--- title: "Test Managers Getting Started Guide" slug: "test-managers-getting-started-guide" updated: 2026-09-09T13:55:39Z published: 2026-09-09T13:55:39Z canonical: "success.panaya.com/test-managers-getting-started-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://success.panaya.com/llms.txt > Use this file to discover all available pages before exploring further. # Test Managers Getting Started Guide Role-based learning path Everything a Test Manager needs, in order You plan the cycles, watch progress and keep testing aligned with the project's goals. This guide covers the Panaya features behind each of those, from creating a cycle to reporting on what it found. Choose where to begin [Step 1Set up your workspace](/docs/test-managers-getting-started-guide#set-up) [Step 2Plan, track and forecast](/docs/test-managers-getting-started-guide#test-planning) [Step 3Review testing outcomes](/docs/test-managers-getting-started-guide#test-evidence) [Step 4Monitor issue resolution](/docs/test-managers-getting-started-guide#defect-management) [Step 5Keep stakeholders aligned](/docs/test-managers-getting-started-guide#collaborating) ## Set up your workspace Get access and set your preferences before anything else. [**Login**](/v1/docs/how-to-log-in-to-panaya) How to log in to Panaya. [**User profile**](/v1/docs/how-to-edit-my-profile) Change your password, name, language and email preferences. ## Plan, track and forecast Build the cycles, fill them with tests, then keep an eye on velocity. [**Creating new test cycles**](/v1/docs/how-to-create-a-new-test-cycle) Set up a new cycle in your project. [**Planning cycles**](/v1/docs/how-to-plan-test-cycles-within-panaya) Set cycle details such as start and end dates. [**Launching cycles**](/v1/docs/how-to-launch-a-cycle) Tell everyone it is time to start testing. [**Importing tests**](/v1/docs/test-import) Bring existing tests into your cycles. [**Generating tests with AI**](/v1/docs/generating-tests) Use Seemore Intelligence to create tests from requirements or natural language. [**Exporting tests**](/v1/docs/test-export) Export tests, including their evidence, in a few clicks. [**Test reports**](/v1/docs/what-are-the-available-tests-reports) The built-in test reports available to you. [**Project dashboards & widgets**](/v1/docs/the-project-dashboards-and-widgets) Build a testing dashboard around what you need to watch. [**Testing progress forecast report**](/v1/docs/testing-progress-forecast-report) See whether current velocity gets your cycles to the end date on time. [**Planned vs. actual report**](/v1/docs/how-to-read-the-planned-vs-actual-report) Compare real progress against your original plan and daily targets. [**The list view**](/v1/docs/tests-list) Sort, filter and group tests, then assign, export or edit in bulk. ## Review testing outcomes Check what was captured, then get it out for review or sign-off. [**Test evidence**](/v1/docs/where-can-i-view-the-test-evidence-1) Review the evidence captured with the Panaya Recorder. [**Exporting a single test evidence**](/v1/docs/exporting-a-single-test-evidence) Export one test evidence on its own. [**Exporting tests**](/v1/docs/test-export) The different types of test export available in Panaya. Tip Learn how to [search like a pro](/v1/docs/how-to-use-the-project-search-box) and find tests, defects and more across your project. ## Monitor issue resolution Track what testing turned up and how quickly it is being cleared. [**Project dashboards & widgets**](/v1/docs/the-project-dashboards-and-widgets) Build a custom defect dashboard. [**Project defects list**](/v1/docs/how-to-sort-filter-group-defects) Review every defect in the project and take action. [**Mass editing defects**](/v1/docs/mass-editing-defects) Change owners, priority and more across many defects at once. [**Defect reports**](/v1/docs/where-can-i-view-defect-related-reports) The built-in defect reports available to you. [**Defect resolution workflow**](/v1/docs/defect-resolution-workflow) Define the resolution reasons testers pick from. Tip You can jump back to recently viewed items — [here is how](/v1/docs/where-can-i-view-recently-viewed-items-in-a-project). ## Keep stakeholders aligned Reach the right people without leaving the activity you are looking at. [**Comments**](/v1/docs/how-to-add-a-comment-to-an-activity) Collaborate with the team directly on tests or defects. [**Attachments and links**](/v1/docs/how-to-add-an-attachment-or-a-link) Add documents or links for others to review. [**Broadcasting a message**](/v1/docs/how-to-broadcast-a-message) Send one message to all stakeholders about tests and defects. [**Subscribing to activities**](/v1/docs/how-to-subscribe-to-an-activity) Get email notifications when a test or defect changes. [**Sharing a direct link to an activity**](/v1/docs/can-i-share-a-direct-link-to-an-activity) Point a colleague straight at the item you are discussing. [More collaboration articles](https://success.panaya.com/docs/collaborate) ## Related - [Testers Getting Started Guide](/testers-getting-started-guide.md)