Project Workspace integration with CWM
Summarize
Summary of Project Workspace integration with CWM
The integration between Project Workspace and Collaborative Work Management (CWM) enables project managers and team members to have a unified view of project tasks and associated CWM tasks and stories. This allows team members to continue working within CWM while project managers maintain visibility into the execution status directly on the Project Workspace planning page.
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Key Features
- Unified visibility: Project managers see CWM tasks and stories linked to each project task inline on the planning page, including details like name, assignee, status, and dates.
- Real-time tracking: Team members manage CWM tasks and stories in CWM Boards and My Work, with automatic linkage to project tasks preserved.
- Schedule risk detection: Date-conflict indicators alert project managers when CWM task dates fall outside their parent project task dates, enabling early issue resolution.
- Access control: Project permissions govern viewing and editing of linked CWM tasks without requiring users to be members of the CWM Board's Space, simplifying security management.
- User control over display: Each user can toggle the visibility of connected CWM tasks on the planning page via a per-user setting, enabled by default.
Prerequisites and Enabling the Integration
- Both Collaborative Work Management (CWM) v10.2.0+ and Project Workspace v7.5.0+ must be installed and active.
- Once activated, the "Show connected tasks" toggle becomes available in Project Workspace settings on the planning page to display or hide CWM tasks and stories.
Practical Benefits for ServiceNow Customers
- Seamless collaboration: Teams can use their preferred tools (CWM or Project Workspace) without losing insight into each other's work progress.
- Improved project oversight: Project managers can track detailed task execution and detect potential scheduling conflicts early.
- Streamlined security: Permissions from Project Workspace extend to linked CWM tasks, eliminating the need for separate Board access management.
- Flexible user experience: Users decide whether to view connected CWM tasks on their planning page, tailoring the interface to their needs.
Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace.
The integration between Project Workspace and Collaborative Work Management (CWM) gives project managers and team members a shared view of the same work. Team members create, update, and manage CWM tasks and stories linked to a project task from within CWM Boards and My Work. Project managers see those same items inline on the planning page, alongside the regular project tasks.
Enabling the integration
The integration is available when both applications are installed and active in your instance.
- Collaborative Work Management (CWM) v10.2.0 and later. For installation, see Install Collaborative Work Management.
- Project Workspace v7.5.0 and later. For installation, see Install Project Workspace.
When both applications are active, the Show connected tasks toggle is available in Settings on the planning page of a Project. Turning this toggle on displays the connected CWM tasks and stories within their parent project tasks.
Project execution with CWM integration
The integration is designed so that project managers and team members can work in their preferred tools without losing visibility into each other's activity.
- Track team execution in one place
- Project managers see the CWM tasks and stories that a team is executing under each project task, with standard columns for name, assignee, status, and dates. Only the first level of the CWM hierarchy is displayed, so the planning page stays focused on the project plan.
- Catch schedule risks earlier
- A date-conflict indicator appears on a connected CWM row when its planned dates fall outside the parent project task's planned dates. Project managers can address the conflict with the team before it rolls up into a slippage on the project plan.
- Enable teams work in their preferred tool
- Team members break down a project task or phase by creating additional CWM tasks and stories under it from CWM Boards. The connection to the project task is preserved automatically, so any child items they create are displayed on the planning page appropriately.
- Grant access through project permissions
- Users with read or write access to a project or project task can view and edit the linked CWM tasks, even without membership in the Board's Space. Project security carries across the two applications without separate Board access for every project team member.
Display of CWM tasks on the project Planning page
Team member view in CWM
Team members work with the same connected items from within CWM. For details on the CWM side of the integration, such as creating, moving, and viewing connected work, see CWM integration with Project Workspace.