Create automations in CWM

---
title: Create automations in CWM
description: Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/collaborative-work-management/create-and-manage-automations-in-cwm.html
release: brazil
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Work item automations in CWM, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# Create automations in CWM

Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

## Before you begin

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

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 create automations for.

3.  From the Board header, select **Automations**.

    \[Omitted image "cwm-automations-button.jpg"\] Alt text: Automations in CWM Board.

4.  Choose a predefined template.

    -   If it's your first automation, choose a template to get started.
    -   If automations exist already, select **New automation** and then choose a template.
    \[Omitted image "cwm-automations-choose-template.gif"\] Alt text: Choose a template for automation.

5.  Add conditions for automating the activities of updating a field, sending an email, or sending notifications.

    You can add multiple conditions to act as triggers to an automation. For example, an automation can be created to send a notification to everyone in the Space when it meets the following conditions:

    -   Task priority is high.
    -   The start date is three weeks away.
    \[Omitted image "cwm-automations-multiple-conditions.jpg"\] Alt text: Automation conditions.

6.  Select **Add automation**.

7.  Repeat the steps to add more automations.

    **Note:** You can create up to 10 automations for a Board and the automations are applied only to CWM tasks and not any connected work items on the Board.


## What to do next

[Manage or delete automations in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/manage-or-delete-automations-in-cwm.md).

**Parent Topic:**[Work item automations in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/implementing-automations-in-collaborative-work-management.md)