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Forum Posts

How can I import tasks from excel into a board

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...

SimonAJudge by Tera Contributor
  • 90 Views
  • 2 replies
  • 0 helpfuls

CWM Kanban Board - header labels missing

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...

peterkopeck by Tera Contributor
  • 340 Views
  • 2 replies
  • 0 helpfuls

CWM custom column choice and punctuation

TLDR: unless/until ServiceNow starts supporting punctuation as options when creating custom choice columns in CWM, avoid including punctuation. OR, you can probably use punctuation if you modify the entry in the sn_cwm_col_choice table after first cr...

Jonathan F by Tera Expert
  • 175 Views
  • 1 replies
  • 0 helpfuls

How to assign Story as a Parent to a CWMTASK?

I'm trying to create stories in a backlog for sprint planning and then tie tasks to the story by having a general process as a story and then going granular with the CWMTASK items of individual task that need to be done for the story, but I can't see...

Migration from other apps to CWM

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.

F_Fairley by Tera Contributor
  • 811 Views
  • 2 replies
  • 0 helpfuls

Create Project Task for CWM record

Hi All,Can we auto create a Project Task whenever a CWM record is created in board?Also can we create custom Templated in CWM?  Thanks!

Board Label missing in new CWM version

Since upgrading to Zurich and latest CWM version, previously there was a field on the task labels which allowed u us to switch board , that has now disappeared. Can you advise if this was by design and if so how can we easily switch tasks between boa...

Dan Zisis1 by Tera Contributor
  • 224 Views
  • 1 replies
  • 0 helpfuls

Add Hyperlinks in CWM tasks

Is it possible to add hyperlinks in the description, comments or any field?  I know it is possible to add a URL column - however this seems a messy approach - especially if more than one is required.Types of links may include: Sharepoint site, Multip...

GCass by Tera Contributor
  • 606 Views
  • 4 replies
  • 0 helpfuls