Rally Video Tutorials

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

Videos by role

Videos by topic

  • All roles
  • Administrators
  • Scrum Masters
  • Product Owners
  • Developers
  • Testers
  • Webinar recordings
  • All videos
  • Customization(10)
  • Administration(8)
  • Setup & configuration(7)
  • Planning(8)
  • Tracking(11)
  • Rally Portfolio Manager(4)
  • Rally Quality Manager(6)
  • Rally Idea Manager(4)
  • Dashboards(5)
  • Pages(8)
  • Apps(7)
  • Reports & charts(5)
  • Imports & exports(4)
  • Users(4)
  • Fields(11)
  • Connectors(6)
  • User stories(6)
  • Defects(7)
  • Tasks(5)
  • Test cases(7)
  • Iterations(8)
  • Releases(5)
  • Scrum(14)
  • Kanban(2)
  • Latest videos

    Build Your Portfolio
    Build Your
    Portfolio
    7 Min
    Use Dashboards, Custom Pages, and Apps
    Use Dashboards, Custom Pages, and Apps
    9 Min
    Import and Export with the Rally Add-in for Excel
    Import and Export with the
    Rally Add-in for Excel
    10 Min
    Create and Customize Work Item Fields
    Create and
    Customize Work Item Fields
    9 Min
    The Story Hierarchy App
    The Story Hierarchy App
    7 Min

    All roles

    Your First Minutes in Rally
    Your First Minutes in Rally
    (7 Min)
    Set Up Your Profile
    Set Up Your Profile
    3 Min
    Use Dashboards, Custom Pages, and Apps
    Use Dashboards, Custom Pages, and Apps
    9 Min
    Set Up Notifications
    Set Up Notifications
    6 Min
    Update Tasks
    Update Tasks
    3 Min

    More...

    Developers

    Create and Manage Defects
    Create and Manage Defects
    10 Min
    Dashboard for Contributors
    Dashboard Apps for Contributors
    8 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...

    Testers

    Getting Started for Testers
    Getting Started for Testers
    28 Min
    Rally Quality Manager
    Rally Quality Manager
    14 Min
    How to Create and Manage Acceptance Tests
    Create and Manage Acceptance Tests
    8 Min
    How to Create and Manage Regression Tests
    Create and Manage Regression Tests
    4 Min
    Create Test Plans
    Create Test Plans
    6 Min

    More...

    Administrators

    Getting Started for Administrators
    Get Started as
    an Administrator
    10 Min
    How to Create and Customize Work Item Fields
    Create and
    Customize Work Item Fields
    9 Min
    Set Up Your Kanban Board
    Set Up Your
    Kanban Board
    7 Min
    How to Export a List of Usernames
    How to Export
    a List of Usernames
    3 Min
    Set Up Your Site
    Set Up Your
    Site for Rally
    Idea Manager
    5 Min

    More...

    Scrum masters

    Getting Started for Scrum Masters
    Getting Started for
    Scrum Masters
    22 Min
    Dashboard for Scrum Masters
    Dashboard Apps for Scrum Masters
    6 Min
    Backlog Grooming Session
    Backlog Grooming Session
    3 Min
    Create Releases and Iterations
    Create Releases and Iterations
    5 Min
    Plan Releases and Iterations
    Plan Releases and Iterations
    8 Min

    More...

    Product owners

    Your Project Hierarchy
    Your Project Hierarchy
    3 Min
    Build Your Backlog
    Build Your Backlog
    6 Min
    Backlog Grooming Session
    Backlog Grooming Session
    3 Min
    User Story Hierarchies
    User Story Hierarchies
    5 Min
    The Story Hierarchy App
    The Story Hierarchy App
    7 Min

    More...

    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
    Backlog Grooming Session
    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 Testers Role in Planning Discusses the meetings a tester will attend as part of a scrum team, and his or her role in each.
    Backlog Grooming Session

