My Work in CWM

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of My Work in CWM

    My Work in Collaborative Work Management (CWM) provides ServiceNow users with a centralized workspace to manage all assigned tasks across different applications, including project tasks, problems, incidents, and Connected Work items. This unified view eliminates the need to switch between multiple applications, enhancing efficiency and task tracking. However, tasks created in tables not extending the Task table (like VTask) do not appear unless configured by an admin.

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    Key Features

    • Centralized Task View: Displays all assigned work items from various ServiceNow applications and Connected Work boards.
    • Filters: Task type filter to select specific task categories; date filter with predefined or custom ranges, including an option to show tasks without start or end dates.
    • Two Views:
      • Overview tab: Contains widgets summarizing work progress, including:
        • Overall Progress (percentage completed)
        • Counts of Open, Overdue, and Completed tasks with clickable links to detailed lists
        • Bar charts grouping tasks by state and priority, with interactive filtering
      • List tab: Displays all open assigned tasks in list or grid format with filtering and grouping options. Provides direct navigation to the source record for each task. Selecting a task description opens details in a modal pop-up.

    Important Notes and Limitations

    • Tasks without start or end dates are included only if the option is enabled; closed tasks without dates are not shown.
    • Bulk editing of task attributes such as state, priority, or dates is not supported within My Work.
    • Additional assignees must coordinate with admins to enable task visibility if tasks do not appear by default.

    What Customers Can Expect

    With My Work in CWM, ServiceNow users gain a streamlined, single-pane view of all their assigned work, enabling easier prioritization and status tracking. The interactive widgets and filters help quickly identify overdue or high-priority tasks and navigate directly to task details or source records. This workspace supports better workload management by consolidating task information from across the ServiceNow ecosystem into one accessible location.

    Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.

    My Work provides a centralized view of all your assigned tasks, including project tasks, problems, and incidents. It also offers visualizations that group items by state, priority, and status, such as open or overdue.

    Work items from all ServiceNow applications assigned to you’re displayed in My Work. If you receive a work item on the CWM Board via Connected Work, those items appear here as well. This ensures you have a single source for all assigned work without the need to switch between applications.

    Note:
    • Any task record created in a table that doesn’t extend the Task [task] table, such as VTask, won't show up in My Work.
    • If you’re added as Additional assignee to a task, work with your admin to enable the display of such tasks in My Work. See Properties installed with CWM.
    Figure 1. Overview tab of My Work
    My Work filters in CWM.
    The following are the filters available on My Work:
    • Task type filter displays a list of all task types that are assigned to you currently.
    • Date filter lets you select predefined or custom date ranges.
    • You can choose to include open items that don't have start or end dates.
    My Work page has two views, Overview and List.
    • Overview tab shows multiple widgets that provide information related to the progress of your work. It also enables you to apply filters on the type of tasks that you want to view.
    • List tab shows all open work items assigned to you in a list or grid format, where you can apply the group by and filter options on the columns.

      List view also provides a link back to the source of the work item. For example, if your work item is a Risk, the Source column in the List view provides a navigation to the RIDAC page of the Project Workspace application.

    Table 1. Overview tab of the My Work page in CWM
    Widget or option Description
    Work item type filter Choose the type of work items that you want to view in My Work.

    For example, if your current assignments consist of CWM tasks, Projects, and Incidents, then the Task type filter only shows these three options to select from.

    Also, CWM tasks of all types, including custom CWM tasks, will be grouped as CWM Tasks type.
    Date Filter the tasks by their start and end dates.
    Include open items with no dates Enable display of work items that have no start date, end date, or both.
    Overall Progress Percentage of work that is completed
    My Open Items Number of work items that are pending.

    SelectingClicking the number opens a list view of all work items assigned to you and are in the Pending state.
    My Overdue Items Number of work items that are overdue.

    Clicking the number opens a list view of all work items assigned to you that are past their due date.
    Completed Number of work items that are complete.

    Clicking the number opens a list view of all work items assigned to you that are in the Closed Complete state.
    Task by State Bar chart that groups all work items assigned to you by their current state. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar.

    For more information on how the tasks are grouped by state, see Grouping of tasks in status reports of CWM My Work.
    Task by Priority Bar chart that groups all work items assigned to you by their priority. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar.

    For more information on how the tasks are grouped by priority, see Grouping of tasks in status reports of CWM My Work.
    Figure 2. List tab of My Work
    List view of work items from My Work.

    The List view shows all open work items assigned to you. Select the Short description of a work item to view its details in a modal pop-up. Select the Source of a work item to open the work item in a new tab.

    Note:
    • The list view displays all the tasks with start or end dates that fall within the range of the date filter.
    • Any closed task that doesn't have dates populated isn’t shown in My Work.
    • You can't perform bulk editing of state, priority, or date values of the tasks through My Work.