# Test Plan Template, Free to Fill In Source: https://nerix.ai/templates/test-plan Plan how a release will be tested: scope, kinds of test, environments, schedule and exit rules. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/test-plan) ### Test plan **Product:** TidyPlan mobile app 4.2.0 **Test lead:** Anna Berg **Plan version:** 1.0, 3 March 2030 ## 1. Objectives That shared lists work for up to 6 people at once, that login and photo upload no longer crash and that nothing that worked before is broken. ## 2. Scope **In scope** Shared lists, login, photo upload, notifications, the 20 key user journeys. **Out of scope** Admin web panel, unchanged since 4.1.0. Tested only through the regression pack. ## 3. Kinds of test | Test type | Who | When | | Unit tests | Developers | On every change | | Integration tests | Developers | Daily | | Manual feature tests | Testers | Per feature | | Regression pack | Testers | Before release | | Performance test | Test lead | Once, 500 users at once | | Security check | Security lead | Once | ## 4. Environments and devices Test server with copy of the live setup, without real customer data. 6 phones: 3 Android, 3 iOS, the oldest supported and the newest. ## 5. Test data Made-up accounts and lists. No real personal data. ## 6. Schedule | Step | Date | | Test plan agreed | 3 March | | Feature testing | 3 to 7 March | | Regression | 8 to 10 March | | Release decision | 11 March | ## 7. Bugs Each bug is logged with steps, screenshot and device. Critical: blocks release, fixed in 1 day. High: fixed before release. Medium and low: planned. ## 8. Entry rules The build is on the test server, unit tests pass and release notes exist. ## 9. Exit rules All planned tests run. No open critical or high bugs. Regression pack at least 98 percent passed. The test lead signs the report. ## 10. Risks Only 2 testers in the final week. Mitigation: developers join regression testing. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. IT and projects ## What this template is for A software test plan template. Define scope, test types, environments, data, schedule, roles, entry and exit rules and risks. Fill it in, then Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all IT and projects templates](https://nerix.ai/templates/it-projects) IT and projects ## What you fill in The form asks for 14 details. The document fills itself in as you type. - ### Product and release For example: TidyPlan mobile app 4.2.0 - ### Test lead For example: Anna Berg - ### Plan version and date For example: 1.0, 3 March 2030 - ### What testing must show For example: That shared lists work for up to 6 people at once, that login and photo upload no longer crash and that nothing that worked before is broken. - ### In scope For example: Shared lists, login, photo upload, notifications, the 20 key user journeys. - ### Out of scope (optional) optional For example: Admin web panel, unchanged since 4.1.0. Tested only through the regression pack. - ### Kinds of test One row for each kind of test. For example: Unit tests | Developers | On every change Integration tests | Developers | Daily Manual feature tests | Testers | Per feature Regression pack | Testers | Before release Performance test | Test lead | Once, 500 users at once Security check | Security lead | Once - ### Environments and devices For example: Test server with copy of the live setup, without real customer data. 6 phones: 3 Android, 3 iOS, the oldest supported and the newest. - ### Test data (optional) optional For example: Made-up accounts and lists. No real personal data. - ### Schedule One row for each step. For example: Test plan agreed | 3 March Feature testing | 3 to 7 March Regression | 8 to 10 March Release decision | 11 March - ### How bugs are handled For example: Each bug is logged with steps, screenshot and device. Critical: blocks release, fixed in 1 day. High: fixed before release. Medium and low: planned. - ### Entry rules (when testing may start) For example: The build is on the test server, unit tests pass and release notes exist. - ### Exit rules (when testing is done) For example: All planned tests run. No open critical or high bugs. Regression pack at least 98 percent passed. The test lead signs the report. - ### Risks (optional) optional For example: Only 2 testers in the final week. Mitigation: developers join regression testing. IT and projects ## What is inside The parts of this document, in order. - 1 1. Objectives - 2 2. Scope - 3 3. Kinds of test - 4 4. Environments and devices - 5 5. Test data - 6 6. Schedule - 7 7. Bugs - 8 8. Entry rules - 9 9. Exit rules - 10 10. Risks Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=test-plan) ### Was this template helpful? IT and projects ## Questions people ask ### What details does this template ask for? The form asks for 14 details, starting with Product and release, Test lead, Plan version and date, What testing must show, In scope. 3 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these IT and project templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Does a security policy make us secure? No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year. ### Is a project charter only for large projects? No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later. Templates ## More in IT and projects - [API integration specification Specify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it. 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IT and projects](https://nerix.ai/templates/change-request) [See all IT and projects templates](https://nerix.ai/templates/it-projects) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long tasks](https://nerix.ai/product/tasks) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [IT and projects](https://nerix.ai/templates/it-projects)