Test And Accept

Quick Start Guide

Get started with your first project in minutes

Welcome to the application! This guide will walk you through creating your first project, defining work, and collaborating with your team. You'll be up and running in about 10 minutes.

What You'll Learn

By the end of this guide, you'll know how to:

  1. Create your account and organization
  2. Add your first client
  3. Create a project for that client
  4. Build a Statement of Work with work items
  5. Define acceptance criteria and tests
  6. Share your work with team members
  7. Track progress and get approvals

Step 1: Create Your Account

Sign Up

  1. Go to the sign-up page

  2. Choose your sign-up method:

    • Email and password
    • Google account
    • Other social providers

  3. Verify your email if using email/password

  4. Complete your profile:

    • Add your full name
    • Upload a profile picture (optional)
    • Set your preferences

Enable Security

Set up two-factor authentication (recommended):

  1. Go to Account Settings
  2. Select Security
  3. Enable 2FA
  4. Follow the setup instructions

Two-factor authentication adds an extra layer of security to your account. We highly recommend enabling it.

Step 2: Create Your Organization

Organizations are workspaces where you and your team collaborate on client work.

Create Your First Organization

  1. Click "Create Organization" (you'll be prompted after signing up)
  2. Enter your organization name:
    • Use your company name
    • Example: "Acme Consulting"
  3. Click "Create"

You're now the admin of your organization with full control.

Invite Team Members (Optional)

  1. Click the organization settings
  2. Select "Members"
  3. Click "Invite Members"
  4. Enter email addresses of teammates
  5. Choose their role:
    • Admin: Full control
    • Member: Standard access
  6. Send invitations

You can invite team members later. For now, let's create your first project.

Step 3: Add Your First Client

Clients represent the companies you do work for.

Create a Client

  1. Navigate to "Clients" in the sidebar

  2. Click "New Client"

  3. Fill in client information:

    • Name: The client's company name (e.g., "TechCorp Inc.")
    • Description: Brief overview of the client
    • Website: Their website URL (optional)
    • Industry: What industry they're in (e.g., "Technology")

  4. Click "Create Client"

Add a Contact

Every client should have at least one contact person:

  1. Click "Add Contact" on the client page

  2. Enter contact details:

    • Name: Full name (e.g., "John Smith")
    • Email: Contact's email
    • Phone: Phone number (optional)
    • Role: Their job title (e.g., "CTO")
    • Primary Contact: Check this box

  3. Click "Save Contact"

The primary contact is your main point person for this client. You can change it anytime.

Step 4: Create Your First Project

Projects organize related work for a client.

Create the Project

  1. Navigate to "Projects" in the sidebar

  2. Click "New Project"

  3. Fill in project details:

    • Name: Descriptive project name (e.g., "TechCorp Website Redesign")
    • Description: What the project is about
    • Client: Select the client you just created
    • Primary Contact: Select the contact person
    • Start Date: When the project begins
    • End Date: Target completion date
    • Organization: Your organization (auto-selected)

  4. Click "Create Project"

Add Followers (Optional)

Followers receive updates about project progress:

  1. Click "Manage Followers" on the project page
  2. Add team members who should stay informed
  3. Click "Save"

Step 5: Create a Statement of Work

Statements of Work (SOWs) define what you'll deliver.

Create Your First SOW

  1. From your project page, click "New Statement of Work"

  2. Fill in SOW details:

    • Title: What this SOW delivers (e.g., "Homepage Redesign")
    • Description: Detailed scope and objectives
    • Project: Already selected
    • Organization: Already selected

  3. Click "Create SOW"

Add Work Items

Break down the work into manageable pieces:

  1. Click "Add Item" in your SOW

  2. Choose item type:

    • Requirement: High-level feature or need
    • Task: Specific work to do
    • Milestone: Important checkpoint
    • Dependency: External blocker
    • Deliverable: Client-facing output

  3. For your first item, create a Requirement:

    • Title: "Responsive navigation menu"
    • Description: "Navigation works on desktop and mobile devices"
    • Click "Create"

  4. Add a Task under this Requirement:

    • Click "Add Child Item" on the requirement
    • Select "Task"
    • Title: "Implement mobile hamburger menu"
    • Description: "Create collapsible menu for mobile screens"
    • Click "Create"

You can nest items to create hierarchy. Requirements contain tasks, tasks can have sub-tasks.

Step 6: Define Acceptance Criteria

Acceptance criteria define what "done" means.

Add Criteria to Your Task

  1. Click on the task you created

  2. Click "Add Criterion"

  3. Write your first criterion:

    • Title: "Menu opens when hamburger icon is tapped"
    • Description: "On mobile devices, tapping the hamburger icon opens the navigation menu"

  4. Click "Save"

  5. Add more criteria:

    • "Menu closes when clicking outside"
    • "All menu items are accessible"
    • "Animations are smooth (60fps)"

Best Practice Format

Use the Given-When-Then pattern:

  • GIVEN a mobile device user
  • WHEN they tap the hamburger icon
  • THEN the navigation menu slides open

Step 7: Create Tests

Tests verify that criteria are met.

Add Tests for Your Criteria

  1. Click on a criterion

  2. Click "Add Test"

  3. Write your test:

    • Title: "Manual: Verify menu opens on tap"
    • Description: 
      1. Open website on iPhone 12
2. Tap hamburger icon
3. Verify menu slides in from left
4. Verify all items are visible
5. Tap outside menu
6. Verify menu closes

  4. Click "Save"

Test Types

  • Manual: Tests you perform by hand
  • Automated: Tests that run via code
  • E2E: End-to-end user workflows
  • Performance: Speed and efficiency checks

Each criterion should have at least one test. This ensures you can verify the work is complete.

