Product developmentTesting approaches and practical techniques

Checklists and how to use them

2 minutes read

Checklists are used in various aspects of testing to achieve structured, efficient, and quality test processes. Checklists are essential documentation for the testing process, which can be useful for auditing and training new team members.

What is a checklist?

A checklist is a high-level list of tests. Checklists are used when you don't have time to write tests, or when you urgently need to make a plan of what you are going to test. The essence is simple: the checklist contains the things that need to be checked.

Creating checklists for applications

To make a detailed checklist, you need to visually break down the entire application page into blocks and define them. When you come across a web page like the one below, just mentally divide it into different sections or blocks in your head.

Creating checklists for applications (page 1)

Creating checklists for applications (page 2)

The examples below are just an illustration of what it should look like in your head!

Blocks of applications

After breaking it down, we'll have a checklist of what we need to test:

  • Header.

  • Issued tasks.

  • Templates.

These are just the main big blocks. Now let's describe what we are going to test inside them.

Header

Issued tasks

Templates

  • Logo link

  • Home

  • Storage

  • All tasks

  • Documentation

  • Notifications

  • Profile

  • Issued tasks tab

  • Templates tab

  • Search

  • Filters

  • Sorts

  • Creating an assignment

  • Search

  • Filters

  • Sorts

  • Creating a job template

  • Creating a test template

This is roughly what high-level checklists look like, they can be described in a bit more detail, but the essence is the same.

Conclusion

In general, checklists are an important tool in the testers' arsenal, helping them to test more systematically and efficiently. A test engineer uses checklists to plan the testing process, verify the specification and requirements for the application, and standardize the testing. When time is limited, checklists help to test the required functionality quickly and completely.

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