Hot to set up simple poroject in SNOW

ZapryanZ
Mega Contributor

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

2 REPLIES 2

larralapid
Giga Guru

 

 

 

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.)

Dr Atul G- LNG
Tera Patron
Tera Patron

Its not SNOW, its SN or ServiceNow.

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Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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