What Is Exploratory Testing? Guide, Techniques & Tools

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Most testing follows a script. Click here, enter this, and verify that.
It’s predictable—until the bug you didn’t plan for slips through.

Exploratory testing throws out the script. You test while you learn, following leads as they come up. Found something weird? Chase it down. Notice a pattern? Dig deeper.

This approach blends investigation with intuition, uncovering the issues your predefined test cases overlook.

In this blog post, we’ll unpack what exploratory testing is, walk through key techniques, and highlight tools that make the process smoother, starting with ClickUp.

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What Is Exploratory Testing?

Exploratory testing is a hands-on, adaptive approach where testers actively learn about the product as they test it.

There’s no fixed script to follow. You rely on your understanding of the system, make quick decisions, and respond to what the product shows you in real time.

This approach works well when things are moving quickly or requirements aren’t fully defined. You get to investigate, ask better questions, and focus on how the product behaves. Every session becomes a mix of thinking, observing, and uncovering.

🧠 Fun Fact: The term exploratory testing was brought into mainstream practice in the 1980s and 90s by software tester and author Cem Kaner. His approach emphasized learning, investigation, and adaptability during testing sessions.

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Exploratory Testing vs. Scripted Testing

Exploratory and scripted testing solve different problems. One gives structure, the other gives speed.

Here’s a clear breakdown of the two types of software testing:

AspectExploratory testingScripted testing
ApproachInvestigative and flexibleStructured and repeatable
Test designCreated on the spot based on learningPredefined before the test begins
Tester roleThinks, decides, and adapts in real timeFollows a fixed sequence of steps
Best forFinding edge cases and unknown issuesConfirming known functionality
DocumentationNotes and insights captured during testingTest cases fully documented in advance
Time investmentMinimal prep, more time spent on actual testingHigh upfront effort to create and maintain test cases

🔍 Did You Know? Some of the earliest bug reports in history were exploratory in nature. The famous 1947 case of the literal moth found in the Harvard Mark II computer wasn’t caught through a script. Operators were manually observing erratic behavior and opened the hardware to investigate.

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Benefits of Exploratory Testing

Exploratory testing provides teams with the flexibility to move quickly without compromising quality. It balances product intuition with real-time investigation, helping testers stay sharp and uncover what scripted tests often miss.

Here’s what it brings to the table:

  • Surfaces hidden bugs missed in structured tests
  • Keeps pace with fast-changing development cycles
  • Highlights usability and edge cases in real scenarios
  • Encourages critical thinking over routine execution
  • Reduces time spent writing predefined test cases, similar to ad-hoc testing
  • Increases coverage without needing large test suites

🧠 Fun Fact: Many game studios still use exploratory testing late in development under a different name: playtesting. QA testers are often given a near-final build and instructed to identify any issues that arise when they interact with systems in unexpected ways.

🎥 In this video, you’ll learn how to identify the KPIs that truly reflect software quality and performance—not just vanity metrics. Discover how the right data can expose hidden inefficiencies and help teams strengthen their testing and delivery pipelines.

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Exploratory Testing Techniques

Here are four techniques that make exploratory testing more effective and repeatable. 🔁

1. Session-based testing

This is the exploratory testing process with guardrails. You set a timer for 60-120 minutes and give yourself a mission. Something like ‘Test the login system and see what breaks when users do weird stuff.’

To make it work, you need to stay focused while still following your instincts. Found something suspicious? Go investigate. But you won’t spend three hours going down rabbit holes because you have a clear goal and time limit.

What you actually do:

  • Write down your mission before you start
  • Maintain notes as you go (bugs, questions, weird behaviors)
  • Stop when the timer goes off
  • Review what you learned

Your notes become gold for the next person who tests this area. They’ll know exactly what you already covered and what seemed sketchy.

✅ Try It With ClickUp: ClickUp Time Tracking helps you stay within your test session window by letting you start a timer directly on your task. You can track how long you spent on each mission without switching tools.

Track time spent on sessions with ClickUp Time Tracking

For example, if you’re testing the login system for 90 minutes, you start the timer in ClickUp, jot down your observations in the task description or ClickUp Notepad, and stop when the session ends. It keeps your focus sharp and your time accountable.

2. Freestyle testing

This is pure exploration mode. No timer, no specific goals. You just dig into the software and see what happens.

