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Personalizing Your Project Settings - An Overview

← Personalizing your Project Settings & Preferences

Overview

Worksoft SaaS portal allows you to personalize your project settings and gain productivity. 

If you want to propagate the value of any setting from one project (that you are in the context of) to other projects that you personally have access to, you can do that as well, assuming that the project leads for those other projects have given you permission to personalize the values for the setting. Click the link at the bottom of this article to learn how to propagate/share your settings & preferences from one project context to other projects.

If you are a project lead for a specific project, you will also be able to propagate/share your own settings with other users that have access to that project and allow or disallow them to deviate from the settings you shared with them. If you are a project lead, this empowers you to establish best practices within a project and to improve the productivity of peer users that have access to this project. If you are not a project lead for a specific project, you will be only able to personalize your own settings (assuming your project lead allows you to do so). Click the link at the bottom of this article to learn how to propagate/share your settings & preferences to other users within the same project.

At a high level, settings are specific to each user. In other words, they are personalized based on each user's own preferences. The exception to this rule is when a project lead for the project defines the values for some settings (at the project level using his/her own settings), propagates the settings to all users that have access to that project and locks those settings from being edited (or personalized further) by the other users.

Navigate to 'My Project-level Project Settings & Preferences' screen


To access the 'My Project-level Settings & Preferences' screen, just click on the blue gear wheel icon on the top right-hand side next to your name and then choose the second option 'My Project Settings' in the pull-down.




'General' tab which contains settings that are not specific to any module. 
'Test Runs & Results' tab contains the settings related to Test Runs and their Results.
In addition there are individual tabs for following modules
  • Analytics
  • Test Cycles
  • Run Definitions
  • Test Scripts
  • User-Defined Variables &
  • Labels
In the future, there will be additional tabs that will show up on this screen that will contain settings related to other modules.

Currently, the following settings & preferences are supported to be personalized or configured for use by all users of a project:

  • Configure which project (and the module within that project) you want to be automatically taken to the context of upon logging in
  • Configure settings related to Test Runs & Results which includes Auto Expands, Disable of Tooltips
  • Configure the settings related to the Test Scripts home screen and the create/edit/view Test Scripts screen
  • Configure landing page for Analytics and Test Cycle to be selected by default in Dashboard screen
  • Configure which tabs to be shown in Labels screen
Click the link at the bottom of this article to learn the various settings & preferences available and how to configure those settings & preferences. Before you start reviewing settings & preferences available in different modules it is strongly recommended that you read first two articles listed below.

After this you might want to read: 


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