Rally Video Tutorials

Watch these video tutorials to learn how to perform specific actions in Rally.

Videos by role

All roles

Set Up Your Profile
Set Up Your Profile
3 Min
Set Up Notifications
Set Up Notifications
6 Min
Import and Export with the Rally Add-in for Excel
Import and Export with the
Rally Add-in for Excel
10 Min
Basic Import and Export
Basic Import and Export
4 Min
Use the Recycle Bin
Use the Recycle Bin
3 Min

More...

Developers & testers

Create and Manage Defects
Create and Manage Defects
10 Min
A Testers Role in Planning
A Testers Role in Planning
2 Min
Rally Connector for Clear Quest
Rally Connector for Clear Quest
5 Min
Rally Connector for Jira
Rally Connector for Jira
6 Min
Rally Connector for Quality Center
Rally Connector for Quality Center
5 Min

More...

Administrators

How to Create and Customize Work Item Fields
Create and
Customize Work Item Fields
9 Min
RPM overview for admins
Rally Portfolio Manager
Overview for Administrators
3 Min
Set Up Your Site
Set Up Your
Site for Rally
Idea Manager
5 Min
RIM Multisite
Rally Idea Manager
Multisite
6 Min

Product owners

Build Your Backlog
Build Your Backlog
6 Min
Build Your Portfolio
Build Your
Portfolio
7 Min
Set Up Your Site
Set Up Your Site for Rally Idea Manager
5 Min
Rally Idea Manager for Users
Rally Idea Manager for Users
5 Min

Webinar and event recordings on YouTube

Access the Rally YouTube Channel to see our full catalog of webinar recordings, coaching sessions, and helpful talks from Agile and Lean events.

Understanding the Project Hierarchy
Agile Fundamentals
1 Hour
Build Your Backlog
Agile Estimation
1 Hour
Define Portfolio YT
Define Your Strategic Portfolio
1 Hour
User Story Hierarchy
Scale Agile With SAFe
1 Hour
The Story Hierarchy App
Flowdock Overview
2 Min

More...

All help videos

Name Description
A Tester's Role in Planning Discusses the meetings a tester will attend as part of a scrum team, and his or her role in each.
Basic Import and Export Use the import and export commands found on summary pages such as Backlog, User Stories, and Defects to create or archive several Rally work items. You can import data with formatted .csv files, and export data with .csv or .xml.
Build Your Backlog Use the Backlog page to organize new requirements and work that needs to be scheduled. Team members can enter new stories and defects on the page, while product owners can further edit details and change priority.
Build Your Portfolio Create your strategic backlog of portfolio items in Rally to represent long-term initiatives, investment areas, goals, and overall vision. Connect these portfolio items to user stories to track execution to the task level.
Check Iteration Status Check in on the status of current and past iterations with various pages and apps. Use burndown charts to learn about team progress, success rates, and average velocity.
Create and Customize Work Item Fields Create new fields to further sort and describe your work items. Administrators may create fields of several different types, and customize the contents of some standard drop-down fields.
Create and Manage Defects Defects can record and track the status of both types of bugs. Issues found related to a current user story can be associated with that work, preventing accidental acceptance until the problem is resolved. Regression defects found by customers or support staff can be created as standalone work items, and prioritized on the team backlog along with stories.
Import and Export with the Rally Add-in for Excel Install the Rally Add-in for Excel to make import and exports easier. The add-in runs natively from Excel, and supports advanced importing actions, including association of tasks and other child work items to existing work items in a subscription.
Rally Connector for Bugzilla Use Bugzilla versions 3.6-4.0 with Rally. Synchronize bugs with Rally defects, map users and fields, and more.
Rally Connector for Clear Quest Use IBM ClearQuest version 2007 and 2007.1 with Rally. Synchronize most work items and fields between these two systems.
Rally Connector for Jira Create and update defects between Rally and JIRA versions 5.0-5.2.
Rally Connector for Quality Center Use HP Quality Center versions 10 and 11 with Rally. Synchronize QC defects, requirements, and tests with Rally work items. Push test runs from QC to Rally test cases.
Rally Connector for Subversion Scan your Subversion system for recent commits and post changeset information to Rally.
Rally Idea Manager Multisite Create multiple Rally Idea Manager websites to collect feedback for different organizations or initiatives in your company. Learn how to set up additional websites after placing an order with your account representative.
Rally Idea Manager for Users Post new feedback ideas on your organization's Rally Idea Manager website. Set up your user profile and contact details, then post and vote on other ideas.
Rally Portfolio Manager Overview for Users Learn how Rally Portfolio Manager can help connect your team-level execution work to long-term vision and strategy. Portfolio Manager provides executives and other strategists with overall status indicators, feature progress, timeline views, and more.
Set Up Notifications Create custom notification rules that can send you an email or alert in a dashboard app when various changes or edits are made to work items.
Set Up Your Profile Add vital contact details, department, and role information to your personal profile. You may also define your default workspace, project, and login start page.
Set Up Your Rally Idea Manager Site Set up your organization's Rally Idea Manager website. Use the site to collect feedback and new feature ideas from internal and external customers.
Use the Recycle Bin Remove unwanted work from your summary pages, and permanently delete it using the Recycle Bin. You can also recover work items from the bin, in case of accidental deletion.
Your First Minutes in Rally Take a quick tour of all the Rally pages and functions, and get an overview of what types of users will use various pages.

Feedback

Need more help? The Rally Community is your one-stop shop for self-service and support. To submit feedback or cases to Rally Support, find answers, and collaborate with others, please join us at rallycommunity.rallydev.com.
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