Collaborative Work Management helps organizations break down silos and accelerate outcomes by uniting teams, tasks, and tools on a single AI-powered platform.
Using collaborative Spaces, cross-functional teams can plan and execute work in one place, while Boards that provide Kanban, Gantt, List and Sprint planning views enable flexible task management. Connected Work brings tasks from across ServiceNow apps into a unified view, improving visibility and reducing context switching. Board-level automations eliminate repetitive actions like notifications and task reassignment, empowering teams to focus on strategic priorities. Real-time collaborative Docs and reusable templates streamline documentation and standardize processes. By integrating seamlessly with Strategic Portfolio Management and Enterprise Agile Planning, CWM aligns day-to-day work with business goals, driving transparency and accountability.
- 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
- Invite members and groups from across teams to collaborate
- Boards:
- Organize tasks using flexible Board views (List, Gantt, Kanban and Sprint Planning)
- Create custom columns (fields) for any ServiceNow tasks present in a Board
- Create custom CWM task types to tailor work items to your teams specific processes and workflows
- Add automations to task to save time and improve efficiency in delivery
- Connect Boards to Strategic Planning Workspace for prioritization, roadmap, and goals
- Connect Boards to Enterprise Agile Workspace to manage dependencies across teams and Agile Release Trains (ARTs)
- Docs:
- Create Rich-text docs to manage multiple types of documentation
- Insert images and tables
- Tag users inline in the Doc
- Real time Collab - See in real time who is currently viewing or working on a Doc using live user presence
- Reference any ServiceNow task tables or task fields to connect work across teams
- Display dynamic updates of the ServiceNow task fields mentioned in the Docs
- Connected work and SPM Apps Integration
- Centralize work by bringing Task types like incidents, change requests, problems, and other tasks from multiple ServiceNow apps into CWM Board
- Plan and manage connected work using Sprint planning view or flexible workflows in List, Gantt or Kanban view
- Update status, assignee, and details in real time directly from the board
- Enable, disable, refresh, or remove connected work item types as requirements change
- Manage up to 10 different connected work types in one board
- Connect a goal in Strategic Planning Workspace to a CWM Board
- Connect an ART or Agile Team in Enterprise Agile Workspace to a CWM Board
- 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
- My Work:
- Keep track of all tasks assigned to you in any ServiceNow application.
- Identify tasks that are high priority or overdue using different widgets and visualizations
- Filter the dashboard to show task types such as CWM tasks, Incidents or Story from a specific date range
- Task type supported for display – Any ServiceNow Task type that includes - CWM tasks, Project Workspace tasks, Demand tasks, RIDAC tasks, Agile Stories, Scrum Tasks, Incidents, Change Requests, Catalogue Requests etc
- Also track any “Additional Assignee” tasks with a quick system property change
- 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 and Doc
- Exporting the list view of board to excel or csv format so that you can share with external 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 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
New
- Expanded Task types Support in CWM My Work
- Tracks all ServiceNow tasks types, not just CWM, Project, or Risk tasks
- The My Work only displays those tasks that have been assigned to the user
- Sort work by priority, due date, or state for better visibility in the list tab
- Click the source link on any task to open its associated workspace or UI16 form in a new browser modal
- Scalable Auto-Bucketing & Work type Filters in My Work
- Task states are now automatically grouped into three standard state buckets, and priorities into five priority buckets, based on their native state/priority values
- States & Priority buckets are for visualization only- These are not new fields for any tasks types
- Enhanced work filter surfaces other record types like Epic, Story, Incidents, Change Requests, CatalogTasks etc in My Work
- Work type filter also groups all custom CWM task types together as one task type i.e. CWM Tasks
- Board preference for hide completed task records
- Kanban card enhancements to configure the required fields displayed in each cards
Fixed
- Improved CWM workspace loading time
Deprecated/Removed
- None
- 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