Connect work from other ServiceNow apps to CWM Boards

task brazil Updated Sep 10, 2026 3 min read connect-work-to-cwm-boards.md
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Enable a consolidated view of all relevant work by connecting work items from different ServiceNow applications to a Board in Collaborative Work Management.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. From a Space, select a Board that you want to connect work for.

  3. From the Board header, select the Board more options icon ([Omitted image "cwm-icon-column-actions.png"] Alt text:) and select Connect work.

    If you already have connected any work items, then this label is displayed as Connected work.

    [Omitted image "cwm-connected-work.png"] Alt text: Connect work option in the CWM Board header.

  4. In the Manage connected work modal, select + Add new.

    [Omitted image "cwm-connected-work-add.png"] Alt text: Connect new work items.

  5. Choose a table and define the conditions to filter the records from the selected table.

    1. From the Table field, select a table.

      For example, to bring in all the incidents, select the Incident [incident] table. To bring project tasks onto the Board, select the Project Task [pm_project_task] table.

      Note: Only those tables that you have access to and from the applications that are already installed and active in your ServiceNow instance are available for you.

    2. Change the value in the Name field according to your requirement.

    3. Use the condition builder to add conditions and filter the records from the table you selected.

      For example, you'd like to bring in incidents that are active and belong to certain categories. Then, your condition set would be similar to the following:

      Active is true and Category is Inquiry / Help or Category is Software.

    4. Select the Update count icon ([Omitted image "cwm-icon-update-count.png"] Alt text: Update count icon.) to check the number of records that exist which match the filter criteria that you defined.

      Note:

      Verify that the number of records available for your filter criteria aren't more than 100 for the first import. You can change this number by default to 500 by working with your admin to update the system property sn_cwm.connect_work_import_limit. During your first import, if the number of items are more than 500, the import throws an error and is not completed. However, on subsequent loads, you can pull data multiple times with no restrictions but can have up to only 1000 items on a board at a time.

      The matching record count includes every item that meets your import conditions, but the board might display fewer items. Items can be hidden by ACLs or by board preferences. By default, a board shows only items that were updated in the last 90 days, and it can also hide completed items. To see items that match your conditions but aren't displayed, update the board preferences.

      [Omitted image "cwm-connected-work-define.png"] Alt text: Define conditions to connect records from other ServiceNow applications.

  6. Select Save.

  7. Repeat steps 4 through 6 to connect work items of other types.

    You can connect up to 10 work item types to a Board and you can add only one connected work configuration per table.

  8. Select Save.

Result

  • The Board is refreshed to load and display all the connected work items.
  • Any existing information such as Assigned to, State, and Start and End dates is also shown on the Board.
  • With the Sprint planning view enabled, you can see all these connected work items in the Backlog list. For more information about performing sprint planning, see Sprint planning in CWM.

[Omitted image "cwm-connected-work-board.png"] Alt text: CWM Board with connected work items displayed in the List view.

What to do next

To enable additional fields from any connected work table, change the form layout configuration for the Default view of the table. You can then surface these fields as columns in CWM. For more information, see .

Parent Topic:Connected work in CWM

Related topics

Manage connected work item types in CWM

Update filter conditions for connected work in CWM

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