Role-Based Help

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This page maps Rally's help topics, Chalk Talk videos, Coaches Corner, and demonstrations to topics that are organized by role. Find the topic you want to learn about then click the icon of the content you would like to view.

Role-based help consists of the following:

All roles

Topic Rally Help Chalk Talk Rally Demo
How Rally Organizes Information
Understanding Work Item Details
Understanding Work Item Summaries
Importing and Exporting Work Items
Customize Your Dashboard
How to Use Custom Views
How to Set Up Notifications
How to Use the Recycle Bin
Online Collaboration with Instant Messaging
Bulk Edit
The Daily Standup The Daily Standup
Definition of Done
Sizing and Estimating Sizing and estimating

Administrator

Topic Rally Help Chalk Talk Rally Demo
Configure Your Subscription
Set Up Your Teams Set Up Your Teams
Administer Projects
Administer Users
Customize Your Workspace
Create and Customize Fields

Product owner

Topic Rally Help Chalk Talk Rally Demo
User Stories User Stories
Writing User Stories Writing Good User Stories
Story Points Story Points
User Story Hierarchy
How to Build Your Backlog
Backlog Grooming Session
Create Releases
Create Iterations
Iteration and Release Planning
Predecessor and Successor Stories
Dashboard Apps for Product Owners
Iteration Summary App
Track Iteration Status
Track Release Status
Iteration Demo and Review Meetings Iteration Demo and Review Meetings
Retrospectives Retrospecting Your Iterations
Rally Idea Manager

Product manager

Topic Rally Help Chalk Talk Rally Demo
Rally Portfolio Manager
Rally Portfolio Manager Best Practices
Manage Rally Portfolio Manager
Create a Portfolio Hierarchy
Create and Manage Portfolio Items
Rally Idea Manager for Administrators
Rally Idea Manager for Users
Connect to PPM Tools

Scrum master

Topic Rally Help Chalk Talk Rally Demo
Preparing for Release Planning Sizing and Estimates
Preparing for Iteration Planning Iteration Planning
Meeting Agendas
Backlog Grooming Session
Create Releases
Create Iterations
Team Capacity
Iteration and Release Planning
Predecessor and Successor Stories
Dashboard Apps for Scrum Masters
Iteration Summary App
Track Teams in Rally
Track Iteration Status
Track Release Status
Canceling an Iteration
Iteration Demo and Review Meetings Iteration Demo and Review Meetings
Retrospectives Retrospecting Your Iterations
Kanban and Scrum Kanban and Scrum

Developer

Topic Rally Help Chalk Talk Rally Demo
How to Estimate Capacity
Defining Tasks
How to Create and Manage Defects
Connect IDE, Continuous Build, and Source Code Tools to Rally
App SDK
Rally Apps
Web Services API
REST APIs

Tester

Topic Rally Help Chalk Talk Rally Demo
How to Estimate Capacity
Defining Tasks
How to Create and Manage Acceptance Tests
Scheduling Tests with Test Sets
How to Create Test Plans
How to Create and Manage Regression Tests
How to Create and Manage Defects
How to Track Test Progress
Dashboard Apps for Testers
Connect Defect Tools to Rally

Reporting

Topic Rally Help Chalk Talk Rally Demo
Rally Reports and Charts
Reading a Burndown Chart
Rally Add-in for Excel
Rally Apps

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