It sounds chaotic, but good testers develop a sixth sense for trouble spots. They’ll naturally gravitate toward boundary conditions, error scenarios, and those ‘what if the user does this?’ moments.

When it works best:

  • You know the product really well
  • You have time to explore without pressure
  • You want to find the weird edge cases nobody thought of

The downside? You might miss obvious stuff while chasing interesting problems.

✅ Try It With ClickUp: ClickUp Clips lets you record your screen with voice so you can capture bugs and strange behavior mid-flow.

Say you perform exploratory testing for a dashboard, and the analytics widget vanishes when you resize the screen. Hit record, narrate what you’re seeing, and attach the Clip to a bug task within ClickUp’s Agile Project Management Software so your devs don’t have to guess what broke.

3. Pair testing

Two people, one keyboard, double the bug-finding power. One person drives while the other watches and asks questions.

Why it’s so effective:

  • Fresh perspectives catch things you’d miss alone
  • Real-time discussions lead to better test ideas
  • Great for training new testers
  • Prevents tunnel vision

The driver focuses on making things work. The observer spots usability issues and notices inconsistencies.

✅ Try It With ClickUp: With ClickUp Whiteboards, you get a shared visual space to map out your testing ideas, flow diagrams, and edge cases before you start clicking around.

Let’s say you’re testing a new user onboarding flow together. You drop each onboarding step on the Whiteboard, your partner adds notes for what could go wrong, and you both decide who’ll test what. Then, turn each sticky note into a task as bugs or follow-ups come up.

4. Tour-based testing

Think of these as different ways to walk through your software, each with a specific focus.

Popular tours include:

  • Money tour: Hit all the features that make money
  • Criminal tour: Try to break security and do bad things
  • Landmark tour: Get a quick overview of major features
  • Obsessive-compulsive tour: Check every detail and piece of data

Each tour gives you a different lens. The Money Tour makes sure your revenue features work. The Criminal Tour thinks like a hacker. The Landmark Tour is perfect for smoke testing.

Here’s the trick: You can mix and match tours based on what you’re worried about. New payment system? Run the Money Tour and Criminal Tour. Major UI changes? Try the Landmark Tour first.

✅ Try It With ClickUp: ClickUp Task Checklists let you break your testing task into focused steps so you can track exactly which parts of each tour you’ve completed without switching tools.

For example, if you’re running a Criminal Tour on the new checkout flow, your checklist might include steps like ‘Attempt invalid payment’, ‘Bypass coupon field’, and ‘Manipulate URL’. As you work through each one, tick it off and leave notes under the checklist item if anything appears to be incorrect.

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Exploratory Testing Example (With Scenario)

Let’s say you’re testing a food delivery app’s checkout process.

Your exploratory session: 90 minutes testing ‘ordering when problems occur’

Test 1: Connection drops during checkout

You place a $25 order. Right when you hit ‘Pay Now,’ you turn off your WiFi to simulate a dropped connection. When you reconnect, you have two identical orders in your cart. The app never cleared the first attempt.

🐞 Bug found: Duplicate orders when the network fails during payment

Test 2: Peak hour ordering

You order during the dinner rush (7 p.m.). The app shows ‘25 minutes delivery time’, but you notice the restaurant list keeps changing. You screenshot the timeline—appears to be incorrects later, you’re still seeing ‘25 minutes’ while the app quietly tries different restaurants.

🐞 Bug found: Misleading delivery estimates during high-demand periods

Test 3: Address change after payment

You realize you entered your old address after paying. You try to update it in the app and get an error message. The app crashes, but your card was already charged.

🐞 Bug found: Payment processed, but the order fails when the address is changed

📊 Results: Three critical bugs were discovered in 90 minutes that would cause real customer frustration and potential revenue loss. Your regular test cases never covered these scenarios because they focused on the happy path.

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Tools for Exploratory Testing

Exploratory testing moves quickly. You need to track your thoughts, log bugs, and follow up before context slips away. The right tools help you capture what matters and keep testing work connected to the larger product development process.

Here are a few options. 🗂️

1. ClickUp

ClickUp for Software Teams supports exploratory test execution across every step, from note-taking and bug tracking to follow-ups and reporting.

Capture detailed notes while testing

Concentrate your exploratory testing efforts with rapid feedback in ClickUp Docs
Update ClickUp Docs as you go, using headers to organize findings

ClickUp Docs gives you a clean space to write down your observations during a test session. Use callouts, headers, and checklists to organize your notes.

