Collaborative Work Management

Link a work item to another in Collaborative Work Management (CWM) to show how they relate, whether one is a prerequisite for another or they are generally connected.

Use CWM Lists to add a record to the source table of a predefined or custom list, without leaving the CWM workspace.

Add predefined or custom widgets to an empty state or existing dashboard on a CWM Board to visualize task and sprint data.

Add a comment to specific text in a Doc to share feedback or start a discussion without modifying the Doc content.

Create custom fields in a Board so that you can organize all details of tasks at a single location. This improves task management and saves time by reducing dependency on system admin.

Gain deeper insights into your work by adding formula columns to your List view in CWM Boards. Create calculations that automatically compute values for your tasks, such as summing hours, calculating date differences, or deriving metrics from existing fields.

Associate a goal to your Board so that you can plan and track all the tasks and activities that contribute to this goal directly from the Collaborative Work Management workspace.

Break down a user story into scrum tasks in Collaborative Work Management (CWM) to distribute work across team members and track daily progress during a sprint.

Add tasks to a CWM Board and assign them to team members to plan and track work in a Collaborative Work Management workspace.

Create and add new work items to the Backlog directly from the Sprint planning view of Collaborative Work Management.

Run your agile workflow in Collaborative Work Management (CWM), from building and refining a backlog to planning sprints, executing work as stories and scrum tasks, and collaborating with your team.

Plan, track, and manage work for your teams in the Agile methodology using Sprint planning in Collaborative Work Management.

Apply predefined or custom templates to existing Boards or Docs in Collaborative Work Management workspace so that you can avoid inconsistencies in structure and format across your processes.

Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM).

Reassign a CWM task or story to a different project task, or break the connection to a project task entirely, from the List view of the CWM Board.

Several types of components are installed with activation of the Collaborative Work Management application, including tables and user roles.

Configure which columns are available in the column personalization panel in CWM by updating the default list layout for the relevant table.

Configure which fields appear when you open a CWM task or connected work item by customizing the default form view for the relevant table.

If you have the admin role, you can configure the implementation for the ServiceNow Otto for CWM application. This lets your team members utilize generative AI skills in the CWM workspace.

Plan and configure how your team can implement Collaborative Work Management.

Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.

View and manage project tasks alongside CWM work without switching applications. Team members can see assigned project tasks, break down work, and manage connections while project managers track execution in Project Workspace.

Enable a consolidated view of all relevant work by connecting work items from different ServiceNow applications to a Board in Collaborative Work Management.

Modify Board display preferences and save them as custom personal or shared views that suit the working preferences for you and your team members in Collaborative Work Management (CWM).

Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

Organize Boards and Docs of a Space into folders in Collaborative Work Management Workspace.

Create a custom list of records from any table in your ServiceNow AI Platform instance to access a saved, filtered view of records from the Lists panel in Collaborative Work Management (CWM).

When marking a sprint complete, choose to create a sprint retrospective board for your team to collaborate and reflect on the recent sprint in Collaborative Work Management.

Create Boards or Docs using predefined or custom templates from the Template Center.

Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.

Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.

Break down a project task by creating child CWM tasks or stories under it on a Board. New child items are automatically linked to the parent project task and to its project.

Create Spaces in Collaborative Work Management to enable cross-functional teams to come together and manage work tasks and documentation.

Create a sprint with custom duration and capacity to enable your team to plan and execute their work in an Agile methodology in Collaborative Work Management.

Create and add new work items to a sprint directly from the Sprint planning view of Collaborative Work Management.

Create a dashboard for a CWM Board to visualize work data using predefined or custom widgets. Track progress and spot issues without reviewing individual tasks or stories.

Learn how project users and CWM users can access project tasks and CWM tasks within the Collaborative Work Management workspace.

Activate the CWM Daily Sprint Data Collection scheduled job to populate data in the predefined burnup and burndown charts in the Team sprint progress dashboard.

The Dashboard view displays a collection of widgets that visualize CWM Board data, giving teams an at-a-glance summary of task progress, priorities, and assignments.

