Role-based learning path
Everything a Defect Manager needs, in order
You keep issues moving from the moment they are raised to the moment they are closed. This guide covers how Panaya tracks, prioritizes and resolves defects across the testing lifecycle.
Choose where to begin
Set up your workspace
Get access and set your preferences before anything else.
Login
How to log in to Panaya.
User profile
Change your password, name, language and email preferences.
Prioritize and monitor issues
Get a view of every open defect and shape how they get resolved.
Project dashboards & widgets
Build a custom defect dashboard.
Project defects list
Review every defect in the project and take action.
Defect reports
The built-in defect reports available to you.
Defect resolution workflow
Define the resolution reasons testers pick from.
AI defect summary
Turn on AI features to get a written summary of a defect automatically.
Capture defects clearly
Set the standard for how issues get logged, closed and reopened.
Reporting defects
Report a defect from the Panaya application after running a test.
Reporting defects from the Panaya Recorder
Raise a defect while a test is being captured.
Closing defects
Close a defect once the fix is verified.
Reopening defects
Reopen a defect when the issue comes back.
Tip
You can jump back to recently viewed items — here is how.
Connect defects to progress
See defects in the context of the cycles that produced them.
Creating new test cycles
Set up a new cycle in your project.
Planning cycles
Set cycle details such as start and end dates.
Launching cycles
Tell everyone it is time to start testing.
Importing tests
Bring existing tests into your cycles.
Exporting tests
Export tests, including their evidence, in a few clicks.
Test reports
The built-in test reports available to you.
Testing progress forecast report
See whether current velocity gets the cycles to the end date on time.
Planned vs. actual report
Compare real progress against the original plan and daily targets.
The list view
Sort, filter and group tests, then assign, export or edit in bulk.
Review supporting evidence
Check what the tester actually saw before you triage.
Test evidence
Review the evidence captured with the Panaya Recorder.
Exporting a single test evidence
Export one test evidence on its own.
Exporting tests
The different types of test export available in Panaya.
Tip
Learn how to search like a pro and find tests, defects and more across your project.
Resolve issues together
Pull the right people onto a defect without leaving it.
Comments
Collaborate with the team directly on tests or defects.
Attachments and links
Add documents or links for others to review.
Subscribing to activities
Get email notifications when a test or defect changes.
Sharing a direct link to an activity
Point a colleague straight at the item you are discussing.