Examples
SaaS & Dashboards
Test prompts for admin panels, dashboards, and SaaS applications
SaaS & Dashboard Test Prompts
Test prompts for admin panels, dashboards, and software-as-a-service applications.
Replace paths like /dashboard, /admin, /settings with your actual URL structure.
Testing with different user roles? Store credentials as Credentials (e.g., adminEmail, memberEmail) and reference them with {{credentials.<name>}} syntax.
Dashboard
Dashboard Load
Log in as an existing user.
Go to /dashboard.
Verify that:
- Dashboard loads without errors
- Key metrics or widgets are displayed
- User's name or email is visible
- Navigation sidebar/menu is present
- No loading spinners stuck indefinitelyDashboard Widgets
Log in and go to /dashboard.
Verify that dashboard widgets show:
- At least one chart or graph
- Recent activity or notifications
- Quick action buttons
- Data that corresponds to the user's account
Interact with a widget (e.g., hover for tooltip, click for details).Quick Actions
Log in and go to /dashboard.
Find quick action buttons (e.g., "New Project", "Create Report").
Click on a quick action.
Verify that:
- Action modal opens OR redirect to creation page
- Form or wizard is functional
- Cancel returns to dashboardTeam & Organization
Invite Team Member
Log in with {{credentials.adminEmail}} and {{credentials.adminPassword}}.
Go to /settings/team (or /organization/members).
Click "Invite Member" or "Add User".
Enter email: new-member@example.com
Select role: Member (or available role)
Click Invite.
Verify that:
- Success message appears
- Pending invitation is listed
- Email field clears for another inviteChange Member Role
Log in as account owner/admin.
Go to /settings/team.
Find an existing team member.
Click on their role or edit button.
Change role from "Member" to "Admin" (or available role).
Save changes.
Verify that:
- Role updates successfully
- Change is reflected in the member list
- Success message appearsRemove Team Member
Log in as account owner/admin.
Go to /settings/team.
Find a team member to remove.
Click Remove or Delete button.
Confirm the removal in the dialog.
Verify that:
- Member is removed from the list
- Success message appears
- Removed user cannot access the account (if testable)Projects / Workspaces
Create New Project
Log in and go to /projects (or /dashboard).
Click "New Project" or "Create Project".
Fill in:
- Project name: "Test Project"
- Description: "Automated test project"
Click Create.
Verify that:
- Project is created successfully
- Redirect to project page or project list
- New project appears in the listEdit Project
Log in and go to /projects.
Click on an existing project to open it.
Click "Settings" or edit icon.
Update:
- Name: "Updated Project Name"
- Description: "Updated description"
Save changes.
Verify that:
- Changes are saved
- Updated name appears in project header
- Success message is shownDelete Project
Log in and go to /projects.
Click on a project, then go to Settings.
Find "Delete Project" option (usually at bottom).
Click Delete and confirm in the dialog.
Verify that:
- Project is deleted
- Redirect to /projects list
- Deleted project no longer appears
- Appropriate warning was shown before deletionArchive Project
Log in and go to /projects/[project-id]/settings.
Find "Archive Project" option.
Click Archive.
Verify that:
- Project is archived
- Project moves to archived section or is hidden from active list
- Archived badge or indicator appears
- Project can still be viewed but not editedSettings
Account Settings
Log in and go to /settings/account (or /account/settings).
Verify the settings page shows:
- Email address (editable or display)
- Profile picture upload option
- Timezone or language settings
- Account deletion option
Update timezone to a different value.
Save changes.
Verify the change persists after page refresh.Notification Preferences
Log in and go to /settings/notifications.
Verify notification options are displayed:
- Email notifications toggle
- In-app notifications toggle
- Notification frequency options
Toggle email notifications off.
Save.
Verify that:
- Setting is saved
- Toggle reflects new state after refreshBilling Settings
Log in and go to /settings/billing (or /account/billing).
Verify the billing page shows:
- Current plan name
- Next billing date
- Payment method (masked)
- Invoice history or link
- Upgrade/downgrade optionsChange Plan / Upgrade
Log in and go to /settings/billing.
Click "Upgrade" or "Change Plan".
Select a different plan (e.g., Pro or Business).
Verify that:
- Plan comparison is shown
- Price difference is displayed
- Proceed to checkout or confirmation
- Proration info is shown (if applicable)API & Integrations
Generate API Key
Log in and go to /settings/api (or /settings/api-keys).
Click "Create API Key" or "Generate New Key".
Enter name: "Test API Key"
Click Create.
Verify that:
- API key is generated and displayed
- Warning to copy key is shown (only shown once)
- Key appears in the list (masked)Delete API Key
Log in and go to /settings/api.
Find an existing API key.
Click Delete or Revoke.
Confirm deletion.
Verify that:
- Key is removed from the list
- Success message appears
- Key can no longer be used (if testable)Connect Integration
Log in and go to /settings/integrations.
Find an available integration (e.g., Slack, GitHub).
Click Connect.
Verify that:
- OAuth flow starts OR API key input appears
- Instructions are clear
- After connection, status shows "Connected"Data & Export
Export Data
Log in and go to /settings/data (or /account/export).
Click "Export Data" or "Download Data".
Select format: CSV (or available format)
Click Export.
Verify that:
- Export starts or is queued
- Download link is provided OR email notification mentioned
- Progress indicator if large exportImport Data
Log in and go to /settings/data (or /import).
Click "Import Data".
Upload a test file (CSV or supported format).
Verify that:
- File is accepted
- Preview of data is shown
- Mapping options available (if applicable)
- Import confirmation or progress shownActivity & Audit
View Activity Log
Log in as admin and go to /settings/activity (or /audit-log).
Verify that:
- Activity log is displayed
- Entries show: action, user, timestamp
- Filtering options available (by date, user, action)
- Pagination works if many entriesFilter Activity Log
Log in and go to /settings/activity.
Apply a filter:
- Select date range: Last 7 days
- Or filter by user: Select a specific user
Verify that:
- Results update to match filter
- Filter state is visible
- Clear filter option available