# Quick start
To assist you in using Virtuoso, this section will give an overview of the main components, the Organization dashboard and the Project dashboard. At the end of this page, there are several Tutorials covering the main tasks available in Virtuoso.
# Organization dashboard
After logging in to Virtuoso, you are presented with the organization dashboard, in which you can view or manage various aspects of your organization (e.g., usage, apps, team and member management, and settings). More importantly, in this dashboard you can create new projects and access existing projects you have access to.
In case a user is associated to multiple organizations, it is possible to switch between them, by selecting the organization in the dropdown as depicted below.
# Project dashboard
To access this dashboard look for the icon
In this guide you will learn about the parts that compose the project dashboard:
This page presents an overview of the Project shared with you. Here you can find an overall look at how your goals are doing, information about your execution plans as well as other project-level settings such as tags, webhooks, and sharing actions.
If you have created an execution plan, then you can view a summary of these plans at the top of this screen. The summary provides information such as the last execution status and the next scheduled execution time.
You can open the respective plan editor by clicking on the name, and the execution page by clicking on the last execution status.
Below the execution plans section, there is a summary of your goals showing various statistics about each goal. You can filter the information presented using the controls on top of the section.
The top part of the goals has a context menu where you can import a goal, perform batch actions with your goals such as executing all or selected goals, and sorting all goals using a different criteria.
On the right side, you can switch from
Archived to review or restore archived goals, use the date picker to limit the information shown by the charts of each goal card, and search goals by typing part of their name in
You can create a new goal by clicking the
New goal button, which opens the goal creation page.
# Goal cards
Clicking on the goal name on top of the card leads you to the goal view (see Authoring your goal) for that specific goal;
On the top right of the card there is a context menu (look for icon
Executelaunches an execution of all journeys in the goal's latest version;
Execute advanced...shows a modal to change some settings of the goal before launching the execution and those settings will be applied only for that specific execution;
Capture new snapshotshows the same modal as
Execute advanced...option with the
Capture checkpoint snapshotsflag enabled;
View goal activityredirects you to the Jobs activity dashboard of the goal applying a filter for this specific goal;
Edit settingsopens the goal's configuration page;
Forkmakes a full copy of the existing version into a new goal;
Archivesets the goal has archived and hiding it from being listed as an
Export to Seleniumexports the journeys from the goal in a Selenium compatible format;
Import / Exportshows a modal to export the goal in JSON format or to import an existing JSON goal file.
The charts give information about the health of the goal's tests in the currently selected date range presenting an aggregation of the last executions, and the journeys' state as of today. By clicking the individual status items of the charts' legends you'll be taken to the jobs activity dashboard or journeys dashboard, prefiltered for the corresponding goal and clicked status.
Lastly, at the bottom, you have a summary of the last executed job for that goal. Clicking on the status will open the job page (i.e., the execution report).
Archiving goals targeted by execution plans
Archiving a goal that is included in an execution plan target will cause that target to be deleted from the plan.
If the plan is left without any valid targets, it will not be executable until new targets are added to it.
Tags can help you to categorize your tests and their execution results, and allow you to find specific journeys and jobs quickly using the tag filters.
To access to the project tags page, click on
Tabs on the top part of the project dashboard.
At the top of this page, there is a search box to filter tags by name, and on the top right, there is a button to create new tags. Each tag can use a different color, has a unique name and an optional description.
To add tags to a journey, visit the goal view page (see Authoring your goal) and use a journey's context menu.
You can also add tags to a job using the job activity dashboard. Expand a job from the list and type the tag you want to add in
Add tag. If the tag does not exist, it is created for you.
Alternatively you can add tags to an execution before the job runs by choosing the
Execute advanced... option and filling the
Add tags with the desired tag names, creating them as project tags if they do not exist already.
# Pinning items
You can pin an item to the sidebar by clicking on the context menu icon
Pin <entity name> (e.g.,
Once you have a pinned item you can click on it to jump directly into that resource. To remove a pinned item, click on the bin icon
- Pinned items are stored on your browser storage. If you clear the browser storage, your pinned items will be reset;
- Removing a pinned item from the list does not remove the resource from the platform.
# Get help at any point while using Virtuoso
While using Virtuoso you may need to take a peek at some of our guides and tutorials or maybe you did not need to read a guide and now you do.
By clicking on the
? help icon of the top right corner of the Virtuoso interface you can get a help panel that gives you the exact guide you are looking for (e.g., if you are creating test step it will show you the relevant documentation for creating tests steps).
The help section will show the relevant documentation for you depending on which feature of Virtuoso you are using.
You can also take a look at our
What's new section to keep up with what's new in the platform.
If you need to reach out to a human or even to just give feedback, you can always click on the chat icon in the bottom of the panel and our team will help you through a live chat as soon as we can.
# Tutorials overview
Multiple tutorials are available to assist you with the main tasks that can be performed from Virtuoso's Dashboard. Some depend on previous ones or on specific Core concepts presenting that information at the top. This allows you to skip directly to the task you need assistance with.
All tutorials assume that you have an account and reached the main page of the Dashboard. If you have problems reaching the main page consult Getting started or contact support for further assistance.
We suggest that the tutorials are consulted by the following order: