0
7.0.0
Zurich, Yokohama Patch 1, Yokohama, Xanadu Patch 7, Xanadu, Washington DC
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, 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
Connected work
- 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.
- New
- Connected work in CWM: Bring any task type work item across the ServiceNow platform into a CWM Board
- Sprint planning in CWM: Support Agile methodology of planning work and executing them in sprints for a CWM Board
- Kanban view supports filtering work items based on their types
- Enhancements
- Only Space Owners will receive the email to approve/reject the CWM permission request
- CWM Content tree now supports drag & drop
- CWM templates for Boards:
- While applying a Board template, in template preview you can see the number of Board views, and custom task types that is included in the template. There is Board views dropdown in the preview along with an info icon suggesting which views(list/Gantt/Kanban/Sprint planning) are enabled
- While saving a Board as a template, choose between saving the current view or all shared views. You can see the number of Board views, CWM custom task types that will be included into this template.
- Keyboard shortcuts to Create Space, Board, and 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