> For the complete documentation index, see [llms.txt](https://help.aximo.autify.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.aximo.autify.com/test-execution-and-plans/test-plan-specifications.md).

# Manage plans

In Aximo plans, run multiple cases together and manage API triggers, schedules, and notifications per plan.

## Create a plan

A plan is a unit for running cases together within the same workspace. You can set a plan name and description at creation time.

<figure><img src="/files/9WYkpOcZYcggQm7N8rnf" alt="Plans list screenshot"><figcaption><p>Plans list</p></figcaption></figure>

{% hint style="warning" %}
**Title** is required. Enter up to 500 characters.
{% endhint %}

1. In the workspace, open the **Plans** tab.
2. Click **New Plan**.

<figure><img src="/files/olOTOhIkwjmo2l8o2b6l" alt="New plan creation screen screenshot"><figcaption><p>New plan creation screen</p></figcaption></figure>

3. In **Title**, enter the plan name.
4. Optionally, enter a description in **Description**.
5. Click **Create Plan**.

## Edit the basic plan information

After creating a plan, you can change the title and description.

{% hint style="warning" %}
Title is required. You cannot save changes while it is empty.
{% endhint %}

1. In the plan list, open the plan you want to edit.
2. Open the title or description edit screen.
3. Change **Title** or **Description**.
4. Click **Save Changes**.

## Add cases to a plan

You can add cases from the same workspace to a plan. The added cases are only linked to the plan — the cases themselves are not duplicated. Available **Type** values include Web, Mobile, Desktop, and **Multi-Device**.

{% hint style="info" %}
Cases already added to the plan do not appear in the list of cases to add. You can search by case name or creator information.
{% endhint %}

1. On the plan detail screen, click **Add Case**.

<figure><img src="/files/XIedetSwkugGoqzEsA2S" alt="Add Case to plan dialog screenshot"><figcaption><p>Add Case to plan dialog</p></figcaption></figure>

2. Optionally, enter a case name or creator information in the search box.
3. Click **Add** for the case to add.
4. Confirm that the added case appears under **Linked Cases**.

## Remove cases from a plan

Removing a case from a plan does not delete the case itself. Only the link between the plan and the case is removed.

1. Under **Linked Cases** on the plan detail screen, find the case to remove.
2. Click the delete icon for the target case.
3. Confirm that the case is no longer shown under **Linked Cases**.

## Run a plan

When you run a plan, a session is created for each case included in the plan. The model selected at execution start is applied to all cases in the plan.

{% hint style="warning" %}

* Plans with zero cases cannot be run.
* Mobile cases require a device configuration on the case or the plan.
* Desktop cases require at least one registered device on the plan.
* Multi-Device cases run with the device configuration saved on each case.
  {% endhint %}

1. On the plan detail screen, click **Run**.

<figure><img src="/files/SRHjj1nb0Uj7p0NBfpRs" alt="Plan run modal screenshot"><figcaption><p>Plan run modal</p></figcaption></figure>

2. In **Model**, select the model to use for execution.
3. Click **Run**.
4. In the run progress, check the number of completed, passed, and failed cases.

{% hint style="info" %}
**Run Progress** shows the real-time status of the running plan and is hidden when execution completes. Completed runs are recorded in **Run History** and can be referenced later from [Check plan results](#check-plan-results).
{% endhint %}

Plan execution is processed using the execution slots required for each case type. When the organization concurrency limit has capacity, multiple cases run in parallel. When the limit is reached, the remaining cases wait.

## Cancel a running plan

You can cancel a plan run that is running or queued.

{% hint style="warning" %}
When you cancel, cases that have not started are skipped, and cases that were in progress become **Cancelled**. Completed, failed, or cancelled plan runs cannot be cancelled.
{% endhint %}

1. Under **Run Progress** on the plan detail screen, check the running plan.

<figure><img src="/files/JmuqZIFtegZJFNNCFOlr" alt="Run progress with Cancel Run button screenshot"><figcaption><p>Run progress with Cancel Run button</p></figcaption></figure>

2. Click **Cancel Run**.
3. Confirm that the run status changes to **Cancelled**.

## Check plan results

When a plan run completes, you can check results in the run history and run details. You can also navigate to the session details created from each case.

{% hint style="info" %}
The overall plan result appears as **Completed**, **Failed**, **Cancelled**, or similar. Per-case results show the passed count, failed count, skipped cases, and **Cancelled** cases.
{% endhint %}

1. On the plan detail screen, check **Run History**.

<figure><img src="/files/JT7iGy1um5JF5W5yxIgf" alt="Run history screenshot"><figcaption><p>Run history</p></figcaption></figure>

2. Click **View** in the target run history row.

<figure><img src="/files/eKOnroI5sIktdXj2gGnq" alt="Plan run result screenshot"><figcaption><p>Plan run result</p></figcaption></figure>

3. Check the per-case status, passed count, failed count, and total case count.
4. To check case-level details, open the session link for the target case.

## Manage mobile settings

When a plan includes mobile cases, **App & Devices** is shown on the plan detail screen. For each iOS / Android platform, you can configure the device and app used for execution.

