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.
🚀 Study Templates are live in Rally for Teams! Build study templates from scratch or convert existing studies with proven success into templates to ensure best practices are easily replicated across your team.
Create new study templates from scratch
Create templates from existing studies
Duplicate study templates to iterate
Find study templates under Templates in the left navigation bar of Rally for Teams.
Why It's Important
Access Control
Control which Teams have access to which study templates to ensure relevant quality content, or allow workspace-wide access for more general templates.
User Guardrails
Ensure specific users, like beginner researchers, safely work within defined parameters - such as creating and assigning custom user roles that only allow them to "Create studies from templates" and not from scratch.
Quickly Iterate
Duplicate templates for reuse, making it simple to iterate on proven study practices or create new variations from a solid foundation.
Flexibility
Templates are free form - pre-fill as many study details as you like, while flexibly leaving fields blank that you'll allow those using the study template to determine.
Learn more about using Study Templates
Create Study Templates Create new Study Templates from existing studies with proven success, or create from scratch.
Manage Study Templates View, edit, duplicate, & delete Study Templates.
Use Study Templates Quickly build new studies from pre-made templates with best practices to begin research faster, with more confidence, consistency, and success.