Rally Office Hours:
October 23, 2025

Summary

The session included:

Logistics and General Information (00:36–05:37)

The speakers welcomed attendees, shared logistical information (using chat for questions, recording consent, where to find recordings), encouraged participants to keep discussions focused on existing functionality, and introduced the team members present.

Product Announcements on Custom Views (06:08–15:33)

A major portion of the beginning was dedicated to announcing new and upcoming features for custom views:

• Import and Export Custom Views: Released the previous week, allowing users to share public or private custom views as JSON files (06:30).
• Export with Descendants (Deep Export): Added to the custom list widget for downloading a hierarchy of portfolio items, user stories, and tasks (08:06).
• Subscription Widget Catalog:** Announced the day of the meeting, allowing subscription administrators to manage available custom HTML widgets using states (preview, generally available, disabled) and user-defined tags (09:50).
• Custom Board Widget: The first beta version of the custom board widget was announced (12:26).
• Upcoming in November: The ability for individual users to pin custom views to their navigation menu (13:29), the beta release of iteration and release planning boards (14:59), and a burn-up/burn-down widget for milestones (15:11).

Q&A Session (22:50–59:02)

The general Q&A session covered several topics:

• Work Views/Custom Lists: A user reported a defect filtering for the `Owner including children` field in a Work View when multiple projects were selected, and a speaker demonstrated that the same filter worked correctly in a Custom List widget (23:33).
• Portfolio Hierarchy and Milestones: A question about restructuring the portfolio hierarchy to add an intermediate level for incremental releases led to a discussion concluding that milestones would be the more appropriate tool for tracking incremental releases and schedules, as the existing portfolio levels are scope-driven, not schedule-driven (30:35).
• Inspect and Adapt Retrospectives: Suggestions for managing these included using the release time box for goal tracking, utilizing a custom list, or pulling in an external document using the Custom URL widget (37:10).
• AI Feature Roadmap: Planned features include enhancing the writing assistant to use attachments as context for the LLM (early next year, available by request initially) (39:04), researching the ability for project administrators to add custom context documents for the LLM (41:01), exploring options for customers to "bring their own LLM" (42:27), and adding new personas to the MCP server (such as a product owner persona) (42:55).
• MCP Server (46:10): There was a discussion about the current limitation of using only API keys for authentication and the plan to improve authentication options (48:41), as well as the initial focus on the developer persona and use cases (47:06).
• Cross-Workspace Dependencies: The speakers confirmed there are no current plans to support cross-workspace dependency management in Rally out of the box, but they requested follow-up with the user to understand the use case (49:47).
• Historical Data in Custom Widgets: A user asked if the new custom widgets leverage the Lookback API. The speaker confirmed they do not, but rather an internal historical data store, and that an API for historical data is planned for Q1 (54:52).

Event News (59:20–01:01:32)

The session concluded with announcements for upcoming events, including the Rally Roadmap session on November 18th, on-demand sessions on strategy/execution and AI, and the BRP session.
 

Note: This summary was generated with the assistance of an artificial intelligence language model. While we strive for accuracy and quality, please note that the summary may not be entirely error-free. We recommend independently verifying the content and consulting with a product expert for specific advice or information. We do not assume any responsibility or liability for the use or interpretation of this content.

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