0
6.0.0
Yokohama, Xanadu, Washington DC
Collaborative Work Management is a central hub for team members to plan, manage, visualize, and collaborate on work.
Use personal spaces to plan your own work or shared spaces to collaborate on work with team members. Within spaces, create boards to manage tasks for your teams. Create custom columns and custom work types to be able to manage any type of work. View tasks in List, Gantt, or Kanban to support flexible types of workflow. Autonomously configure columns, work types, and access to your spaces without support from a system administrator.
Boost efficiency by creating automations to reduce manual task updates and alert team members when changes are made to tasks or important dates arrive.
Create docs to manage documentation or content for your work. See who is online and collaborate in real time to create docs.
Connect boards to Strategic Planning Workspace for prioritization, roadmap, and goals.
- Spaces:
- Manage planned and ad-hoc work using personal and shared Spaces
- Create unlimited Boards and Docs to plan work
- Organize Boards and Docs into folders
- Boards:
- Organize tasks using flexible Board views (List, Gantt, and Kanban)
- Invite members from across teams to collaborate
- Create custom columns (fields) for a task
- Create custom work item type
- Automate task actions to save time and improve efficiency
- Connect boards to Strategic Planning Workspace for prioritization, roadmap, and goal
- Docs:
- Create Rich-text docs to manage multiple types of documentation
- Insert images and tables
- Tag users inline in the Doc
- See who is currently viewing or working on a Doc using live user presence
- Add references to other Now Platform tables to connect work across teams
- My Work:
- Track overall progress on all work that's assigned to you
- Identify tasks that are high priority or overdue using different widgets and visualizations
- Filter the dashboard to show items such as CWM tasks or project tasks from a specific date range
- Task type supported for display - CWM tasks, Project Workspace tasks, Demand tasks, RIDAC tasks, Agile Stories, Scrum Tasks
- Templates for Boards and Docs
- Ensure consistent format and structure across Boards and Docs for the same business process or workflow
- Apply templates to new or existing Boards and Docs
- Save Boards or Doc pages as templates
- Manage all templates in the Template Center
- Share templates with the team or keep them private
- Board Views
- Save Board display preferences as personal or shared views
- Create shared views for the team so that all the team members consuming the data have the same experience
- Create multiple views for the same Board so that you can display data in a way that is fit for your audience
- Quickly switch between views to avoid manually updating display preferences each time the audience is changed
- Update the view preferences anytime to adapt to changing processes
- Export board list view
- Exporting the list view of board to excel or csv format so that you can use it to obtain insights, share with stakeholders, and prepare for analysis or presentations
- The exported CSV or Excel file doesn't retain the hierarchy of the CWM tasks from the List view
- Export CWM Doc pages into PDF
- Export pages of CWM Docs as PDF files so that you can share documentation across emails to multiple teams or to stakeholders who don’t have access to CWM
New
- Improved focus and navigation
- Single Space view in navigation panel: To minimize distractions and help improve focus, the left navigation panel now displays only the currently active space. Switch between spaces using a newly introduced dropdown menu, offering a cleaner and more focused experience.
- Resizable and collapsible navigation panel: The left panel is now resizable and can also be collapsed entirely which allows customization of the workspace layout according to your preferences and screen size.
- Workspace-level search: Search across Spaces, Boards, and Documents within the CWM workspace. Search results provide direct navigation, allowing quick access to the required item.
- Visual feedback for task Completion in the List view
- When an individual task is completed, a brief visual effect is shown at the cell level.
- When all tasks in a board are marked complete, a board-level animation provides visual confirmation of full completion.
Changed
- Reordering of child tasks: Child tasks in the List view can now be reorderd, improving readability and simplifying error identification.
- Automation step numbering: Automations now include step-wise numbering, making it easier to identify errors and detect cycles. This improvement simplifies troubleshooting and enhances clarity when configuring complex automation flows.
Removed
- Data Model Simplification: The sn_cwm_task_custom table is deprecated. All its columns are merged into the sn_cwm_task table.
- Required plugins and products
-
com.devsnc_sn_vtb
-
com.snc.sdlc.ranking
-
- Dependencies
-
sn_datagrid
-
sn_gantt
-
sn_docs
-
sn_knbn_comp
-
sn_align_core
-
sn_spm_com_ui_comp
-
- Properties that need to be created or set to activate the content pack: N/A
- Affected business rules: N/A
- Affected script includes: N/A
- .jar files that need to get uploaded, if applicable: N/A