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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure

# Configuring Collaborative Work Management {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Plan and configure how your team can implement Collaborative Work Management.

## Configuration overview {#configuring-cwm__section_mzv_hs5_rzb}

Use the following steps as guidelines to set up Collaborative Work Management. Steps 3--5 are optional and provide additional configuration options to make your CWM experience more connected with the ServiceNow AI Platform.

1. [Install Collaborative Work Management](https://www.servicenow.com/docs/KtKFmOCynQlG4utCwLGP2A "You can install the Collaborative Work Management (CWM) application (sn_cwm) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").
2. Assign CWM roles to the relevant users. See [Components installed with Collaborative Work Management](https://www.servicenow.com/docs/DS8SXXuLiPd_kp8E3EhEnQ "Several types of components are installed with activation of the Collaborative Work Management application, including tables and user roles.").
3. Configure Strategic Planning to include CWM Boards for Prioritization, Roadmap, and Goals. See [Connecting CWM with Strategic Planning or Portfolio Planning](https://www.servicenow.com/docs/UIox8QlhSgPjz87uo4ZbqA#connect-cwm-spw "Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.").
4. Add other ServiceNow AI Platform tables that can be referenced in the Docs.

   See [Enable ServiceNow AI Platform records in CWM Docs](https://www.servicenow.com/docs/9eugktVCEbUZEBpFlF4gYg "Facilitate connecting work across ServiceNow AI Platform by enabling CWM users to add a reference to records of any ServiceNow table in CWM Docs.").
5. Configure the fields shown for CWM tasks and connected work items in the task side panel.See [Configure the form view for CWM tasks and connected work items](https://www.servicenow.com/docs/nNHAmvknBxYAIChNTnivDw "Configure which fields appear when you open a CWM task or connected work item by customizing the default form view for the relevant table.").

6. Configure which columns are available for column personalization.See [Configure columns available for personalization in CWM](https://www.servicenow.com/docs/7jOyQ~VTkTb8zJHuv_Y4dg "Configure which columns are available in the column personalization panel in CWM by updating the default list layout for the relevant table.").

7. Enable the Request access button for non-CWM users to request access to the CWM workspace.

   See [Properties installed with Collaborative Work Management](https://www.servicenow.com/docs/W42LMjLIaX00dNTvyu70iw "System properties that you can configure to include other ServiceNow AI Platform records in CWM Docs and modify the way non-CWM users request access to the workspace.").
{#configuring-cwm__ol_sdv_vbd_b1c}