The Communicate tab in the Major Incident workbench

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of The Communicate tab in the Major Incident workbench

    The Communicate tab in the Major Incident workbench is designed to help ServiceNow customers monitor and manage communication plans and their associated tasks during a major incident. It provides visibility into task progress, enables task filtering, and supports creation and modification of communication plans and tasks to streamline incident communication.

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    Key Features

    • Task Management and Filtering: View all communication tasks grouped under their respective plans. Filter tasks by all, active, or completed to quickly focus on relevant activities.
    • Add and Modify Plans and Tasks: Easily add new communication plans or tasks within existing plans directly from the workbench. Modify recipient lists after saving plans using the Manage Recipients option.
    • Recipient List Optimization: When sending emails, recipient lists are used instead of individual users to enhance system performance. Users, groups, and email addresses can be added flexibly. This feature is controlled by a system property (sncommmanagement.emailclientrecipientitemsenabled).
    • Task Actions: Perform key actions such as Close Task (marking tasks as Complete or Skipped), Snooze (for recurring tasks to delay execution), View Form (navigate to the task form), and View Activity (review history and add work notes or comments).
    • Task Status and Timing: Monitor due times and overdue statuses. After sending notifications, task states update automatically—single notifications mark tasks Complete, recurring tasks update to Open or Sent with a count of executions.
    • Visual Status Indicators: Icons indicate task states such as active, completed, or skipped for quick recognition.
    • Work Notes & Activity: Initiate chat conversations at the incident or communication plan level and view the activity stream for ongoing collaboration.
    • Slack Integration: By installing Collaboration Services from the ServiceNow Store, Slack can be added as a communication channel. Compose and send Slack messages directly to defined contacts. Slack tasks support the same actions as email tasks.

    Practical Benefits for ServiceNow Customers

    • Efficiently track and manage communication during major incidents, ensuring timely and organized messaging to stakeholders.
    • Improve system performance and scalability by leveraging recipient lists for email communications.
    • Maintain clear visibility on task statuses and receive automated updates as tasks progress or recur.
    • Enhance collaboration with integrated chat and Slack messaging capabilities within the incident workflow.
    • Customize communication plans dynamically by adding or removing recipients without recreating plans.

    The Communicate tab helps you understand the progress of a communication plan and its related tasks.

    If there are multiple communication tasks associated with a communication plan, all the tasks appear under the respective communication plan.

    Figure 1. Communication task filter
    communication task filter

    You can filter the communication task to view all tasks, active tasks, or completed tasks. You can also add a new communication plan by clicking Add. You can create a communication task for an existing plan by clicking Add Task. For more information, see Add communication plan from the major incident workbench. If you want to add or remove recipients from a particular plan after the plan is saved, click Manage Recipients.

    Note:
    When you create a communication task for sending an email on the Major Incident Management Workbench and select a recipient list, the recipient list is added instead of individual users. The list of users in the recipient list is calculated by the system while processing the email request, thus improving the system performance. Also, you can add users, groups, and email addresses as required in the Recipients section. Activate this feature by selecting the Property to toggle support for Recipient List on Email Client, on Communication Tasks (sn_comm_management.email_client_recipient_items_enabled) option in the Major Incident Management Properties. You can create a recipient list using a script to retrieve a custom list of users or include a pre-defined list of users.
    Figure 2. Manage recipients
    Manage recipients
    The following actions can be performed on a given communication task:
    • Close Task: If the task is performed at least once, closes the communication task and changes the state to Complete. Otherwise, the state changes the state to Skipped.
    • Snooze: Available only for recurring communication task. Enables the user to skip the communication task once and the due-in timer is refreshed.
    • View Form: For each task in the plan, you can navigate back to the form.
    • View Activity: Enables you to view activity history and post your work notes or additional comments for a communication task.
    Figure 3. Communication task actions
    communication task actions

    You can also view the due time of upcoming tasks and the overdue time in case the task isn’t completed within the expected time.

    To send a notification, click Compose. If the notification has to be send only once, then after sending the notification, the status of the task changes to Complete. If the task is recurring, the status of the task changes to Open. After a recurring communication task is performed, the status of the communication task changes to Sent followed by the number of times the recurring communication task is performed until that time. For example, Sent(2x) means that the communication task is performed twice.

    Figure 4. Communication task state
    Communication task state

    Icons to the left of the Communication Task name represent the state of the communication task such as completed, skipped, or active.

    Under the Work Notes & Activity section, you can initiate a chat at the incident or incident communication plan level. You can also view the activity stream for that record.

    Messaging users through Slack

    For Slack functionality, install Collaboration services from the ServiceNow Store.

    When you add Slack as a communication channel, it appears as follows:
    Figure 5. View of the slack communication channel
    Slack channel

    Click Compose to convey the Slack message to the contacts that you’ve already mentioned in the communication contact while defining the communication plan. The selected contacts will receive a direct message from the Slack bot. You can perform the communication task actions such as Closed Task, Snooze, View Form, and View Activity.