---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add tasks to a CWM Board

# Add tasks to a CWM Board {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Start planning work on your Board by adding tasks and assigning them to team members in Collaborative Work Management workspace.

## Before you begin

[Create a Board in CWM](https://www.servicenow.com/docs/ZTf4v15~mfFdOzdxd~jYYQ "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.").

Role required: sn_cwm.cwm_user

## About this task

Each task on a Board is a unit of work that your team plans, assigns, and tracks to completion. Add tasks individually when you are starting fresh on a Board or as new work arises throughout a project.

This procedure provides step by step guidance on how to add a single task to a CWM Board. To bring in many tasks at once from an existing file such as Excel, Word, or PDF. You can import them using Now Assist instead of adding them one by one. See [Import existing tasks into a CWM Board](https://www.servicenow.com/docs/ddxBAcfhtWhPJ8_zNGAesg "Bring existing work from a spreadsheet or document into a CWM Board. Column mapping is generated automatically. Review the mapping, preview the result, and confirm the import.").

## Procedure

1. Navigate to WorkspacesCollaborative Work Management.
2. From a Space, select a Board that you want to add tasks to.
3. From the Board footer, select + Add item.  
4. Fill in details such as the Type, Short description, Assigned to, dates, and others.  
   The default work item types available in CWM are Task and Defect. If you want to create other work items such as Milestones or Events, you can create your own task type. See [Create and manage custom work item types in CWM](https://www.servicenow.com/docs/8oWPG5c8G5S7_BVU9EGsMw "Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.").

## What to do next

* Add more tasks to the Board and assign them to yourself or members of your team.
* Edit the information of your task from the side panel by clicking the short description to open it. Alternatively, edit it directly from the grid through inline editing by double-clicking a cell.
* Rearrange your tasks on the Board by using the drag-and-drop feature.
* Share tasks by their URL using the Copy task link option from the row context menu of the task. This way, when a user clicks the shared URL, the task opens in the side panel in the context of the Board that it belongs to.  

{#add-tasks-to-board-in-cwm__ul_twh_lfy_dfc}  
Additionally, to enhance the planning and management of tasks, you can:

* Create additional columns for a task to add other details. See [Add custom columns for tasks in a CWM Board](https://www.servicenow.com/docs/7BdTa9QElQVwffYY7Wbhuw "Create custom fields in a Board so that you can organize all details of tasks at a single location. This improves task management and saves time by reducing dependency on system admin.")
* Choose the columns to be displayed for the tasks on the Board. See [Personalize List, Gantt and Kanban display for CWM Boards](https://www.servicenow.com/docs/yvzMZLssQL~boRZc4FsxuQ "Show, hide, or rearrange columns and apply sorting or filters to personalize the way data is displayed in Collaborative Work Management Boards based on your workflow.").
{#add-tasks-to-board-in-cwm__ul_egf_rh5_11c}
* **[Generate tasks from Docs in Collaborative Work Management (CWM)](https://www.servicenow.com/docs/b5b6IuBgSloU5~ofXRcnXA)**   
  Use the generative AI capabilities of ServiceNow Otto to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.

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