Common Actions

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Common actions are those actions which are used in multiple work items. In each case where these actions are performed, their behavior is the same. A work item can be user story, defect, defect suite, task, test, or test case.

The following are common actions:

Your ability to perform any of the above common actions is dependent upon the user role and permissions you have been assigned for the workspace.

Choose a workspace

A single Rally subscription can hold multiple workspaces. If you have access to multiple workspaces in your Rally subscription, you can easily move from one to another by selecting a target workspace using the workspace drop-down in the upper-left corner of the Rally screen. See How Rally organizes information.

Select a workspace and project combination to be your default from the Profile page:

  1. Select the Setup mode from the upper-right corner of the Rally screen, then select the Profiles tab.
  2. Click Edit Profile.
  3. In the Settings section, click the Default Workspace/Project drop-down and select your workspace and project.
  4. Click Save & Close.

Choose new team members for a project

To add new members to a team:

  1. Click Setup mode, then click the Workspaces & Projects tab.
  2. Select a workspace.
  3. On the workspace detail page, click the Projects link in the sidebar.
  4. On the project summary page, click the project to which you want to add team members.
  5. On the project detail page, click the Users link in the sidebar.
    Users are displayed alphabetically by user name.
  6. Click one of the following buttons:
    • Add User: Enter the user's first name or user name. This field displays auto-fill suggestions for the name you enter. Specify whether the new team member is a viewer or editor, then click Add.
    • Add Users From: Select an entire group of users already assigned to another project in that workspace. Click Apply.

Actions button options

Summary pages in Rally have an Actions button used to perform multiple activities. The options of the Actions button may vary based on the summary page displayed. The following table lists the available actions on the Actions button:

Option Description
Add Child Add a child user story to a user story.
Edit Iteration Edit the displayed iteration.
Edit Release Edit the displayed release.
Export to CSV Export to a CSV (Comma Separated Value) file. Note: In some cases where a summary page displays a variety of work items, this option displays with a specific work item named for export, such as Export Test Cases to CSV.
Export to XML Export a workspace to an XML file. Note: In some cases where a summary page displays a variety of work items, this option will appear with a specific work item named for export, such as Export Test Cases to XML.
Import Import from a CSV (Comma Separated Value) file.
Inline Add Inline add a new work item directly to the summary page. See the Inline Add topic for Keyboard strokes to facilitate entry.
Multi Edit Edit the values and fields of all displayed work items at once.
New Attachment Add an attachment to a defect, defect suite, or test case.
New Test Case Create a new test case.
Print Report Print a summary or detail report. Where multiple work items are presented in a single page, all work items in a hierarchical display are printed for both the summary and detail report.
Schedule New Story Create a new story. The new story is automatically scheduled into the displayed iteration.
Split Split scheduled items between iterations on the backlog.
View Charts Display any charts available for the iteration or release.

When you export, the work items exported will vary based on the work item summary page accessed.

Copy work items

As you create work items, you may find that you have an existing work item that is similar to the one you need to create. Save time and effort by copying an existing work item, then editing the copy to make necessary adjustments. Copy a work item from the related summary page or detail page.

The copied work item receives a unique ID number after you have saved the work item.

Copying of releases or iterations is not allowed.

If drag-and-drop ranking is configured, a copied work item is ranked in the page at a position directly below the original work item.

Create work items

To create a new work item:

  1. Select the appropriate page, such as User Stories, Defects, or Test Cases.
    Each work item summary and detail page has an Actions button in the upper-right corner of the page.
  2. From the Actions button, select New <work item>.
  3. Enter the name in the Name field (required text), and any other necessary fields.
    Required fields are highlighted in red on the full screen editor
  4. Click Save.

    The new work item displays at the end of the summary page listing, unless you have applied filter or sort criteria.

If you expect to see a field that is not on this screen, it may have been hidden by the administrator.

Delete work items

Delete a work item from its detail page.