For example, if you’re testing a hotel booking app, you might log that the search filters work on desktop but not on mobile, note a delay on the payment screen, and highlight that the ‘My Bookings’ tab loads correctly. The doc stays inside your testing folder so your team can find it easily later.

Create bug tasks

Uncover why exploratory testing is right for your team with Tasks in ClickUp
Create ClickUp Tasks from your testing session to log bugs instantly

ClickUp Tasks help action bugs. Add all the key details—screenshots, steps to reproduce, and device info—right away so nothing is missed.

Let’s say you find a bug where the check-in calendar crashes on iOS. Create a task directly from the test doc, assign it to the mobile dev, and tag it under the current sprint.

⚙️ Bonus: Explore how ClickUp is changing the game for software teams around the world.

Reuse structured bug reporting formats

Execute exploratory tests without delay with Task Templates in ClickUp
Apply ClickUp Task Templates to follow a clear bug logging structure

ClickUp Task Templates facilitate bug logging in a consistent format. Templates can include fields like environment, severity, test area, and screenshots.

For instance, if you often test signup flows, use a template that includes fields like ‘Steps to Reproduce’, ‘Expected vs Actual Result’, and ‘Browser Info’. This saves time and avoids missing key details.

Keep bugs connected to the right work

ClickUp Task Relationships let you link bugs to features, test plans, or past reports. This helps your team identify related tasks and avoid duplicate work.

Combine exploratory testing sessions with docs and more with Task Relationships in ClickUp
Link bugs and features using ClickUp Task Relationships for better traceability

If you’re testing a new loyalty program and find issues with rewards not syncing, link each bug to the main loyalty feature task. Now, PMs and devs can see what testing uncovered.

📮ClickUp Insight: When invisible tasks pile up, the consequences are real: 14% of employees say it makes focusing on their main job “harder,” and 21% feel slowed down and overwhelmed by added pressure. This silent burden isn’t just an inconvenience—it’s a direct threat to team performance and well-being.

With ClickUp Brain, hidden work doesn’t stay hidden for long. It can automatically surface overdue, unassigned, or stalled tasks, allowing teams to take action before issues escalate. Let ClickUp AI do the heavy lifting—so your team can do their best work.

See the big picture in one place

Compare exploratory testing aims with results in ClickUp Dashboards
Track bugs, test status, and team workload in ClickUp Dashboards

ClickUp Dashboards give you a quick look at testing progress, open bugs, and trends. You can track metrics such as test coverage, bug severity, and workload.

If your team is testing a redesign, build a dashboard showing which features are complete, which bugs are still open, and who’s working on what. This keeps QA, PMs, and engineers aligned.

Let AI handle the busywork

And finally, ClickUp Brain supports testing sessions by summarizing your notes, turning findings into tasks, and breaking down work into subtasks.

Get thorough test coverage and boundary value analysis with AI in ClickUp
Summarize tests and generate follow-ups automatically with ClickUp Brain

For example, after a session on a new referral system, ClickUp Brain can summarize what was tested, suggest deadlines based on team load, and create subtasks like ‘Fix referral code validation’ or ‘Update error messaging’.

How AI Enhances Exploratory Testing within ClickUp

Modern QA isn’t just about intuition; it’s powered by AI insights.

  • ClickUp Brain MAX searches across Docs, Tasks, and bug reports to identify patterns or recurring issues
  • ClickUp AI Notetaker captures and summarizes session discussions or stand-ups, creating searchable, living documentation
  • ClickUp Answeres Agents provides quick context: “Show me all bugs found in the payment flow last week”
  • ClickUp AI Agents can automate repetitive tasks, such as tagging issues by severity or notifying developers when a related bug is reopened

These tools help QA teams move from reactive bug-hunting to proactive issue-prevention.

Templates that speed things up

Use the ClickUp Test Management Template to review exploratory sessions

The ClickUp Test Management Template gives your QA team a solid starting point. It comes with pre-built statuses, such as ‘To Do’, ‘In Progress’, and ‘Ready for Review’, along with Custom Fields for Test Type and Expected Result.

Manage bugs easily using ClickUp’s Bug and Issue Tracking Template

The ClickUp Bug and Issue Tracking Template keeps all bug reports organized and actionable.

