0
7.0.2
Zurich, Yokohama Patch 1, Yokohama, Xanadu Patch 9, Xanadu Patch 7, Xanadu
Collaborative Work Management (CWM) is a central hub for team members to plan, manage, visualize, and collaborate on work.
Use personal spaces to plan your own work or shared spaces to collaborate on work with team members. Within spaces, create boards to manage tasks for your teams. Create custom columns and custom work types to be able to manage any type of work. View tasks in List, Gantt, or Kanban to support flexible types of workflow. Autonomously configure columns, work types, and access to your spaces without support from a system administrator.
Boost efficiency by creating automations to reduce manual task updates and alert team members when changes are made to tasks or important dates arrive.
Create docs to manage documentation or content for your work. See who is online and collaborate in real time to create docs.
Connect boards to Strategic Planning Workspace for prioritization, roadmap, and goals.
Manage and visualize multiple work types, such as incidents, changes, and user stories, within a single CWM board. Users can add custom fields and automations to tailor workflow
- Spaces:
- Manage planned and ad-hoc work using personal and shared Spaces
- Create unlimited Boards and Docs to plan work
- Organize Boards and Docs into folders
- Boards:
- Organize tasks using flexible Board views (List, Gantt, Kanban and Sprint Planning)
- Invite members from across teams to collaborate
- Create custom columns (fields) for a task
- Create custom work item type
- Automate task actions to save time and improve efficiency
- Connect boards to Strategic Planning Workspace for prioritization, roadmap, and goal
- Docs:
- Create Rich-text docs to manage multiple types of documentation
- Insert images and tables
- Tag users inline in the Doc
- See who is currently viewing or working on a Doc using live user presence
- Add references to other Now Platform tables to connect work across teams
- Export pages of CWM Docs as PDF files so that you can share documentation across emails to multiple teams or to stakeholders who don’t have access to CWM
- Work in real time with team members with live location of team members shown in the docs thus improving collaboration
- My Work:
- Track overall progress on all work that's assigned to you
- Identify tasks that are high priority or overdue using different widgets and visualizations
- Filter the dashboard to show items such as CWM tasks or project tasks from a specific date range
- Task type supported for display - CWM tasks, Project Workspace tasks, Demand tasks, RIDAC tasks, Agile Stories, Scrum Tasks
- Templates for Boards and Docs
- Ensure consistent format and structure across Boards and Docs for the same business process or workflow
- Apply templates to new or existing Boards and Docs
- Save Boards or Doc pages as templates
- Manage all templates in the Template Center
- Share templates with the team or keep them private
- Board Views
- Save Board display preferences as personal or shared views
- Create shared views for the team so that all the team members consuming the data have the same experience
- Create multiple views for the same Board so that you can display data in a way that is fit for your audience
- Quickly switch between views to avoid manually updating display preferences each time the audience is changed
- Update the view preferences anytime to adapt to changing processes
- Export board list view
- Exporting the list view of board to excel or csv format so that you can use it to obtain insights, share with stakeholders, and prepare for analysis or presentations
- The exported CSV or Excel file doesn't retain the hierarchy of the CWM tasks from the List view
- Connected work
-
- You can bring in any servicenow tasks tables into CWM board such as Incidents, Change Requests, Project Tasks, Stories, Catalog Tasks, Demand Tasks, etc
- Manage up to 10 different connected work types in one board
- Toggle on/off to include or exclude work
- Use “More Actions” […] icon to delete work types or refresh data
- Work on the connected items in list, kanban, Gantt and Sprint planning view.
- You can edit fields (state, priority, description, custom columns) via a side panel form.
New: None
Changed: Adjusted task import process to exclude child tasks unless explicitly required
Fixed:
- Newly created tasks now appear immediately in List view without requiring a refresh
- Board Stability: Resolved an issue where boards failed to load for some users.
- Connected Work: Fixed issue where connected work columns were not visible in column configuration, even after list view updates.
- Addressed issue where rm_story records records were not visible in Kanban view
- Improved performance when searching tables in the Connect Work modal.
- Restored the sys_updated_on column that was missing after upgrading CWM from version 6.0.3 to 7.0.0
- Fixed issue with saving Docs templates from the left navigation
Deprecated/Removed: None
- Required plugins and products
-
com.devsnc_sn_vtb
-
com.snc.sdlc.ranking
-
- Dependencies
-
sn_datagrid
-
sn_gantt
-
sn_docs
-
sn_knbn_comp
-
sn_align_core
-
sn_spm_com_ui_comp
-
- Properties that need to be created or set to activate the content pack: N/A
- Affected business rules: N/A
- Affected script includes: N/A
- .jar files that need to get uploaded, if applicable: N/A