Create a Doc in CWM

task australia Updated Sep 10, 2026 1 min read create-a-doc-in-cwm.md

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

Before you begin

Create a Space in CWM.

Role required: sn_cwm.cwm_user

Procedure

Navigate to Workspaces > Collaborative Work Management.
Open a Space that you want to create a document in.
From the Spaces menu, open a Space that you want to add a Board to.

[Omitted image "cwm-spaces-navigation.png"] Alt text: Spaces menu in CWM.
From the More options menu of the Space ([Omitted image "cwm-icon-column-actions.png"] Alt text: More options icon.), select New Doc

s[Omitted image "cwm-spaces-menu.png"] Alt text: Spaces more options menu.
In the Doc name field, enter the name for the document.

For example, Meeting notes.
Select Create.

Result

A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

What to do next

Use the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.

Parent Topic:Collaborative documentation using CWM

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---
title: Create a Doc in CWM
description: Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/create-a-doc-in-cwm.html
release: australia
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Collaborate with Docs, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# Create a Doc in CWM

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

## Before you begin

[Create a Space in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/create-spaces-in-cwm.md).

Role required: sn\_cwm.cwm\_user

## Procedure

1. Navigate to **Workspaces** &gt; **Collaborative Work Management**.

2. Open a Space that you want to create a document in.

3. From the Spaces menu, open a Space that you want to add a Board to.

\[Omitted image "cwm-spaces-navigation.png"\] Alt text: Spaces menu in CWM.

4. From the More options menu of the Space \(\[Omitted image "cwm-icon-column-actions.png"\] Alt text: More options icon.\), select **New Doc**

s\[Omitted image "cwm-spaces-menu.png"\] Alt text: Spaces more options menu.

5. In the **Doc name** field, enter the name for the document.

For example, **Meeting notes**.

6. Select **Create**.

## Result

A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

## What to do next

Use the rich-text formatting options of the Doc to draft information relevant for your team or type **/** to explore other options.

**Parent Topic:**[Collaborative documentation using CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/cwm-docs.md)