---
sourceDocument: Brazil Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/governance-risk-compliance

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create a collaboration thread in an exercise

# Create a collaboration thread in an exercise {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read  
Create a collaboration thread from an exercise and send an email to its recovery teams to coordinate a response.

## Before you begin

Role required: sn_bcm.manager

An administrator must configure at least one active email account and enable the Email sending enabled and Email receiving enabled system properties before you can send or receive
collaboration emails. For more information, see [Configure email for collaboration threads](https://www.servicenow.com/docs/T~gcugNP70U~EmXeSMafcw "Configure an email account and enable the outbound and inbound email properties so that crisis managers can send and receive email from collaboration threads.").

Sending email from a collaboration thread also requires the platform `email_composer` role. This role is granted automatically to `sn_recovery.event_manager`; users with other roles may need it
granted separately.

## Procedure

1. In the List view, navigate to Exercises and select the crisis event in the list.
2. In the Collaboration threads tab of the event, select New.  
   The Create New Collaboration Thread form is displayed.
3. On the form, fill in the fields.  
   For descriptions of all these fields, see [Create Collaboration thread form](https://www.servicenow.com/docs/uVps2CrWXQWmXeiVqZGrYA "Use the Create collaboration thread form in the BCM Configurable Workspace to enable team members to communicate and coordinate responses during an exercise or a crisis event.").
   1. Add the name of the thread in the Name field, add Description, and select one or more Recovery teams.
   2. Check the activated plan and impacted assets for the event.  
      The Impacted assets field only lists assets that are already associated with the parent crisis event, for example, through an activated plan. If no assets appear, add the plan or asset
      to the event first. You can then select them from the Impacted assets field.

      The following example shows an activated plan added to the event. Selecting View progress shows the progress tracker processing the activated plans. Assets added from the activated plan to the event are displayed in the Assets tab as shown in the
      example.
   3. Add Impacted assets to the collaboration thread.
   4. Select Save.

   {#comp-email-collab-thread-event__substeps_collab_form}  
   The collaboration thread record is created in the Open state.

   Saving the record also sends an automatic notification email to the members of the selected recovery teams, letting them know the thread was opened. This system-generated email appears in the
   Emails tab along with any email that you send later with Compose email.
4. On the Action items tab of the collaboration thread, select New to track follow-up work assigned during the coordination effort.
   1. Fill in the Short description, Description, and Type fields, assign the action item, and select Save.

5. On the Emails tab of the collaboration thread, select Compose email.  
   Verify that email sending option is enabled for the inbound and outbound emails as shown in the example.  
   Note:  
   For setting up email properties in the instance, see [Configure email for collaboration threads](https://www.servicenow.com/docs/T~gcugNP70U~EmXeSMafcw "Configure an email account and enable the outbound and inbound email properties so that crisis managers can send and receive email from collaboration threads.").

   For more information on the Email Properties configurations in the ServiceNow AI Platform, see [Email properties](https://www.servicenow.com/docs/access?context=c_EmailProperties&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US).  
   The email panel opens with the To field populated from the members of the recovery teams that you selected. The Subject and body fields are populated with default
   text from the Collaboration Thread Default email template, which names the crisis event.

   The To field also includes the members of any groups linked to the recovery
   teams, including their nested sub-groups. Only active users are included, and duplicate addresses are removed.

   You can also open the same email panel by selecting the Email option next to
   Work notes in the activity panel of the collaboration thread record.
6. **Optional:** Add or remove recipients in the To, Cc, or Bcc fields, and edit the Subject or body text.
7. Select Send.  
   The email is sent and is added to the Emails tab of the collaboration thread. The activity feed of the collaboration thread and of its parent crisis event both show that the email was sent.
8. **Optional:** To discard the email without sending it, select the delete icon instead of Send.
9. To view a sent or received message, select it in the Emails tab of the collaboration thread.  
   The email preview screen opens, showing the message and any attachments. Each row in the Emails tab shows a Status of Processed or
   Error for the message.
10. To reply to or forward a message, select Reply or Forward on the email preview screen, add any attachments, and select Send.  
    Note:  
    An inbound reply is captured automatically and shown in the Emails tab and in the activity feed. Attachments sent or received through email appear under Email Attachments, separate from the record's Attachments tab, which holds only files attached directly to the record.
11. Review and track all collaboration thread details in the Activity panel of the event.
12. To generate a report of the record in Microsoft Word format, select More (...), choose Generate MS Word, choose one of the following templates, and select Generate.  

    | Choice | Description |
    | Event Word template | Generate Microsoft Word report with default template. Collaboration thread details are shown in a tabular format with the default template. |
    | Event Word template with collab-Block | Generate Microsoft Word report with collaboration block. Collaboration block with action items related to that collaboration detail are shown in a tabular format. |
    |-|-|

    {#comp-email-collab-thread-event__choicetable_y4k_1wp_3kc}  

    For enabling addition of a collaboration block in the Microsoft Word document, see [Add a collaboration block to the Word template](https://www.servicenow.com/docs/_5Qfb3P9rTF~Z6WcRXNqMQ "Use the Block feature in Document designer to add a repeating collaboration section, including a nested action items table, to a customized event Microsoft Word template.").
13. To generate a report of the event in PDF format, select More (...) and then choose Generate PDF and check collaboration thread details in the PDF.
**Related concepts**   

* [Creating collaborations in exercises and crisis events](https://www.servicenow.com/docs/EsJHOAvQhrrKqc91dYsKVA "Starting with BCM core release 12.x.x, crisis managers can create collaboration threads on crisis events to coordinate responses with recovery teams and send email updates.")  
**Related tasks**   

* [Create a collaboration thread in a crisis event](https://www.servicenow.com/docs/kPcz1f09~v0PPp_m_S5lgw "Create a collaboration thread on a crisis event and send an email to its recovery teams to coordinate a response.")  
**Related reference**   

* [Create Collaboration thread form](https://www.servicenow.com/docs/uVps2CrWXQWmXeiVqZGrYA "Use the Create collaboration thread form in the BCM Configurable Workspace to enable team members to communicate and coordinate responses during an exercise or a crisis event.")