Projects & Workflows

Agile & Scrum

Projects and workflows support agile and scrum development methodologies.

• Agile Board
  Agile boards organize work using Kanban and Scrum methodologies within Xurrent.
• Agile Board Column
  Agile board columns control how assignments behave when moved between workflow stages.
• Agile Board Column Fields
  Agile board column fields configure column names, WIP limits, and assignment actions.
• Agile Board Fields
  Agile board configuration fields control board name, picture, and availability settings.
• Product Backlog
  Product backlogs organize development work items in priority order for teams.
• Product Backlog Fields
  Product backlog field definitions and usage guidelines for Agile project management.

Project Management

Project management features help organize and track work within Xurrent workflows.

• Project
  Projects enable managers to plan and coordinate work initiatives within Xurrent.
• Project Baseline
  Project baselines are automatically generated snapshots that capture project data when new phases begin.
• Project Baseline Fields
  Project baseline fields capture and display scheduling and phase information when project baselines are generated.
• Project Baseline Phase
  Project baseline phases capture automated snapshots of incomplete project phases when new phases begin.
• Project Baseline Phase Fields
  Project baseline phase fields capture task and scheduling data when project baselines are generated.
• Project Baseline Task
  Project baseline tasks automatically capture snapshots of incomplete project tasks when new phases begin.

Workflow Automation

Projects can automate workflows through configurable rules and triggers.

• Automation Rule
  Automation rules automatically update records or send emails when specific conditions are met.
• Automation Rule Example 1
  Using automation rules to add status update notes when workflow tasks change.
• Automation Rule Example 2
  Automation rules can transfer UI extension data from requests to workflow tasks automatically.
• Automation Rule Example 3
  This page demonstrates canceling workflow tasks using automation rules with UI extension data.
• Automation Rule Example 4
  Creating rework loops in workflows when tasks fail using automation rules.
• Automation Rule Example 5
  Automation rules send approval reminders after specified delays when tasks remain assigned.