Add tasks to a CWM Board

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • Start planning work on your Board by adding tasks and assigning them to team members in Collaborative Work Management workspace.

    Before you begin

    Create a Board in CWM.

    Role required: sn_cwm.cwm_user

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board that you want to add tasks to.
    3. From the Board footer, select + Add item.

      Add tasks to Boards in CWM.

    4. Fill in details such as the Type, Short description, Assigned to, dates, and others.

      The default work item types available in CWM are Task and Defect. If you want to create other work items such as Milestones or Events, you can create your own task type. See Create and manage custom work item types in CWM.

    What to do next

    • Add more tasks to the Board and assign them to yourself or members of your team.
    • Edit the information of your task from the side panel by clicking the short description to open it or directly from the grid through inline editing by double-clicking a cell.
    • Rearrange your tasks on the Board by using the drag-and-drop feature.
    • Share tasks by their URL using the Copy task link option from the row context menu of the task. This way, when a user clicks the shared URL, the task opens in the side panel in the context of the Board that it belongs to.
      Copy task link in CWM.
    Additionally, to enhance the planning and management of tasks, you can: