---
title: "Defect Managers Getting Started Guide"
slug: "defect-managers-getting-started-guide"
updated: 2026-09-09T13:58:23Z
published: 2026-09-09T13:58:23Z
canonical: "success.panaya.com/defect-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.

# Defect Managers Getting Started Guide

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

[Step 1Set up your workspace](/docs/defect-managers-getting-started-guide#set-up)
[Step 2Prioritize and monitor issues](/docs/defect-managers-getting-started-guide#defect-management)
[Step 3Capture defects clearly](/docs/defect-managers-getting-started-guide#reporting-defects)
[Step 4Connect defects to progress](/docs/defect-managers-getting-started-guide#test-planning)
[Step 5Review supporting evidence](/docs/defect-managers-getting-started-guide#test-evidence)
[Step 6Resolve issues together](/docs/defect-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.

## Prioritize and monitor issues

Get a view of every open defect and shape how they get resolved.

[**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.

[**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.

[**AI defect summary**](/v1/docs/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**](/v1/docs/reporting-defects) Report a defect from the Panaya application after running a test.

[**Reporting defects from the Panaya Recorder**](/v1/docs/how-to-report-a-defect-during-test-execution) Raise a defect while a test is being captured.

[**Closing defects**](/v1/docs/how-to-close-a-defect) Close a defect once the fix is verified.

[**Reopening defects**](/v1/docs/how-to-reopen-a-defect) Reopen a defect when the issue comes back.

Tip

You can jump back to recently viewed items — [here is how](/v1/docs/where-can-i-view-recently-viewed-items-in-a-project).

## Connect defects to progress

See defects in the context of the cycles that produced them.

[**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.

[**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.

[**Testing progress forecast report**](/v1/docs/testing-progress-forecast-report) See whether current velocity gets the 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 the 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 supporting evidence

Check what the tester actually saw before you triage.

[**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.

## Resolve issues together

Pull the right people onto a defect without leaving it.

[**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.

[**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)