Creating to-do content

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Creating to-do content

    This guide explains how ServiceNow customers can create and deliver to-do links within banner or styled content items using two methods: Scheduled Content via Content Publishing, and Campaigns via Content Experiences. Embedding to-do links in prominent content like banners helps highlight high-priority tasks and facilitates easier access for users.

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    Process for Content Publishing

    • Create to-do content: Develop the to-do items you want to link.
    • Create link content: Reference your to-do content by selecting "To-do" as the content type and linking to the previously created to-do content.
    • Create portal content: Reference the link content within your banner or styled portal content.
    • Schedule the portal content: Use Content Publishing to schedule your banner or styled content. Scheduling this portal content automatically schedules the associated to-do content.
    • Content alignment: To-do content schedules separately but aligns with the portal content’s timing and appears in the To-do scheduled content field after saving.
    • Note: The "Content Publishing: Create To-dos" scheduled job must run before the content becomes available to users.

    Process for Content Experiences (Campaigns)

    • Prerequisite: Have an existing campaign with defined stages and content.
    • Steps: Similar to Content Publishing but instead of scheduling, add the portal content to a campaign stage as an activity.
    • Create to-do content, create link content referencing it, then create portal content referencing the link content.
    • Add the portal content to a campaign stage or bundle using either legacy lists/forms or the campaign builder UI.
    • Use Portal preview and Campaign preview features to verify content before publishing.
    • Restrictions: Link content cannot be deleted or moved independently from its parent banner content.

    Key Outcomes

    • Enables ServiceNow customers to surface critical to-do tasks prominently within banners or styled content.
    • Integrates to-do tasks smoothly into content delivery workflows either by scheduled publishing or within campaign stages.
    • Ensures to-do content availability aligns with portal content timing, improving user experience and task visibility.
    • Supports content management controls to maintain content hierarchy integrity between banners and linked to-do items.

    Use Content Publishing to create links between a banner or styled content items and to-dos content items.

    The two ways of delivering to-do links are:
    • Scheduled Content (Content Publishing)
    • Campaigns (Content Experiences)

    Create to-do links for your banner or styled content items to make it easier to access. Placing to-do links in a banner or styled content makes it highly visible for high priority to-do tasks.

    Process for Content Publishing

    To create to-do links for a banner or styled content, do the following:
    • Create to-do content: For more information, see Create to-do content.
    • Create link content referencing your to-do content: For details, see Add or modify links to other content sources
      Note:
      Select To-do in the Type field. And, select the to-do content you created previously from the To-do content list.
      .
    • Create portal content that references your link content.
    • Schedule your content using Content Publishing.
      • Schedule the portal content (banner or styled content).
        Note:
        Your to-do content automatically schedules when you schedule your portal content (banner or styled content).
      • The to-do scheduled content appears in the To-do scheduled content field after you select Save. Your to-do content also aligns with the schedule of your portal content.
      • The to-do content is automatically scheduled separately when the link content is scheduled.
      • For more information, see Scheduling the delivery of content.
      • The Content Publishing: Create To-dos scheduled job must run before the content becomes available.

    Process for Content Experiences (campaigns)

    To create to-do links for a banner or styled content within a campaign, you must first have a campaign with stages and content. For more information, see Creating campaigns. Use the same steps in Content Publishing, but instead of scheduling your content, add it to a campaign stage.
    • Create to-do content.
    • Create link content referencing your to-do link content.
    • Create portal content that references your link content.
    • Add your portal content to a stage/bundle as an activity in your campaign.
      • You can use the legacy lists and forms or the campaign builder UI to add your portal content.
      • For more information, see Create a campaign.
    • If you use the campaign builder UI, you will see the banner and link content.

      Schedule of content view: Portal content and linked content

    • Use Portal preview to view your content. For details, see Campaign preview.
    • After verifying your content, publish it.
      Note:
      You cannot delete the link content without deleting the banner (parent) content. You also cannot move the link content to another stage (bundle) without moving the banner (parent) content.