Managing People in Rally

IN THIS ARTICLE

Layout & Organization

Selecting Participants

Inline Menu Actions

Rally’s Participant Tables allow you to view, manage, and organize people in your database the way you want to. Customize the layout of all Participant Tables across Rally whether you’re in Studies, People, Panels or Incentives to organize and pin important participant data in your database.

Layout & Organization

Column Pinning: Hover over the column title and click the menu icon that appears. Select Pin left to pin the column to the left side of the table, and Pin right to pin it to the right side of the table.

Column Reordering: Hover over the column title and click the menu icon that appears. Click Move left or Move right to swap the column with the column to the left or right of it. Alternatively, click and drag the column title to the desired location.

Save Column Layout: Rally will automatically save your table layout when you make changes so that next time you visit, you won’t have to reorganize the columns. Click the dropdown arrow next to the Reset button, and click “Save for everyone” to share this layout with everyone who is a collaborator on the study, panel, or segment.

Infinite Scrolling: Scroll down through your people database. Rally automatically loads people as you scroll.

Random Selection: You can now randomly select any number of people in any table in Rally. Click “Select” and type in the number of people you’d like to include in the sample. Press “Enter” or click the “Select” button to automatically select the sample.

Selecting Participants

Shift + Click to select multiple people: Select a person by clicking on the checkbox to the left of their name. Hold down the Shift key on your keyboard, and scroll down to the last person you’d like to select. Click the checkbox to the left of their name. You will now have the entire group of people selected.

Keyboard Space Select: Click on any cell of a row containing the person you’d like to select, then press the spacebar on your keyboard to select them. Use your up and down keys to move through the people list. Press the spacebar to add more people to the selection.

Unselecting People: At any time, click the checkbox of a selected person or click the spacebar to deselect them.

Inline Menu Actions

Actions are available at the individual row level of any table containing a person. Hover over the person row and click the 3 dot menu icon that appears. View and select the available actions you can take on that person’s record.

Keyboard shortcuts
Our tables support general keyboard navigation with Page up, Page down, End, Home, Space, up, down, left, and right.