QualiTag

Case repository

Folders, tags, priorities, and reusable steps — the backbone of serious test management.

Your test cases are the single source of truth for what “done” means before every release. QualiTag gives you a structured repository that scales from a handful of smoke checks to thousands of regression scenarios — without collapsing into spreadsheet sprawl or wiki pages nobody trusts.

Organize work the way your team already thinks: product areas in folders, risk levels through priorities, and discoverability through tags. Reusable step libraries mean you define “log in as admin” once and reference it across dozens of suites, so updates propagate everywhere instead of silently rotting in copy-pasted rows.

Every case carries history — who changed it, when it last ran, and whether automation or manual execution owns it. That audit trail turns your repository from a static document into a living map of product quality.

Key outcomes

  • One authoritative catalog instead of scattered docs and Slack threads.
  • Faster onboarding — new QA hires browse folders instead of shadowing for weeks.
  • Less duplication — shared steps eliminate “which login case is correct?” debates.
  • Clear release scope — filter by tag + priority to build the right suite every time.

Capabilities

Hierarchical folders

Nest folders by product module, squad, or release train. Drag-and-drop structure mirrors your org without forcing a single flat list.

Tags and custom fields

Tag cases by platform, persona, risk tier, or compliance scope. Filter and bulk-assign in seconds when scope changes mid-sprint.

Priority and severity

P0–P3 (or your own scale) surfaces what must pass before ship. Sort dashboards and run queues by priority automatically.

Reusable step templates

Shared steps for login flows, API setup, or device prep. Edit once — every linked case picks up the change on next run.

Rich step definitions

Expected results, preconditions, attachments, and links to requirements. Manual testers get clarity; automation authors get unambiguous targets.

Version awareness

See which cases changed since the last milestone. Diff-friendly history helps release managers sign off with confidence.

Bulk import and export

CSV in/out for migration from legacy tools. Bring historical cases without retyping years of tribal knowledge.

Search across everything

Full-text search across titles, steps, tags, and IDs. Find “checkout coupon” in three keystrokes, not three meetings.

How teams use it

  1. 1

    Define structure

    Create folder tree aligned to product areas or squads.

  2. 2

    Author cases

    Write steps manually, import CSV, or promote from exploratory findings.

  3. 3

    Tag and prioritize

    Apply P0–P3 and tags so release scope is always filterable.

  4. 4

    Reuse libraries

    Link shared steps for common flows — login, reset, permissions.

  5. 5

    Maintain over time

    Review change history and retire obsolete cases each milestone.

Common scenarios

  • Regulated teams documenting evidence-ready test definitions for audit.
  • Mobile squads maintaining platform-specific cases under one product folder.
  • Teams migrating off spreadsheets who need structure without a six-month rollout.
  • Organizations standardizing onboarding flows as reusable step blocks across apps.

Best practices

  • · Keep folder depth shallow (3 levels max) so browse stays intuitive.
  • · Reserve P0 for ship-blockers; inflation erodes trust in the priority field.
  • · Name reusable steps with verbs (“Login as standard user”) not screen IDs.
  • · Review orphaned cases quarterly — stale inventory hides real gaps.

Suites & milestones

Plan regressions against release windows. Track pass rates as milestones close.

Suites are how you turn a case repository into an executable plan. Group cases by smoke, regression, platform, or feature flag — then attach those suites to milestones that mirror your release calendar.

Milestones give leadership a language they already understand: “Beta 2”, “RC1”, “Hotfix 4.2.1”. As runs complete, pass rates roll up at the milestone level so you know whether the window is green, amber, or red before the deployment pipeline fires.

QualiTag connects suite design to release reality. When scope slips, duplicate a milestone, swap suites, and compare pass-rate trends side by side — no export to a slide deck required.

Key outcomes

  • Release decisions backed by numbers, not gut feel.
  • Less last-minute panic — trends show slippage days before the deadline.
  • Repeatable regression scope — no “did we forget billing?” every RC.

Capabilities

Suite builder

Compose suites from folders, tags, or hand-picked cases. Static lists for smoke; dynamic filters for ever-growing regression.

Milestone calendar

Map milestones to dates, owners, and target environments. Everyone sees the same release clock.

Pass-rate rollups

Automatic aggregation as runs finish. Drill from milestone → suite → case → step failure.

Suite templates

Clone “standard regression” for each release train. Swap platform-specific cases in one edit.

No-code and script mix

One suite can include manual cases, no-code web steps, and uploaded Playwright scripts.

