This article provides instructions for customers using Rally for Teams (Rally V2). Your Rally admin will let you know when it's time to switch to Rally for Teams.
You can view and manage Study Templates at the Workspace level to view all across the workspace, or from the Team level to view only those available to a specific team.
🚨 Creating and managing Study Templates requires the "Create and modify study templates" and "View study templates" permissions. This includes the Rally default roles Admin, Ops Manager, or Researcher.
Team membership determines which Study Templates users have access to, as well as the access set on the template, such as workspace-wide or team specific.
View and Edit Study Templates
Select Templates from the side nav bar to view available Study Templates, or select Templates from within a specific Team to only view team-specific templates.
Select the name of a template to open the study builder and begin editing.
After making changes, select Update Template in the top right to save and apply.
See a complete list of unpublished edits before updating by selecting # edits made in the top right, and optionally Undo edits.
To discard your edits, select Exit in the top left and confirm Discard.
🚨 Changes made to study templates will not update Studies already created from the study template.
Duplicate Study Templates
Duplicate study templates for reuse, making it simple to iterate on proven study practices or create new variations from a solid foundation.
Select Templates from the side nav bar to view available Study Templates, or select Templates from within a specific Team to only view team-specific templates.
Select the 3 dots ... under Actions on the left of a template and Duplicate.
Confirm that you want to duplicate by updating the following:
Template Name: Enter a descriptive name for easy identification by your team.
Access: Set the access permission to determine who it will be available to. (This setting determines who can view the template, but each user's specific role permissions will determine whether they can create studies from it.)
Entire workspace has access
Only specific teams have access
Teams: If only specific teams have access, set those teams now.
Select Duplicate to continue and begin editing.
Configure each section of the study builder to customize the template as needed.
Select Create Template to save in the final Review step, changing the template's status to Active and making it available for use! Or, keep the template in a Draft status to finish editing later by selecting Save & Exit.
Delete Study Templates
Select Templates from the side nav bar to view available Study Templates, or select Templates from within a specific Team to only view team-specific templates.
Select the 3 dots ... under Actions on the left of a template and Delete.
Confirm that you want to Delete.
Learn more about using Study Templates
Study Templates Learn about the benefits and uses of enabling team members to quickly build new studies with best practices using pre-made templates.
Create Study Templates Create new Study Templates from existing studies with proven success, or create from scratch.
Use Study Templates Quickly build new studies from pre-made templates with best practices to begin research faster, with more confidence, consistency, and success.