  1. Select the individual work item to delete.
  2. On the detail page, click Actions, then Delete.
  3. Click OK to delete, or click Cancel.

A banner briefly displays at the top of the page when you delete a work item, along with a link to restore it.

Rules:

  • When you delete a work item that cannot be recovered from the Recycle Bin, a confirmation prompt displays.
  • When you delete a work item with tasks, its tasks are deleted.
  • When you delete a user story with child stories, its child stories and their tasks are deleted.
  • When you delete a user story, the following work items are also dissociated:
    • Test Cases
    • Defects
    • Predecessors
    • Successors

Use the Recycle Bin

Rally's on-demand Recycle Bin allows you to restore user stories, tasks, defects, and test cases after they are deleted. The Recycle Bin allows your development project data to be recovered in case of an accidental deletion. A link to the Recycle Bin displays at the bottom of each page.

Note: Items that appear in the Recycle Bin are permissions-based.

From the Recycle Bin page, click the row action icon to display the Restore and Permanently Delete options. Click Restore to remove an item from the Recycle Bin. A banner briefly displays at the top of the page when you restore a work item, along with a link to the item.

restore

When you restore a user story:

  • All child stories are restored along with their associated tasks
  • Parent-child dependencies are no longer applied
  • Predecessor and successor dependencies are no longer applied

When you restore a portfolio item, child user stories and portfolio items are not deleted, but the parent-child dependencies are no longer applied.

When you permanently delete a user story, its entire story tree is deleted. If an item has disappeared, it may be that the parent has been deleted. If an entire story tree is deleted and you want to restore a child, you will need to restore the entire tree. Learn more about recovering deleted parent or child user stories.

It is good practice to delete items regularly because there is no way to bulk delete from the Recycle Bin.

Edit work items

You can edit work items from their summary or detail pages.

From the summary page, select the Edit icon located at the end of the row to the right of the work item. In most instances, Rally also supports inline editing of work item fields available on summary pages.

From a detail page, click the work item in the summary page to access the detail page. Click Actions, then select Edit.

If you expect to see a field that is not on this screen, it may have been hidden by the administrator.

Do not edit a work item that you have reached from your browser's back or forward buttons. You will receive a message that the work item cannot be saved.

Inline edit work items

In most instances of summary pages, Rally allows inline editing of work item fields.

  1. Hover over a row. When the row changes color, it is ready for inline editing.
  2. Double-click the row to activate the inline editing capabilities.
    Drop-down lists, state boxes, and text boxes display.
  3. When you have completed your editing, click the inline Save save icon and your changes are preserved. Cancel your inline edit at any time by clicking the inline Cancel cancel icon.

Use the following keyboard strokes to facilitate inline entry:

  • Esc: Cancel your changes.
  • Ctrl+Enter: Save your inline edit.
  • Click any Status value to change the state of the work item inline status.
    • The Status value is yellow when activated. Click the Status value once to set the new value.
    • Double-click on any status value during inline edit to toggle the status between blocked and unblocked status.

Note: If your administrator has required a work item field after the work item was created, and the required field does not display on the inline edit row and the requirement will not be enforced with the inline edit.

When you inline edit a work item, the Rank field specifies the position of the work item on the page if drag-and-drop ranking is configured.

Filter work items

Filter on summary pages to manage your work items by displaying only those work items that meet the criteria you have defined.

To customize the default filtering options:

  1. Click the drop-down box and select a value for the related field as filter criteria. You may select one value for each field to filter, setting different value criteria for each.
  2. When you have completed your filter criteria, click Filter.

The filter criteria remains applied until you remove it by selecting the ALL value for each field, or until other filter criteria is selected.

A filter in the tree Tree View returns all matches of parent and child user stories. The parent is always listed to retain the hierarchical display, but may be grayed out to indicate it is not an exact match of your filter criteria.

