Depending on the use case you wish to support, we can surface Project records into CWM in a couple of different ways:
1. Referencing a project or project task in CWM boards - Add a custom column type of "Reference" and select Project or Project Task as a reference table. You will then be able to tie your CWM task to a project record in the reference field
2. Referencing a project or project task in Docs - an admin can enable this by updating the "sn_cwm.record_mention_config" property to include the necessary project tables. More info can be found here: https://www.servicenow.com/community/cwm-articles/quick-guide-to-cwm-implementation/ta-p/2914658
3. Mapping the creation of any project or project task record to the creation of a cwm task. A guide can be found here: https://www.servicenow.com/community/cwm-articles/how-to-map-creation-of-any-record-to-a-cwm-task/ta...
4. My Work - A consolidated view of all CWM & SPM Tasks (project tasks, RIDAC, stories) assigned to you. This experience is to be released in our upcoming August 2024 release.
If you wish to support a different use case, please share additional details and we'll be happy to investigate!
To expand on #4, as of our August 2024 release, the new My Work feature enables the ability to see all open work items assigned to you across CWM and SPM, including:
- CWM Tasks
- Custom CWM Work Item Types
- Project Tasks
- Demand Tasks
- RIDAC
- Stories
See CWM Current and Past Release Updates for additional details.
