Role-based learning path
Everything a Project Manager needs, in order
You own timelines, resources and risk. This guide covers the Panaya features that give you visibility into progress, keep testing on track and surface problems before they hit the go-live date.
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.
Align milestones and risk
Keep the project's phase, health and execution plan visible to everyone.
Setting the project status
Keep stakeholders informed by updating status as milestones pass.
Project status
What each phase means, and how it aligns with testing and defect goals.
Project risk widget
Spot risk early through real-time project health and defect trends.
Project execution plan
Define and track the execution steps behind defect resolution.
The Projects & Releases view
One place to track every project and release.
Guide testing progress
Plan the cycles, get tests in, then watch whether you are on track.
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.
Generating tests with AI
Use Seemore Intelligence to create tests from requirements or natural language.
Test reports
The built-in reports available to you.
Project dashboards & widgets
Build a testing dashboard around what you need to watch.
Testing progress forecast report
See whether current velocity gets you to the end date on time.
Planned vs. actual report
Compare real progress against your original plan and daily targets.
The list view
Sort, filter and group tests, then assign, export or edit in bulk.
Review delivery evidence
Confirm what was tested, and get it out for audit or sign-off.
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
You can jump back to recently viewed items — here is how.
Track issue resolution
Monitor what testing turned up and how quickly it is being cleared.
Project dashboards & widgets
Build a custom defect dashboard.
Project defects list
Review every defect in the project and take action.
Mass editing defects
Change owners, priority and more across many defects at once.
Defect reports
The built-in defect reports available to you.
Defect resolution workflow
Define the resolution reasons testers pick from.
Keep everyone moving
Reach the right people without leaving the activity you are looking at.
Comments
Collaborate with the team directly on tests or defects.
Attachments and links
Add documents or links for others to review.
Broadcasting a message
Send one message to all stakeholders about tests and defects.
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.
Tip
Learn how to search like a pro and find tests, defects and more across your project.