Rally Office Hours:
November 6, 2025

Summary

Product tip: tracking AI usage

The product tip focused on how to track the usage of new AI features in Rally. It was noted that a field called "AI Assist" is automatically toggled behind the scenes when AI is used to create or edit work items, such as in the description fields with the writing assistant or advanced add new features.

Several examples of using custom views to track AI usage were shown:

1. A custom view with charts and lists: This example included a pie chart to show the percentage of work created with AI assist versus without. The chart allowed for a drill-down to see the specific work items. A group-by function was also used to show which users were leveraging AI. A second chart was shown that grouped AI usage by work type (e.g., features, defects, tasks, test cases). The importance of using the correct query syntax, which can be assisted by the Rally AI query assistant, was also highlighted.
2. A custom view showing historical trends: This example used a progress widget to show the percentage of work created with AI assist over a specified time frame (e.g., the last 30 days). More powerfully, it showed how to bucket data by creation date (e.g., by month) and stack it by the AI assist field to visualize the adoption of AI-assisted work over time. The "progress widget" allows for a click-through drill-down of the data. A tip for customizing column visibility in custom views was also shared: adding the field while editing the view configuration ensures it stays visible for other users.

Insights Product Mention (Advanced): The tip concluded with a brief mention of the Insights product, a sibling product to Rally, which can be used to track outcomes and leading indicators, such as the correlation between AI-assisted work and productivity/efficiency. Insights tracks data daily and allows for statistical analysis and predictions, such as calculating the daily growth rate of features created with AI assist.

Q&A session

• Adding and Exporting Columns on the Workspaces and Projects Display: A user asked about adding columns to the workspaces and projects display in the Admin area and then exporting that data. It was confirmed that columns cannot be added in that specific view, and the export button exports only the existing columns. This was noted as a good suggestion for product feedback. An alternative was provided: drilling down into a specific workspace and then going to the "Projects" subtab allows for adding fields (columns) and exporting the results for that workspace's projects. An advanced API method was also shown as a way to fetch subscription and workspace information, including summaries and breakdowns by state and owner, which can capture data not available as columns in the UI.
• Finding the Latest Update Dates for Teams/Projects: A user needed to create a list of all projects or teams and their latest update dates across all work items to determine which teams are active. A suggested solution was to create a custom list widget that queries all artifact types (stories, defects, features, tasks, test cases, etc.) where the "Last Update Date" is greater than or equal to a specified range (e.g., "today minus 90" days). This list should be grouped by "Team" (or "Project," depending on the workspace configuration) and the option to "include empty groups" should be selected. Teams that appear with zero items have not had any work items updated in the last 90 days. The complete list could then be exported to be compared against a master list of all teams.
• Hiding the ID Column on a Custom List/View: A user asked how to hide the ID column on a custom list or view because it is grayed out. It was confirmed that the ID column cannot be hidden, and this should be submitted as feedback with a use case to help the product team understand the value of that functionality.
• Excel Plugin/Add-on: A user inquired about the Excel plugin. It was explained that the Excel Add-on allows users to export any Rally object with custom fields, including dot notation to pull related information (e.g., iteration.startDate or parent.release). Queries can be saved and refreshed, which updates the data and any connected Excel pivot tables or charts. This makes it a powerful tool for repeatable reporting and analysis outside of Rally.

Event news

• Rally Product Road Map: The road map is updated quarterly, with the next recorded session scheduled for November 18th.
  Webinars: A webinar on "Bridging the Gap on Product Ops: Connecting Strategy and Execution" was mentioned.
• Broadcom Academy: Users were reminded that all classes are 100% free, and large organizations can reach out for support in assigning classes and getting reports on completion.
• PI Planning: The product team was attending PI Planning this week in Colorado. The next event is in February, and attendees are only responsible for travel, hotel, and some food expenses.
• Resources: QR codes were shown for the Community, Office Hours registration, and a Newsletter.

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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