Milestone sign-off

Mark milestones complete with notes. History shows who accepted risk and when.

Compare milestones

Trend pass rates across releases to spot flaky areas or declining automation health.

Release notes hooks

Export milestone summaries for changelog and stakeholder email — same numbers QA used to sign off.

How teams use it

  1. 1

    Create milestone

    Name it after the release window and set target date.

  2. 2

    Attach suites

    Smoke for daily; full regression for RC; exploratory charter suite optional.

  3. 3

    Execute runs

    Queue manual or automated runs against each suite.

  4. 4

    Monitor pass rate

    Watch milestone dashboard as results stream in.

  5. 5

    Close or extend

    Sign off when thresholds met, or document accepted exceptions.

Common scenarios

  • Two-week sprints with a fixed smoke suite every day and regression before merge to main.
  • Mobile apps with separate Android/iOS suites under one “Store submission” milestone.
  • Enterprise releases where compliance requires milestone evidence archived per version.

Best practices

  • · Keep smoke suites under fifteen minutes of execution time.
  • · Name milestones after semver or train IDs your eng org already uses.
  • · Don’t attach every case to every milestone — scope intentionally.

Manual and automated runs

Step-by-step manual results or Runner-executed automation — same workspace, same history.

Manual testing isn’t going away — and it shouldn’t live in a different tool than automation. QualiTag records step-by-step manual results with the same rigor as Runner-executed jobs: timestamps, screenshots, assignees, and full history on the case.

When you’re ready to automate, flip a case to no-code steps or attach a Playwright script. The run history stays contiguous — you can see exactly when a case moved from manual-only to automated and whether pass rates improved.

One queue, one audit trail. Whether a human tapped through on a device or Chromium ran headless overnight, stakeholders see a unified run list with status, duration, and artifacts.

Key outcomes

  • No tool switching between manual and automated reporting.
  • Defect reports link to exact run + step + screenshot.
  • Automation ROI visible — compare manual duration vs Runner time on same case.

Capabilities

Guided manual execution

Testers step through cases with pass/fail/skip per step. Notes and screenshots attach to the exact step that failed.

Runner automation

Queue jobs to the desktop Runner — Playwright for web, Appium for Android/iOS on USB hardware.

Unified run history

Filter runs by manual vs automated, device, runner, or release. Same detail page for every execution mode.

Failure artifacts

Screenshots, logs, and error messages stored with the run. Open from the case or milestone view.

Rerun and bisect

One-click rerun after a fix. Compare consecutive runs to spot flaky vs real regressions.

Assignment and ownership

Assign manual runs to team members. Clear who executed what before sign-off.

Parallel queuing

Multiple runners claim jobs independently. Scale throughput by pairing more machines.

In-app recorder

Record web flows inside QualiTag and save as no-code steps — no separate IDE required.

How teams use it

  1. 1

    Pick a suite

    Choose smoke, regression, or ad-hoc case selection.

  2. 2

    Choose mode

    Manual assignment or queue to an online Runner.

  3. 3

    Execute

    Human steps through, or Runner drives Playwright/Appium locally.

  4. 4

    Review results

    Drill into failures, artifacts, and logs.

  5. 5

    Update cases

    Fix automation, adjust steps, or file defects from the failure view.

Common scenarios

  • Hybrid teams running exploratory manual passes before automating stable flows.
  • Web apps using in-app recorder + Runner for CI nightly regression.
  • Mobile labs with USB devices — real hardware, not emulators in a rented cloud.

Best practices

  • · Automate repetitive P0 paths first; keep exploratory manual.
  • · Always attach screenshots on manual failures — future you will thank present you.
  • · Pair at least one Runner before release week so the queue never stalls.

Exploratory sessions

Charters, timers, screenshots, and promote-to-case when exploration finds something real.

Exploratory testing finds the bugs your scripts never thought to look for — but ad-hoc notes in Slack disappear by Monday. QualiTag treats exploration as first-class work: timed charters, structured notes, screenshots, and a path to promote findings into formal cases.

Start a session with a mission (“payment flows on slow 3G”), run the timer, capture evidence as you go, and end with a summary stakeholders can read. When you uncover a reproducible issue, promote it to a case in one action — steps prefilled from your notes.

Sessions link to milestones so release managers see exploration effort alongside scripted pass rates. Quality isn’t only what you planned to test; it’s what you discovered under time pressure.

