How to write your Software Project Test Task List Spreadsheet
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Use cases for this template
BlueLedger Cloud's release stabilization before a nationwide launch
The Challenge
CTO Maya Tranter at BlueLedger Cloud struggled to align engineers and testers as hot fixes piled up and server rules conflicted with UX goals; defects slipped through because no one owned SRV-001 to UX-015, and the team lacked a single checklist to track progress against a firm release date.
The Solution
They adopted the Server, UX, UI, Admin, and Import/Export testing contract as the acceptance backbone and used Proposal Kit only to generate supporting documents: a project plan, a testing strategy, and weekly executive reports drafted with the AI Writer, plus an automated line-item quote estimating extra load, security, and cross-browser test coverage.
The Implementation
The team mapped every clause (like ModSecurity exclusions, W3C validation, 404 handling, pagination, CRON, and XML failure alerts) into their tracker with owners, timelines, and exit criteria; Proposal Kit produced a stakeholder proposal and a change-control brief so leaders could approve scope and resources without touching the legal contract itself.
The Outcome
Defect discovery shifted earlier, pass rates rose across supported browsers, CRON data imports stabilized, and the product shipped on schedule with clear audit notes and a post-launch hardening plan that the executives could understand at a glance.
Cedar & Pine Outfitters modernizes its e-commerce storefront
The Challenge
Retail PM Luis Diaz faced a risky CMS migration where mod_rewrite rules, caching, and CSS typography had to work flawlessly while preserving SEO and customer experience, yet prior launches had broken links, console errors, and missing 404 guidance.
The Solution
They anchored QA with the testing contract and relied on Proposal Kit to create the surrounding documentation: a rollout proposal, a content-validation report, and a training guide for support staff written with the AI Writer, plus a line-item quote to budget for extra browser matrix and accessibility checks.
The Implementation
Using the contract's UX and UI clauses, the agency set checkpoints for favicon, footer content, W3C HTML/CSS validation, search relevance, bookmarks, and sign-off redirects; Proposal Kit assembled client-ready status briefs and a risk register while the devs executed the tests and logged fixes.
The Outcome
The new storefront launched without link rot or console errors, conversion improved from cleaner navigation and pagination, and leadership received concise weekly summaries and cost transparency from the line-item quotes tied to incremental change requests.
HelioCare Insights secures hospital ETL pipelines under deadline
The Challenge
Data lead Priya Raman had to certify nightly data imports for hospital clients; malformed XML and missing files caused after-hours fire drills, and auditors demanded proof that CRON jobs, alerts, and rollback plans were in place.
The Solution
The team formalized acceptance with the contract's DBA clauses and used Proposal Kit to produce supporting artifacts only: a data-handling proposal, an ETL validation study authored with the AI Writer, and a line-item quote to justify alerting upgrades and staging hardware.
The Implementation
They tied DBA-001 through DBA-003 to requirements, set readiness checks for environments, documented ModSecurity exclusions, and created an operations runbook; Proposal Kit output client-facing reports and a governance memo while engineers executed tests and tuned schedules.
The Outcome
CRON reliability improved, bad files triggered immediate notifications with clear remediation steps, the audit passed on first review, and the program stayed on budget with itemized visibility into the added monitoring and testing scope.
Abstract
This agreement reads as a structured test documentation checklist that defines acceptance criteria across server, UX, UI, admin, and data integration phases. It gives project managers a clear test objective and a simple way to organize tasks, track progress, and verify status before go-live. Each clause functions like a test case in a project task list template with a unique identifier (for example, SRV-001 or UX-010) that a team can map to a task tracker template or Excel project management template.
Group tasks by work breakdown structure: Server Testing (ModSecurity operational with editable exclusions,. htaccess directives, mod_rewrite, PHP debugging for specific IPs, gzip and caching), UX Display Testing (favicon, footer, W3C HTML/CSS validation, link checks, JavaScript console clean, multiple resolutions, 404 page), UI Functionality (CSS states, z-index, search, categories, tagging, pagination, user login/logout and session control, bookmarks, redirects), Admin Functionality (notifications and content CRUD), and Import/Export (ETL via CRON, XML validation, failure alerts).
