The step list view provides an accurate step-level report and allows you to review all steps across all test activities, including helpful information such as step testers, priority, team, status, etc.
The list includes filters, grouping, and custom views, so you can save your own views and share them with the team.
To view the step list, hover over the Tests tab and select the Step List.
Assigning Steps
You can multi select steps in the list and then click the Assign button to assign steps in bulk.
Good to Know!
You can also mass assign steps using the Test List, which allows you to mass-update step metadata such as due dates, tester, work hours, and more.
Adding Columns
You can customize the displayed columns for the step list by adding them using the Select columns button.
You can then save your personal Custom View to be used across projects.
View Selection
Use the View Selection option to filter the list quickly -
My Steps
This view displays all steps assigned to you.Passed
Failed
In Progress
Not Run
Not Completed
In Scope
Out of Scope
If RegulatoryCompliance is enabled for the project, the following views will also be available -
Signed
Not Signed
Ready to Sign
Tip!
You can bookmark views as favorites to allow quick access, streamline navigation, and enhance efficiency when working with lists.
Grouping
Drag a column header and drop it in the area above the table to group columns.
Panaya will display the count number for each group of steps.
Filtering
Click on the Add Filter button and select the relevant field to add a new filter.
You can use the search box to begin typing the field name.
To determine the displayed values, click on the All for the relevant filter and multi-select the values.
Then click Done to apply the filter. 
For Dates, you can select relative dates (Today, Yesterday, etc) or set fixed dates
For numeric values, determine the range.
For longer, more varied string values, begin typing the string value to display all containing values
To remove a filter, click on the × icon
E-Sign Multiple Steps Across Tests
You can multi-select steps in the steps list view and sign them with e-signature in bulk with the Sign button.
E-signautre is available for projects where the Regulatory Compliance addon is enabled.
You can select the Ready to Sign predefined view.
Note
You need to be granted the E-Signature Mass Sign permission to be able to e-sign in bulk.