Tasks Page Configuration module
Summarize
Summary of Tasks Page Configuration module
The Tasks Page Configuration module in the classic ServiceNow user interface allows administrators to configure the Tasks section displayed on workspace landing pages. It enables tailored views of task data across different workspaces such as Audit, Compliance, Privacy, and Risk. Only users with thesngrcworkspace.taskadminrole, typically GRC administrators, have permission to configure these task pages.
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Key Features
- Role-based access: Only task administrators with the
sngrcworkspace.taskadminrole can create and modify task page configurations. - Configurable tabs: Pre-configured tabs like My pending tasks, My group's tasks, My items, and Watchlist are provided by default. Administrators can add, remove, rename, reorder, and prioritize tabs within the Task Configuration records.
- Dynamic task views: Filter conditions can be applied at table or state levels to control which tasks are displayed in the workspace landing pages.
- UI Builder integration: Widgets such as My tasks and My group's work on the workspace homepage link directly to the Tasks page, facilitating easy navigation.
- Customization options: Administrators can customize the task configuration record names (visible only to admins), workspace titles, table titles, filter conditions, column names, and state labels to fit organizational needs.
- Tab types: Tabs can be designated as group tabs or regular tabs, allowing further classification of task views.
Practical Implications for ServiceNow Customers
By using the Tasks Page Configuration module, ServiceNow customers can tailor task management experiences within GRC workspaces to fit their organizational workflows. This module supports improved task visibility, prioritization, and organization by allowing administrators to define how tasks appear and are filtered on workspace landing pages. End users benefit from a streamlined interface that displays relevant tasks through configured tabs and widgets, enhancing productivity and task tracking efficiency.
Administrators should ensure they are assigned the sngrcworkspace.taskadmin role to access these configurations and maintain control over task page appearances and behavior. Properly configured task pages contribute to better task management and collaboration within the GRC environment.
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.