Generate tasks from Docs in Collaborative Work Management (CWM)

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.

Before you begin

Important:

This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see AI agents, skills, and agentic workflows on by default.

Create a Doc in CWM

Role required: sn_cwm_ai.cwm_ai_user

About this task

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From the Spaces menu, navigate to the Space where your Doc is located and open it.

   

3. From the header of the Doc, select Create Tasks.
   The ServiceNow Otto panel opens up. ServiceNow Otto generates recommendations for tasks based on the information on your Doc page. So, to experience an easier interaction within the panel, you can pin it.
4. Optional: Go through the task recommendations and choose to refine or modify any task recommendation.
5. You can iterate on refining or modifying the tasks and when you’re satisfied with the recommendations, select Add to Board.
6. Select the Space of the CWM Board to which you want to add these tasks to.
7. Select the Board to add these tasks to.
   ServiceNow Otto adds all the generated task recommendations to the selected Board. You can navigate to the Board through the link provided in the ServiceNow Otto message to review them.

   Note:

   If the Space you selected in Step 6 has just one Board, then you won't be asked to select a Board. The tasks are added to the Board directly.