rallyHelp

Chapter 8

Rally outside the app

Use Rally from Slack, email, your iPhone and a web browser, and choose how it tells you what needs you.

So far this book has kept you at your desk, in the Mac app, with a Channel open in front of you. That is where Rally does its best work, and where you set everything up. But work has a habit of happening somewhere else. A question turns up in Slack. A customer replies by email. Someone mentions you while you are on a train, or a client wants to see one conversation and has no intention of installing anything.

This chapter is about those places, and Rally meets them from both sides.

You can reach Rally from elsewhere. Hand it work from Slack with a direct message, an @Rally mention, the /rally command or a shortcut, and the finished answer comes back in the same Slack thread. Forward an email into any Channel, because every Channel has its own email address. Read and reply from your iPhone. People you share a conversation with can join from an ordinary web browser.

Rally can also reach you. When someone mentions you or adds you to a Channel, Rally tells you, on your Mac, on your iPhone or in Slack. If you would rather not hear about everything the moment it happens, Rally can write you a digest instead: a short summary of what moved, on the days and at the times you pick.

The thing to hold on to is that these are all doors into the same rooms. A thread you start in Slack becomes a Channel in Rally. A reply you type on your iPhone lands in the same conversation your teammates see on their Macs. An email you forward shows up in the Channel it was addressed to. There is no separate Slack Rally or phone Rally keeping its own copy. There is one Rally, and you pick the door.

The doors are not the same size, though, and we think that is right. The Mac app is the workshop. The others are for following along and joining in, which is most of what you want to do from a phone in a queue. Creating Spaces and Sidekicks, connecting tools and changing most settings still happen on the Mac. Each page that follows says plainly what its door can and cannot do, so you do not spend an afternoon hunting for a button that lives somewhere else.

Note

Slack calls its own top-level thing a workspace. A Slack workspace is not your Rally Organization, even though Rally itself used to call Organizations "workspaces" and you may still see the old word here and there. In this chapter, "Slack workspace" always means Slack's, and "Organization" always means Rally's.

The chapter starts with Slack, because that is where most teams already talk. Then come email, notifications and the digest, and it ends with the iPhone app and the browser.

In this chapter

  1. 8.1Rally in Slack

    Install Rally in your Slack workspace and start work from a DM, a mention, /rally or a shortcut.

  2. 8.2Slack: reading, replies and your own connection

    What Rally can read and do in Slack, how link previews and Sidekick threads work, and when to connect your own Slack account.

  3. 8.3Email into Rally

    Every Channel has its own email address, so you can forward mail straight into the conversation.

  4. 8.4Notifications

    Get told on your Mac or iPhone when someone mentions you or adds you to a Channel.

  5. 8.5The digest

    Get a written summary, on the days and times you choose, of everything that moved since the last one.

  6. 8.6Rally on your iPhone

    Follow and join your Channels from your phone: read, reply, branch, dictate and chat with Sidekicks.

  7. 8.7iPhone settings, and what stays on the Mac

    Set up appearance, notifications and your digest on iPhone, and know which jobs still need the Mac.

  8. 8.8Rally in a web browser

    Use the lightweight browser version to join conversations someone shared with you.