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June 6, 2024
XX min read

How to Use Rally: A Comprehensive Guide


Rally is a versatile tool designed to provide specialized dashboards based on user roles, as well as dashboards for Dependency Status and Team Retrospectives. In today's rapid-paced work environment, the ability to quickly visualize and analyze project dependencies, team performance, and overall progress is crucial for maintaining efficiency and meeting goals. Rally addresses these needs by offering tailored dashboards that enhance visibility and streamline workflow management.

Who is Rally for

Rally is ideal for teams and organizations that value transparency, efficiency, and effective project management. Whether you're a project manager, team leader, or part of an agile development team, Rally helps you stay on top of your projects and dependencies. Here's a breakdown of the ideal users:

  • Project Managers: For overseeing project timelines, managing dependencies, and ensuring teams are on track.
  • Team Leads: To facilitate efficient team retrospectives, assess performance, and highlight areas for improvement.
  • Agile Development Teams: For sprint planning, tracking progress, and identifying bottlenecks in real-time.
  • Operations Teams: To monitor workflow dependencies and streamline processes.
  • HR and Internal Communications: For managing and organizing team activities and milestones.

Key features

Role-based Dashboards

Rally provides dashboards specifically tailored to various roles within an organization. This feature ensures that every team member has access to relevant information, fostering better decision-making and accountability.

Dependency Status Dashboards

One of Rally’s standout features is its ability to visualize project dependencies. These dashboards help teams identify critical dependencies, anticipate potential issues, and plan interventions proactively. By mapping out dependencies, organizations can avoid bottlenecks and delays, leading to smoother project execution.

Team Retrospective Dashboards

Rally facilitates effective team retrospectives by providing dedicated dashboards. These dashboards allow teams to review their performance, celebrate wins, and identify areas for improvement. This continuous feedback loop is essential for fostering a culture of constant improvement and capability building.

Customizable Reports

Rally’s reporting tools enable users to create and customize reports specific to their needs. Whether you need to present to stakeholders, conduct internal reviews, or track performance metrics, customizable reports help you communicate findings clearly and effectively.

Real-Time Updates

Rally’s real-time updates ensure that all team members are on the same page. As project information changes, dashboards and reports update instantly, providing everyone with the most current data available. This real-time visibility is crucial for making timely and informed decisions.

Best use cases

Agile Development

Agile teams benefit from Rally’s role-based and dependency status dashboards by using them to manage sprint planning and execution. With clear visualizations of dependencies and team performance, agile teams can quickly adapt to changes and improve their workflows.

Project Management

Project managers can leverage Rally’s customizable reports and role-based dashboards to maintain a bird’s-eye view of project progress. By proactively managing dependencies and utilizing real-time updates, project managers can ensure that projects are completed on time and within budget.

Operations Management

Operations managers use Rally’s dependency status dashboards to identify and address workflow bottlenecks. This visibility allows them to streamline processes and improve overall operational efficiency.

Human Resources

HR teams utilize team retrospective dashboards to assess team performance and gather feedback. This information can inform training and development programs, leading to a more engaged and productive workforce.

Internal Communications

Internal communications teams benefit from Rally’s customizable reporting feature to keep all stakeholders updated on project progress and team achievements. This transparency fosters trust and keeps everyone aligned with organizational goals.

Getting started

  1. Sign Up: Begin by signing up for Rally. You can do this by visiting Rally’s website and following the registration process.
  2. Set Up Your Profile: Fill in the necessary details to complete your profile. This information will help tailor the dashboards to your specific role.
  3. Create Teams: Set up your teams by adding members and assigning roles. This ensures everyone has access to the data they need.
  4. Configure Dashboards: Customize your dashboards according to your role and project requirements. Set up Dependency Status and Team Retrospective dashboards as needed.
  5. Invite Team Members: Invite team members to join your Rally workspace. Encourage them to set up their profiles for a personalized experience.
  6. Integrate Tools: Connect Rally with your existing tools and platforms to streamline workflows. Rally integrates with several project management and communication tools.
  7. Start Using Dashboards: Begin using the role-based, dependency status, and team retrospective dashboards to manage your projects and improve team performance.
  8. Schedule Regular Reviews: Set a schedule for regular reviews using the team retrospective dashboards to continually assess and improve team performance.

Tips and best practices

  • Regular Updates: Ensure all team members regularly update their progress within Rally. Real-time updates rely on consistent input from everyone.
  • Customization: Take full advantage of Rally’s customization features to tailor the dashboards and reports to your specific needs.
  • Proactive Management: Use the dependency status dashboards proactively to identify and resolve potential issues before they escalate.
  • Encourage Feedback: Foster a culture of open communication by encouraging team members to provide feedback during retrospectives.
  • Training Sessions: Conduct training sessions to ensure all team members are proficient in using Rally’s features. This investment will pay off in improved efficiency and productivity.
  • Data-Driven Decisions: Use the data from Rally’s dashboards and reports to inform your decision-making process. Make adjustments based on insights from real-time information.

Integration with Guru

How Rally integrates with Guru

Rally seamlessly integrates with Guru, bringing AI-powered searches directly into your workflow. With Guru integrated into Rally, you can access reliable and contextual information without leaving the platform. Here’s how you can enable this integration:

  1. Install Guru Extension: Begin by installing the Guru browser extension.
  2. Connect Rally Account: Link your Rally account with Guru, following the provided instructions.
  3. Permissions: Set the necessary permissions to ensure secure access and information flow between Guru and Rally.
  4. AI-Powered Searches: Once integrated, use Guru’s AI-powered search capabilities within Rally to find information quickly and efficiently.
  5. Contextual Suggestions: Benefit from contextual knowledge suggestions provided by Guru as you work within Rally, enhancing your productivity and decision-making.

Benefits of using Rally with Guru’s AI search

  • Enhanced Productivity: Guru’s AI search makes finding relevant information quick and easy, reducing the time spent searching for data.
  • Unified Knowledge Base: By integrating Guru, you can unify your knowledge base within Rally, ensuring all team members have access to the same reliable information.
  • Contextual Assistance: Guru provides contextual suggestions based on your current tasks within Rally, helping you stay focused and efficient.
  • Reduced Interruptions: With instant access to information, team members can reduce the need to interrupt colleagues for help, leading to a more streamlined workflow.
  • Proactive Knowledge Sharing: Guru’s proactive knowledge delivery ensures that important information is shared with the right people at the right time, promoting better collaboration and decision-making.


Rally is a powerful tool designed to enhance visibility, streamline workflows, and boost team performance through its specialized dashboards for role-based insights, dependency status, and team retrospectives. By integrating Guru, Rally becomes even more potent, providing AI-powered searches and contextual information to keep your team productive and informed. Whether you’re managing agile projects, overseeing operations, or facilitating team retrospectives, Rally is equipped to meet your needs. Start your journey with Rally today and unlock the full potential of your team’s productivity by integrating it with Guru for the ultimate knowledge management solution.

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