pending execution.
2. Unlinked Requirements: Identifies requirements that don’t have any associated test cases, signaling potential gaps in your testing.
3. Defect Coverage: Tracks defects found during the testing of specific requirements, helping teams focus on areas of concern.
4. Impact of Changes: Shows how changes in requirements have impacted the related test cases (e.g., if test cases were updated after the requirement changed).

Steps to Generate a Traceability Report:

1. Go to Your Test Management Board in monday.com.
2. Access the Traceability Dashboard within Appvibe.
3. Select the requirements and test cycles you wish to report on.
4. Click "Generate Traceability Report" to view the linked test cases, their statuses, and any associated defects.

How to Use Traceability Reports:

• Gap Analysis: Use the report to identify any product requirements that do not have test cases, ensuring full coverage before release.
• Monitor Impact of Changes: Track how changes in requirements affect test cases, ensuring test cases are updated and re-executed as needed.
• Coverage Confirmation: Verify that all critical functionality has been tested, preventing gaps in your testing process.

Exporting Traceability Reports:

You can export traceability reports as PDF or CSV files to share with stakeholders or to review offline.

Custom Dashboards and Analytics

Appvibe Test Management offers customizable dashboards, giving you real-time insights into your test progress, coverage, and overall product quality. These dashboards allow you to track the key metrics that matter most to your project, all in one convenient place.

What are Custom Dashboards?

Custom dashboards in Appvibe allow you to visualize your testing data with various widgets and charts. These dashboards help your team monitor test case execution, defect tracking, and overall progress at a glance.

Available Dashboard Widgets:

1. Test Case Progress Widget: Displays the number of test cases by status (Passed, Failed, Blocked, In Progress), giving an overview of current testing efforts.
2. Test Cycle Overview Widget: Tracks the overall completion rate of test cycles, showing how much of the cycle has been executed and the results of each test case.
3. Defects by Priority Widget: Displays the number of defects found during testing, categorized by priority (Critical, High, Medium, Low).
4. Pass/Fail Rate Widget: Shows the overall pass and fail rates for test cases across selected test cycles.
5. Requirement Coverage Widget: Provides a visual representation of how many of your product requirements have been covered by test cases.

Steps to Create a Custom Dashboard:

1. Go to the Dashboard Tab on your Test Management Board in monday.com.
2. Click "Create New Dashboard" to start building your custom dashboard.
3. Select the widgets you want to include based on the metrics you want to track (e.g., Test Case Progress, Defects by Priority).
4. Customize each widget to display data from specific test cycles, testers, or sprints.
5. Save the dashboard, and it will now display real-time test execution data, providing an up-to-date view of your testing progress.

How to Use Custom Dashboards:

• Monitor Real-Time Data: Dashboards provide real-time updates on your test cycles and test cases, allowing you to quickly identify issues or areas that require more attention.
• Use for Status Meetings: During sprint or release reviews, custom dashboards give a clear overview of test progress and help facilitate discussions around product quality.
• Analyze Defects: Track defects by priority to ensure high-priority issues are being addressed first and to prevent blockers from delaying releases.

Exporting Dashboards:

Dashboards can be exported as PDF files to share with your team or stakeholders for project updates or to track progress over time.

Best Practices

Adopting best practices is key to maintaining a high standard of quality in your test management. This chapter focuses on best practices for organizing test cases, managing test cycles, and integrating with monday.com workflows. By following these guidelines, you can improve efficiency, reduce errors, and ensure a more structured and effective testing process across your projects.

Best Practices for Reporting and Analytics

• Generate Reports Regularly: Generate test execution and traceability reports at the end of each test cycle or sprint to assess progress and ensure full coverage.
• Monitor Key Metrics: Use custom dashboards to monitor critical metrics like test completion, pass/fail rates, and defect severity in real-time.
• Focus on Traceability: Regularly review traceability reports to ensure that all product requirements are covered by test cases and that any changes in requirements are properly reflected in updated test cases.
• Use Data to Inform Decisions: Leverage insights from reports and dashboards to make informed decisions about product readiness, sprint planning, and release scheduling.

Troubleshooting & FAQs

Encountering issues while using Appvibe Test Management? Don't worry—we've got you covered. This chapter provides solutions to common problems and answers frequently asked questions to help you troubleshoot effectively. From setup issues to test execution errors, you'll find clear guidance on how to resolve them and keep your testing efforts on track.

Common Issues and Fixes

This section covers common issues you might encounter while using Appvibe Test Management for monday.com, along with troubleshooting steps to resolve them.

Issue 1: Appvibe isn’t syncing with monday.com boards

Possible Causes:

• The app may not have the required permissions to access your boards.
• Sync settings might not be properly configured.

