Use Loom to share and walk through test cases across teams

Testing isn’t just about finding bugs anymore. It’s about getting everyone on the same page, fast. When documenting test cases, there’s always that gap between what you see on your screen and what ends up in a ticket or document. Screenshots only show so much. Text descriptions get misinterpreted. And scheduling yet another meeting to walk someone through a test? That might take up time you simply don’t have.

Loom solves all these problems by letting you show instead of tell. Record your screen, talk through what you’re testing, and share a link. Your team watches when it works for them, leaves comments right on the video, and everyone moves forward without the back-and-forth.

Use this guide to learn how to record easy-to-follow test cases in Loom that are simple to review asynchronously, helping your team align faster without another meeting.

How to document test cases with Loom

Walking through test cases shouldn’t require gathering everyone in a room or on a call. With Loom’s screen recorder, you can capture the entire process of writing and executing test cases and share them with team members.

Async videos replace live meetings, so teammates in any time zone can watch, comment at specific timestamps, and respond when it works for them. Loom removes ambiguity from test walkthroughs. Your narration and on-screen actions show exactly what happened, helping engineers reproduce issues accurately and giving product managers clear context for every edge case.

Videos also integrate directly with Jira and Confluence, making your test walkthroughs easy to find and reference.

Try Loom’s Jira Integration for Effortless Test Case Documentation

Here’s how to use Loom to walk through test cases:

Step 1. Set up your test environment

Before you hit record, prepare the application, feature, or module you’re testing. Confirm all relevant test cases are accessible in your test case management tool, test case template, spreadsheet, or documentation.

Gather the required test data (account information, sample inputs, IDs), keeping the case details open for quick reference.

Make a checklist of scenarios to cover during your recording to ensure complete coverage and maintain an organized walkthrough.

Step 2. Start Loom recording

Install Loom on your desktop or browser, then log in. Grant microphone, camera, and screen permissions when prompted.

Choose what recording mode you want. Use screen + webcam to narrate while demonstrating your actions, switch to screen-only view when you want the interface to be the primary focus.

In a short intro, state the test title and goal, environment, build/version, and the test data you’ll use.

Step 3. Narrate each step for clarity

For each step of the test case, explain each action, input, and expected outcome as you perform it, calling out any anomalies or edge cases as they occur, pointing to visible evidence.

Step 4. Capture and highlight defects or unexpected behavior

If you encounter a bug, continue recording so that the visual evidence is clear. Use annotations, zoom, or pause features to emphasize important details. Making issues obvious helps engineers and QA address them faster.

Step 5. Review and edit your Loom recording before sharing

Watch your recording to verify that all steps and results are captured. Use Loom’s built-in editing tools to remove unnecessary sections, cut out mistakes, or add notes and comments to clarify important moments.

Try editing by transcript to refine your video by selecting and editing words or sentences directly in the transcript. You can also take advantage of the AI video editor to remove filler words, awkward silence, and trim your video.

Step 6. Share your test cases across key teams

You can distribute your test case walkthrough via direct links, email, or embed it where work happens, such as in Jira issues or Confluence pages. Use permission controls to protect sensitive test data while maintaining visibility for authorized team members and adjust sharing settings as the project evolves.

Enable commenting and reactions to allow engineers, QA, and stakeholders to leave precise feedback asynchronously, tied directly to the relevant moment in the video with timestamps.

Leveraging Loom AI to automate test documentation

Loom AI streamlines the process of documenting test cases by transforming your test execution video into structured, actionable documentation that integrates seamlessly with existing workflows in Jira and Confluence.

Instantly create Jira issues for defects: If a bug or failure is encountered during your test case execution, Loom AI can generate a Jira issue with detailed reproduction steps, observed results, and direct links to the relevant video moments.
Generates test case reports in Confluence: Loom AI produces standardized documentation, including test steps, results, and findings, that can be published directly to Confluence for easy sharing and future reference.
Surface action items and follow-ups: Any retests, clarifications, or next steps discussed during the test are automatically highlighted, so nothing is missed in your QA workflow.

By automating the capture and documentation of test cases, Loom AI reduces manual effort, ensures accuracy, and helps your team maintain a consistent, auditable record of testing activities.

Tips for recording and sharing test cases with cross-functional teams

Following best practices ensures your test case recordings deliver maximum value across different teams and workflows. Here are a few tips to keep in mind:

Keep recordings concise, focusing on one test case or scenario at a time: Single-topic videos are easier to reference, share, and incorporate into specific workflows. A focused 5-minute recording provides more utility than a 30-minute compilation that requires viewers to search for relevant sections.
Ensure narration is clear and descriptive to avoid ambiguity: Use specific language when describing actions and expected outcomes. Instead of “click here,” specify “click the Submit button in the right corner.” Rather than stating “it didn’t work,” explain “the form submitted successfully, but the confirmation message failed to display.”
Share videos within relevant Jira issues or Confluence pages for seamless integration: Use Smart Links and Jira and Confluence integrations to embed recordings directly into your team’s workflows. This contextual placement increases the likelihood that documentation will be referenced and reduces time spent searching for information across multiple platforms.
Organize recordings: For long-term accessibility, organize your recordings by project, feature, sprint, or test suite and adopt clear naming conventions so your library remains a searchable repository that grows more valuable over time. As your library expands, it becomes a resource for onboarding new team members, training, and historical reference, which can be valuable for virtual team meetings where distributed teams need access to shared context and documentation.
Enable auto-transcription, summaries, and chapter: Leverage Loom AI’s auto-transcription to make your recordings searchable, so that team members can quickly find specific terms, error messages, or test scenarios and jump straight to relevant sections. AI-generated summaries offer high-level overviews for stakeholders, while chapters break your video into key topics or steps, allowing viewers to easily navigate and access important moments without watching the entire recording.

Turn test cases into actionable insights with Loom

Loom takes the time-consuming process of test case documentation and makes it faster and easier. Async videos replace live walkthroughs, reducing meeting overhead and accelerating feedback cycles. Teams no longer wait for calendar availability to understand issues or review test results. Meanwhile, cross-functional alignment improves because everyone views identical visual context and details. Plus, integration with Jira and Confluence ensures test documentation is accessible and actionable within existing workflows.

Global teams benefit from async collaboration that works across time zones without requiring anyone to adjust their schedule. Feedback and triage happen continuously rather than on scheduled blocks. Test case walkthroughs become reusable resources for onboarding, troubleshooting, and knowledge-sharing. The result is faster resolution times, clearer communication, and documentation that actually gets used.

Try Loom for Effortless Test Case Walkthroughs