It comes with ready-to-use Lists like Reported Bugs, Defect Master, and Limitations & Workarounds, so your team can jump right into logging and triaging issues.

🧩 ClickUp Template Stack for QA

Best features

  • Robust note-taking during exploratory tests: use Docs with headers, checklists, and callouts to capture observations in context
  • Task generation directly from test sessions: turn notes into bug Tasks (with screenshots, device info, etc) instantly
  • Structured bug templating: reusable Task templates for consistent fields like environment, severity, and test area
  • Traceability & dashboards: link bugs to features/test-plans; Dashboards show coverage, open bugs, workload
  • AI-assisted summarisation: Brain can summarise test session notes and convert them into actionable items

Limitations

  • Wide feature set means a steeper learning curve for teams new to the tool
  • Advanced customization may require setup time or governance to keep things manageable

Pricing

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Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
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Best for small teams
$7 $10
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Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
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Best for mid-sized teams
$12 $19
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Everything in Unlimited, plus:
Google SSO
Unlimited Message History
Unlimited Mind Maps
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Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
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Ratings & reviews

  • G2: 4.7/5 (10,607 reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

2. TestRail

TestRail works well for teams that mix structured test planning with exploratory testing.

You can tag sessions, log notes, and generate reports that show coverage over time. It supports both scripted and unscripted testing styles, making it a good fit for teams practicing agile project management.

Best features

  • Strong structured test case, suite & run management for both scripted and exploratory tests
  • Detailed reporting and traceability: link requirements, test cases, runs, and defects
  • Flexible deployment: Cloud + On-Premise (Server) options

Limitations

  • Might focus more on structured test case management than purely exploratory methods
  • Pricing and some feature details often depend on the number of users/license type

Pricing

  • Professional Cloud: $38/user/month
  • Enterprise Cloud: $71/user/month
  • On-Premise Server: Starts at $2,499

Ratings & reviews

  • G2: ~4.4/5 (593 reviews)
  • Capterra: 4.3/5 (173 reviews)

3. Xray and Zephyr

Xray and Zephyr are QA plugins built into Jira. They help agile teams manage test cases, file bugs as Jira issues, and link tests directly to user stories.

If your team already uses Jira as a continuous deployment tool, these can fit smoothly into your agile testing flow.

Best features

  • Native integration into Jira for teams already using Jira for development & deployment
  • Manage test cases, file bugs as Jira issues, and link tests to user stories
  • Facilitates Agile testing flows

Limitations

  • You need to be invested in the Jira ecosystem; it may add cost/license overhead
  • Exploratory testing features may be less evolved compared to tools built for QA only

Pricing

  • Jira add-on pricing varies

Ratings & reviews

  • G2: Not enough reviews
  • Capterra: Not enough reviews

4. BugHerd

BugHerd is a visual bug tracking software for frontend QA work. It lets testers and non-testers alike report bugs directly on the website interface using a simple browser extension.

This tool works well in conjunction with modern QA testing apps, particularly during early design validation stages.

Best features:

  • Visual bug tracking: testers or non-testers can click directly on a webpage to log bugs with context
  • Auto-captures technical details (browser, OS, URL) for each bug submission
  • Good for early design/UX validation and feedback collection from stakeholders

Limitations:

  • Focused mostly on web/UI bug tracking rather than complete QA/test-management workflows
  • Some users report limitations in deeper debugging features (e.g., session replay, console log capture)

Pricing:

  • Standard: $50/month
  • Studio: $80/month
  • Premium: $150/month
  • Custom enterprise pricing available

Ratings & reviews:

  • G2: 4.8/5 (158 reviews)
  • Capterra: 4.7/5 (65 reviews)

5. PractiTest

PractiTest is a test management solution that integrates with tools like Jira, GitHub, and CI/CD pipelines. It’s designed to give testers a broader view of how testing aligns with product goals.

The agile testing tool is useful when QA teams need to balance exploratory, formal, and automated testing strategies.