    Demonstrates actions product owners, scrum masters, and team members can perform in Rally during backlog grooming meetings.
    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 all the way down 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.
    Check Status and Health Install apps on your dashboard or a custom page to see the status of iterations and releases from multiple perspectives. Use the Story Burndown chart to see the progress of an epic user story.
    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 Acceptance Tests Add acceptance test cases to user stories to validate code, acceptance criteria, and the team's definition of done. Record individual updates with the test case result work item. Create new defects associated to existing iteration work when a test case fails.
    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 stand-alone work items, and prioritized on the team backlog along with stories.
    Create and Manage Regression Tests Add regression test cases to user stories to guard against new problems and issues. Users with Unlimited Edition subscriptions or Rally Quality Manager can create standalone test cases and sort these cases into folders and iteration test sets.
    Create Releases and Iterations Releases and iterations are timebox objects in Rally that contain user story, task, defect, and test case work. Create these units of time for one or multiple project teams before planning.
    Create Test Plans Sort independent test cases into folders with the Test Plan page. Requires Rally Quality Manager, which is included with all Unlimited Edition subscriptions.
    Customize User Fields Create and modify user fields in your subscription. You can also edit some drop-down fields provided by Rally, to add or remove available selections in the drop-down.
    Dashboard Apps for Contributors Learn about helpful apps that you may install on your dashboard page or a new custom page. If you are a developer, architect, technical writer, or other team contributor, these apps will assist you in managing your work.
    Dashboard Apps for Product Owners Learn about helpful apps that you may install on your dashboard page or a new custom page. If you are a product owner, product manager, portfolio manager, or in a related management role, these apps will assist you in managing your team's work and progress.
    Dashboard Apps for Scrum Masters Learn about helpful apps that you may install on your dashboard page or a new custom page. If you are a scrum master, internal coach, or facilitator, these apps will assist you in managing your team's progress and communication.
    Dashboard Apps for Testers Learn about helpful apps that you may install on your dashboard page or a new custom page. If you are a tester, quality analyst, or in a related QA role, these apps will assist you in managing your work.
    Estimate Capacity Estimate the number of hours each team contributor has during an iteration to work on tasks, and compare this to the estimated tasks hours planned for the next iteration. With the Team Status page and related apps, you can quickly see if team members are over or under committed.
    Export a List of Usernames Export a list of all users in your subscription, or in a specific workspace. Choose what user fields are displayed in the output, and sort users with field criteria. Exports are provided in a .csv formatted file. You will need administrator rights to access this feature.
    Get Started as an Administrator Before your users begin entering data and work items, you will need to manage the settings for the subscription. Security and password requirements may be configured, a workspace should be created or edited to host strategy and execution teams, and projects added to represent each team.
    Get Started as a Scrum Master View a collection of video segments that show you the basic functions scrum masters will perform in Rally. Includes information on creating releases and iterations, backlog grooming, planning, tracking, and recommended apps.
    Get Started as a Tester View a collection of video segments that show you the basic functions testers will perform in Rally. Includes information on creating defects, regression test cases, acceptance test cases, and recommended apps.
    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.
    Manage Your Ideas in Rally Idea Manager Manage ideas posted by employees and customers on your Rally Idea Manager website. You may categorize ideas, tally votes, and convert popular ideas to user stories in your Rally subscription.
    Plan an Iteration Gather your team together to plan the next iteration. Using the Plan page in Rally, decide what top-ranked backlog items will be scheduled. Next, create and assign tasks for each scheduled item. Finally, the team will review the proposed set of work, estimated size of work, and estimated capacity in order to commit to the plan.
    Plan Releases and Iterations Plan what work items your team can complete with a release backlog, then further break down that plan into individual iterations.
    Predict Release Dates Use the Enhanced Release Burndown Chart to see how your team is performing in a release, and estimate what date all work will be ready to ship.
    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 up 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.
    Rally Quality Manager Create independent test cases, organize test cases with test folders, and schedule groups of test cases with test sets. Rally Quality Manager provides these additional features for teams who want to access work and test tracking from the same application.
    Report Time Using the Rally Time Tracker module, report your weekly hours against user story, defect, and task work. These hours may be used for cost and billing calculations.
    Schedule Regression Tests with Test Sets Organize a group of existing or new test cases into a test set, which can be scheduled into an iteration or release. With a test set, you can reuse test cases while keeping separate test case results for specific iterations.
    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 Kanban Board Install and set up a shared Kanban board for your team to manage Lean and flow-based projects. Kanban is a great system for teams that have a continuous flow of work, including support, operations, and marketing staff.
    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.
    Split Unfinished User Stories Address a user story that has not been finished before the end of an iteration. Use the split feature to keep a record of the unfinished work for retrospective purposes, and create a new story to track the remaining work.
    The Story Burnup Chart Track the completion of several child stories related to a parent story over the course of multiple iterations and releases. Story points are used to build a bar graph you can use to estimate completion of a large feature or initiative.
    The Story Hierarchy App Create and manage story hierarchies quickly with the Story Hierarchy app. Assign parent-child relationships by dragging stories on top of each other, and view complex hierarchies all the way down to the task level. You can even install multiple copies of the app and move stories between them.
    Track Team Progress Track team progress in Rally using multiple pages and apps.
    Track Test Progress Track test results and record new verdicts using test cases.
    Track Time Learn how to use the Timesheet page, part of Rally Time Tracker. Add tasks associated to work items to your personal timesheet, and record billable hours
    Understand Work Item Details Learn about work item detail pages, the actions you may perform within each page, and how to navigate to related work items and associations.
    Understand Work Item Summaries Learn about work item summary pages, the actions you may perform within each page, how to sort and filter data with custom views, and where to access each page.
    Update Tasks Use multiple pages and apps to update the tasks you own. Update the status and remaining hours of each task as you work on them. Learn how you can perform these edits without leaving your dashboard page.
    Use Custom Reports Build and access custom reports to track work and progress according to your specific needs. You can save custom reports for reuse, and share them with other users in your workspace. Reports also provide print and export functionality.
    Use Custom Views Create custom views on summary pages to filter and sort data by specific criteria. Save personal or shared custom views for easy reuse. Learn how to edit existing custom views, and delete views that are no longer needed.
    Use Dashboards, Custom Pages, and Apps If you only watch one video, watch this. Apps provide some of the most powerful functionality in Rally, and with custom pages, you can set up several sets of apps for different purposes. Customize your personal dashboard, then add a custom page as needed. Administrators can also create shared custom pages, and configure a workspace of apps for their team.
    Use the New Page Framework Learn how the new page framework found in custom grids and the Backlog page make adding, sorting, and filtering field columns easier. See some of the advanced actions available in these locations.
    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 cases of accidental deletion.
    User Story Hierarchies Break down large user stories into a set of related child user stories. Status will rollup from child to parent, so you can track the overall progress of a large feature.
    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.
    Your Project Hierarchy Set up your hierarchy of teams to take advantage of Rally's rollup technology. When set up correctly, you can use the project hierarchy to view the progress of a single team, group of related teams, or all teams in an organization without leaving the current page.

    Feedback

    Please send us your feedback regarding our help site. For feedback regarding the Rally product, click here to open a support case or click here to submit a new feature request
    English
    By submitting this form, you accept the Mollom privacy policy.
    © 2014 Rally Software Development Corp | Legal