Add departmental workflows to your workspace

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • A well-structured workspace improves task visibility, reduces response times, and ensures that fulfillers have all the necessary tools and information in one place. By using Workspaces, departments can standardize processes, reduce manual effort, and improve collaboration—leading to better service delivery, higher productivity, and organization-wide operational improvements.

    Avant de commencer

    Role required: admin or delegated_developer

    Procédure

    1. Navigate to All > App Engine > ServiceNow Studio.
    2. From the Navigator panel, open the Marketing Services workspace.
    3. Select the List tab.
    4. Select (+) Add list category.
      Under the Marketing Design Request list, select add list category.
    5. In the Name field, enter Marketing Issues.
    6. Select Add.
    7. Under Marketing Issues, select (+) Add filtered list.
    8. In the Name field, enter Open.
    9. In the Table field, select Marketing Issue.
    10. Select Add.
    11. Under Configurations, select Apply conditions.
      Apply conditions to your filtered list.
    12. Select [active] [is] [true] in the condition builder.
    13. Select Apply filter.
    14. Select Save.
    15. Select Preview to open the workspace.
    16. Select Edit.
    17. Select the more options icon for the Critical Tasks data visualization.
    18. Select Delete.
      Delete the Critical Tasks data visualization.
    19. Select Add new element.
    20. Select Data visualization.
    21. Select New Visualization.
    22. Drag the new data visualization to the location where you just deleted Critical tasks from.
    23. Resize the data visualization to match the other data visualizations in the row.
      Resize the data visualization so it aligns with the other data visualizations.
    24. Select Visualization type (Single score).
    25. Select Pie.
      Create a pie chart visualization for your data.
    26. Expand the Header and border section.
    27. Enter Open Tasks in the Chart title field.
    28. Select + Add data sourceunder Data sources.
    29. Search for task.
    30. Select Task [task].
    31. Select + Add custom conditions in the Filters section.
    32. Set the conditions to be [task] [is] [Marketing Design Request] OR [task] [is] [Marketing Inquiry] OR [task] [is] [Marketing issue] AND [active] [is] [true].
      Apply the conditions for the Task type and Active status.
    33. Select Add this source.
    34. Select Edit in the Group by section.
    35. Set Field for Task to Task type.
    36. Select Apply.
      Group your pie chart by task type.
    37. Facultatif : Resize the Data visualizations using the thumbs in the lower corners.
      Resize the data visualizations if you want to.
    38. Select Save and Exit editing mode.