Collaborating with Spaces in CWM

Create collaborative Spaces for teams to work together on projects, goals, or assignments.

CWM provides two kinds of Spaces: A personal Space that can be accessed only by you and shared Spaces to collaborate with other users in your organization.

Navigation within the CWM workspace

Navigation panel

The CWM navigation panel provides a simpler and cleaner user interface. At a given time, the navigation panel shows the contents of just one Space to provide a distraction-free experience while you work.

Use the Spaces menu to choose a different Space. The Spaces you are part of are sorted by alpha in the Spaces dropdown menu. Additionally, you can also choose to resize the navigation panel or collapse it altogether to increase the working area for your Boards or Docs.

When you expand or collapse the Spaces menu, it's saved as your user preference and will remain so until you change it.

Search

Use the Search option to quickly find and open any Space, Board or Doc.

Also, the Search bar displays all the recent Spaces, Boards, and Docs that you've navigated to within the CWM workspace. You can quickly select from the recent items without having to search for them again.

Keyboard shortcuts

Use the following keyboard shortcuts to quickly perform actions within the workspace.

Table 1. Keyboard shortcuts for CWM

Action	macOS shortcut	Windows OS shortcut
Search for a Space, Board, or Doc	Option + F	Alt + F
Create Space	Option + S	Alt + S
Create Board	Option + B	Alt + B
Create Doc	Option + D	Alt + D
Navigate to My Work	Option + M	Alt + M

My Space

By default, a Space and a sample Board are created for you so that you can get familiar with the features and options in the workspace. From your personal Space, you can browse through the Intro to Docs and Welcome to CWM documents for a high-level overview of what you can do with CWM.

Create more task Boards, docs, and organize them into folders to manage the work assigned to you.

Shared Spaces

Collaborating with Spaces

Shared spaces act as a central location for cross-functional teams to come together and collaborate toward common goals. Plan for the next big release, prepare for a presentation, organize a conference, and do much more using task Boards and collaborative Docs.

With the capability to connect to any record across the ServiceNow AI Platform, avoid the risk of having information scattered across multiple apps and missing unplanned tasks.

Managing access in the Share permissions modal

As a Space owner or editor, you can manage access for existing users of your Space and review access requests from other users using the Share permissions modal.

• People with Access section: Manage the access level of existing collaborators to Editor, Viewer, or Owner, or remove them from the Space.
• Pending Access section: Review requests from users and choose to grant or deny them access to your Space.

Managing Space permissions for task assignees and other users

As a Space owner or editor, while assigning tasks to your team members, you can identify users who don’t have access to the workspace. A lock icon appears next to the user name for these users. This icon is visible in the List view of the Board in the columns of type People such as Assigned to, Additional Assignee, and Assignment group.

You can either use the workspace prompt to grant assignees Viewer access or choose to manage their access level later from the Share permissions modal. For more information on managing sharing permissions, see Share a Space in CWM and manage sharing permissions.

Requesting to elevate user access role to Editor

The Viewing mode indicator in the Board header indicates that you have only the Viewer role to the Space that you're in. As a Space viewer, you can send a request to Space owners and editors to request elevating your role to Editor by selecting the indicator.

Space owners and editors receive an email request from which they can choose to grant or deny access to the user.

Using the following sections, get started with shared Spaces in the workspace.

• Create a Space in CWM
  Create Spaces in Collaborative Work Management to enable cross-functional teams to come together and manage work tasks and documentation.
• Share a Space in CWM and manage sharing permissions
  Invite cross-team members to Collaborative Work Management Spaces to collaborate on tasks or projects. You can also manage permissions for users with existing access to your Space.
• Create a folder in CWM
  Organize Boards and Docs of a Space into folders in Collaborative Work Management Workspace.