> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/transformations/test-organization-and-views.md).

# Test Organization and Views

Organize test cases with saved views so execution stays clean and reviewable.

### Overview

Test cases grow quickly during delivery.

Views keep execution organized and reviewable.

{% hint style="info" %}
Screenshot placeholder: test case list with filters and a saved-view menu.
{% endhint %}

### Key Concepts

* **Test case**: verification step tied to scope
* **Phase**: execution grouping, such as system test or acceptance test
* **Status**: readiness and outcome signal
* **Save View**: repeatable view configuration for execution

### How It’s Used

Use test views during execution cycles.

Use them during governance to review readiness and defects.

### Benefits

* Faster execution through standardized views
* Cleaner handoffs across testers
* Better coverage visibility when tests link to requirements

### Setup Steps

{% stepper %}
{% step %}

### Define minimal fields

Use a minimal structure:

* **Status**: Draft → Ready → In progress → Passed/Failed
* **Phase**: System test, acceptance test, regression
* **Priority**: High/Medium/Low
* **Owner**: one accountable Teammate
  {% endstep %}

{% step %}

### Open Tests

1. Open the Project.
2. Go to **Tests**.
3. Choose List or Board view (if supported).
   {% endstep %}

{% step %}

### Filter and group for execution

Common execution views:

* `UAT — Ready to run` (Phase = UAT, Status = Ready)
* `UAT — Blocked` (Status = Blocked)
* `Failed — Needs retest` (Status = Failed)

{% hint style="info" %}
Screenshot placeholder: grouping by Status with a Phase filter applied.
{% endhint %}
{% endstep %}

{% step %}

### Save and share

1. Click **Save view**.
2. Name it with a consistent prefix.
   * For example: `Tests — UAT — Ready`
3. Share to the team when Project permissions allow sharing.
   {% endstep %}
   {% endstepper %}

### Best Practices

* Keep status meanings consistent across execution cycles.
* Keep phase names consistent across Projects when possible.
* Link tests to requirements early for coverage reporting.

See [Linking Tests to Requirements](/transformations/linking-tests-to-requirements.md).

### Troubleshooting

<details>

<summary>My test list looks empty</summary>

Check:

* Project selector (when multiple Projects exist)
* Filters (Phase, Status, Owner)
* Archived or hidden items

Quick fix: clear filters, then reapply.

</details>

<details>

<summary>Status meaning differs across teams</summary>

Pick a minimal workflow.

Keep “Draft” and “Ready” separate.

That prevents half-written tests from entering execution.

</details>

### Summary

Test views keep execution structured.

They also make governance review faster and more consistent.

Related:

* [Create Test Cases](/transformations/create-test-cases.md)
* [Linking Tests to Requirements](/transformations/linking-tests-to-requirements.md)
* [Filtering and Sorting Data](/getting-started/filtering-and-sorting-data.md)


---

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