Rally Software

Is there an option in Rally to enable default template for a user story (or) defect for the entire organization such that when any user within the organization create a new user story (or) defect, it automatically displays the template without expecting the user to set up the default template (or) select the template manually.

Hello Rajendran,

You can set up a template as a default template.   A subscription administrator will need to make sure that the Rich Text Template sharing option is enabled globally. This is located under the Labs tab. Each user will also need to ensure that they have this enabled as well. For your reference I have included the following section from the help page that explains how to set a template as a default. 

New Editable Detail Pages | CA Agile Central Help 

Templates help you save time when you need to create multiple sets of similar content. For example, Acceptance Criteria wording can be added as a template on a user story's description field, so that you can quickly enter the criteria in your team's standard format.

Templates are available from rich-text fields on user stories, tasks, defects, portfolio items, and discussions.

To set a template as default:

1. Click the Templates button.
2. Select the checkbox, located to the right of the template name, to set a template as default. 
   

If you select the Set as Default checkbox, the template you have selected will automatically populate in a rich-text field for that work item type and field. For example, if you created the template in the discussions rich-text field on a user story editable detail page, the template will automatically populate when you create a discussion post on another story’s editable detail page. The template you created will be available in the list for other rich-text fields, such as the Discussion field on a task, but it will not be the default for that work item type and field.

Please let us know if you have any questions.

Thank you,

Christian

Thank you Christian.

Is there any option to skip the step "Each user will also need to ensure that they have this enabled as well." and do the setup such that it automatically becomes default template for all users?

Rajendran, sorry, the option to force templates on all users does not currently exist - this is really meant to be an option for all users, and those users can certainly enable a template as default for themselves. 

Hi, is there any sign of that option been enabled for all users? A subscription admin should be able to blanket update. We have a lot of users and this is a big ask to do this ensuring everyone does.

Hi.

Still no change in this functionality, so still working as explained earlier. You may want to consider posting this idea to our ideas site (https://ideas.rallydev.com) and request this future feature. This site requires a user-id. If you don't have one then please email to: ac-ideas@ca.com to request one.

Thanks,

Sagi