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Testify Manual

Guides, concepts, and release notes for your Testify environment: from your first login to checklists, defects, and test objects, all the way to administration. The manual is available to Testify customers. Log in with your credentials to access the chapters.

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Chapter

Thirteen chapters, from the introduction to the release notes.
Chapter

Introduction

What Testify is, the core terms test object, checklist and issue, and the role model at a glance.
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Chapter

Getting Started & Navigation

Signing in, getting to know the interface, main navigation, your task list and personal settings.
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Chapter

Executing Checklists

Starting and filling out checklists, documenting with photos and files, completing and verifying.
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Chapter

Recording and Processing Issues

Recording issues, understanding their lifecycle, editing, assigning and following up with tasks.
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Chapter

Test Objects & Search

Viewing test objects, searching and filtering checklists and issues, opening test object analytics.
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Chapter

Working Offline

The two offline areas, how synchronisation works and how to recognise the offline state.
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Chapter

Managing Checklist Templates

Creating templates in the designer, shaping checks and dependencies, publishing drafts.
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Chapter

Administration

Management and organisation: users, groups, roles, settings, and Excel import and export.
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Chapter

Reporting & Dashboards

Standard reports at a glance, using dashboards and custom analytics in the private cloud.
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Chapter

Workflow Examples

Ready-made recipes for automated processes, chained workflows and practical tips.
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Chapter

FAQ

Answers to frequent questions about checklists, templates, issues, test objects, offline use and administration.
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Chapter

Appendix: System Requirements & Glossary

Supported browsers, devices and network requirements for web and mobile app.
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Chapter

Release Notes

Versioning scheme and overview of all releases since version 5.0 with the main changes.
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Chapter

API Reference: Overview

Base URL and versioning, authentication via API key or SSO, JSON conventions, the ID model and the OpenAPI documentation.
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New in Testify

An overview of the last three releases.
Version 26.2.0
October 2026
Optional checks: checks can be flagged as optional and then do not block closing the checklist (Designer). · Checks dependent on custom fields: whether a check appears can …
All Changes
Version 26.1.3
June 2026
Workflows: filters on custom fields also for events that trigger a PDF generation. · Maintenance plan plug-in: additionally shows custom fields of the checklist. · Excel export …
All Changes
Version 26.1.2
March 2026
Patch release. Fixed: slow bulk assignment.
All Changes
All Release Notes