Reduce cognitive load and focus on the most relevant and actionable tasks by filtering work items on Boards in Collaborative Work Management (CWM).

Switch between Dashboard, List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team's workflow.

Use Boards in Collaborative Work Management to define and organize tasks. With views such as Dashboard, List, Kanban, and Gantt, configure your workspace based on the way you and your team work.

Manage all kinds of documentation for work such as meeting notes, project requirements, or technical specifications using rich text Docs with real-time collaboration.

Enhance visibility and streamline planning for your Agile teams by connecting Enterprise Agile Planning (EAP) with Collaborative Work Management (CWM).

ServiceNow Collaborative Work Management (CWM) provides a central hub to plan, visualize, manage, and collaborate on work with your teams. Save time and improve the efficiency of your team by avoiding switching between multiple tools to manage the progress of work and goals.

Access predefined lists and your own custom lists of records from any table, without leaving Collaborative Work Management (CWM).

Create collaborative Spaces for teams to work together on projects, goals, or assignments.

Access permissions for the team member read and team member read-write roles in Collaborative Work Management (CWM), covering projects, project tasks, demands, demand tasks, ideas, and calendar events.

Team members can view and update project tasks and demand tasks directly in Collaborative Work Management (CWM) using team member roles, without requiring access to Project Workspace or Next Experience for Demand Management.

The Team progress dashboard supports waterfall use cases and includes widgets that visualize task completion and workload for the whole Board.

The Team sprint tracker dashboard supports agile use cases with widgets that visualize sprint progress, workload, and trend data for agile teams.

Delete a dashboard in a CWM Board when your team no longer needs it.

Delete any custom templates that are no longer necessary for your workflows using the Template Center in Collaborative Work Management (CWM).

Delete individual sprints from Sprint planning in Collaborative Work Management so that your Board reflects the changes in your planning priorities.

Turn off email notifications for comment activities in Docs to manage which comment events you're notified about.

Duplicate a dashboard in a CWM Board to reuse an existing set of widgets in a new dashboard. This avoids rebuilding the same layout from scratch.

Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually in the Collaborative Work Management workspace.

Save time by duplicate an existing Doc to copy all its pages and content without having to copy the information manually in the Collaborative Work Management workspace.

Edit a record in a default or custom list without leaving the list view in CWM.

Update sharing permissions for a Board template or edit the format of a Doc template using the Template Center in Collaborative Work Management (CWM).

Collaborative Work Management (CWM) is a work management tool that centralizes tasks, documentation, and planning in a single workspace. It helps knowledge workers, project managers, and agile teams manage work without switching between applications.

Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

Use the Docs offline, and share with teams or stakeholders outside Collaborative Work Management (CWM) by exporting Docs as PDF.

Export the records in a default or custom list in Collaborative Work Management to Excel, CSV, JSON, or PDF, either as a direct download or delivered by email.

Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Collaborative Work Management (CWM). Review and refine suggested options to ensure they meet your requirements.

Use ServiceNow Otto to automatically generate formulas to compute values such as summing hours, calculating date differences, or deriving metrics from existing fields.

Use ServiceNow Otto to automatically generate scrum tasks for a story in Collaborative Work Management (CWM) based on the story's description and context, saving time on manual task breakdown.

Use AI to create child tasks for a large and complex CWM task in the List view. Child tasks are generated from the task's short description and description, reducing manual work breakdown effort.

Use ServiceNow Otto within your Docs to generate new content, summarize or expand sections, and refine drafts. Avoid starting Docs from scratch, save time, and keep your content relevant. Use ServiceNow Otto within your Docs to generate new content, summarize or expand sections, and refine drafts. Avoid starting Docs from scratch, save time, and keep your content relevant.

Generate tasks or stories for a Board by describing the work in a natural language prompt or by uploading a document. AI analyzes the input to propose a list of actionable tasks or stories for you to review and select, saving time and manual effort.

Use the generative AI capabilities of ServiceNow Otto to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.

Learn how various tasks assigned to you are grouped based on their State and Priority in My Work reports of Collaborative Work Management (CWM).

