Tasks view in Service Graph Workspace

  • Release version: Zurich
  • Updated February 9, 2026
  • 2 minutes to read
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    Summary of Tasks view in Service Graph Workspace

    The Task view in Service Graph Workspace allows task owners to efficiently track and manage various tasks related to the Configuration Management Database (CMDB), including CMDB Health tasks, certification, attestation, and lifecycle tasks generated by the CMDB Data Manager.

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    Key Features

    • Access: Navigate to Workspaces > Service Graph Workspace and select the Tasks icon. Choose Certification, Attestation, or Lifecycle from the navigation panel to access specific task types.
    • Task Overview Page: Displays charts with task counts grouped by status (Overdue, In-progress, Not started, Completed, Closed) and policy type (Certification, Attestation, Lifecycle).
    • Overdue Tasks: Shows all open tasks assigned to you or your group, highlighting urgent items.
    • Certification and Attestation Tasks: Lists tasks assigned according to CMDB Data Manager policies, including for managers and user group managers, allowing for audit reviews of associated CIs.
    • Lifecycle Tasks: Displays tasks related to retiring, archiving, or deleting CIs, with a focus on those assigned to you or your group.

    Key Outcomes

    Using the Task view, ServiceNow customers can effectively manage their assigned tasks, ensure compliance through timely reviews, and maintain the integrity of the CMDB. This functionality supports proactive management of IT assets and helps streamline operational processes within the organization.

    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 Workspaces > Service Graph Workspace, 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.

    Task overview provides the following cards:
    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 CMDB Data Manager 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.