How to create a pattern test

In this guide, we'll go through how to create a pattern test in Pattern Orchard.

Let's get started!

Creating your test

To create a new test, click on New Test under the Pattern tests menu in the top navigation.

You will then see the test creation wizard. This is where you'll set up your test.

It's pretty straight forward, and most fields are optional so you can skip anything which does not apply to you.

It's split into different steps for clarity. We'll go though each of them here.


Test name: Fill out the name of your test here. This will be visible to your test applicants and chosen testers.

Private notes: You can include private notes about this test here. These will only be visible to you.


This is where you can set up your test's important dates.

Your most important milestone is your release date. If you don't have a date yet, set a tentative date in the future. You'll be able to change this at any time from your test management page.

To save you from having to calculate the dates for all of your other important milestones, they will be calculated for you based on your default milestone settings.

You can override these by choosing to specify custom dates instead.

All dates and times will be in your chosen time zone. This setting is account-wide.

Test details

Require gauge: Specify whether your pattern has a gauge that needs to be met, and provide additional gauge instructions to your testers that might not be available in the pattern itself.

Application details: Provide any additional information about the test and/or the application process that you want to include in the tester application form. The form will already include the basic information (such as important test dates) and anything you set up in your tester application configuration (which applies to all of your tests).

Tester instructions: Include any additional information or instructions for your chosen test group. They will see this in the Test Hub page which they will have access to during the test period.

Tester feedback

Add any custom questions to be included in the feedback form for this test in addition to the standard set of feedback questions.

You can add a note to accompany your question, and specify whether an answer is optional or required.

Questions can be reordered and edited.


Upload project photos (optional). These will be included in your tester application and Test Hub.


That's it! You've created and configured your test!

You can click on the Go to test page button to manage and monitor your test.

If you'd like to learn more about running your test, check out our guide to running your first test.