Best features:

  • End-to‐end test management platform: test cases, runs, issues, and requirements all in one place
  • Strong traceability and reporting; supports agile/hybrid workflows
  • Integrations with Jira, CI/CD pipelines & other dev/test tools

Limitations:

  • Some users mention a learning curve for setup/configuration, especially for smaller teams
  • Pricing/licensing may be higher compared to simpler QA tools

Pricing:

  • Team plan starts at US $49/user/month
  • Custom pricing for larger/enterprise teams

Ratings & reviews:

  • G2: 4.3/5 (223 reviews)
  • Capterra: Not enough reviews
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Best Practices for Exploratory Testing

Good exploratory testing methods need structure for effectiveness. Here’s what actually works. 🛠️

Set clear charters and objectives

Every session needs a mission statement. Write one sentence that defines your focus: ‘Test the payment flow when users have low account balances’ or ‘Explore form validation with international address formats.’

Your charter acts as a compass. 🧭

When the testing team discovers something intriguing, you can decide whether to investigate further or note it for a future session. Without this anchor, experienced testers will spend valuable time on minor issues while missing critical functionality.

The best charters strike a balance between specificity and flexibility. They point you toward high-risk areas but allow you to follow your instincts when something looks suspicious.

Timebox exploratory testing sessions

Your brain operates at peak detective mode for about 60-90 minutes. After that, pattern recognition drops, and you start missing subtle issues that fresh eyes would catch immediately.

Setting boundaries creates urgency.

You’ll naturally prioritize testing the most critical paths first, then explore test cases with remaining time. This prevents the common trap of spending entire afternoons perfecting minor workflow details while core functionality goes untested.

Plan breaks between sessions. Your subconscious processes what you’ve learned during downtime, often surfacing new test ideas for the next round of testing computer software.

Document everything

Capture your discoveries, but also record your reasoning. Note which areas felt stable, what made you suspicious, and where you’d dig deeper given more time.

Your session notes become institutional knowledge. When someone else tests the same feature months later, they’ll understand which scenarios you already explored.

This helps testers focus their energy on uncovered territory.

✅ Try It With ClickUp: The ClickUp Test Report Template gives you a clean way to log what you tested, what you found, and what needs a second look. This bug report template is already set up with sections like objectives, methodology, results, and action items, so you don’t have to start future testing efforts from scratch.

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Where Bugs Meet Their Match: ClickUp for Modern QA Teams

What predefined scripts often miss. But even the fastest insights lose meaning if your notes are scattered, bugs go unlogged, or follow-ups lose context.

This is where ClickUp becomes essential.

It transforms observations into organized reports, bug notes into actionable tasks, and scattered workflows into unified systems. You can timebox sessions, capture test footage, collaborate visually, and link every bug to the work it impacts—all without leaving your workspace.

Build your next session in ClickUp—the platform that keeps testing connected, visible, and fast.

Sign up for free today! 📝

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Frequently Asked Questions (FAQs)

When should you use exploratory testing?

You should execute exploratory tests when requirements are vague or keep changing, especially in fast-paced projects like agile. It helps identify unexpected problems, such as unusual edge cases or usability issues, that regular tests might overlook. It’s also helpful in testing high-risk features or checking how the app feels for users.

Is exploratory testing part of agile?

Yes, exploratory testing aligns well with agile methodologies because it’s flexible and provides quick feedback during short development cycles. It supports Agile’s focus on teamwork and user needs by allowing testers to explore freely and collaborate with developers.

How do I document exploratory testing results?

To document exploratory testing, start with a simple plan (called a testing charter) that says what you’ll test and why. Write down key details like the date, your name, what feature you tested, and any bugs or issues you found. Include steps to recreate the problems, along with screenshots or videos if possible. Use tools like ClickUp to keep everything organized.

Can ClickUp be used as a QA test management tool?

Yes, ClickUp works well for QA testing, allowing you to manage tasks, track test cases, and log bugs. You can customize it to fit your team’s needs, especially for agile projects.

Can ClickUp be used as a QA test management tool?

Yes, ClickUp works well for QA testing, allowing you to manage tasks, track test cases, and log bugs. You can customize it to fit your team’s needs, especially for agile projects.

Can ClickUp be used as a QA test management tool?

Yes, ClickUp works well for QA testing, allowing you to manage tasks, track test cases, and log bugs. You can customize it to fit your team’s needs, especially for agile projects.

How do exploratory testers measure success?

By tracking session coverage, bugs found per hour, and the quality of insights. ClickUp Dashboards help visualize this data in real time.

Can exploratory testing replace scripted testing?

No—it complements it. Exploratory testing finds unexpected issues early, while scripted testing validates known requirements later.

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