Collaborative Work Management release notes

  • Release version: Washingtondc
  • Updated March 26, 2024
  • 3 minutes to read
  • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Collaborative Work Management Release Notes Washington DC

    ServiceNow® Collaborative Work Management is a new application introduced in the Washington DC release, designed to facilitate planning, visualization, and collaboration among team members across various functions within an organization. It provides a central hub for managing work efficiently and aligns tasks with strategic goals.

    Show full answer Show less

    Key Features

    • Shared Spaces: Teams can create dedicated workspaces for projects or campaigns, enabling collaboration on common objectives. Unlimited Boards and Docs can be created to manage tasks and documentation.
    • Flexible Boards: Users can configure task Boards without needing system admin support, allowing for personalized organization of work types like Tasks and Defects, and offering customizable views such as List, Gantt, and Kanban.
    • Task Automations: Predefined templates enable users to automate actions based on specific conditions, enhancing workflow efficiency by managing notifications and task assignments.
    • Collaborative Documentation: Users can manage various documentation types in one location, featuring rich-text formatting, user tagging, and integration with ServiceNow records.
    • Planning Connections: CWM Boards can be integrated into Strategic and Portfolio Planning workspaces to align project planning with organizational goals.

    Key Outcomes

    By implementing Collaborative Work Management, organizations can expect improved collaboration across teams, increased task visibility aligned with strategic goals, and enhanced efficiency through automation of repetitive actions. The application is available for installation via the ServiceNow Store, and it is important to note that live user presence in Docs is not supported in Safari.

    ServiceNow® Collaborative Work Management is an industry agnostic application that provides a central hub to plan, visualize, and collaborate on work with team members across the organization. Collaborative Work Management is a new application in the Washington DC release.

    Collaborative Work Management highlights for the Washington DC release

    • Bring cross-functional teams together using shared Spaces, flexible task Boards, and rich-text Docs to collaborate on work.
    • Customize the workspace based on the team's requirements without any admin support.
    • Boost efficiency and save time by automating monotonous actions such as sending notifications or reassigning tasks.
    • Enhance visibility by aligning work to strategic goals or portfolio.
    • Connect work to any ServiceNow AI Platform record such as Cases, Incidents, or Risks.

    See Collaborative Work Management for more information.

    Important:
    Collaborative Work Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

    Collaborative Work Management features

    Shared Spaces for collaboration
    Shared Spaces enable teams across the organization to work on common objectives using a single workspace.
    • Create a space for your team to manage any kind of work such as projects, campaigns, or surveys.
    • Create unlimited Boards to plan tasks and Docs to manage meeting notes and related documentation within Spaces.
    • Organize Boards and Docs of a Space into folders.
    • Associate Boards and tasks to organizational goals so that team members have direct visibility into the alignment of their work with overall strategy.
    Flexible Boards for task management
    Configure a flexible task Board without the involvement of a system admin. Organize work in a way that works best for your team.
    • Track work in the form of Tasks, Defects, or custom work item types. Some examples of custom work item types are Milestone, Meeting, and Activity.
    • Visualize work in customizable List, Gantt, and Kanban views.
    • Create custom fields for task records such as Dropdown, Date, Text, Label, URL, Reference and others.
    Automations for tasks in Boards
    Using predefined templates, add conditions to automate various actions for your tasks. Examples of automated actions include sending an email when a task assignment is changed, updating task priority when the due date is moved, or reassigning tasks when the priority is changed. You can edit these conditions anytime to verify that your task automations reflect the changes made to your team's workflow.
    Collaborative documentation
    Manage different types of documentation such as meeting notes, project requirements, or event details from a single location and avoid using multiple disconnected tools. Within a Doc, you can:
    • Create unlimited pages with rich-text formatting.
    • Tag users to their action items by @-mentioning them.
    • Insert media and URLs.
    • Add reference to CWM tasks or other ServiceNow AI Platform records such as Issues, Incidents, or Risks.
    • Collaborate with other users with the feature of live user presence.
    Connecting to Planning portfolios
    Configure lenses of Strategic Planning or Portfolio Planning workspaces to include CWM Boards as a planning item so that you can plan and roadmap Boards in a portfolio plan.

    Activation information

    Install Collaborative Work Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Browser requirements

    Live user presence in Docs is not supported in the Safari browser.