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Last active April 18, 2024 12:56
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neetoPlanner - V2

Reorder project fields

Steps

  1. Visit your neetoPlanner subdomain as the admin user.
  2. Create a new project.
  3. Navigate to Settings > Fields
  4. Click on the reorder button and reorder the fields. Drag the Due date field below the Assignee field.
  5. Verify the fields order has been reflected by clicking on the newly created project from the projects dashboard.

Video: https://shreya-kurian.neetorecord.com/watch/c7c61626-d171-44a9-b2b3-a65ada2a3e5e

Verify dependency mode columns

Steps

  1. Visit your neetoPlanner subdomain as the admin user.
  2. Create a new project.
  3. Create a new field with name Efforts and type Date.
  4. Enable dependency mode in the project by clicking on the actions menu icon next to the project name.
  5. Verify the error toastr error message to be Efforts field is present but is of unsupported type.
  6. Create a new field with name Dependency and type Date.
  7. Verify the error toastr error message to be Dependency field is present but is of unsupported type.
  8. Delete the Due Date, Efforts and dependency fields.
  9. Enable dependency mode in the project by clicking on the actions menu icon next to the project name.
  10. Verify that 3 additional columns were created with the name Due Date, Efforts and Dependency mode.
  11. Disable the dependency mode and verify that Efforts and Dependency mode fields are no longer visible.

Video: https://shreya-kurian.neetorecord.com/watch/a13bcba4-cba6-4050-a19e-a01771f6aca7

Verify dependency mode feature

Steps

  1. Visit your neetoPlanner subdomain as the admin user.
  2. Create a new project.
  3. Enable dependency mode in the project by clicking on the actions menu icon next to the project name.
  4. Verify the default value of due date for both the tasks is the current date.
  5. Click on the efforts colum of the first task, fill in 2 days and save changes.
  6. Verify the due date of the first task is two days from the current date and efforts is 2 day in the table.
  7. Click on the dependency column of the second task and choose the first task as the dependency from the dropdown.
  8. Fill in the efforts field with 3 days and save changes.
  9. Verify the due date of the second task is 5 days from the current date, depencency is the unique id of the first task and efforts is 3 day in the table.
  10. Disable the dependency mode.
  11. Verify the due date for both the tasks are same as when dependency was enabled.

Video: https://shreya-kurian.neetorecord.com/watch/b23d80ec-9dc4-4ddc-b1d9-d8b8b0e8a493

Verify bulk upload of projects

Steps

  1. Visit your neetoPlanner subdomain as the admin user.
  2. Click on the settings section from the sidebar.
  3. Click on templates and create a new teamplate by filling name and description.
  4. Click on add new project button available by clicking on the projects section in the sidebar and then click the bulk upload link within the pane.
  5. Choose the template created in the previous step from the dropdown.
  6. Click on the Download the sample .csv file button.
  7. Click on browse and upload the file downloaded in the previous step and save changes.
  8. Verify that the upload has failed.
  9. Download the file from the modal by clicking on here link.
  10. Verify the errors column in the newly downloaded file contains the text User email does not exist in both the rows.
  11. Get both the emails from the newly downloaded file and add them by clicking on Add new team member button available in the team members section from the sidebar.
  12. Bulk upload projects using the file that was initially downloaded without the errors column.
  13. Verify that two projects were created with the same name as those specified in the downloaded file in the projects listing page.
  14. Click on each project and then the Manage people option from the Actions menu next to the project name.
  15. Ensure that the user was added with the same role that was specified in the downloaded file.

Verify live chat within a project

Steps

  1. Visit your neetoPlanner subdomain as the admin user.
  2. Create a new project and add a member to the project with the role Regular.
  3. Navigate to the chat section within the newly created project.
  4. Type a message in the editor available in the page and submit the changes to send the message.
  5. Go to the browser where you have logged in as the standard user navigate to the chat section of the same project.
  6. Verify that the message sent by the admin is visible.
  7. Naviagate to tasks > Mentions & reactions and verify that the message sent by the admin is visible.
  8. Hover over the message and choose an emoji from the emoji picker.
  9. Hover over the same message and choose the option to reply in thread.
  10. Type in the reply and make it bold and italic. Submit the message to send the reply.
  11. Go to the browser where you have logged in as the admin user and verify the reaction and the reply is visible. Verify that the reply is bold and italic.
  12. Naviagate to tasks > Mentions & reactions and verify that the emoji and the message sent by the standard user is visible.
  13. Delete the standard user's reply from the admin's browser and verify the same has been reflected on the standard users browser.
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