Key outcomes

  • Exploration visible in reports — not invisible heroics.
  • Findings don’t get lost between session end and case creation.
  • Balanced view of quality: scripted pass rate plus discovery yield.

Capabilities

Charter templates

Mission, scope, and out-of-scope pre-filled. Consistent format across the team.

Session timer

Time-boxed exploration keeps focus. Duration logged for workload reporting.

Inline notes

Timestamped observations during the session. Tag severity without leaving flow.

Screenshot capture

Attach visuals to notes. Evidence travels with the session record.

Promote to case

Convert a finding into a tracked case with steps derived from session notes.

Link to requirements

Tie charters to user stories or reqs when exploration validates acceptance criteria.

Session history

Browse past charters by product area, tester, or milestone.

Milestone rollup

See exploration hours and findings count per release window.

How teams use it

  1. 1

    Draft charter

    Define mission, scope, and time box (e.g. 45 minutes).

  2. 2

    Run session

    Explore freely; log notes and screenshots as you go.

  3. 3

    Wrap up

    Summarize findings and severity in the session close view.

  4. 4

    Promote issues

    One-click create cases for anything that needs regression tracking.

  5. 5

    Report

    Include session metrics in milestone summary for stakeholders.

Common scenarios

  • Pre-RC exploratory passes on areas with recent heavy code churn.
  • New feature launches where scripts don’t exist yet but ship date is fixed.
  • Compliance teams documenting time spent on unscripted validation.

Best practices

  • · Keep charters narrow — “checkout coupons” beats “test the app”.
  • · Promote to case same day; memory fades fast.
  • · Pair exploratory sessions with areas lacking automation coverage.

Requirements coverage

Link cases to requirements. See gaps before release — not after production.

Shipping without knowing which requirements were tested is a gamble. QualiTag links cases and suites to requirements — user stories, specs, compliance controls — so coverage maps update as runs complete, not as after-the-fact spreadsheet exercises.

Before milestone sign-off, open the coverage view: green for tested-and-passed, red for gaps, amber for tested-but-failing. Release managers negotiate scope with data. Auditors get traceability from requirement ID to run result without a custom export project.

Coverage integrates with how you already plan work. Import requirement IDs from Jira or paste from PRDs. The map stays live as cases are added, automated, or retired.

Key outcomes

  • Release blockers surfaced days earlier.
  • Audit prep measured in hours, not weeks of spreadsheet archaeology.
  • Shared language between PM, eng, and QA on “what was verified”.

Capabilities

Requirement linking

Associate one or many requirements with each case. Bidirectional navigation.

Coverage matrix

Rows = requirements, columns = milestones or suites. Heat map of tested vs untested.

Gap detection

Filter requirements with zero linked cases or zero passing runs before release.

Run status roll-up

Requirement shows latest pass/fail from most recent relevant run.

Import from ALM

Pull requirement keys from Jira issues to avoid manual re-entry.

Compliance tagging

Tag requirements by regulation (SOC2, HIPAA) for filtered coverage reports.

Export for audit

CSV/PDF traceability matrix for external reviewers.

Impact analysis

When a requirement changes, see all linked cases that need review.

How teams use it

  1. 1

    Import or create requirements

    Sync keys from Jira or define in QualiTag.

  2. 2

    Link cases

    Attach cases during authoring or bulk-link by tag.

  3. 3

    Execute suites

    Runs update requirement status automatically.

  4. 4

    Review gaps

    Coverage dashboard before milestone close.

  5. 5

    Remediate

    Add cases or runs for red rows; document accepted exceptions.

Common scenarios

  • Enterprise contracts requiring RTM (requirements traceability matrix) per release.
  • Teams using story IDs in Jira who need test evidence on the same keys.
  • Regulated products where untested requirements block release approval.

Best practices

  • · Link at case level, not suite level — finer granularity for gap detection.
  • · Re-sync Jira keys each sprint so renamed stories don’t orphan links.
  • · Define “covered” as passed in current milestone, not merely linked.

Reporting & export

Milestone summaries, automation metrics, workload views, and CSV for stakeholders.

QA generates more signal than almost any other function — but signal without synthesis is noise. QualiTag reporting turns runs, milestones, and sessions into views executives, PMs, and engineers actually read.

Milestone summaries show pass rate, open failures, automation vs manual split, and trend vs prior release. Workload views show who ran what and how exploration hours distributed. Export CSV for finance, Confluence, or the quarterly business review.

Reports pull live data — no stale Monday-morning slide decks. Filter by product, milestone, tag, or date range and share a consistent snapshot everyone trusts.

