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Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
Agile & Scrum
Guides covering agile & scrum.
- Agile Board Kanban, Scrum and other agile methodologies all rely on the ability to organize work on agile boards. Organizations that want to take an agile approach to...
- Agile Board Column Multiple columns can be defined for a agile board . Each column can be configured to behave in a specific manner when assignments are placed in them. Only the...
- Agile Board Column Fields The table below lists the fields of the Agile Board Column form and provides utilization guidelines for each field.
- Agile Board Fields The table below lists the fields of the Agile Board form and provides utilization guidelines for each field.
- Product Backlog A Product Backlog is an ordered list of requests and problems that should be resolved or implemented to improve a product, as stated in the Product Goal....
- Product Backlog Fields The table below lists the fields of the Product Backlog form and provides utilization guidelines for each field.
Project Management
Guides covering project management.
- Project A project can be registered whenever the potential need for a new project has been identified. A project manager is responsible for planning and coordinating...
- Project Baseline A project baseline (or snapshot) gets generated for a project each time a new phase of the project starts. The generation of project baselines is fully...
- Project Baseline Fields The table below lists the fields of the Project Baseline form and provides utilization guidelines for each field.
- Project Baseline Phase A project baseline phase (or snapshot of a project phase) gets generated for each phase of a project that is not yet completed each time a new phase of the...
- Project Baseline Phase Fields The table below lists the fields of the Project Baseline Phase form and provides utilization guidelines for each field.
- Project Baseline Task A project baseline task (or snapshot of a project task) gets generated for each task of a project that is not yet completed each time a new phase of the...
Workflow Automation
Guides covering workflow automation.
- Automation Rule Automation rules can be added to many record types in Xurrent. They are used to automatically update Xurrent records or send an email when specific conditions...
- Automation Rule Example 1 To keep a requester informed of the progress of a workflow after this workflow has been opened for a request, it is possible to include automation rules in the...
- Automation Rule Example 2 When a workflow is opened for a request with a UI extension, the field values of this UI extension may need to be used by the specialist to whom one of the...
- Automation Rule Example 3 When a workflow is opened for a request with a UI extension, the field values of this UI extension may indicate that one of the tasks of the workflow does not...
- Automation Rule Example 4 When the completion of a task has failed, the status of its successors does not get updated to ‘Assigned’ and the workflow is placed in the status ‘Progress...
- Automation Rule Example 5 When an approval task is assigned, the workflow does not continue until the approver approves. If the approver forgets, the manager of the workflow can decide...