In practice, teams can load the clauses into project management templates or a project tracking template in Google Sheets to manage projects and multiple projects. Use columns for task name, test case ID, start date, end date, person responsible, task owner, priority, expected results, actual results, and comments. Add task dependencies, assign resources, and build a Gantt chart or Kanban boards to give stakeholders real-time visibility at a glance.
This structured format supports manual testing with clear test steps, checking tasks against the intended expected results, and logging bug fixes if a scenario failed. It also helps determine project schedule, project timeline, and project budget impact when additional resources or fixes affect deadlines and cost.
Typical use cases include a new project launch, a version upgrade for a complex project with multiple environments, or an integration that introduces ETL workflows and risk tied to input data and XML formats. A department can use this text document as a checklist during execution to maintain consistency, accountability, and high-level reporting. By grouping components, noting actual progress by week, and updating task status, the team stays organized, mitigates risk, and keeps the bigger picture in focus.
Proposal Kit can streamline this effort with document assembly, automated line-item quoting for testing and development efforts, and an AI Writer to prepare supporting test case templates and related documentation. Its extensive template library offers a structured way to plan, execute, and save time while maintaining clarity and ease of use across different phases.
Beyond defining acceptance criteria, this checklist gives business leaders a practical spine for a project plan that aligns testing with the project schedule template and calendar. In project management software, teams can convert items into a table with columns for project name, user stories, test cases, and task progress, then apply formulas to roll up project progress by week. A weekly task list template and to-do list help identify responsibilities, assign testers, and mitigate risk across complex projects with multiple situations.
Managers can schedule stages, set timelines, and update tasks efficiently while executing tests, keeping stakeholders informed about benefits, value, and strategy. Many teams will download a sample project tracking sheet, then simply click to change status during collaboration sessions, an easy way to stay organized.
To operationalize, describe each test scenario with basics and details: inputs, steps, expected results, and answer criteria. Link SRV, UX, and UI clauses to user stories so every feature has one or more test cases. Note issues, highlight bug risk, and reference techniques for manual verification.
Use practices like daily standups to collaborate, introduce fixes, and print a concise checklist for lab use. A sneak peek demo mid-cycle gives early feedback before executing the full suite. This approach is suited to industry rollouts where test data, ETL timing, and roles must be clear.
Proposal Kit can help assemble this contract and related documentation in a comprehensive, structured way. Teams can fill in highlighted fields such as responsibilities, stages, and cost lines using automated line-item quoting, then add supporting test case templates and narratives with the AI Writer. Its extensive template library provides ready-made components that make it helpful to write agreements and supporting materials quickly, so teams can prepare, collaborate, and finally move from plan to execution with clarity.
Further, treat the checklist as a governance layer: set entry and exit criteria for each stage, map every test case ID to requirements and risks, and maintain traceability so coverage and pass rates are clear. Build a lightweight change-control note for exceptions (such as security rule exclusions) and a readiness checklist for environments, data, and rollbacks. Define defect triage rules and escalation triggers tied to CRON failure alerts.
Use project management software dashboards to display cycle time, pass/fail trends, and leakage so leaders can act fast for UAT, schedule stakeholder walkthroughs, training, and a concise runbook for operations handoff. This approach fits SaaS onboarding, a marketing site migration, or regulated industry releases where audit evidence matters. Teams can automate workflows with their chosen tools while Proposal Kit provides the structured documents that anchor the process, forming a practical solution from planning through sign-off.
Writing the Software Project Test Task List Spreadsheet document - The Narrative
Server Testing
SRV-001 Mod-Security Operational
SRV-002 Mod-Security Editable Exclusions are allows in the config file for needed functions in server That violate standard rule set. Htaccess responds to directives Apache directives are allowed. SRV-004 Mod-Rewrite Active Urls may be translated. SRV-005 Debugger | PHP Active Debugging output to screen for specific Ips.
SRV-006 Gzip and Caching Available Available.
UX : Display Testing
UX-001 Favicon has been created. Approved content is present. UX-002 Footer includes copyrights and all site-wide links or navigation.
Approved content is present. UX-003 Interface HTML has passed validation? Validation using the W3C HTML validation service.
Validation pass
UX-004 Interface CSS has passed validation. Validation using the W3C CSS validation service.
Validation pass
UX-005 Site-wide Link Check All links functioning. UX-006 JavaScript is error free in the console and interface and no errors are present across all supported browsers. No console errors reported.
