---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/it-business-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create automations in CWM

# Create automations in CWM {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

## Vorbereitungen

[Create a Board in CWM](https://www.servicenow.com/docs/ZXVxyRCjgOjqxckcnfPKMw "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.").

Role required: sn_cwm.cwm_user

## Prozedur

1. Navigate to WorkspacesCollaborative Work Management.
2. From a Space, select a Board that you want to create automations for.
3. From the Board header, select Automations.  
   ![Automations in CWM Board.]()
4. Choose a predefined template.  
   * If it's your first automation, choose a template to get started.
   * If automations exist already, select New automation and then choose a template.

   {#create-and-manage-automations-in-cwm__ul_q4p_ncm_cbc}   

5. Add conditions for automating the activities of updating a field, sending an email, or sending notifications.  
   You can add multiple conditions to act as triggers to an automation. For example, an automation can be created to send a notification to everyone in the Space when it meets the following conditions:
   * Task priority is high.
   * The start date is three weeks away.

   {#create-and-manage-automations-in-cwm__ul_wpf_rpm_cbc}  

6. Select Add automation.
7. Repeat the steps to add more automations.  
   Hinweis:  
   You can create up to 10 automations for a Board.  
   Hinweis:  
   You can create up to 10 automations for a Board and the automations are applied only to CWM tasks and not any connected work items on the Board.

## Nächste Maßnahme

[Manage or delete automations in CWM](https://www.servicenow.com/docs/eFRSvD_TQeg0fAIN7z9fRw "Edit, disable, or delete automations for your Boards in Collaborative Work Management based on the changing conditions of your team's workflow.").