Rally: What's New in Rally FAQ - Modernized User Experience

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Article ID: 141700

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Updated On:

Products

CA Agile Central SaaS (Rally)

Issue/Introduction

Please see this FAQ for a list of questions and answers regarding the new Rally UI, released on December 12, 2019. 

Environment

Rally SaaS; CA Agile Central SaaS

Resolution

General Rollout

Availability of Presentation

Look and Feel Questions

Affected Pages

Schedule State

Reporting and Dashboards

Customizations

Templates

Import/Export

Admin Pages

Accessibility

Grid and Board Usability

GitHub Integration

General Usability Questions

Other Usability Questions

CMK/Security

Submitting Feedback

 

General Rollout

  • Can we get access to a demo site ourselves ahead of launch?
    • We recommend setting up a test user in your actual workspace for which we can turn on the new UI. That way you can see what it looks like with your organization’s configuration and data. To do this, simply create the user and request it be toggled on through your Rally contact.
  • What happened to the red ball in the lower right? To let people know of changes coming?
    • There were some placement issues with the new in-app announcements icon we added, so we took it down. We are attempting to address those issues to see if we can add it back. Stay tuned.
  • This was communicated to Admins, but will this be communicated to the standard users closer to the date?
  • Where can we find updates?
  • I heard something about a migration. Do we need to take any steps prior to the upgrade?
    • This is a reference to “saved and shared” views that will be migrated for the upcoming release. More information about the steps being taken around that migration can be found here.
    • For those who can’t access Box, here is additional information on the Shared and Saved Views migration.
  • Is there going to be a Switch Back option to the old UI? 
    • No, there will not be an option to switch back to the old UI.
  • Will you update all the existing help/support videos with new UI?
    • We will release updated help with the new GUI and will be following on with updated videos on a priority basis. Updated videos are on a release delay to allow a priority order for new features.

Availability of Presentation

  • Will this be recorded so I can share with stakeholders that are global?
    • Yes, you should receive an email with the recording following the webinar.
  • Will there be documentation available for this presentation afterwards? if so, where can we find them?
    • Documentation and updates can be found on the Rally community site.
    • The documentation of the GitHub integration can be found here. The new integration is currently in open beta and can be used by any Rally subscription with GitHub.com of GitHub Enterprise Cloud (SaaS). 
  • Can you provide a hard copy of the changes to the new UI?

Look and Feel Questions

  • Colors
    • Currently there is no option to turn off colors. 
    • Yes. Colors will persist after the update.
    • Colors are all manually assigned by the user (if different from the default).
    • No. Rally does not currently have a dark theme option.
    • Yes. The color of the icon will now represent the color assigned to the story.
    • There are currently 9 colors to choose from.
    • The functionality of colors will not change.
    • Yes. You can assign colors to stories individually. 
    • Will there be an ability to turn off the colors so they are just grayscale?
    • Will the colors we have be carried over?
    • What do the different colors mean on the icons?
    • Is there a dark theme option? Or just the light view you're showing now?
    • Does the color of the icon replace the color header on each story?
    • Are there more colors? I use them for monitoring.
    • Do the colors still apply per story. We color code our stories based on status.
    • Can we select the different colors to apply to the stories in team planning?

Affected Pages

  • What are all of the pages that are being updated?

    • Backlog
    • Capacity Planning
    • Defects
    • Investments
    • Iteration Status
    • Login Page
    • Navigation
    • Plan Progression
    • Portfolio Items
    • Portfolio Kanban
    • Detail Editors
    • Quality Management
    • Release Tracking
    • Team Board
    • Team Planning
    • User Stories
    • Work Views

  • Did the User Story or Backlog views change?
    • Yes. User Story and Backlog views received the new UI updates including icon, color and spacing changes. Both pages also received functional updates, leveraging the new common toolbar and the option to include up to 20 columns on the page.
  • Has there been any changes or updates to the User Stories or Team status boards?
    • No changes to the Team Status page.
    • User Stories page has been updated to have the new look and feel as well as the common toolbar.
  • Have the Backlog and Team Planning been updated?
    • Backlog has been updated to be consistent with all of our grid pages. 
    • Team planning has been updated only to reflect the new look and feel; there are no functionality changes. 
  • Can we look at the Iteration Status view?

