Configuring Collaborative Work Management

---
title: Configuring Collaborative Work Management
description: Plan and configure how your team can implement Collaborative Work Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/collaborative-work-management/configuring-cwm.html
release: brazil
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Collaborative Work Management, Strategic Portfolio Management]
---

# Configuring Collaborative Work Management

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

## Configuration overview

Use the following steps as guidelines to set up Collaborative Work Management. Steps 3–5 are optional and provide additional configuration options to make your CWM experience more connected with the ServiceNow AI Platform.

1.  [Install Collaborative Work Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/install-cwm.md).
2.  Assign CWM roles to the relevant users. See [Components installed with Collaborative Work Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/components-installed-with-cwm.md).
3.  Configure Strategic Planning to include CWM Boards for Prioritization, Roadmap, and Goals. See [Connecting CWM with Strategic Planning or Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/connect-cwm-spw.md).
4.  Configure the fields shown for CWM tasks and connected work items in the task side panel.

    See [Configure the form view for CWM tasks and connected work items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/configure-form-view-for-cwm-tasks.md).

5.  Configure which columns are available for column personalization.

    See [Configure columns available for personalization in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/configure-column-personalization-in-cwm.md).

6.  Enable the **Request access** button for non-CWM users to request access to the CWM workspace.

    See [Properties installed with Collaborative Work Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/properties-installed-with-cwm.md).