Key outcomes

  • Stakeholders stop asking “are we green?” in every meeting.
  • Data-driven conversations about quality debt and automation investment.
  • Less time building slides; more time fixing failures.

Capabilities

Milestone summary

One-page release health: pass %, failure count, suite breakdown, sign-off status.

Automation metrics

Automation rate, flaky test indicators, average run duration, Runner utilization.

Workload dashboard

Manual runs and exploratory hours by tester. Balance team capacity.

Trend charts

Pass rate over time per suite or product area. Spot regressions early.

Failure analysis

Top failing cases, steps, and environments. Prioritize stabilization work.

CSV export

Cases, runs, results — full data portability for BI tools.

Scheduled snapshots

Email or webhook digest before standup with yesterday’s run summary.

Stakeholder views

Read-only dashboards for PMs without full project admin access.

How teams use it

  1. 1

    Select scope

    Milestone, date range, product, or tag filter.

  2. 2

    Choose report

    Summary, trend, workload, or failure drill-down.

  3. 3

    Review live

    Interactive charts with click-through to runs.

  4. 4

    Export

    CSV or PDF for external sharing.

  5. 5

    Archive

    Attach snapshot to milestone sign-off record.

Common scenarios

  • Weekly QA status email to engineering leadership with milestone pass rate.
  • Quarterly automation ROI report — hours saved vs manual baseline.
  • Audit packet combining coverage matrix + run exports.

Best practices

  • · Standardize on one milestone summary format per org — comparability matters.
  • · Export raw runs monthly for long-term trend analysis in BI.
  • · Pair pass rate with open P0 failure count — 95% with 3 blockers isn’t green.

Integrations

Jira and GitHub issue linking from failures so defects never leave your toolchain.

A failed test should become a tracked defect in seconds — not after someone copy-pastes a screenshot into Slack. QualiTag integrates with Jira and GitHub so you create or link issues from the run failure view with context pre-filled: steps, logs, environment, and build ID.

Bi-directional links keep QA and dev aligned. When engineering closes the issue, QualiTag shows the link on the case. Re-run from the same failure view to verify the fix without hunting for the original run ID.

CI webhooks and API keys let pipelines trigger runs and receive results. GitHub Actions, Jenkins, or custom orchestrators — meet your team where they already deploy.

Key outcomes

  • Zero retyping of repro steps into issue trackers.
  • Developers trust bug reports because evidence is attached.
  • CI and QA speak the same language on pass/fail gates.

Capabilities

Jira issue creation

File bugs from failed steps with summary, description, and attachments populated.

GitHub Issues

Link failures to existing issues or open new ones in the target repo.

Bidirectional links

Jump from case → issue → back to latest run. No broken traceability.

CI webhooks

Trigger suite runs on deploy; post status back to pipeline.

REST API

OpenAPI-documented endpoints for cases, runs, milestones, and results.

API keys

Service accounts for automation with scoped permissions.

Slack notifications

Optional alerts on milestone threshold breach or Runner offline.

Custom fields mapping

Map QualiTag priority and environment to Jira custom fields.

How teams use it

  1. 1

    Connect integration

    OAuth or PAT for Jira/GitHub in workspace settings.

  2. 2

    Configure project

    Target repo or Jira project per QualiTag project.

  3. 3

    Fail a run

    Open failure detail with logs and screenshot.

  4. 4

    Create or link issue

    One click — context attached automatically.

  5. 5

    Verify fix

    Rerun case; close loop when pass links to closed issue.

Common scenarios

  • Sprint teams filing Jira bugs directly from regression failures.
  • Open-source projects using GitHub Issues with Runner CI on PRs.
  • Platform teams wiring deploy webhooks to smoke suite execution.

Best practices

  • · Require environment and build number in issue template from QualiTag.
  • · Link issues at step level on intermittent failures — easier bisect.
  • · Rotate API keys on the same schedule as other service credentials.

Automation Runner

Local desktop agent for USB Android, iOS, and headless Chromium — heartbeat, device inventory, and artifact upload.

Cloud device farms rent you someone else’s hardware on someone else’s network. QualiTag Runner runs on your machine — the same laptop that already has USB cables plugged in — and claims jobs from the cloud workspace when you queue them.

Pair once with a token, heartbeat every few seconds, and the app shows online status, connected devices, and Playwright/Appium readiness. Queue a web suite and Chromium runs headless locally. Queue mobile and Appium drives the UDID you selected — real device, real OS build, real network conditions.

