New Project Workpace - Edit Project Task (Form Layout)

DCorrea10
Tera Contributor

Hello All.

On the New Project Workspace, is there any way to edit the form layout for the user's screen when clicking on Edit a project task? Im specifically interested in including the checklist section..  as we currently have on the legacy workspace.

DCorrea10_0-1718682174522.pngDCorrea10_1-1718682209310.png

 

DCorrea10_2-1718682277487.png

 

3 REPLIES 3

Simran Gadodiya
Mega Sage

Hi @DCorrea10 

Hope this will help you, if yes please accept it as solution and mark helpful.

1.Go to project task form change view to Workspace.

2. Configure form layout and add your required section to the form.

https://www.servicenow.com/community/itsm-forum/customizing-the-incident-form-on-service-operations-...

 

Thanks.

DCorrea10
Tera Contributor

thanks for your answer.

while changing the view on the task form allows me to add, and modify table fields. 

it does work when you try to add a formatter.  seems is not supported on new workspace 😞 

 

Just tested in my PDI and Checklist is supported.  Once you add it to the layout (per original instructions) for the Project Workspace view, focus on any task and  you will find the Checklist option in the More tab (after Details and Activity).

 

Hope this helps,

Claudia G-Durkin