 

  • I assume you can still customize columns in the Iteration Status view?
    • Yes, columns in the iteration status view are still customizable. 
  • On the Portfolio Items view, there was some small print next to the percent done by story (up/down arrows).
    • This was the story count completed. For example, if the percent complete by story count was 50 percent, the small text might say “10/20 stories complete”.
  • In a view like portfolio items to add fields, will it auto space/size the new fields?
    • It will. We are looking to make improvements to this aspect of the new grids prior to release.
  • On the Portfolio Items View, is this a new feature showing # of user stories/total user stories for a feature completed as part of % done by story?
    • It is not new; this exists in the UI today. It was not added as part of this release.
  • Can you show changes to the Backlog and Iteration Planning pages?


 

  • Can you please show the Work Views screen?

 

  • From the Team Board page, can we view 'Tasks' from the board view?
    • You can do this with the new collection pop-up dialog boxes.
  • What views will be going away?
    • We have not deprecated any views with this release. 
  • In the Iteration Track page, Scheduled state did not show the Releases(R) tile. is that a change?
    • Release is and will remain an option for Scheduled State.

Schedule State

  • Can you explain how the Schedule State display has changed? What do all of the letters mean? Is this included in the update?
    • The display letters that you have in your system today for schedule state will be the same in the upcoming release. Please note that the schedule states you see in Rally screenshots or demos may differ from what you see in your organization’s workspace, as we are using a demo environment. What will look different is the color, size and spacing of the schedule state boxes, as well as the ability to update schedule states via dropdown.
  • Do user stories have a new schedule state?
    • No. There is no change to the functionality of a user story.
  • Is the abbreviation for "in progress" changing from "P" to "I" just like April introduced in the task view?
    • In-Progress will be represented with an “I”.

Reporting and Dashboards

  • Are there any changes coming to the reports page and/or the custom reports generator?
    • No. There will be no changes to the Reports page.
  • Are there any changes to reports and dashboards?
    • No. There will be no changes to any of the reports or dashboards.
  • Will any queries I created on my Rally dashboard apps need to change?
    • No. There will be no effect on queries used for dashboard apps.

Customizations

  • Are there plans to update the SDK so custom apps can have a consistent look and feel with the new UI?
    • There are no plans at this time to update the SDK.
  • Custom List app UI is not changing, correct? It will have the existing gear if not changing.
    • No. There will be no changes to the custom list app.
  • Will this impact a Custom Kanban board?
    • No. this will not have any impact on a custom Kanban board.
  • What will happen to our custom charts/graph that we have imported?
    • All custom charts and graphs should be unchanged.
  • Will Custom Fields be affected?
    • There will be no effect in custom fields.
  • Does the new upgrade impact current custom pages I current have?
    • No. This will have no effect on current custom pages.

Templates

  • Will saved templates be affected?
    • Saved templates will not be affected by this update.
  • Any changes to the functionality?
    • No.
  • Is there any change to User Story Template and Defect Template?
    • No changes. This functionality remains the same.

Import/Export

  • Have there been any changes/upgrades to export functionality?
    • No changes other than it is available in the toolbar instead of the gear menu. 

Admin Pages

  • Any major changes to admin view? I mean, user creation page?
    • Not yet. This release focused on the core user pages. We look forward to making improvements to the administration pages in later releases.
  • Any updates to the system admin page planned?
    • At this point we are researching updates for our administration pages. Nothing specific is planned yet, but we are looking forward to bringing some of the same type of improvements made in the core pages to our administration pages.

Accessibility

  • Have any of those UI changes to "grids" helped resolve issues for screenreader users?
    • We have made several accessibility-related updates in this release including updates to make views more screen reader friendly, give better color contrast options, and tab through improvements.  

Grid and Board Usability

  • Is re-prioritization suppressed in the iteration board view when dragging between columns?
    • Yes. Dragging a card to new state will not cause card to be re-ranked.
  • Hello, I was hoping that adjusting column size would be smoother?
    • Assuming we mean on the grid pages – this has not yet been addressed, but it is in our list of upcoming improvements.
  • You had mentioned something about ranking, where the ranking won't be adjusted.
    • On Portfolio Kanban, there had been an issue where items were re-ranked in unexpected ways when dragging cards from one state to another. That issue has been addressed in this release.
  • Any updates to Kanban board functionality?
    • Assuming this is referring to the Kanban App there have not been any changes made there.

