Hi, I am trying to learn how to use collaborative work management. When you install it, you create a space, a dashboard... that initially is empty.Is it possible to import in that dashboard the tasks, defects... that already exist in the system in th...
Is there an easy way to import tasks into a CWM space (i.e. from a excel spreadsheet) that does not involve platform admin support?
Anyone migrated data and processes from other applications to CWM? For example, migrate from Trello, Asana, or Smartsheet to CWM.I would like to hear your story and what worked well and what didn't.
From testing I know that I can define a data source, attach a workbook and define a transform map/field mapping to create or update tasks in a board however when using a custom column I see no easy way of determining the correct target field given th...
Just curious if it is possible to move or copy a board or doc from one space to another and if so, how? I'm guessing it might be possible if you save it into a template and then share that out, but that really isn't the functionality I'm looking for...
We upgraded our Platform to Zurich and all the corresponding modules to the latest version. I am still not seeing the "Team Agile Tool" to choose CWM or EAP as a team level planning tool. What am I missing?
One user, that works with multiples CWM boards wants do create a Report using the sn_cwm_task table as source for the report to view all tasks from all boards in one place and make some data visualizations to manage the tasks. User role: sn_cwm.cwm_...
Hi all,I cannot select Sprint Planning in a Collaborative Work Management Board. The option does not appear under Personalize → Views, even though Agile Development is licensed, roles are correctly assigned, and Stories are available. "Story" can als...
Exploring CWM I was wondering if there was any official documentation on use cases of when it is appropriate to create a story vs create a cwmtask when creating work items in CWM.
We updated CWM and Strategic Planning Workspace so we can synchronize EAP with CWM, allowing teams to manage their user stories and sprints within CWM.The problem we encountered is that in CWM, the Kanban Board is general for ALL user stories, and yo...
When we try to create an Epic from a CWM Board (Add Item [dropdown] > Epic), the New Item side panel opens and I'm able to fill out all of the fields. When trying to click Submit nothing happens - no Epic creation or change in window. This is happeni...
I am able to create a new CWM space and board. I create an initial Connected Work query and successfully pull in data to my board. issue: when the data refreshes in the tool, say something changes status from active=True to active=False (this would ...
In the FAQ post it's mentioned that enhancements are planned for connected work items - move on Kanban boards and display under 'My work' view.Is it planned to enable custom columns to be displayed for the connected items? For example custom columns ...
Hi, Have you ever experienced this behavior?(Screenshot 2025-11-10 at 14.05.57.png) This is how it should look like, and also did before an upgrade to Zurich.(Screenshot 2025-11-10 at 14.18.08.png) This is how it looks like now. Observed issues :- he...
