Collaborative Work Management 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.
- 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, and Kanban)
- 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
- 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
- Export CWM Doc pages into PDF
- 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
- Requesting access to a Space or Board from its URL
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- CWM users can quickly request access to a Space or Board through the Request access button which sends an actionable email request to the Space owner
- Space owners can approve or reject the request directly from the email without having to open the CWM workspace
- Requesting to elevate user access role to Editor
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Understand if your access to the Board is limited to the Viewer role using the Viewing mode indicator on the Board header. Selecting the indicator enables you to send a request to the Space owner to elevate your role to Editor.
- Managing access in the Share permissions modal
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Easily identify users who already have access to your Space and the users who requested access, using the following two sections in the Share permissions modal.
- People with Access section: Manage the access level of existing collaborators to Editor, Viewer, or Owner, or remove them from the Space
- Pending Access section: Review requests from users and choose to grant or deny them access to your Space
- Managing Space permissions for task assignees and other users
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Identify task assignees who don’t have access to the workspace through a lock icon next to the user name. This icon is visible in the columns of the type People, such as Assigned to, Additional Assignee, and Assignment group, in the List view of the Board.
You can either use the workspace prompt to grant them Viewer access or choose to manage their access level later from the Share permissions modal.
- Share task details with Task URLs
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Copy a link to the specific CWM Task record to share with team members and stakeholders. The task opens in the side panel in the context of the Board that it belongs to, eliminating the need to search through multiple items on the Board.
- Real-time collaboration in Docs
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Edit a Doc page concurrently with multiple other editors. Colored cursors denote the current location of editors on the page. You can choose to show or hide these indicators.
UI changes
- Numbering on automation cards
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Instead of record numbers, Board automation cards show a sequential list numbering of 1, 2, 3, and so on. Error messages use these list numbers so you can easily identify an existing automation from the list of available automations for the Board.
Changed in this release:
- Improved user experience for Board views
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Avoid accidentally losing your Board view edits with the help of a workspace prompt that indicates you have unsaved changes. This prompt is displayed when you try to navigate away from the Board or refresh the browser tab.
- Improved user experience for copying links of Boards
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Improve collaboration by ensuring that your team sees the same data as you while sharing links of your Boards through a Copy link action. The linked workspace shows the view in which the Board is displayed to you regardless of the user's view settings.
- Redirection to the CWM task from notification emails
- Access task details directly when you open a task from an assignment email from CWM. The task opens in a new browser tab in the context of its Board, eliminating the need to search for the assigned task through multiple Spaces and Boards.
- Redirection to the specific doc pages from notification emails
- Access the specific Doc page that you are @-mentioned in by selecting View Doc in the notification email, eliminating the need to look through multiple pages in the Doc.
- Required plugins and products
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com.devsnc_sn_vtb
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com.snc.sdlc.ranking
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- Dependencies
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sn_datagrid
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sn_gantt
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sn_docs
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sn_knbn_comp
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sn_align_core
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sn_spm_com_ui_comp
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- 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