UX-007 Tested Display at 1024 x 768 resolution.
Display is acceptable
UX-008 Tested Display at higher resolutions.
Display is acceptable
UX-009 Tested on dual monitors or 1980+ resolution (non-standard) Display is acceptable. UX-010 404 page exists and presents the user with links to get them back into dashboard. Approved content is present. UX-011 "User Experience Acceptable across all listed Environments," Display is acceptable.
UX-012 Typography is correct across all environments Display is acceptable. UX-013 Check for incorrect punctuation or word wraps in UI elements.
Display is acceptable
UX-014 Check for Spelling and Grammar errors in UI elements. UX-015 Check/Remove all test content site-wide All test content removed.
UI : Interface Functionality
UI-001 Test CSS States All CSS states return correct effects and colors. UI-002 Test Z-Index states for drop down menus Menus display correctly and are not underneath another z-index element. UI-003 Test Input Boxes for Search Input boxes accept input. UI-004 Test Search Functionality (basic) Search results are returned.
UI-005 Test Search Functionality (categorical) Search results are returned with the selected category. UI-006 Test sort order for menus Menus respond to sort order changes in the admin. UI-007 Test edit/changing categories Parent-Child Categories are able to edit/delete and move. UI-008 Test re-assigning categories to content and content to categories Documents can be reassigned without error.
UI-009 Testing tagging of content Tags are able to be added in the admin. UI-011 Test Log out of Software Log out and session management is functioning. UI-012 Test pagination display for search and article displays Displays paginate correctly and respond to changes in the input. UI-013 Test relevance of search results.
UI-014 Test Sign-off redirect
Redirect lands them at desired page. UI-015 "Test accessing, adding and removing bookmarks". UI-016 Test Pop-notices and overrides upon login.
UI-017 Test empty modules and collapsing DIVs "When content is removed, modules do not stay on screen and DIVs close up the space as much as allowed.
Admin Functionality
ADM-001 Test Notification/Alerts Creation/Removal/Modification/Assignment
ADM-002 Test General Content Creation/Removal/Modification/Assignment.
Import/Export Functionality
DBA-001 Data import process functioning Data is available in server. DBA-002 CRON job picks up ETL DATA files as scheduled Data is imported according to schedule. DBA-003 CRON failure logs or emails notification.
Improper formatted XML or file not present will trigger a response.
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Frequently Asked Questions
How do I customize this contract to fit my business needs?
Customizing this contract involves editing the document to include your business details, terms, and conditions. The templates are designed to be flexible, allowing you to insert your company's name, address, and other relevant information. You can modify clauses to reflect your unique business practices and legal requirements.
Is this contract compliant with laws and regulations?
The legal contract templates are written by legal professionals and designed to comply with current laws and regulations at the time of their writing. However, laws can vary by jurisdiction and change over time, so it's recommended to have your contract reviewed by a local attorney to ensure it meets all legal requirements specific to your region and industry. Templates are licensed as self-help information and not as legal advice.
Can I use the same contract for different clients or projects?
You can use the same contract for different clients or projects. The templates are versatile and easily adapted for various scenarios. You will need to update specific details such as client names, project descriptions, and any unique terms for each new agreement to ensure that each contract accurately reflects the particulars of the individual client or project.
What should I do if I encounter a clause or term I don't understand?
If you encounter a clause or term in the contract that you need help understanding, you can refer to guidance notes explaining each section's purpose and use. For more complex or unclear terms, it's advisable to consult with a legal professional who can explain the clause and help you determine if any modifications are necessary to suit your specific needs.
How do I ensure that the contract is legally binding and enforceable?
To ensure that the contract is legally binding and enforceable, follow these steps:
- Complete all relevant sections: Make sure all blanks are filled in with accurate information.
- Include all necessary terms and conditions: Ensure that all essential elements, such as payment terms, deliverables, timelines, and responsibilities, are clearly defined.
- Signatures: Both parties must sign the contract, and it is often recommended that the contract be witnessed or notarized, depending on the legal requirements in your jurisdiction.
- Consult a legal professional: Before finalizing the contract, have it reviewed by an attorney to ensure it complies with applicable laws and protects your interests.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
Published by Proposal Kit, Inc.Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the contract template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.


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