Projects

Bring your projects to life with precision — our guide shows you how to manage and scale effortlessly.

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Projects

Project Setup
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How to Create a Project?

Date Updated: 20 May, 2024

Create a Project

Begin your quality management at the top with Cross Check. This step-by-step guide will walk you through creating a project — the cornerstone of your QA hierarchy. Within your project, you’ll be able to structure milestones, and features, and organize test cases, bugs, and test runs, ensuring a comprehensive and efficient QA process. Let’s build the groundwork for success.

What You'll Need:
  • An active Cross Check account with Owner, Admin, and Project Manager role access.
  • For Free Plan users, ensure you have not exceeded the limit of 3 projects
  • For Basic Plan users, check that you have not surpassed the 50 project limit.
  • If you're on the Premium Plan, enjoy the freedom to create unlimited projects.

Note: Developer and QA roles do not have project creation access.

Creating Your Project:
Access the Add Project Form:
  • Click on the projects icon from the sidebar.
  • Click on the Add Project button.

Fill Project's Form:
  • Project Name: Enter a name for your project in the ‘Project Name’ field.
  • Project Status: Select the current status of your project from the dropdown menu: choose between 'Open' or 'Close'.
  • Share with: Use the 'Share With' dropdown to select which users or team members you want to share the project with.
  • ID Series: Create a unique ID series for your project with a 3-letter alphabet code for easy identification and tracking. (not available in the free plan)
Review and Create Project:
  • Double-check all the entered information for accuracy.
  • Click the ‘Save’ button to finalize the creation of your new project.

Note: By default, all projects are shared with Owners and Admins. You cannot remove admins and owners from the project's members.

You’ve now successfully created a project in Cross Check. This new project is ready for you to begin managing test cases, reporting bugs, and much more.

Need Help? If you require assistance or have questions during the project creation process, our support team is eager to help. Contact us at info@crosscheck.cloud.

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