Common Actions
Common actions are those actions that are used in multiple work items. In each case where these actions are performed, their behavior is the same.
The following are common actions:
Your ability to perform any of the common actions is dependent upon the user role and permissions you have been assigned for the workspace.
Actions Button Menu Options
Some pages in
Rally
have an Actions button menu used to perform multiple activities. The options on the menu vary based on the page displayed. The following table lists the available actions on the Actions button menu:Option | Description |
|---|---|
Edit Release | Edit the displayed release. |
Export to CSV | Export to a CSV (Comma Separated Value) file. |
Inline Add | Inline add a new work item directly to the summary page. |
Print Report | Print a summary or detail report. Where multiple work items are presented in a single page, all work items in a hierarchical display are printed for both the summary and detail report. |
Schedule New (work item) | Create a new work item. The new work item is automatically scheduled into the displayed iteration. |
View Charts | Display any charts available for the iteration or release. |
When you export, the work items exported will vary based on the work item summary page accessed.
Actions Icon Options
Some pages in 
or
) used to perform multiple activities. The options of the Actions icon may vary based on the page displayed.
Rally
have an Actions icon (
or
) used to perform multiple activities. The options of the Actions icon may vary based on the page displayed.Option | Description |
|---|---|
Export to CSV | Export to a CSV (Comma Separated Value) file.
In some cases where a summary page displays a variety of work items, this option displays with a specific work item named for export, such as Export Test Cases to CSV. |
Export to XML | Export to an XML file.
In some cases where a summary page displays a variety of work items, this option will appear with a specific work item named for export, such as Export Test Cases to XML. |
Import | Import from a CSV (Comma Separated Value) file.
In some cases where a summary page displays a variety of work items, this option will appear with a specific work item named for import, such as Import User Story. |
Print | Print a summary or detail report. Where multiple work items are presented in a single page, all work items in a hierarchical display are printed for both the summary and detail report. |
When you export, the work items exported will vary based on the work item summary page accessed.
Print List Views
Print functionality is not directly available on the list view pages (Backlog, Defects, Iteration Status, Portfolio Items, User Stories, Work Views). However, you can export your work item list to a *.csv file, using your current view or selecting additional fields, then open the file in your preferred tool and print it.
Follow these steps:
- Select theImport/Export
icon and select one of the following:
- Download CSV of this view: Create a CSV file using the fields currently selected on your window
- Download CSV with more columns: Select additional fields to include in the CSV file
- Open the exported list in the application of your choice.
- Use the application to print the list.
Save Work Items
Whenever you create, copy, or edit a work item, you have several save options:
- Save and Close:Save the work item and close the window
- Save and New:Save the changes and close the work item being created, edited, or copied, and open a new page in its place
- Save:Save any changes and keep the current window open
Saving often permits you to capture a detailed revision history for changes and updates made to your work item.