How to configure the Iteration Status list view in Rally.
Within Rally, there are many pages that present information in a list view.
There are different ways that you can configure these lists, depending on your needs.
In this video we are going to demonstrate the use of the list
view on the Iteration Status page, but you will see lists
represented all throughout Rally. An easy way to begin configuring
your list is to set your display preferences.
You can choose between three page display preferences.
Consider Roomy when you want to see as much of the information possible
about one work item at a time, such as when you're discussing the
details of a specific story.
Comfortable is helpful when you're sharing your view with a group of people and it's important to be able to read the display.
Try Compact for times when you're scanning
a list of work items, such as when you're checking the schedule state of all stories in a release.
Try each to see what works best for your
current needs and the size of the display you’re using.
You can set your display preferences from certain pages in Rally,
or from the setup link.
The list view allows you to easily view, find,
and manage your work in one place. You can configure how it appears
depending on your needs.
You have several options for configuring your list,
including: viewing the choosing which columns you would like to display,
sorting by a column, reordering columns, and setting the number of work items
that will be displayed.
Let’s start with configuring the columns that we would like to display.
Select show fields.
In the Show Columns dialog box, choose which fields you would like to display.
Select Apply to save your changes.
You can sort the list by a particular column.
For example, when viewing user stories you can sort by the
rank column to either see the highest or lowest ranked items first in the list.
Select the column header to sort by the contents of that column.
Select the column header again to reverse the sort order.
You can reorder columns (except for Rank, ID, and Name)
by dragging and dropping the column header to the new location.
You can configure the number of work items shown in a list view.
At the bottom of the page, select the number of work items to display.
While in the list view, one way to make changes to a work item is to
select one or more checkboxes next to the work item.
A banner will appear showing you all the available actions that you
can take with the work item.
If you want to make changes to multiple work items at once,
select the work items that you would like to edit.
Make your changes in the bulk edit dialog box, and then select apply.
The work items will be updated.
Use filters to further configure which work items
you would like to display. For example, you can filter by the Owner
field to show only work items that are assigned to a particular owner.
You can also use advanced filters to add even more detail to your search.
If you want to save a view of the page so that you can easily return to it,
select Save as New View from the Saved Views dropdown menu.
Enter a name for your view, and select your sharing settings.
Your sharing settings will depend on your user permissions.
Select Save.
Congratulations! Now you understand how how to configure the Iteration Status list view in Rally.
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