Tasks view in Service Graph Workspace
Summarize
Summary of Tasks view in Service Graph Workspace
The Task view in Service Graph Workspace enables task owners to effectively track and manage various CMDB-related tasks, including CMDB Health, certification, attestation, and lifecycle tasks generated by the CMDB Data Manager. This centralized view helps users stay informed about their task statuses and take appropriate actions.
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To access the Task view, navigate to Workspaces > Service Graph Workspace, then select the Tasks icon. Within the Tasks view, users can switch between different task categories: Certification, Attestation, and Lifecycle.
Required roles: datamanageruser, sncmdbuser, sncmdbeditor, or sncmdbadmin.
Key Features
- Task Overview Page: Displays graphical summaries of tasks you own, grouped by status (Overdue, In-progress, Not started, Completed, Closed) and policy type.
- Overdue Tasks: Shows all urgent open tasks assigned directly or via group membership. For CMDB admins, unassigned tasks are included.
- Certification Tasks: Lists Data Certification tasks per CMDB policies, assigned to you or your groups, including tasks of your direct reports or group members if you are a manager. These tasks involve auditing CMDB configuration items (CIs) and attribute values.
- Attestation Tasks: Displays attestation tasks requiring verification of the physical existence of IT infrastructure or applications linked to CIs. Similar assignment and managerial visibility rules apply.
- Life-cycle Tasks: Includes tasks related to Retire, Archive, Delete, or Delete related entry operations, covering both open and closed states, with management visibility as above.
- Excluded Records Card: Identifies records such as CIs excluded from task processing.
Practical Benefits
This task management capability provides ServiceNow customers with a clear and organized way to monitor CMDB data quality and compliance efforts. It helps ensure timely completion of critical data governance activities by:
- Highlighting urgent and overdue tasks for prompt attention.
- Allowing managers visibility into tasks assigned to their teams or groups.
- Facilitating efficient review and processing of certification, attestation, and lifecycle tasks to maintain CMDB integrity.
By using the Tasks view, customers can streamline their CMDB data management workflows and improve overall data reliability within their ServiceNow environment.
The Task view in Service Graph Workspace provides task owners access for tracking and managing their tasks such as CMDB Health related tasks, certification, attestation, and lifecycle tasks generated by the CMDB Data Manager.
Access
Navigate to , and then in the navigation panel, select the Tasks icon. In the Tasks view navigation panel, select Certification, Attestation, or Lifecycle to access the different task type pages.
Role required: data_manager_user, sn_cmdb_user, sn_cmdb_editor, or sn_cmdb_admin
Task overview
The Task overview page shows charts with overall counts of tasks that you own, grouped by status and by policy type. Counts include attestation, certification, life-cycle, and health tasks as applicable. The Overdue tasks card for example, is a count of all open tasks, including those from CMDB Data Manager that are assigned to you, or to an assigned group in the Managed by Group attribute which you are a member of. For CMDB Admins, tasks that aren't assigned to anyone are also included.
- Overdue tasks
- Overdue tasks, which are most urgent for you to review.
- In-progress tasks
- Tasks that have started, but not yet completed.
- Not started tasks
- Tasks that haven't started.
- Completed tasks
- Completed tasks. The Closed card counts all tasks that are in a closed state ('Closed Complete', 'Closed Canceled', 'Closed Incomplete', and 'Rejected')?
- Excluded records
- Records such as CIs that are set to be excluded for the tasks.
Certification tasks
Lists any Data Certification tasks assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager policies. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included.
This card shows records from the CMDB Data Management Task [cmdb_data_management_task] table, in which policy.cmdb_policy_type = Certification (in addition to other filters).
Review and process these tasks by checking audit results for the associated CIs and attribute values. For more information about reviewing Data Certification tasks, see Review certification tasks.
Attestation tasks
Lists any attestation tasks assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager Attestation policies. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included.
This card shows records from the CMDB Data Management Task [cmdb_data_management_task] table, in which policy.cmdb_policy_type = Attestation (in addition to other filters).
Review and process these attestation tasks by checking the physical existence of IT infrastructure or applications associated with the CIs in the tasks. For information about reviewing and processing attestation tasks, see Review attestation tasks in CMDB Workspace or in Service Graph Workspace.
Life-cycle tasks
Lists life-cycle tasks (policy type is Retire, Archive, Delete, or Delete related entry), generated by the CMDB Data Manager, assigned to you or to an assignment group that you belong to in accordance with CMDB Data Manager policies. The list includes tasks that are in a closed state ('Closed Complete', 'Closed Canceled', 'Closed Incomplete', and 'Rejected'). For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included.
For information about reviewing and processing life-cycle tasks, see Review CMDB Data Manager tasks.