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Add an idea and use the Testing Board

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Contents

The Testing Board shows every test as a card, with one column per stage. Go to XCM → Testing Board.

Testing Board: the tag filter, the + New Idea button and a column for each stage
Testing Board: the tag filter, the + New Idea button and a column for each stage
  • Scroll right to see Analysing and Concluded.
  • Each card shows the test ID, name, owner initials and first tag, plus one signal for its stage: the ICE score in Prioritised (sorted highest first), the planned duration in Planning, the day the test is on in Live (for example day 8 / 28), and the verdict in Concluded.
  • Filter by tag: click tags at the top to show only tests with those tags. The number on each tag is how many tests use it.
  • Drag a card to another column to change its stage directly.

Warning

Dragging a card skips the workflow buttons. Use it to correct a stage or to move a test into Analysing, not to skip steps.

Peek at a test #

Click a card to open a summary without leaving the board.

Test summary: variants, hypothesis, measures, location, run dates, priority and the next step
Test summary: variants, hypothesis, measures, location, run dates, priority and the next step
  • The summary shows the variants (with an Open ↗ link to each file), the hypothesis, the primary metric (Measures), the location (Where), the run dates (Runs) and the ICE score (Priority).
  • The button at the bottom opens the step the test is on.
  • Copy link copies a shareable link to this summary. Open full test ↗ opens the workflow.

Add an idea #

  1. Click + New Idea.
  2. Optionally, enter a Test ID in the format your team uses, for example WEB-1042 or APP-117 v02. If you leave it blank, XCM uses the next number after your highest WEB- ID. IDs must be unique and at most 40 characters.
  3. Enter an Idea title. It’s required.
  4. Optionally, add a Description: your first note about the idea. It’s shown under the hypothesis as “Original note”.
  5. Click Save Idea. The test is created in Ideas and opens at step 1. See Idea and Priority steps.
New Idea form with Test ID, Idea title and Description
New Idea form with Test ID, Idea title and Description

Working in the workflow #

  • Header: the test ID, name and owner. Save and exit saves and goes back to the board.
  • Stepper: click a step name to go to it. Build & QA, Schedule and Result show a placeholder until the test reaches them.
  • Footer: Back goes to the previous step. The right-hand button moves the test on. On steps the test has already passed, it reads Next.
  • Changes are saved as a draft as you go. Text saves a moment after you stop typing; choices save straight away. A “Changes saved” message confirms each save.
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