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

[bhagatsonal]

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

[Ankur Bawiskar]

@bhagatsonal 

💡 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
--------
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.

[MaxMixali]

How to Remove the "Related Task" Tab from Agent Workspace in ServiceNow
======================================================================

If you want to remove or hide the “Related Tasks” tab from the Agent Workspace record view, there are multiple safe methods depending on your workspace configuration.

---------------------------------------------------------------------

Option 1: Remove via UI Builder (Recommended for Configurable Workspaces)
---------------------------------------------------------------------
1. Navigate to:
**Now Experience Framework → UI Builder**
2. Open your **Agent Workspace** experience.
3. Select the **page** corresponding to your record view (for example, `Record Page → Case`, `Incident`, or `Task`).
4. In the **Page Structure**, locate the component:
- `Related Records Tab`, `Related Tasks Tab`, or `Tab Container`
5. Select the “Related Tasks” tab.
6. Either:
- **Delete** it completely from the page structure, or
- **Hide it conditionally** using a visibility condition.

Example visibility condition:
```javascript
!user.hasRole('itil') // hides tab for users without ITIL role
```
7. Publish the page.
8. Test in Agent Workspace – the Related Tasks tab will no longer appear.

---------------------------------------------------------------------

Option 2: Hide via Form Layout (for classic tabbed layouts)
---------------------------------------------------------------------
1. Go to the form in the classic UI (open any record from the same table).
2. Right-click the header → **Configure → Form Layout**
3. Locate the **“Related Tasks”** related list or tab section.
4. Move it from the **Selected** column to the **Available** column.
5. Save and refresh the workspace – the tab will be gone.

---------------------------------------------------------------------

Option 3: Restrict Visibility via ACL or UI Policy
---------------------------------------------------------------------
If you cannot remove the tab but only want to restrict access:
- Add an **ACL rule** on the related table (for example `task_rel_task`) to limit who can see the related records.
- Or use a **UI Policy / Client Script** to hide the related list dynamically based on user role or condition.

Example Client Script condition:
```javascript
if (!gs.hasRole('itil')) {
g_form.hideRelatedList('task_rel_task');
}
```

---------------------------------------------------------------------

✅ Result
---------------------------------------------------------------------
- The “Related Tasks” tab is removed or hidden in Agent Workspace.
- You can decide whether the removal is **role-based** or **global**.
- Recommended approach: use **UI Builder** to manage visibility for Configurable Workspaces.

---------------------------------------------------------------------

[Ankur Bawiskar]

@MaxMixali 

Could you please share screenshots for your steps and the final outcome/result?

that will be helpful

[GlideFather]

@Ankur Bawiskar this guy must be really skilled, they are posting every 2 minutes in multiple languages, all the structured and formatting is always the same, no typo or grammatical mistake... no chance it was written by a human.

And most importantly, it's 99 % rubbish 🙂 support me in reporting this to the moderator because it's just polluting this forum with unvalidated nonsense... none of it makes sense.