Create a Doc in CWM

Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

始める前に

Create a Space in CWM.

Role required: sn_cwm.cwm_user

手順

1. Navigate to Workspaces > Collaborative Work Management.
2. Open a Space that you want to create a document in.
3. From the Spaces menu, open a Space that you want to add a Board to.

   

4. From the More options menu of the Space (), select New Doc

   s

5. In the Doc name field, enter the name for the document.
   For example, Meeting notes.
6. Select Create.

タスクの結果

A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

次のタスク

Utilize the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.

注:

To reference ServiceNow AI Platform records other than CWM tasks, work with your admin to update the sn_cwm.record_mention_config system property. For more information, see Enable ServiceNow AI Platform records in CWM Docs.