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!