Saved Test Plans

How to create a saved test plan
How to use a saved test plan
How to managed saved test plans

This feature allows you to easily create and share tasks and questions, providing templated test plans that ensure your team is conducting effective research, fast.

 

Key Features

Saved Test Plans lets 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 easily use to quickly and confidently collect customer feedback.
  • Empower non-researchers to conduct their own tests to increase customer empathy across the business.

 

How to create a saved test plan

The Saved Test Plans feature is available for anyone who can launch tests. The saved test plans are available at the account level to anyone regardless of workspace privacy settings.

You are able to create and save a test plan from multiple places within your account. You are also able to access this feature when saving from the Test View page once you’ve validated the quality of your test plan. 

 Note: This feature is not available for Live Conversation.

To save a test plan from the dashboard, do the following:

  1. Click the name of the test to enter the Test View Page.

  2. Click Details.

    DetailsTab.png

  3. Click Save as Template from the test plan section.

    STP_Test_Plan_Image_.png

  4. Enter a title and brief description so it's easy to find later.

    SaveNewTemplate.png

 

You can also save a test plan from the test launcher: 

  1. Click Build Test Plan.

    BuildTestPlan.png

  2. Drag and drop tasks, questions, and assets to build your test plan.

  3. Click Save as Template.

    STP_Test_Plan_Builder_SSQ.png

  4. Enter a title and brief description so it's easy to find later.

 

How to use a saved test plan

Once you save a test plan, anyone on the account with an unlimited, standard, or light license can select it to create a test, regardless of workspace privacy settings.

To create a new test using a saved test plan from the dashboard, do the following:

  1. Click New and select Create from template

    STP_Create_from_Template_.png

  2. Select the test plan you wish to use in the Team Templates tab. 

Note: UserTesting Templates are developed by the UserTesting team.

STP_Team_Templates_Modal.png

 

To create a new test using a saved test plan from the launch pad, do the following:

    1. Create a test from scratch or copy an existing test.

    2. Click Build Test Plan.BuildTestPlan.png

    3. Select a saved test plan template.

      SavedTemplates.png

      Note: If there isn't a saved test plan that suits your needs, you can create a new test plan from scratch.

    4. If you added the wrong test plan or change your mind before you launch your test, you can delete the test plan and either select a new saved test plan or create from scratch.

      Note: This only deletes the test plan from this test, not permanently. 

      Delete_Test_Plan_Screenshot.png

 

How to manage saved test plans

Anyone with an unlimited, standard, or light license can edit and delete saved test plans via the Template Library tab.

To make changes, do the following:

  1. Choose Template Library in the Navigation menu and navigate to Test Plans tab.

    TestPlansLab.png

  2. To delete a specific test plan, you can take this action from the dropdown menu.

    STP_Template_LIbrary_Delete_.png


  3. To edit a specific test plan, you can take this action from the dropdown menu or by clicking the test plan title. Make changes, and then click Done

    STP_Template_LIbrary_edit_test.png

Task Incompatibility

Some task types are incompatible with mobile app tests: the 5-second test and those containing an image or URL. In these cases, the image can still be saved, but it will not be available to apply on mobile app tests. 

STP_Incompatability_Screenshot.png

In the Template Library, the "Test Types" column shows which types of tests a saved test plan can be applied to. 

STP_Incompatible_types.png

 

We welcome your feedback! Please send feedback to support@usertesting.com.

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