Manage skills for a customer service case

task brazil Updated Sep 10, 2026 1 min read csm-workspace-add-delete-skill.md
Raw file servicenow.com

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.

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