The Communicate tab in the Major Incident workbench
Summarize
Summary of The Communicate tab in the Major Incident workbench
The Communicate tab in the Major Incident workbench provides a centralized view to monitor and manage communication plans and their associated tasks during a major incident. It enables ServiceNow customers to track communication progress, manage recipients, and perform task-related actions efficiently.
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Key Features
- Communication Task Filtering: Filter tasks by all, active, or completed status to quickly assess communication progress.
- Add Communication Plans and Tasks: Create new communication plans or add tasks to existing plans directly from the tab.
- Manage Recipients: Add or remove users, groups, or email addresses from communication plans even after saving. Recipient lists are supported to optimize system performance when sending emails.
- Communication Task Actions:
- Close Task: Mark a task complete if performed; otherwise, mark as skipped.
- Snooze: For recurring tasks, skip once and refresh due time.
- View Form: Navigate to the task’s detailed form.
- View Activity: Access activity history and add work notes or comments.
- Task Status and Notifications: See due and overdue times, send notifications via Compose button, and track recurring task executions with status updates like Sent(2x).
- Visual Indicators: Icons indicate task states such as completed, skipped, or active for easy recognition.
- Collaboration: Initiate chats and view activity streams at the incident or communication plan level.
- Slack Integration: With Collaboration Services installed, send Slack messages to contacts defined in communication plans. Slack messages are sent via a bot, and all task actions are supported within Slack messaging context.
Practical Use for ServiceNow Customers
The Communicate tab streamlines the communication workflow during major incidents by consolidating task management, recipient handling, and message delivery in one place. Customers can efficiently coordinate communication efforts, ensure timely notifications, and maintain detailed activity records. The integration with Slack enhances real-time collaboration with stakeholders. Activating recipient lists improves email performance and scalability.
This functionality supports responsive and organized communication management, helping reduce incident resolution times and improve stakeholder engagement during critical events.
The Communicate tab helps you understand the progress of a communication plan and its related tasks.
If there are multiple communication tasks associated with a communication plan, all the tasks appear under the respective communication plan.
You can filter the communication task to view all tasks, active tasks, or completed tasks. You can also add a new communication plan by clicking Add. You can create a communication task for an existing plan by clicking Add Task. For more information, see Add communication plan from the major incident workbench. If you want to add or remove recipients from a particular plan after the plan is saved, click Manage Recipients.
- Close Task: If the task is performed at least once, closes the communication task and changes the state to Complete. Otherwise, the state changes the state to Skipped.
- Snooze: Available only for recurring communication task. Enables the user to skip the communication task once and the due-in timer is refreshed.
- View Form: For each task in the plan, you can navigate back to the form.
- View Activity: Enables you to view activity history and post your work notes or additional comments for a communication task.
You can also view the due time of upcoming tasks and the overdue time in case the task isn’t completed within the expected time.
To send a notification, click Compose. If the notification has to be send only once, then after sending the notification, the status of the task changes to Complete. If the task is recurring, the status of the task changes to Open. After a recurring communication task is performed, the status of the communication task changes to Sent followed by the number of times the recurring communication task is performed until that time. For example, Sent(2x) means that the communication task is performed twice.
Icons to the left of the Communication Task name represent the state of the communication task such as completed, skipped, or active.
Under the Work Notes & Activity section, you can initiate a chat at the incident or incident communication plan level. You can also view the activity stream for that record.
Messaging users through Slack
For Slack functionality, install Collaboration services from the ServiceNow Store.
When you add Slack as a communication channel, you can select Compose to convey the Slack message to the contacts that you’ve already mentioned in the communication contact while defining the communication plan. The selected contacts will receive a direct message from the Slack bot. You can perform the communication task actions such as Closed Task, Snooze, View Form, and View Activity.