TestRail User Guide
The TestRail User Guide helps you get started with TestRail and explains various common test case management tasks for new users.
Please don’t hesitate to contact us if you have any questions that aren’t answered in this user manual. You may also find it helpful to visit our User Community and Forum.
Getting started with TestRail
- Introduction to TestRail (recommended)
- Billing, legal, and account management
- Usage tips & tricks (recommended)
- Using test run filters
- Adding users to your TestRail instance
- Editor formatting reference
How-to topics
- Configuring custom fields
- Configuring separate test Steps and test runs
- Custom Logo
- Editing test results
- Importing test cases and sections (Excel/CSV)
- Importing test cases and sections (XML)
- Keyboard shortcuts & hotkeys
- Managing user permissions and roles
- Managing users and security
- Moving, Copying & Deleting Test Cases
Enterprise User Guide
- Audit logging
- Configurable backup time & restoration
- Configure single sign-on (SSO)
- Email Customization
- Project Level Administration
More advanced topics, including administrative tasks, setting up the integration with third-party tools, or various additional customization options can be found below.
Advanced topics
- TestRail server: The TestRail Server manual explains TestRail’s server requirements, contains instructions on how to install the product on your server, and helps with troubleshooting common installation and server issues.
- TestRail integration: Learn about integrating TestRail with defect and issue tracking tools, requirement management, or Wiki software and how to implement single sign-on against Active Directory servers and other third-party systems.
- TestRail customizations and extensions: Learn about customizing TestRail. This includes adjusting TestRail’s user interface with UI Scripts, adding additional languages and translations as well as developing custom reports and statistics.
- TestRail API reference: Learn how to access and use TestRail’s API to integrate automated testing frameworks, submit test results, and automate various other aspects of TestRail via simple HTTP requests.