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‎03-17-2025 08:58 AM
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?
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‎03-17-2025 07:55 PM - edited ‎03-17-2025 08:05 PM
Hi Jonah,
This is on our future roadmap to make it viable for end user without admin support.
If the tasks are repetitive, you can save it as board template and User can create a fresh board out of it.
As of now, the alternative is to import via standard ServiceNow platform process.
Major tables to be populated: sn_cwm_task, sn_cwm_task_custom(linked to task via source id and source table), sn_cwm_board, sn_cwm_columns_usage(if you have new custom columns)
Thanks and Regards,
Sunil B N
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‎03-17-2025 09:01 AM
To get the data you can use import /export or send the attachment to ServiceNow and then parse it and move the excel data to required tables and fields.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
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‎03-17-2025 07:55 PM - edited ‎03-17-2025 08:05 PM
Hi Jonah,
This is on our future roadmap to make it viable for end user without admin support.
If the tasks are repetitive, you can save it as board template and User can create a fresh board out of it.
As of now, the alternative is to import via standard ServiceNow platform process.
Major tables to be populated: sn_cwm_task, sn_cwm_task_custom(linked to task via source id and source table), sn_cwm_board, sn_cwm_columns_usage(if you have new custom columns)
Thanks and Regards,
Sunil B N
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‎05-01-2025 02:15 PM
Thank you @Sunil B N
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4 hours ago
@Jonah Piascik - Following up on the import task use case you brought up - We’re planning to introduce an in-product feature within CWM that allows team members to import tasks directly into CWM boards. Would you be interested in meeting to discuss this use case in more detail?
