How do you manage projects?

[franksbn]

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?

[Isela Phelps]

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. 

[Tanushree Maiti]

Hi @franksbn 

Go through this blogs /videos. It might help you.

Project Workspace — Managing your Projects in ServiceNow

SN Doc: Basics of Project Management 

https://www.youtube.com/watch?v=kI0bkrKt2QE