Where's the exploratory testing template?

[jbentonRmn]

This article, https://blog.gurock.com/testrail-5-2-unique-screenshot-case-template-exploratory-testing/, describes an exploratory testing template. I do not see the template in our hosted instance of testrail. Do I need to set it up manually?

[BGanger]

Some information here:

Exploratory Session

Hi Nira, Thanks for your posting! There's currently no step-by-step guide but my explanation above already covers most aspects. The idea is to create the new template ("Exploratory Session") and then add two custom fields of type Text ("Mission" and "Goals"). Both the template and the custom fields can be added as administrator under Administration > Customizations. You would only assign the two fields to the exploratory session template and would then have a case layout that looks as follows: …

[tgurock]

Hi Jeff,

Thanks for posting. For upgraded instances, TestRail wouldn’t automatically add the new Exploratory Session template (in order not to change the custom field configuration which is often not wanted for existing installations) but you can simply add it yourself by following the instructions above.

I hope this helps!

Cheers,
Tobias