Collaborative Work Management release notes
The ServiceNow® Collaborative Work Management (CWM) application is an industry agnostic application that provides a central hub to plan, visualize, and collaborate on work with team members across the organization. CWM was enhanced and updated in the Xanadu release.
Collaborative Work Management highlights for the Xanadu release
- Reduce manual effort by creating Boards and Docs from templates.
- Save Board display preferences and switch between Board views based on the audience and purpose.
- Track and manage all your assigned work from a single view called My Work.
- Create automations on the Assigned to column or other custom columns of type People.
- Save time and avoid manual copying of information with the ability to duplicate CWM Boards and Docs.
See Collaborative Work Management for more information.
New in the Xanadu release
- Templates in CWM for Boards and Docs
-
With templates in CWM, you get a predefined format for Boards and Docs, which you can use as-is or customize to suit your workflow. You can use templates for new Boards and Docs or apply them to existing ones. You can also save an existing Board or Doc in its current format as templates.
Template Center provides a centralized space where you can manage all templates for Boards and Docs.
- Board views in CWM
- Create and customize Board display preferences such as column display and order, sorting, and filters based on the audience and purpose.
- Save Board display preferences as personal or shared views.
- Create shared views for the team so that all the team members consuming the data have the same experience.
- Create multiple views for the same Board so that you can display data in a way that is fit for your audience.
- Quickly switch between views to avoid manually updating display preferences each time the audience is changed.
- Update the view preferences anytime to adapt to changing processes.
- Export a CWM Board to CSV or Microsoft Excel
-
Extract data of the tasks on a CWM Board into a CSV or Microsoft Excel file so that you can use it to obtain insights, share with stakeholders, and prepare for analysis or presentations.
The exported CSV or Excel file doesn't retain the hierarchy of the CWM tasks from the List view.
- Export a Doc in CWM to a PDF file
-
Export pages of CWM Docs as PDF files so that you can share documentation across emails to multiple teams or to stakeholders who don’t have access to CWM.
- My Work in CWM
-
Manage all your assigned work such as CWM tasks, project tasks, RIDAC items, Agile stories, and demand tasks from a consolidated dashboard view with My Work.
- Track overall progress on all work that's assigned to you and quickly identify tasks that are high priority or overdue using different widgets and visualizations in the Overview tab.
- View all assigned tasks in a list view from the List tab. From this view, you can also navigate to the source item. If a Risk is assigned to you, you can navigate directly to the relevant RIDAC page in Project Workspace for more details.
- Filter the dashboard to show only specific tasks or from a specific date range.
- Duplicate a Board in CWM
-
Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually.
- The copied Board is added to the same Space as the original Board.
- The states of all the copied tasks are reset to default in the Board.
- Any custom columns in the original Board are copied to the new Board.
- Duplicate a Doc in CWM
-
Save time by duplicating an existing Doc to copy all its pages and content without having to copy the information manually. The copied Doc is added to the same Space as the original Doc.
- Add People column users in Board automations
-
Board automations to notify and send an email can now include users and groups from the columns of the CWM task. For example, you can create an automation to notify the task assignee whenever a task priority is updated. The users are dynamically picked from the Assigned to column of the task. Similarly, a custom column of the type People can be used to create such automation.
Changed in this release
- Share a Space in CWM and manage sharing permissions
-
While sharing a space with other collaborators, you can now search users and groups by email along with their name. This feature helps you choose the right collaborator in cases where individual users or groups have the same name.
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.