Associate an interaction with a task record

task australia Updated Sep 10, 2026 1 min read associate-interaction-record-sow.md
Raw file servicenow.com

Associate a record with an interaction to use data to streamline processes, enhance the customer experience, and improve resolution time.

Before you begin

Role required: itil or admin

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

  2. Select the List ([Omitted image "list-icon-new.png"] Alt text:) icon.

  3. Select Interactions > Open.

  4. Select the interaction record.

  5. Select the More actions ([Omitted image "more-options-card.png"] Alt text:) icon, and then select Associate record.

    A dialog box that contains the list of records appears.

    [Omitted image "associate-records-interaction-sow-jun24.png"] Alt text: Associate records dialog box that lists the records you can associate with the interaction

  6. Select the record to associate with the interaction.

    You can select multiple records at once.

  7. Select Associate.

    The selected records are associated with the interaction.

Parent Topic:Interaction Management in Service Operations Workspace

Related topics

Create an interaction in Service Operations Workspace

Work on an interaction in Service Operations Workspace

Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace

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