Toggle comment highlight visibility in Docs to switch between a clean reading view and a markup view.

Boost team efficiency by automating monotonous actions such as sending notifications and emails, monitoring key dates, or reassigning tasks based on the conditions that suit the team's workflow.

Bring existing work from a spreadsheet or document into a CWM Board. Column mapping is generated automatically. Review the mapping, preview the result, and confirm the import.

Save time and effort by importing tasks or stories from a spreadsheet or document into a Collaborative Work Management Board. ServiceNow Otto proposes column mapping so you can bring existing work onto a Board without manually recreating each row.

You can install the Collaborative Work Management (CWM) application (sn_cwm) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

Edit, reply to, or delete comments in Docs to maintain relevant discussions and keep your documentation organized.

Enable, disable, refresh data, or remove the connected work item types on your CWM Board to keep the work items up to date based on changing requirements.

Edit, disable, or delete automations for your Boards in Collaborative Work Management based on the changing conditions of your team's workflow.

Flexibly organize information for your teams and work items by creating, duplicating, and deleting pages and subpages within a Doc in Collaborative Work Management (CWM) workspace.

Extend your agile workflow in CWM by breaking user stories into scrum tasks. This gives your team the granularity needed to estimate effort, distribute work, and track daily progress through a sprint.

Increase visibility into how work is connected by linking work items directly in Collaborative Work Management (CWM), eliminating the need to track dependencies in spreadsheets or notes fields.

Modify the duration, capacity, and dates for a sprint in Collaborative Work Management.

Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.

Learn more about the generative AI capabilities of ServiceNow Otto for CWM. These capabilities can help you save time and improve efficiency for the actions your team performs within the CWM workspace.

Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.

Schedule stories and other CWM tasks from the backlog into sprints or move work across sprints in Collaborative Work Management.

Learn how assignee, hierarchy, and item-type conditions determine which project tasks accept CWM children and who can add or move them on a Board.

System properties that you can configure to include other ServiceNow AI Platform records in CWM Docs and modify the way non-CWM users request access to the workspace.

Reference topics provide details on the roles, tables, and properties installed with Collaborative Work Management (CWM).

Unlink a relationship between work items in Collaborative Work Management (CWM) when it is no longer relevant or was added incorrectly.

Delete the custom personal or shared views for your CWM Boards and keep your Board views current for your workflow.

Remove widgets from a dashboard in a CWM Board to keep the dashboard focused on the metrics that still matter.

Rename a dashboard in a CWM Board so your team can easily identify it among shared dashboards for any specific requirement.

Save a Board or Doc, which you created or personalized, as a template. This lets you reuse the same structure and format for other Boards and Docs in the future.

Invite cross-team members to Collaborative Work Management Spaces to collaborate on tasks or projects. You can also manage permissions for users with existing access to your Space.

Display the Project and Project task columns on a CWM Board List view so that team members can see which project task each work item supports.

Learn about the inputs of each skill of ServiceNow Otto for CWM. By configuring inputs for a skill, you can determine how and when a skill is used within the CWM workspace.

Start a sprint so that your team can start work on the planned items. After your team finishes the assigned work, you can mark this sprint complete, all directly from the Sprint planning view in Collaborative Work Management.

Gain insights into the page content by summarizing it or improve content quality by refining it in CWM Docs.

By enabling creation of Boards and Docs from predefined or custom templates, Collaborative Work Management (CWM) helps improve efficiency, save time, and reduce inconsistencies in format.

Streamline task management for teams by bringing in various work items from across ServiceNow applications into Boards in Collaborative Work Management.

Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views.

Update the filter conditions for connected work item types in Collaborative Work Management Boards so that the work items displayed in the Board reflect your team's current workload.

Learn how to update the status, assigned to, and other details for the work items that are brought into your Collaborative Work Management Board through Connected work.

Use the different features of Collaborative Work Management (CWM) to collaborative with teams across your organizations and manage work in the way your teams want.

Track project tasks alongside your other CWM work from a single view in My Work. Project tasks show up when you're assigned to them directly or through a group.