Manage skills for a customer service case
task australia Updated Sep 10, 2026 1 min read csm-workspace-add-delete-skill.md
Add or remove optional and mandatory skills for a customer service case.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin
About this task
Agents can also change a skill between mandatory and optional.
Procedure
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Open the desired case.
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Click the Task Skills related list.
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To create a new skill:
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Click New.
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Select a skill in the Skill field.
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If mandatory, click the Mandatory check box.
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Click Save.
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To switch the skill type:
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Click the desired skill.
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Enable or disable the Mandatory check box.
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Click Save.
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50 lines · 1.1 KB
---
title: Manage skills for a customer service case
description: Add or remove optional and mandatory skills for a customer service case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-workspace-add-delete-skill.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage cases, Use, Customer Service Management]
---
# Manage skills for a customer service case
Add or remove optional and mandatory skills for a customer service case.
## Before you begin
Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, workspace\_admin, admin
## About this task
Agents can also change a skill between mandatory and optional.
## Procedure
1. Open the desired case.
2. Click the **Task Skills** related list.
3. To create a new skill:
1. Click **New**.
2. Select a skill in the **Skill** field.
3. If mandatory, click the **Mandatory** check box.
4. Click **Save**.
4. To switch the skill type:
1. Click the desired skill.
2. Enable or disable the **Mandatory** check box.
3. Click **Save**.
| title | Manage skills for a customer service case |
| description | Add or remove optional and mandatory skills for a customer service case. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/csm-workspace-add-delete-skill.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage casesUseCustomer Service Management |