My Work in CWM
Summarize
Summary of My Work in CWM
My Work in Collaborative Work Management (CWM) provides ServiceNow users a centralized workspace to manage all assigned work items across various ServiceNow applications. This includes project tasks, incidents, problems, and tasks surfaced via Connected Work on the CWM Board. The workspace consolidates your assignments, eliminating the need to switch between different applications and offering a unified view of your workload.
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Project tasks assigned directly or through groups also appear in My Work, provided they extend the Task [task] table. Tasks in tables that do not extend this base table (e.g., VTask) will not display unless enabled by an administrator. The workspace is organized into two main views: Overview and List.
Key Features
- Task Type Filter: Allows filtering work items by the types currently assigned to you, including standard and custom CWM tasks grouped under “CWM Tasks.”
- Date Filter: Enables filtering tasks by predefined or custom start and end date ranges, with an option to include open items lacking dates.
- Overview Tab: Displays widgets summarizing your work progress such as overall completion percentage, counts of open, overdue, and completed items, and bar charts grouping tasks by state and priority. Each widget supports drill-down to detailed lists.
- List Tab: Shows all open work items in a list or grid format where you can apply additional grouping and filtering on columns. The list provides direct navigation to the source record of each task (e.g., Project Workspace pages for Risks).
- Task Assignment Visibility: Includes tasks assigned to you individually or via group memberships, ensuring comprehensive visibility of your responsibilities.
Important Notes for ServiceNow Customers
- Only tasks from tables extending the Task [task] table are visible by default; administrators can enable visibility for additional assignee tasks or tasks from non-standard tables.
- Closed tasks without start or end dates are not displayed in My Work.
- Bulk editing of state, priority, or date fields is not supported directly within My Work.
What to Expect
Using My Work in CWM, you can efficiently monitor and act on all your assigned work items from a single interface. The visual summaries and filtering capabilities help prioritize tasks by status and urgency, while direct links to source records streamline navigation and task updates. This centralized approach helps improve your productivity and ensures no critical tasks are overlooked across ServiceNow applications.
Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.
My Work provides a centralized view of all your assigned tasks, including project tasks, problems, and incidents. It also offers visualizations that group items by state, priority, and status, such as open or overdue.
Work items from all ServiceNow applications assigned to you’re displayed in My Work. If you receive a work item on the CWM Board via Connected Work, those items appear here as well. This ensures you have a single source for all assigned work without the need to switch between applications.
Project tasks from Project Workspace also appear in My Work when they are assigned to you directly or through a group. For details on the assignment paths that surface project tasks, see View project tasks assigned to you in CWM My Work.
- Any task record created in a table that doesn’t extend the Task [task] table, such as VTask, won't show up in My Work.
- If you’re added as Additional assignee to a task, work with your admin to enable the display of such tasks in My Work. See Properties installed with CWM.
- Task type filter displays a list of all task types that are assigned to you currently.
- Date filter lets you select predefined or custom date ranges.
- You can choose to include open items that don't have start or end dates.
- Overview tab shows multiple widgets that provide information related to the progress of your work. It also enables you to apply filters on the type of tasks that you want to view.
- List tab shows all open work items assigned to you in a list or grid format, where you can apply the group by and filter options on the columns.
List view also provides a link back to the source of the work item. For example, if your work item is a Risk, the Source column in the List view provides a navigation to the RIDAC page of the Project Workspace application.
| Widget or option | Description |
|---|---|
| Work item type filter | Choose the type of work items that you want to view in My Work. For example, if your current assignments consist of CWM tasks, Projects, and Incidents, then the Task type filter only shows these three options to select from. Also, CWM tasks of all types, including custom CWM tasks, will be grouped as CWM Tasks type. |
| Date | Filter the tasks by their start and end dates. |
| Include open items with no dates | Enable display of work items that have no start date, end date, or both. |
| Overall Progress | Percentage of work that is completed |
| My Open Items | Number of work items that are pending. SelectingClicking the number opens a list view of all work items assigned to you and are in the Pending state. |
| My Overdue Items | Number of work items that are overdue. Clicking the number opens a list view of all work items assigned to you that are past their due date. |
| Completed | Number of work items that are complete. Clicking the number opens a list view of all work items assigned to you that are in the Closed Complete state. |
| Task by State | Bar chart that groups all work items assigned to you by their current state. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar. For more information on how the tasks are grouped by state, see Grouping of tasks in status reports of CWM My Work. |
| Task by Priority | Bar chart that groups all work items assigned to you by their priority. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar. For more information on how the tasks are grouped by priority, see Grouping of tasks in status reports of CWM My Work. |
The List view shows all open work items assigned to you. Select the Short description of a work item to view its details in a modal pop-up. Select the Source of a work item to open the work item in a new tab.
- The list view displays all the tasks with start or end dates that fall within the range of the date filter.
- Any closed task that doesn't have dates populated isn’t shown in My Work.
- You can't perform bulk editing of state, priority, or date values of the tasks through My Work.