Building Templates

Word for the Web Integration
Our integration with Microsoft Word for the Web enables you to streamline two key workflows within Rally without ever leaving your browser. Updating Wo...
Fri, 16 Sep, 2022 at 8:36 AM
Basic Math in Templates
Rally extensively supports mathematical operations within templates. Basic operations (add, subtract, multiple and divide) can be completed using the +,...
Wed, 8 Sep, 2021 at 4:09 PM
How to Build Client-Specific Templates
If have a template that is specific to a single client, you can add it directly to their Client Portal, providing them with exclusive access.  In each C...
Thu, 27 Jan, 2022 at 1:43 PM
Adding a "Contact" Question Type to your Questionnaire
Using the Contact question type when building a template questionnaire will enable you to start populating a database of contacts associated with each of yo...
Fri, 16 Sep, 2022 at 8:45 AM
Entity Information and Custom Fields
Rally allows you to configure reusable fields that can be shared across questionnaires so you (or your clients) do not have to re-enter the same information...
Mon, 19 Sep, 2022 at 5:14 PM
Matter Categories
Categories can be used to keep clients' Matters organized in related groups, making it easier for everyone to find what they're looking for.  Matt...
Fri, 16 Sep, 2022 at 9:14 AM