{% hint style="warning" %}
Mobile cases require a device configuration. App configuration is optional, but you can select up to 3 apps per platform when you do configure them. Apps shown as **Expired** or **Refreshing...** cannot be selected. For **Expired** apps, re-upload the app from the **Apps** tab before you select it. For app selection rules (including how the primary is handled), see [Use in mobile sessions and cases](/memories/shared-memories/memory-apps.md#use-in-mobile-sessions-and-cases).
{% endhint %}

1. Under **App & Devices** on the plan detail screen, select **iOS** or **Android**.

<figure><img src="/files/rIV4glqzIQqIkuUNu3pE" alt="App &#x26; Devices section screenshot"><figcaption><p>App &#x26; Devices section</p></figcaption></figure>

2. Click **Add device**.

<figure><img src="/files/qAsVFVFJorpkHdrm1yfj" alt="Add device dialog screenshot"><figcaption><p>Add device dialog</p></figcaption></figure>

3. Select the device to add.
4. Click **Done**.
5. Optionally, in **App**, select an existing app or upload a new one.

{% hint style="info" %}
When you configure multiple devices in a plan, mobile cases run on each target device.
{% endhint %}

## Manage desktop devices

When a plan includes desktop cases, **Devices** is shown on the plan detail screen. Select the registered devices you want the plan to use.

<figure><img src="/files/9LwhZPUldAN4QHkXI7hk" alt="Devices section on the plan detail screen screenshot"><figcaption><p>Devices section on the plan detail screen</p></figcaption></figure>

{% hint style="warning" %}
Desktop cases require at least one registered device on the plan. If a selected device is unavailable, the plan cannot start until the device becomes available again or you change the selection.
{% endhint %}

1. Under **Devices** on the plan detail screen, click **Add device**.

<figure><img src="/files/JpCfQK9rwEP6rsTME1rc" alt="Choose Device modal screenshot"><figcaption><p>Choose Device modal</p></figcaption></figure>

2. In the modal, select one or more registered devices.
3. Click **Confirm**.
4. Confirm that the selected devices are listed under **Devices**.

{% hint style="info" %}
When you configure multiple registered devices on a plan, each desktop case runs once on each selected device.
{% endhint %}

## Enable API triggers

When you enable an API trigger, you can run a plan from an external CI/CD pipeline or script. For specific steps, how to check the API endpoint, and how to include it in CI/CD, see [Run cases and plans with API triggers](/test-execution-and-plans/api-cicd-integration.md).

## Configure a schedule

When you configure a schedule, you can run a plan periodically. A plan retains only one schedule. Saving the schedule activates it immediately.

{% hint style="warning" %}
Schedule times are handled in UTC. Day of week is required for weekly schedules, and day of month is required for monthly schedules.
{% endhint %}

1. On the plan detail screen, click **Configure Schedule**.

<figure><img src="/files/hlLJafJlOPMnG1RAWQoY" alt="Schedule configuration modal screenshot"><figcaption><p>Schedule configuration modal</p></figcaption></figure>

2. Select **Frequency**.
3. Depending on the frequency, configure the time, minute, day of week, or day of month.
4. Select **Model**.
5. Click **Save Schedule**.

{% hint style="info" %}
Scheduled runs use the model you select here.
{% endhint %}

## Configure notifications

You can configure notifications for a plan. Notifications are sent via webhook and support Slack, Microsoft Teams, Google Chat, and custom webhooks. They are sent when a plan run finishes.

{% hint style="warning" %}
To save a notification, you need a name and a webhook URL. If the destination response is not 2xx, the notification is recorded as failed.
{% endhint %}

1. Under **Notifications** on the plan detail screen, click **Add webhook**.

<figure><img src="/files/89u0rJ41kfAsPEttY0YB" alt="Add webhook modal screenshot"><figcaption><p>Add webhook modal</p></figcaption></figure>

2. Select the notification destination type.
3. Enter **Name**.
4. Select **Condition**.
5. Enter **Webhook URL**.
6. Optionally, select the notification language.
7. Optionally, click **Test webhook** and confirm that a test notification arrives at the destination.
8. Click **Save**.

{% hint style="info" %}
For custom webhooks, you can configure the JSON payload and an optional secret. When you configure a secret, the notification request includes the `X-Aximo-Signature` header.
{% endhint %}

## Delete a plan

When you delete a plan, the cases included in the plan are not deleted. Only the plan, the case links, and the settings tied to the plan are deleted.

{% hint style="danger" %}
Deleted plans cannot be restored. The cases themselves are not deleted, but the settings tied to the plan are.
{% endhint %}

1. In the plan list, find the plan to delete.
2. Click the delete icon for the target plan.

<figure><img src="/files/zCNV4sy4tGydb3ER0oji" alt="Plan delete confirmation dialog screenshot"><figcaption><p>Plan delete confirmation dialog</p></figcaption></figure>

3. In the confirmation dialog, click **Delete**.

## Further reading

* [About plans](/test-execution-and-plans/plans-overview.md)
* [About sessions and cases](/test-case-creation/test-case-creation-overview.md)
* [Create cases](/test-case-creation/create-test-case.md)
* [Check usage and credits](/settings/usage-and-credits.md)
* [Apps](/memories/shared-memories/memory-apps.md)