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3 weeks ago
At my organization, I work in a smaller team within a larger Service Now instance. We don't have the staffing or funding to have a project manager that would be able to manage our projects and make sure everything is flowing smoothly. We want to leverage the Project Workspace from Service Now but it's a much to set up for each project. We also dual work on Incidents and these projects and can't always devote our time to just the projects so some aspect are a bit much, Realistically projects for us are just a list of tasks that we want to accomplish, independent from Incidents. We mainly are looking for the activity tracking and effort tracking so that we can have a good history of what was accomplished, when, and with that resources.
Has anyone else developed a solution to projects either using the Project Workspace, through a different tool, or through another offering in Service Now that we're missing?
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3 weeks ago - last edited 3 weeks ago
I have used the Collaborative Workspace to manage some of my projects. I consider it a light version of the project management tool. It has automation features built-in: assigning tasks, approvals.
Here is a link to a quick overview of the CWM: https://youtu.be/m6mHAlX3RU4?si=MyogB_g3Y8cAen76
My previous org, we had a team visual task board where we kept track of all the projects and we could move them to the different swim lanes, depending the status of the project/task.
Hopefully you can find something that fits your team's needs.
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3 weeks ago - last edited 3 weeks ago
I have used the Collaborative Workspace to manage some of my projects. I consider it a light version of the project management tool. It has automation features built-in: assigning tasks, approvals.
Here is a link to a quick overview of the CWM: https://youtu.be/m6mHAlX3RU4?si=MyogB_g3Y8cAen76
My previous org, we had a team visual task board where we kept track of all the projects and we could move them to the different swim lanes, depending the status of the project/task.
Hopefully you can find something that fits your team's needs.
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3 weeks ago
Hi @franksbn
Go through this blogs /videos. It might help you.
Project Workspace — Managing your Projects in ServiceNow
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3 weeks ago
Hi,
Collaborative work management (CWM) is the best fit for you!
You have task management which you can visualise in list/gantt/kanban along with docs for real time collaboration.
You will be able to pull your incidents(or any other ServiceNow task) into the same board as tasks through "Connect work". And you can work either in waterfall model or use our sprint planning within CWM.
And independently CWM license is comparatively cheaper.
Onboarding to CWM is as simple as downloading an app on mobile.
Please let us know if you have any questions.
Thanks and Regards,
Sunil B N
