---
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


---

# Generate tasks from Docs

# Generate tasks from Docs in Collaborative Work Management (CWM) {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the generative AI capabilities of ServiceNow Otto to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.

## Before you begin

Important:  
This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

[Create a Doc in CWM](https://www.servicenow.com/docs/SCTFbT5xU6tQwOIb8JoHYw "Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.")

Role required: sn_cwm_ai.cwm_ai_user

## About this task

## Procedure

1. Navigate to WorkspacesCollaborative Work Management.
2. From the Spaces menu, navigate to the Space where your Doc is located and open it.  
3. From the header of the Doc, select Create Tasks.  
   The ServiceNow Otto panel opens up. ServiceNow Otto generates recommendations for tasks based on the information on your Doc page. So, to experience an easier interaction within the panel, you can pin it.
4. **Optional:** Go through the task recommendations and choose to refine or modify any task recommendation.
5. You can iterate on refining or modifying the tasks and when you're satisfied with the recommendations, select Add to Board.
6. Select the Space of the CWM Board to which you want to add these tasks to.
7. Select the Board to add these tasks to.  
   ServiceNow Otto adds all the generated task recommendations to the selected Board. You can navigate to the Board through the link provided in the ServiceNow Otto message to review them.  
   Note:  
   If the Space you selected in Step 6 has just one Board, then you won't be asked to select a Board. The tasks are added to the Board directly.

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