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Shareable, Filterable Project Task List...?

jheydasch
Tera Contributor

Greetings all! I'm relatively new to the ServiceNow 'Community' and I wanted to see if I could get your collective insight on something I'd like to be able to achieve as a PM/BA.

 

I've performed a number of searches in the Community and Documentation sites but apologies if I've missed something obvious... or if I've missed something that's not enabled in our instance.

 

What I'd like:

  1. A hierarchical/collapsible display of all tasks and child tasks for a project.
  2. Consistent view of columns/fields/tags that I designate (as PM).
  3. Sharing to those with a standard (non-PM) user license.

Where I'm at and what I've explored:

  1. The 'Planning Console' addresses item #1 in the list above ... but not items #2 or #3.
  2. 'Reports' address items #2 and #3 ... but not item #1.
  3. 'Gantt Charts' address items #1 and #3 ... but not item #2.
    • ('Cause that's not really what Gantt charts do.)
  4. 'Visual Task Boards' address items #2 (kinda) and #3 ... but not #1.

Products like SmartSheet and Asana offer great, modern, fluid options for displaying project tasks and subtasks to assignees and managers alike — but I can't quite find the right fit in ServiceNow.

 

Thanks in advance for any input!

2 REPLIES 2

jheydasch
Tera Contributor

Thought I might check back and see if anyone has had any additional thoughts since the Vancouver and Washington releases. Thanks!

SasankaV
Giga Guru

 

  • Utilize the Planning Console for hierarchical task display.
  • Customize views and fields using Reports.
  • Explore Gantt Charts for an overview of project tasks.
  • Use Visual Task Boards for a more visual representation, albeit with some limitations.
  • Consider integrating external project management tools if necessary for specific needs.