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    
Edit Multiple Attribute Values    
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 Programs  
Administer Users  
Customize Your Workspace  

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

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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