Solution:

1. Ensure that the app is properly authorized. Go to the monday.com Integrations settings and verify that Appvibe has the necessary permissions to access your boards and data.
2. Check the sync settings in the Appvibe configuration. Ensure that the correct monday.com boards are linked to the Appvibe Test Management tool.
3. Try re-authorizing the app by disconnecting it from monday.com and reconnecting.

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Issue 2: Test cases aren’t displaying correctly on the dashboard

Possible Causes:

• The dashboard widgets may not be configured properly.
• There might be a filtering issue causing some test cases not to display.

Solution:

1. Go to your Custom Dashboard settings and ensure the correct filters (test cycle, date range, etc.) are applied.
2. Check that the widgets are configured to display the relevant data (e.g., ensure the “Test Case Progress” widget is linked to the appropriate board).
3. Refresh the dashboard or regenerate the report to ensure the data syncs correctly.

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Issue 3: Defects reported during test execution are not showing in monday.com

Possible Causes:

• There may be an issue with the defect-tracking integration between Appvibe and monday.com.
• Permissions for defect tracking might not be set correctly.

Solution:

1. Verify that Appvibe is integrated with your monday.com defect-tracking board. Check if the integration is set up to automatically log defects found during test execution.
2. Ensure that the tester has the necessary permissions to create and view defects in the linked defect-tracking board.
3. If defects still don’t appear, try logging out and back in to reset any sync issues or manually create the defect in monday.com.

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Issue 4: Unable to create a new test cycle

Possible Causes:

• Insufficient permissions to create a test cycle.
• The board configuration may not be set up correctly to allow test cycle creation.

Solution:

1. Ensure that you have the correct permissions in monday.com to create test cycles. Only admins or designated Test Managers may have access to create new cycles.
2. Go to the board’s settings and check if the board is configured properly to handle test cycles.
3. If permissions and board settings are correct, try refreshing your browser or logging out and back in to resolve any session-related issues.

Frequently Asked Questions (FAQ)

This page provides answers to some of the most frequently asked questions about Appvibe Test Management for monday.com.

1. What is Appvibe Test Management for monday.com?

Answer:
Appvibe Test Management for monday.com is a comprehensive solution for managing test cases, executing test cycles, and generating reports—all within the monday.com platform. It integrates seamlessly with monday.com boards and workflows, allowing teams to track test cases, monitor progress, and report defects efficiently.

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2. How do I set up Appvibe Test Management in monday.com?

Answer:
To set up Appvibe:

1. Go to the monday.com App Marketplace and search for "Appvibe Test Management."
2. Click Install and follow the prompts to authorize the integration.
3. After installation, create a new Test Management Board or integrate Appvibe into an existing monday.com board.
4. Configure your test case fields, assign roles, and start adding test cases.

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3. How do I create a test case in Appvibe?

Answer:
To create a test case:

1. Navigate to your Test Management Board.
2. Click the “Add Test Case” button.
3. Enter the test case details, including test steps, expected results, and priority.
4. Save the test case. You can organize it into test cycles later for execution.

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4. How do I run a test cycle?

Answer:
To run a test cycle:

1. Create a new test cycle from your Test Management Board by clicking “Create Test Cycle.”
2. Add the test cases you want to include in the cycle.
3. Assign testers to the test cases.
4. Launch the test cycle, and testers can begin executing the test cases, marking them as Passed, Failed, or Blocked as they go.

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5. Can I track test case traceability with Appvibe?

Answer:
Yes. Appvibe allows you to track test case traceability by linking test cases to specific product requirements. You can generate Traceability Reports to see which requirements have been covered by test cases and identify any gaps in your testing process.

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6. How do I generate a report in Appvibe?

Answer:
To generate a report:

1. Navigate to the Test Cycle or Traceability Dashboard.
2. Click “Generate Report” and select your desired filters (e.g., date range, tester, or cycle).
3. The report will be created, summarizing the results of your test cases and cycles. You can export the report as a PDF or CSV.

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7. What do I do if my test cases aren't syncing with monday.com?

Answer:
If your test cases aren’t syncing:

1. Ensure that Appvibe is authorized to access your monday.com boards.
2. Check the sync settings within the Appvibe configuration to ensure your boards are linked correctly.
3. Try re-authorizing the app or logging out and back in to refresh the connection.

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8. How can I get help with Appvibe?

Answer:
If you need further assistance, check out the Support Resources page or contact our support team directly through the Appvibe Help Center. You can also review the Common Issues and Fixes page for troubleshooting tips.

Release Notes

2023-11-07

• Initial release