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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.

Community Alums by Community Alums  
  • 1750 Views
  • 3 replies
  • 2 helpfuls

Resolved! Moving Doc or Boards from one Space to another.

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...

jaguthrie by Tera Contributor
  • 763 Views
  • 1 replies
  • 1 helpfuls

CWM: Is it possible to create a report using the sn_cwm_task table?

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_...

RodyDio by Tera Contributor
  • 863 Views
  • 3 replies
  • 0 helpfuls

Sprint Planning NOT available in Collaborative Work Management

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...

I cannot view the Kanban for the current Sprint.

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...

Leo_Andrada by Tera Contributor
  • 694 Views
  • 1 replies
  • 1 helpfuls

CWM Connected Work & Custom columns

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 ...

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
  • 1639 Views
  • 2 replies
  • 0 helpfuls

Resolved! 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
  • 847 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...

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