Save work items

Whenever you create, copy, or edit a work item, you have several save options:

  • Save and Close: Save the work item and close the window
  • Save and New: Save the changes and close the work item being created, edited, or copied, and open a new page in its place
  • Save: Save any changes and keep the current editor open

Saving often permits you to capture a detailed revision history for changes and updates made to your work item.

Sort work items

Sorting is a powerful tool that allows you to group your work items together in a meaningful display to assist you in managing them. Sorting is done from summary pages.

To sort the work item summary page:

  1. Click a column heading title and sort the entire page by the selected heading in either ascending or descending order. An upward or downward arrow displays in the sorted column indicating which type of sort has been selected.
  2. Click the heading again to toggle between the ascending and descending order.

The initial default sort order of the summary page is ascending by the ID column.

Tag

Tagging is a way to group or identify collections of work items. It provides all team members the ability to logically group and filter user stories, defects, defect suites, test cases, and tasks.

The Tag field is located directly beneath the Name field on the editor for defects, defect suites, test cases, and user stories.

Use the Choose Tags drop-down to create new tags. Search for existing tags in the search box. Searches are not case-sensitive. Select a tag's checkbox to add or remove it from your work item. You can use multiple tags.

Tags are visible in custom views and you can filter or search for specific tags within Rally.

Tags are limited to 32 characters. Pasting characters into the Tag field with the mouse will not activate the existing tags drop-down.

Tag archiving and renaming can be done by your administrator, or through the WSAPI using a user name with workspace administrator permissions.

Tags are not case-sensitive, except when an archived tag is added back in the course of tagging a work item. In this case, you may inadvertently create duplicate tags. For example, Regression and regression.

If a tag does not appear in the list of tag options, the tag may have been archived by your administrator. You may re-add the tag to the work item, but you must contact your administrator if you want to have the tag appear in the list for other work items.

Bulk tagging

Bulk tagging allows you to quickly apply the same tag to multiple items.

To add or remove tags for multiple backlog items:

  1. Select the check box for the items that you want to tag or untag. The gear menu switches to bulk edit mode. .
  2. Click the gear icon and select Tag.
  3. On the Bulk Edit window, select an existing tag or create a new tag by entering the tag name in the search field, then click Create New.
  4. Click Apply to add the tag to the selected items.

You can use a double pipe (||) to separate tags when saving an artifact. This can be used to quickly add multiple tags.

You cannot delete tags, but your administrator can archive tags. You can remove tags from the work item, but not from the list itself.

Only letters and numbers are accepted characters in tags.

A tag only exists within the workspace in which it was created but can be used across defects, defect suites, stories, and test cases.

Print work items

To print the details of a work item:

  1. Select the appropriate page, such as User Stories, Defects, or Test Cases.
    Each work item summary and detail page has an Actions button in the upper-right corner of the page.
  2. From the Actions button, select Print.
  3. Select options in the print window to control the level of detail, title page, or add other text to the header and footer.
  4. Click Print.

When printing from a summary page, you may choose to print a summary of all work items displayed, or include the details of each work item field.

Rich text format fields

A Rich Text Format (RTF) field provides you with the standard Word formatting options of Ariel, Courier New, or Times New Roman fonts; bold, italics, underline, font color, text highlight color, numbered lists, bullets, indent, outdent, hyperlinks, and graphics. Rich format text fields are present in all work items (typically the Description and Notes fields). These fields give you flexibility for formatting data.

Note: When inserting a hyperlink, some browsers may require you to highlight text to be linked before clicking the button.

There is a 32Kb limitation on the Description and Notes RTF fields and 2Kb limitation on all other RTF fields. Note that a 32Kb entry immediately becomes larger than 32Kb once any type of formatting is applied to the text. Some formatting types extend each character to more than 1 byte.

When you press Enter in any RTF field, the spacing between the lines appears in double-line format. For single-line spacing, press Shift+Enter.

The undo edits action using the Ctrl + Z or the main Edit menu for the Rich Text Editors will not work when using Internet Explorer. However, these actions do work in Mozilla-based browsers.

Feedback

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