GitHub Integration

  • We are using GitLab. Are there plans for similar integrations with GitLab?
    • We will be tackling bringing the GitHub integration that is currently in open beta to GA as our next step, then working on the version compatible with GitHub Enterprise Server (on-prem). After that, we hope to tackle similar functionality for both BitBucket and GitLab, but we do not have a firm timeline in which this work will be started and completed.  
  • Demo of the Rally to Github integration?
  • Are there any plans to integrate the Jenkins with Rally?
    • Please see the existing Jenkins plug-in information here. We are also evaluating if we will bring in more functionality around Jenkins through our new native GitHub integration approach, but that work is still in evaluation. 
  • Can the GitHub integration be added at a Project level or only across a workspace?
    • The known limitation around the integration app installation is on the GitHub side. GitHub allows only one integration app installation per GitHub org. If you need the integration to be able to scan and link to more than one Rally Project from that specific GitHub org, you will need to set up the integration using an API key with workspace, or subscription level admin privileges. More details on how the API key and permissions work can be found here. We strongly recommend configuring the integration app at the GitHub all repository level to the Rally subscription level in almost all cases. 
  • Is there a cost for this GitHub functionality?
    • No, there is no cost for the GitHub integration.

General Usability Questions

  • Navigation
    • Users can switch between views by selecting the view they want to see in the Navigation. 
    • If the user is in the Iteration status view, they can switch between the grid and board view with the toggle in the upper right corner.
    • To switch between navigation types select the “New Features” option from the dropdown associated to your user icon in the top right corner of the application. From there you can turn Personalized Navigation on and off. 
    • No, the pinned pages will persist if you switch between navigation styles.
    • This is a personal preference. We will continue to support Personalized Navigation during this update.
    • How do we switch from Board view to list view?
    • How do you get to the pages sidebar again? 
    • Followup to Personalized Nav - if you toggle Personalized Navigation off after having set it up, do you lose the pinned pages when you re-enable it?
    • Are you encouraging or discouraging continued use of Personalized Navigation?

Other Usability Questions

  • Any updates on how to connect one Test Case to Multiple user stories?
    • We have not made updates to the way Test Cases connect to User Stories in this release.
  • Do you have the ability to assign multiple owners to a single user story?
    • You cannot currently assign multiple owners to a user story but you can however assign a pair. You can also choose to have the pair display on the card on the board view. 
  • Are there any changes to which fields are available as "swimmable" on the Team board?
    • No.
  • The Portfolio Items tracking - Do we have a report with Graphical representation?
    • This release does not include any new reporting options. You do still have existing options like Plan Progression and Release Tracking.
  • Are any updates planned for visualized dependency mapping in the release tracking view?
    • There are no updates to dependencies in this update. However, we are looking at enhancing dependencies in the future. 
  • Is it possible to link a user story to a feature within the user story edit fields?
    • Yes.
  • When you create a child story on the team board, does the parent story disappear the same way it does on the Kanban board?
    • Both stories appear on the board.
  • We have integrated Sharepoint with Rally for User story creation so will there be any issues with Sharepoint workflows integration due to this upgrade?
    • There should be no effect on your Sharepoint integration.
  • Do subprojects roll up on the Team Board as they do on the Kanban board, or is that still a limitation?
    • Still a limitation.
  • I thought there was as sub-screen that you can view from the Team Board, if so can you please show that?
    • Yes. This is called the quick detail page (QDP).

 

  • What are "exit agreements"?
    • An exit agreement is the criteria that must be met for the work item to progress into the next status. These can be shown on the board views in Rally as a reminder, or for teams to review as they are moving cards across the board. 
  • Is there any impact to how you tag a user using the @ icon?
    • There is no change to tagging a user with @.
  • What is a collection?
    • A collection is a group of items with a child relationship to an artifact, such as tasks or defects that are associated with a story, or stories that are associated with a feature.

CMK/Security

  • Can you give more details about the 'Customer Managed Keys'?
    • We would suggest a separate call with your Account Director to talk through the details of CMK.
  • What is the status of FedRamp certification?
    • As of right now FedRamp is on our Security list and something we are looking to start investigating towards the 2nd half of 2020.

Submitting Feedback

  • How do we provide feedback for Rally changes in future releases?
    • You can use the megaphone icon located at the top-right of each page, or use the drop-down menu located below your profile image.