Tasks Page Configuration module
Summarize
Summary of Tasks Page Configuration module
The Tasks Page Configuration module in the classic ServiceNow user interface enables administrators to manage the configuration of the Tasks section within workspace landing pages. This configuration controls how task data is displayed across various workspaces, including Audit, Compliance, Privacy, and Risk workspaces.
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Only users assigned the sngrcworkspace.taskadmin role, typically GRC administrators, can access and modify these configurations. The module allows customization of workspaces, tabs, and filters that define the task views for end users.
Key Features
- Pre-configured Tabs: Default tabs include My pending tasks, My group's tasks, My items, and Watchlist for specific GRC workspaces.
- Tab Management: Administrators can add, remove, prioritize, and reorder tabs in the Task Configuration records. Tabs with identical order values are sorted alphabetically.
- Task Configuration Customization: Admins can update names, descriptions, and titles (for records and workspace landing pages). Descriptions are visible only in the classic UI for administrators, while titles appear to end users in the workspace.
- Filter and State Label Configuration: Filters can be applied at table or state levels, including group-based record filtering. State labels on tables can be added, updated, removed, or overridden.
- Tab Types: Tabs can be designated as group tabs or regular tabs to tailor task views.
Key Outcomes
Using this module, ServiceNow customers can tailor the task experience in workspace landing pages to match organizational workflows and user roles. Proper configuration ensures that end users see relevant tasks filtered and organized efficiently, improving productivity and task management visibility.
By leveraging the module’s capabilities, GRC administrators can maintain a dynamic and user-focused task interface, with control over tab visibility, ordering, and filtering to suit evolving business needs.
The Tasks Page Configuration module in the classic user interface displays the configurations related to the Tasks section in the landing pages of the workspaces. The configurations in the Tasks Page Configuration module help the users to view the data in different workspaces.
Only users with the sn_grc_workspace.task_admin role can configure the Tasks landing pages for the workspaces using the Tasks Page Configurations module in the classic user interface. The administrators are assigned the sn_grc_workspace.task_admin role by default.
GRC administrators perform task page configurations, including the workspaces, tabs, and filters configurations in this module. Based on all the filter conditions that are applied at table levels or state levels, the users can view the data in the Tasks landing page in the workspace.
In the homepage view of the workspace, the widgets displayed about the tasks such as My tasks and My group's work are configured using the UI Builder. Clicking these widgets in the homepage view directs the users to the Tasks page in the workspace.
- My pending tasks
- My group's tasks
- My items
- Watchlist
Starting with GRC: Common Workspace Elements application version 14.x, the administrators with the sn_grc_workspace.task_admin role can add or remove the tabs in the Task Configuration record. They can also prioritize or order the tabs in a sequence. When a tab is created in the Task Configuration record under the Tasks Page Configuration module, it is displayed in the workspace UI.
The task administrators can change the order of the tabs in the UI. If the same order is configured for two tabs, the tabs are displayed in an alphabetical order.
- Update the name and description of the record in the classic user interface. Only administrators can view this data in the classic user interface. End users cannot view this data in the workspace view.
- Update the title of the workspace that is displayed in the Tasks landing page in the workspace. End users can view this data in the workspace view.
- Update the title of the applicable table, filter condition, and column names.
- Update the filter conditions for the tabs.
- Filter the records based on the group selection for the applicable table.
- Add, update, remove, or override the state labels of the tables.
- Update the type of the tab such as group tab or regular tab.