Step 8: Share Your Work

Now let's share your SOW with team members and stakeholders.

Invite Collaborators

  1. Open your SOW

  2. Click "Share" or "Manage Access"

  3. Add people:

    • For teammates: Select from your organization
    • For external stakeholders: Enter their email

  4. Choose access level:

    • Editor: Can modify the SOW
    • Approver: Can review and approve
    • Viewer: Read-only access
    • Follower: Receives updates only

  5. Add a message (optional)

  6. Click "Send Invitations"

Email the SOW

To send the SOW to your client for review:

  1. Click "Distribute" or "Send for Approval"

  2. Select recipients (your client contacts)

  3. Choose version (current draft)

  4. Write a subject line: "Homepage Redesign - Statement of Work for Review"

  5. Add a message:

    Hi John,

Attached is the Statement of Work for the homepage redesign.
Please review and let me know if you have any questions.

Thanks!

  6. Click "Send"

Recipients will receive:

  • An email with a link to view the SOW
  • Secure access (no account required)
  • Ability to approve or request changes

Recipients without accounts can still view and approve SOWs through a secure link.

Step 9: Track Progress

As you work, track your progress.

Mark Work as Complete

  1. Complete a task in the real world
  2. Run the tests you defined
  3. If tests pass, mark test results as "Passed"
  4. Mark criterion as "Met"
  5. Mark task item as "Complete"

View Overall Progress

Your SOW shows completion as a percentage:

  • 40% from completed items
  • 30% from met criteria
  • 30% from passing tests

Example:

  • 5 items, 3 complete = 60% × 40% = 24%
  • 10 criteria, 8 met = 80% × 30% = 24%
  • 15 tests, 12 passing = 80% × 30% = 24%
  • Total: 72% complete

Step 10: Version Control

As requirements change, create new versions.

Create a Version

  1. Make changes to your SOW
  2. Click "Create Version" or "Save Version"
  3. Version is auto-numbered: v1, v2, v3, etc.
  4. Add version notes: What changed in this version

Compare Versions

  1. Click "Version History"
  2. Select two versions to compare
  3. View changes:
    • Added items (green)
    • Modified items (yellow)
    • Removed items (red)
    • Changed criteria and tests

Version history is automatic. Every time you save changes, a snapshot is created.

Step 11: Get Approval

When work is ready, get client approval.

Submit for Approval

  1. Ensure all work is complete:

    • All items marked complete
    • All criteria met
    • All tests passing

  2. Click "Submit for Approval"

  3. Select approvers (client contacts)

  4. Add approval message

  5. Click "Submit"

Approvers Receive

  • Email notification
  • Link to review the SOW
  • Ability to:
    • Approve the SOW
    • Request changes
    • Add comments
    • Download a PDF

Track Approval Status

See approval status on your SOW:

  • Pending: Waiting for approval
  • Approved: Client signed off
  • Changes Requested: Client wants modifications
  • Rejected: Client declined

Common Workflows

Working with Your Team

Daily standup:

  1. View all active projects
  2. Check progress on each SOW
  3. Review blockers and dependencies
  4. Update task status

Weekly review:

  1. Compare progress to timeline
  2. Review upcoming milestones
  3. Identify at-risk items
  4. Update client on status

Client Communication

Kickoff:

  1. Create project and SOW
  2. Share draft with client
  3. Discuss and refine
  4. Get approval to proceed

Progress updates:

  1. Send SOW link showing progress
  2. Highlight completed items
  3. Note any blockers
  4. Confirm timeline

Final delivery:

  1. Mark all items complete
  2. Ensure all tests pass
  3. Submit for final approval
  4. Archive completed SOW

Next Steps

Now that you've created your first project, explore these advanced features:

Collaboration Features

Advanced Concepts

Getting Help

Resources

Support

Tips for Success

Organization

Do:

  • Use clear, descriptive names for everything
  • Break large projects into multiple SOWs
  • Keep work items small and focused
  • Update status regularly
  • Archive completed work

Don't:

  • Create one giant SOW with everything
  • Let status get stale
  • Skip acceptance criteria
  • Ignore failing tests
  • Delete old work (archive instead)

Collaboration

Do:

  • Share work early and often
  • Invite stakeholders as followers
  • Use comments for discussions
  • Keep external collaborators informed
  • Grant appropriate access levels

Don't:

  • Work in isolation for too long
  • Give everyone owner access
  • Skip the approval process
  • Forget to notify stakeholders
  • Make major changes without discussion

Quality

Do:

  • Write testable acceptance criteria
  • Create tests as you define criteria
  • Run tests regularly
  • Fix failing tests promptly
  • Document why decisions were made

Don't:

  • Write vague criteria
  • Skip testing
  • Let failing tests accumulate
  • Mark work complete without testing
  • Rush through quality checks

Congratulations!

You've completed the quickstart guide! You now know how to:

✅ Create and manage projects ✅ Build statements of work ✅ Define acceptance criteria and tests ✅ Share work with your team ✅ Track progress ✅ Use version control ✅ Get client approval

Start exploring the application and building amazing things!

Core Concepts

Collaboration Features

Advanced Topics