---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure a list menu to display in the Learning tab in Workforce Optimization for Customer Service

# Configure a list menu to display in the Learning tab in Workforce Optimization for Customer Service {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add list or list categories to modify the list menu for Coaching with Learning in the
Coaching application in Workforce Optimization for Customer Service.

## Before you begin

Important:  
This feature is available with the Workforce Optimization for CSM Configurable Workspace (sn_csm_wfo_workspa) from the ServiceNow Store. To enable this feature, see [Activate Workforce
Optimization for CS configurable workspace](https://www.servicenow.com/docs/MPC2vFOyK47CJqU660CRPg "Workforce Optimization for Customer Service solution is highly modular, offering a wide range of capabilities such as Channel Management, Scheduling, Coaching, and Teams applications in CSM Manager Workspace. The Workforce Optimization for CSM Configurable Workspace (sn_csm_wfo_workspa) plugin activates all other dependent plugins to enable users to the Channel Management, Scheduling, Coaching, and Teams applications in Workforce Optimization for Customer Service.").

Set the map application scope to Coaching With Learning. For
information on how to set the scope, see [Set map application
scope](https://www.servicenow.com/docs/access?context=set-map-application-scope&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).

Role required: admin

## Procedure

1. In the application navigator, enter <kbd class="ph userinput">sys_ux_list_menu_config.list</kbd>.
2. Click Learning list record.
3. Under UX list category, click New.
4. Enter the following field values.  
   {#configure-listmenu-configurable-wfo-cs__table_yfh_h3p_f4b__entry__2}

   | Field | Value |
   |-|-|
   | Title | Enter the name of the list category. |
   | Description | Enter a short description about the list category. |
   | Order | Enter a value to set the position of the list category in the current list. |
   | Active | Select the check box to make the list category visible. |
   [Table 1. Learning list form field]

   {#configure-listmenu-configurable-wfo-cs__table_yfh_h3p_f4b}
5. Click Submit.
6. Under UX Lists, click New to create lists under that list category.
7. Enter the following field values.  
   {#configure-listmenu-configurable-wfo-cs__table_s1c_yfz_qvb__entry__2}

   | Field | Value |
   |-|-|
   | Title | Enter the name of the list. |
   | Table | Select the table for the data that you want to display in the list. |
   | Configuration | Select Learning List. |
   | Columns | Select the columns that you want to display for the table. |
   [Table 2. UX lists form field]

   {#configure-listmenu-configurable-wfo-cs__table_s1c_yfz_qvb}
8. Click Submit.
9. Click Update.