Failure artifacts upload automatically: screenshots, logs, and structured step results. Nothing sensitive transits through a third-party device cloud unless you choose to send it.

Key outcomes

  • Tests run where your users are — your network, your devices.
  • No per-minute cloud farm billing for long regression suites.
  • Sensitive apps stay off shared infrastructure.

Capabilities

Desktop agent

CLI or Electron app. Pair with workspace token; runs in background tray.

Device inventory

Heartbeat reports USB Android, iOS (macOS), and synthetic web Chromium device.

Playwright web

Headless Chromium for no-code steps and uploaded .spec.js scripts.

Appium mobile

UiAutomator2 for Android; XCUITest for iOS on paired Mac runners.

Job queue

Polls workspace for runs and in-app recorder jobs. Fair claim across runners.

Artifact upload

Screenshots and logs attached to run record on completion.

Offline visibility

App shows runner offline — queue stalls visibly instead of failing silently.

Multi-runner scale

Pair laptops per engineer or CI agent. Throughput scales horizontally.

How teams use it

  1. 1

    Install Runner

    pnpm or Electron installer on machine with devices.

  2. 2

    Generate pair token

    From QualiTag → Runner page (15-minute validity).

  3. 3

    Pair

    Paste token; Runner stores credentials locally.

  4. 4

    Queue run

    Select suite and device (mobile) or web project base URL.

  5. 5

    Review artifacts

    Results and screenshots appear in run detail when complete.

Common scenarios

  • Mobile teams testing on physical devices for NFC, biometrics, and real carriers.
  • Web teams running Playwright against staging VPN-only URLs from office network.
  • CI machines as dedicated runners for nightly regression without cloud fees.

Best practices

  • · Keep one runner online during business hours for ad-hoc queues.
  • · Label runners by hostname so teams know which machine owns which devices.
  • · Install Playwright browsers once per runner host (pnpm e2e:install).

Enterprise controls

RBAC, audit log, API keys, OpenAPI, and CI webhooks for teams that scale.

Growing QA orgs need guardrails: who can delete a case, who can sign off a milestone, who can view customer data in run artifacts. QualiTag enterprise controls add role-based access, immutable audit logs, and programmatic access for the integrations your security team expects.

API keys with scopes let CI and internal tools automate without sharing user passwords. OpenAPI spec documents every endpoint for internal platform teams. Webhooks push events to SIEM or workflow tools when runs complete or thresholds breach.

Whether you’re fifty testers or five hundred, the workspace stays governable — same product, stronger boundaries.

Key outcomes

  • Least-privilege access without slowing testers down.
  • Security review answers ready before procurement asks.
  • Automation at scale without shared admin passwords.

Capabilities

Role-based access

Admin, editor, tester, read-only — per workspace or project. Map to your IdP roadmap.

Audit log

Who changed cases, deleted runs, or exported data. Timestamped and searchable.

API keys

Create, rotate, revoke service keys. Scope to projects or operations.

OpenAPI specification

Machine-readable API docs for internal developer portals.

CI webhooks

Inbound triggers and outbound run-complete events for pipeline integration.

SSO readiness

Architecture supports SAML/OIDC alignment for enterprise identity (roadmap).

Data residency

Self-host workspace database; Runner keeps device traffic local.

Retention policies

Configure artifact and run history retention per compliance needs.

How teams use it

  1. 1

    Define roles

    Map org functions to QualiTag permission sets.

  2. 2

    Assign members

    Invite by email; role applied on accept.

  3. 3

    Issue API keys

    CI and integrations use keys, not user sessions.

  4. 4

    Monitor audit log

    Review sensitive actions weekly or on alert.

  5. 5

    Integrate webhooks

    Connect run events to internal automation.

Common scenarios

  • Enterprises separating “author cases” from “execute runs” from “sign off releases”.
  • Platform teams building internal quality gates atop QualiTag API.
  • Compliance programs requiring export of who touched test evidence.

Best practices

  • · Use read-only roles for executives and PMs who need visibility not edit.
  • · Rotate API keys when CI templates change or people leave.
  • · Export audit log monthly to long-term storage for regulated industries.

Built for teams who take quality seriously

From first case to last milestone sign-off — QualiTag keeps manual, exploratory, and automated work in one governable workspace.

Unified testing on your own devices

Stop renting hardware in someone else's cloud. Plan in QualiTag, run on the Runner, ship with confidence.