Ideas for Tip of the Month?

[richelle_pivec]

Every month we send out an email to the rest of the IT department letting them know what our team has done and what we are planning to do in the coming month. At the end of each of those emails, I add a "Tip of the Month." I confess I am running out of ideas for tips to share with them...here's what we've done so far. (I removed the screenshots and just left the content in). Do you have any ideas for things everyone should know how to do? Thanks!

January 2014

Keep a Pop-Up Window Popped Up

If you mouse-over an icon that pop-ups information and you'd like to keep that pop-up window open on the screen, hold the shift-key down and mouse over the pop-up window. It will stay on the screen until you close it with the box in the upper-right corner. This is a great way to copy/paste information from one of the pop-up windows.

February 2014

A quick an easy way to convert a Task, Incident or Problem to a Change Request

Right-Click on the gray bar at the top of the task, incident or problem and choose Create Change.

March 2014

Quick and easy ways to sort when looking at a list:

Right-Click on any of the column headers…and choose sort

Or right click on a value within the column…and choose sort

April 2014

Export a list to PDF or Excel

Open the list you want to export (Incidents, Requested Items, Tasks, etc…). Right click on any of the column headers and choose Export. You can choose Excel, CSV, XML or PDF (most commonly Excel for editing and PDF for displaying as is).

May 2014

Quick Filter/Search in Reports

You can quickly find the report you are looking for by using the Text Filter box at the top left of the reports page. Just click on View/Run Reports to open the Reports page and start typing any word that is in the report title. ServiceNow will automatically filter on that text. (See our example where all the reports with "incident" are filtered for you to choose from.

June 2014

View more than 20 rows per page

To change the number of rows you view per page, click on the drop-down arrow next to any list title (Requested Items is used in the example below), then click on Show and then choose the number of rows per page you'd like to see when you view lists. The system will remember your preference.

July 2014

Change which Columns Display on a List

On every list you open, you can change what order and which columns display. Click on the gear in the upper left corner of the header row. Move the columns you want to see from left to right. Move the fields up and down in the right side column to choose the order the fields display. Then click OK.

August 2014

Choose a Different Dashboard

There are two dashboards (homepages) for you to choose from in ServiceNow. One of them, My Bucket of Work, is for your day-to-day work. The other one, Smart Goals Scorecard, shows which items on your day-to-day list are past due (haven't been updated in the last 7 days). You can easily toggle between the two dashboards.

Click on the "Switch to page…" drop-down in the upper right corner of your ServiceNow window to toggle between the dashboards.

We recommend using the "My Bucket of Work" page as your primary page and looking at the "Smart Goals Scorecard" at least once a day to make sure your work is up to date.

September 2014

Switch to the New UI/Bookmark Your Favorites

ServiceNow has a New User Interface that adds a navigational bar to the left of the screen. This bar has some really cool new features. Use the bookmark button to bookmark any page you visit frequently (reports, tasks, catalog items, etc…)

In the upper right corner, click on "Switch to the New UI"

A navigational bar will appear on the left side of your screen. Click on the Bookmark button to bookmark a page you use frequently. A new button for that bookmarked page will appear on the navigational bar.

October 2014

Add a Gauge to your dashboard

Click on "Add Content."

Click on Gauge. Next choose which type of gauge it is (Catalog Task, Incident, Change, etc.); then choose the gauge itself. Finally, select where you want to place the gauge by clicking "Add Here" in the boxes below. The gauge will add at the top of that box. You can then drag it to wherever you want on your dashboard.

November 2014

Here are three new features for you in Eureka:

1. You can choose the color theme you prefer. The theme drop-down box is in the upper right corner.
2. In the View/Run Reports, you can now "Export to PDF" with the click of a button. Just run the report you want to export and the button is now on the right in your button choices at top.
3. There is now an Edit button in front of each report that will open the report criteria without running the report. This will allow you to modify the criteria without having to wait for longer reports to run first. It is to the left of each report name and looks like a pencil.

December 2014

Tag and Track

You can create a tag to easily follow any changes made to a Task, RITM, Incident, Change, or Problem.

1. Right-click on the header for whichever item you want to track and choose "Assign Tag: New."
2. Type a name for your Tag, and click OK.
3. The Tag will now display in the upper left corner of the navigational menu:

• You can click on the hyperlink to quickly open the RITM.
• You can click the "X" next to the item when you no longer need to track it.
• You can also click the Tag name (Track) to open it and delete it when you no longer need it.
• If the hyperlink is blue, you know someone (other than you) has made a change to the item.

January 2015

Quick Search on the Navigational Bar

At the top of the Navigational Bar (on the left of the screen) there is a little box that says "Type filter text." This box allows you to quickly locate any application or module in ServiceNow, so you can easily get to Incidents, Requested Items, Reports, etc…

Type in what you are looking for, and the filter will find it for you.

[mrswann]

here's one I often find people do not know about...

in the list view (general search & filtering guidance would never go amiss!)

right click the value and "show matching" or "filter out" , this is a really nice under-looked feature IMO

you mentioned viewing more than 20 records. be aware that this can have significant impact on page loads, if someone selects 1000 rows for example!

for admins the ability to update multiple records at once using the column header right click? bit dangerous but can save a lot of effort without having to go into code

[richelle_pivec]

Most of the tips I did this last year were specific to our organization, but this one was a fun find for me...

Convert a List to a Pie (or Bar) Chart

Any list you open can easily be converted to a pie or bar chart for a (more visual) view of the data.

1. Open a list.
2. Right-click on the field on title bar that you want to sort on and choose Pie Chart (or Bar Chart if that is what you want).
3. It will take the list and convert it to a chart based on the "group by" chosen:
4. You can still click on any piece of the pie to drill into a list of (just) that group's tasks.

And this one...

Search for Something in ServiceNow

Sometimes you know a word or two that is in the incident or task or application that you are looking for, but you don't know the Number or who it was Assigned To or even when it happened.

Here is the easiest way to do a Keyword search in ServiceNow:

In the upper right corner of your ServiceNow screen, there is a little box with the word "Search" in it.

Click in that box and type your word.

Click on the magnifying glass (or click enter).

The database will search for your word in several different tables (application, incident, changes, problem, requests, requested items, tasks, knowledge, etc…)

You can easily click on the hyperlink for the section to open up a list view to see all of the items for that table.

Or you can scroll down through the results to click on links to individual items.