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
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.
Plan, track and forecast
Build the cycles, fill them with tests, then keep an eye on velocity.
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.
Exporting tests
Export tests, including their evidence, in a few clicks.
Test reports
The built-in test 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 your cycles 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 testing outcomes
Check what was captured, then get it out for review 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
Learn how to search like a pro 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
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.
Tip
You can jump back to recently viewed items — here is how.
Keep stakeholders aligned
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.