Saved test plans allow you to create and share tasks and questions, providing test plan templates that ensure your team conducts fast, effective research. |
This article applies to: UserTesting
On this page:
- About saved test plans
- Save a test plan
- Use a saved test plan
- Manage saved test plans
- Task incompatibility
About saved test plans
Saved test plans are available on the following subscriptions:
Flex plan | Seat-based plan |
Essentials | Startup |
Advanced ✓ | Professional ✓ |
Ultimate ✓ | Premium ✓ |
This feature is also available in the Starter edition (beta). |
Saved test plans are available to anyone who can launch tests at the account level, regardless of workspace privacy settings. Once you save a test plan, anyone on the account with an unlimited, standard, light, or creator license can select it to create a test, regardless of workspace privacy settings.
Saved test plans let you:
- Make centralized research a thing of the past without sacrificing accuracy and confidence.
- Create and manage a library of templates that team members can use to confidently collect customer feedback.
- Empower non-researchers to conduct their tests to increase customer empathy across the business.
- Note: Saved test plans are not available for Live Conversation.
Save a test plan
See our video on how to save a test plan:
To save a test plan from the dashboard, follow these steps:
- Go to the test you want to save.
- Navigate to the Details tab.
- Scroll down the page and click Save as template from the Test plan section.
- Enter a title and brief description.
- Note: If you are on the Premium or Ultimate subscription, you may also save the template as personal, workspace, or account. All other subscription plans can only save test plans at the account level.
To save a test plan from the test launcher, follow these steps:
- Create a new test, open a draft, or duplicate a test.
- Select Build test plan.
- Add tasks, questions, and assets to your test plan.
- When you're done, click Save as template.
- Enter a title and brief description.
Use a saved test plan
To create a new test from a saved test plan from the dashboard, follow these steps:
- Click on Create test, then Templates library.
- Go to Account templates or Personal templates, depending on where you saved the test plan template.
To create a new test from a saved test plan from the test launcher, follow these steps:
- Create a new test, open a draft, or duplicate a test.
- Go to Build test plan.
- A modal will appear with saved test plans on your account. Select the saved test plan you want.
- If you added the wrong test plan or changed your mind before launching your test, you can delete the test plan and either select a new saved test plan or create one from scratch.
Note: Deleting the test plan only deletes it from this test, not from your saved test plans.
Manage saved test plans
If you're on the Premium or Ultimate subscription, any team member with an unlimited, standard, or light license can edit and delete saved test plans via the Template library.
To make changes to your saved test plans, follow these steps:
- From the dashboard, click Manage templates.
- Go to Test plans.
- From the Options (...) menu next to the saved test plan, you can Delete, Edit template, Assign to workspaces, and Edit access.
Task incompatibility
- Some task types, such as the Five-second test and those containing an image or URL, are incompatible with mobile app tests.
- The Test types column in the Template library shows which types of tests a saved test plan can apply to.
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