Set up the Scrum environment

The first step in the Scrum process flow is setting up the environment.

  1. Remove customizations from the existing Agile Development application (formerly SDLC - Scrum). Failure to do so might affect the functionality in Agile Development plugin.
  2. Activate the Agile Development plugin.
  3. Assign appropriate scrum roles to the users in your instance. Be aware of roles that contain other roles and note the list of activities that are typical for each role.
    Note: Access control records for each table in the Scrum Process Pack apply to users based on their scrum role.