Configuring Collaborative Work Management

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Plan and configure how your team can implement Collaborative Work Management.

    Configuration overview

    Use the following steps as guidelines to set up Collaborative Work Management. Steps 3–5 are optional and provide additional configuration options to make your CWM experience more connected with the ServiceNow AI Platform.
    1. Install Collaborative Work Management.
    2. Assign CWM roles to the relevant users. See Components installed with Collaborative Work Management.
    3. Configure Strategic Planning to include CWM Boards for Prioritization, Roadmap, and Goals. See Connecting CWM with Strategic Planning or Portfolio Planning.
    4. Add other ServiceNow AI Platform tables that can be referenced in the Docs.

      See Enable ServiceNow AI Platform records in CWM Docs.

    5. Enable the Request access button for non-CWM users to request access to the CWM workspace.

      See Properties installed with Collaborative Work Management.