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 Rally Convert Option -

Dan Mariani's profile image
Dan Mariani posted Jan 26, 2021 05:43 PM
Hello, A project team in our company had setup their Strategic Themes through User Stories, but after looking at it further they would like to convert items down a level.  Is it possible to convert capabilities to Features, Features to user stories, User stories to Tasks?

Also if so will it retain "Description" field information.

Or another option besides creating new features and copying capability information?

Thank You
Jarrod Reed's profile image
Broadcom Employee Jarrod Reed
Hi @Dan Mariani

I'm confused by your use of strategic themes as user stories but want to convert down a level but the answer is the same. You'll want to select the work item and then select the option to convert it.  See my attachments for visuals.  Below is a link to the techdoc explaining it in more detail.

https://techdocs.broadcom.com/us/en/ca-enterprise-software/agile-development-and-management/rally-platform-ca-agile-central/rally/using-top/work-effeciently-rally/convert-work-items.html