Create Custom Pages
Custom pages allow you to create views that provide quick access to the data you need. You can build a custom page that summarizes Rally data in list, chart, or board form, and you can also include data from additional web sites that support your collaborative development processes such as a common wiki, calendar, source code repository, continuous integration server, related blogs, or sites on your own intranet.
Create custom pages for individual user environments, or share them across the entire workspace for all Rally users. Shared custom pages require administrator-level permissions.
The number of custom pages you can create are defined by the Rally edition you are using. You cannot create custom pages on the Search tab. Once created, you can edit or delete custom pages as your collaborative needs evolve.
Creating custom pages includes the following:
- Create a custom page
- Edit a custom page
- Delete a custom page
- Copy a custom page
- Share a custom page
- Filter a custom page by an iteration or release
- View a custom page full screen
- Custom page fields
Watch the video below for a demonstration of how to create, edit, and configure custom pages in Rally:
Create a custom page
To create a custom page:
Any user may create individual custom pages, although only an administrator can create a custom page that is shared across the entire workspace.
Edit a custom page
You can edit a custom page and make changes to the Name, sharing, or filtering options.
To edit a custom page:
You may also access the editor window by selecting the Edit Page option from the Customize Page menu in the upper-right corner of the page.
Delete a custom page
As the owner of a personal custom page, you can delete any custom pages that you have created.
To delete a custom page:
Copy a custom page
You may make copies of a custom page. This is useful for setting up multiple personal custom pages with similar apps, or for personal customization of a shared custom page. To copy a custom page:
The copied page is moved underneath the same tab as the shared page, with (Copy) before the name.
Share a custom page
As a subscription or workspace administrator, you can create a custom page and share it with others. When a custom page is shared, all users in your workspace will see the page available in their menus.
Users of a shared custom page can:
- View, edit, and interact with data displayed in each app
- View the settings of apps
- Copy the shared page as a private page
- Re-size, move, and sort app columns
Administrators of a shared custom page can:
- Change the column layout of the apps
- Change the position of the apps
- Add or delete apps
- Change the settings of the apps
- Share and unshare the page
Filter a custom page by an iteration or release
You may create a custom page that contains apps linked to a specific iteration or release.
When this option is active, an iteration or release drop-down menu will display at the top of the page.
Use the and icons to change what release or iteration the apps are collecting data from.
The following apps will display data specific to the release or iteration:
- Custom Grid
- Custom HTML
- Iteration Burndown
- Iteration Burnup
- Iteration Cumulative Flow
- Iteration Defects by Priority
- Iteration Defects by State
- Iteration Summary
- Kanban Board
- Release Burnup
- Release Cumulative Flow
- Release Defect Trend
View a custom page full screen
You may view all apps on a custom page without the Rally menus and navigation. To view a page full screen:
To exit full screen, do one of the following:
Custom page fields
|Name||Enter the name of the custom page. The name is limited to 48 characters. The red highlight indicates that this is a required entry field.|
|Shared with all Users||Select this box to make the page available to all users within the workspace. This field is available only to administrators.|
|Show Filter|| Select the appropriate option to define timebox parameters on your custom page: