remove the "related task" tab from the agent workspace in servicenow

[bhagatsonal]

remove the "related task" tab from the agent workspace in servicenow

[GlideFather]

Hello @bhagatsonal,

it's easy, I will explain below how to achieve, just think twice if it is a good idea as this is default platform behaviour. Maybe you want to create a new view and change it for the other view... but it's up to you :))

Anyways, go to SOW and to any Interaction record, click the icon in right upper corner and then Configure page > Related tabs select a particular view and add/remove related tabs as you wish.

Thank you for accepting this as solution :)))

EDIT: corrected screenshot.

[Ankur Bawiskar]

@bhagatsonal 

it's a related list added on IMS form.

-> Go to correct Workspace view for "interaction" table in native i.e App Scope "Interaction Management for Service Operations Workspace"

-> Configure Related lists

-> Remove that Related List i.e. Move from Right to Left bucket and Save

-> Visit workspace and that tab is gone

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@bhagatsonal 

Hope you are doing good.

Did my reply answer your question?

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[MaxMixali]

ServiceNow – Remove the “Related Task” Tab from Agent Workspace

Overview
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To remove or hide the “Related Task” tab from Agent Workspace, you can use either the UI Builder (for Configurable Workspaces) or the classic configuration (for legacy Agent Workspace).

Option 1: Remove via UI Builder (Recommended)
---------------------------------------------
1. Navigate to **Now Experience Framework > UI Builder**.
2. Open the target workspace (e.g., Agent Workspace, CSM Configurable Workspace).
3. Open the relevant **Record Page** (e.g., Task or Incident Record page).
4. In the **Content Tree**, expand the **Tabs** or **Tabbed Container** component.
5. Locate the tab labeled **“Related Task”**.
6. Either:
- **Delete** the tab component permanently, or
- **Hide it dynamically** by adding a visibility condition.

Example of a visibility condition:
${!userHasRole('itil_admin')}

7. Save and publish your changes.

Option 2: Classic Agent Workspace (Non-UI Builder)
--------------------------------------------------
1. Go to **Agent Workspace > Guided Setup > Agent Workspace Configuration**.
2. Navigate to **Form Configurations** or **Workspace Tabs**.
3. Locate the “Related Task” tab and remove or disable it from the configuration.

Option 3: Remove via Form Layout (Form Design)
----------------------------------------------
1. Open a record in the workspace (e.g., an Incident record).
2. Right-click the form header → **Configure > Form Layout** or **Form Design**.
3. Find the “Related Task” related list or tab.
4. Remove it from the layout to prevent it from appearing.

Best Practices
---------------
- Always edit a **duplicate workspace** or custom variant rather than modifying Out-of-Box (OOB) pages directly.
- Use **role-based visibility** conditions instead of deleting UI elements where possible.
- Test changes in a sub-production environment before publishing.

Outcome
-------
After following these steps, the “Related Task” tab will no longer be visible in the Agent Workspace, either permanently removed or conditionally hidden based on user roles.