Creating to-do content
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Summary of Creating to-do content
This guide outlines how to create and manage to-do content links within ServiceNow using Content Publishing and Content Experiences. These links enhance visibility and accessibility for high-priority tasks in banners or styled content items.
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Key Features
- Scheduled Content: Create to-do links that are automatically scheduled alongside portal content, ensuring alignment and visibility.
- Campaigns: Integrate to-do links within campaign stages, allowing for organized content delivery and management.
- Link Creation: Easily reference to-do content when creating link content, enhancing the user experience.
Key Outcomes
By utilizing the provided processes, customers can:
- Enhance task visibility by linking to-do items from banners or styled content.
- Ensure that to-do content is accessible and effectively scheduled for users.
- Manage and track to-do links within campaigns for streamlined operations.
Note that link content cannot be deleted or moved independently of the banner content, ensuring content integrity within campaigns.
Use Content Publishing to create links between a banner or styled content items and to-dos content items.
The two ways of delivering to-do links are:
- Scheduled Content (Content Publishing)
- Campaigns (Content Experiences)
Create to-do links for your banner or styled content items to make it easier to access. Placing to-do links in a banner or styled content makes it highly visible for high priority to-do tasks.
Process for Content Publishing
To create to-do links for a banner or styled content, do the following:
- Create to-do content: For more information, see Create to-do content.
- Create link content referencing your to-do content: For details, see Add or modify links to other content sources
Note:.Select To-do in the Type field. And, select the to-do content you created previously from the To-do content list.
- Create portal content that references your link content.
- Schedule your content using Content Publishing.
- Schedule the portal content (banner or styled content).Note:Your to-do content automatically schedules when you schedule your portal content (banner or styled content).
- The to-do scheduled content appears in the To-do scheduled content field after you select Save. Your to-do content also aligns with the schedule of your portal content.
- The to-do content is automatically scheduled separately when the link content is scheduled.
- For more information, see Scheduling the delivery of content.
- The Content Publishing: Create To-dos scheduled job must run before the content becomes available.
- Schedule the portal content (banner or styled content).
Process for Content Experiences (campaigns)
To create to-do links for a banner or styled content within a campaign, you must first have
a campaign with stages and content. For more information, see Creating campaigns. Use the same steps in Content Publishing,
but instead of scheduling your content, add it to a campaign stage.
- Create to-do content.
- Create link content referencing your to-do link content.
- Create portal content that references your link content.
- Add your portal content to a stage/bundle as an activity in your campaign.
- You can use the legacy lists and forms or the campaign builder UI to add your portal content.
- For more information, see Create a campaign.
- If you use the campaign builder UI, you will see the banner and link content.
- Use Portal preview to view your content. For details, see Campaign preview.
- After verifying your content, publish it.Note:You cannot delete the link content without deleting the banner (parent) content. You also cannot move the link content to another stage (bundle) without moving the banner (parent) content.