Collaborating with Spaces in CWM

  • Release version: Washingtondc
  • Updated January 23, 2025
  • 2 minutes to read
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    Summary of Collaborating with Spaces in CWM Strategic Portfolio Management

    Collaborative Spaces in CWM allow teams to work together effectively on projects and assignments. There are two types of Spaces: personal Spaces for individual use and shared Spaces for team collaboration within the organization. Each user gets a default personal Space with a sample Board to explore CWM features.

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    Key Features

    • My Space: Access personal features, create task Boards, and organize documents into folders.
    • Shared Spaces: Centralized areas for cross-functional teams to collaborate on common goals, manage tasks, and access records across the ServiceNow AI Platform.
    • Access Management: Space owners can manage user permissions through the Share permissions modal, adjusting access levels or handling access requests.
    • Task Assignment Management: Identify users without access during task assignments and adjust their permissions as needed.
    • Role Elevation Requests: Viewers can request an upgrade to Editor status, which Space owners can approve or deny through email notifications.

    Key Outcomes

    By utilizing collaborative Spaces, teams can enhance productivity, streamline project management, and ensure that all relevant information is centralized. Users can easily manage access and permissions, ensuring the right people have the appropriate roles to contribute effectively. This functionality supports improved collaboration across various functions within the organization.

    Create collaborative Spaces for teams to work together on projects, goals, or assignments.

    CWM provides two kinds of Spaces: A personal Space that can be accessed only by you and shared Spaces to collaborate with other users in the organization.

    My Space

    By default, a Space and a sample Board are created for you so that you can get familiar with the features and options in the workspace. From your personal Space, you can browse through the Intro to Docs and Welcome to CWM documents for a high-level overview of what you can do with CWM.

    Create more task Boards, docs, and organize them into folders to manage the work assigned to you.

    Shared Spaces

    Collaborating with Spaces

    Shared spaces act as a central location for cross-functional teams to come together and collaborate toward common goals. Plan for the next big release, prepare for a presentation, organize a conference, and do much more using task Boards and collaborative Docs.

    With the capability to connect to any record across the ServiceNow AI Platform, avoid the risk of having information scattered across multiple apps and missing unplanned tasks.


    Shared spaces in CWM workspace.
    Managing access in the Share permissions modal
    As a Space owner or editor, you can manage access for existing users of your Space and review access requests from other users using the Share permissions modal.
    • People with Access section: Manage the access level of existing collaborators to Editor, Viewer, or Owner, or remove them from the Space.
    • Pending Access section: Review requests from users and choose to grant or deny them access to your Space.

    Share permissions modal of CWM.

    Managing Space permissions for task assignees and other users

    As a Space owner or editor, while assigning tasks to your team members, you can identify users who don’t have access to the workspace through a lock icon next to the user name. This icon is visible in the List view of the Board in the columns of type People such as Assigned to, Additional Assignee, and Assignment group.

    Lock icon to indicate no access for a user.

    You can either use the workspace prompt to grant assignees Viewer access or choose to manage their access level later from the Share permissions modal. For more information on managing sharing permissions, see Share a Space in CWM and manage sharing permissions.

    Grant access to task assignees.

    Requesting to elevate user access role to Editor

    The Viewing mode indicator in the Board header indicates that you have only the Viewer role to the Space that you're in. As a Space viewer, you can send a request to Space owners and editors to request elevating your role to Editor by selecting the indicator.

    Viewing mode indicator.

    Space owners and editors receive an email request from which they can choose to grant or deny access to the user.

    Using the following sections, get started with shared Spaces in the workspace.