Rally Office Hours:
March 19, 2026

Summary

Product Announcements

• Custom View Revision History: A Rally team member announced that users can now view the revision history of their custom views to see when changes were made, including added widgets or modified configurations. (05:46)
• Color-Coded Tags: A Rally team member demonstrated a new feature allowing users to assign colors to tags on portfolio items, which are saved based on individual user preferences. (08:41)
• AI-Generated HTML Widget Tip: A Rally team member shared a method for using AI to generate code for custom HTML widgets, specifically demonstrating a tool that displays notes from multiple milestones simultaneously. (12:50)

Q&A

• Getting Started with Rally AI: In response to a user question, a Rally team member recommended that new users explore AI capabilities for writing artifacts like stories and tasks, as well as using health widgets for teams and trains. (19:50)
• Capacity Planning Rollups: A Rally team member addressed a user concern regarding completed work from previous periods appearing in new capacity plans, suggesting that features be split until a more automated solution is finalized. (22:29)
• Portfolio State Definitions: When asked how to find definitions for portfolio item states, a Rally team member suggested referring to the "exit agreements" on the portfolio kanban board. (24:40)
• Upcoming Flow State Configuration: A Rally team member shared that a new feature is coming within weeks that will allow teams to independently configure their own flow states and exit agreements. (25:59)
• Automated Portfolio State Updates: A Rally team member clarified that portfolio states do not currently update automatically based on story progress, as these states are managed independently via the kanban view. (28:12)

Event News

• Virtual Summit: A Rally team member announced a virtual summit titled "The Evolution of Strategy in the Age of AI," co-sponsored by Google Cloud, scheduled for April 29th. (31:15)
• On-Demand Product Roadmap: The Q1 product roadmap session is available for on-demand viewing via BrightTalk for users who missed the live broadcast. (32:53)
• Strategic Portfolio Management Trends: A Rally team member highlighted an on-demand session discussing the state of strategic portfolio management and projected industry trends for 2026. (33:33)

• PI Planning Workshops: Rally invited users to nominate themselves for upcoming PI planning events, which include workshops designed for leaders to observe engineering teams and share experiences. (34:24)

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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