Hot to set up simple poroject in SNOW
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06-18-2025 11:19 AM
Hello all, could you plase tell me how to create:
1. WBS
2 Deliverables, WP, Tasks
3. Sprints
4. Kanban boards
5. Risk Board
6. Incident board
7. Roadmap
8. Tickets distribution
#projects, #roadmap, #board, #WBS
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06-18-2025 11:34 AM - edited 06-18-2025 12:08 PM
1. Work Breakdown Structure (WBS) | Created automatically when building a project in Project Portfolio Management (PPM). Use the Planning Console or Project Workbench to define phases and tasks. | pm_project_task |
2. Deliverables, Work Packages (WP), Tasks | Tasks are created under a project record. Deliverables can be modeled as milestones (type = milestone) or as custom child tasks. Work Packages are typically represented as parent tasks grouping child tasks. | pm_project_task |
3. Sprints | Requires Agile Development 2.0 plugin. Navigate to Agile Development > Sprints. Create sprints and associate them with scrum teams. | rm_sprint |
4. Kanban Boards | Use Visual Task Boards (VTB) or Agile Boards. VTBs can be created from any list view or manually from Self-Service > Visual Task Boards. Agile Boards are created under Agile Development. | VTB: N/A (view layer), Agile Board: rm_scrum_board |
5. Risk Board | Requires GRC: Risk Management plugin. Navigate to Risk > Workbench or create directly from Risk > All. | grc_risk |
6. Incident Board | Use Agent Workspace or Service Operations Workspace. Boards are configured via Workspace UI; incidents are managed through filtering and queue setup. | incident |
7. Roadmap | Available in Strategic Planning Workspace (SPW). Create from Roadmap Planning > Roadmaps. Requires roadmap plugin. | pm_roadmap |
8. Tickets Distribution | Configure Assignment Rules, Agent Queues, and Skills Routing in ITSM or Agent Workspace. Tickets are assigned based on logic defined in these modules. | Depends on record type (e.g., incident, sc_task, etc.) |
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06-18-2025 11:39 AM
Its not SNOW, its SN or ServiceNow.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
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
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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