My Work in CWM
Summarize
Summary of My Work in CWM
My Work in CWM provides a centralized workspace for managing various tasks including CWM tasks, project tasks, RIDAC items, and Agile stories. It consolidates all tasks from both CWM and Strategic Portfolio Management (SPM) workspaces, offering visualizations that help users track task states, priorities, and key metrics like open and overdue items.
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Key Features
- Two Views: The My Work page features an Overview tab displaying widgets with progress indicators and a List tab showing all open tasks in a list or grid format.
- Overview Widgets: Includes overall progress percentage, counts of open and overdue items, completed tasks, and task breakdowns by state and priority.
- Filtering Options: Users can filter tasks by type (e.g., CWM Tasks, Project Tasks, Risks) and set date criteria to refine the displayed work items.
- Source Navigation: Each task in the List view includes a link back to its source for easy access to related information.
Key Outcomes
By utilizing My Work in CWM, ServiceNow customers can efficiently manage and track their assigned tasks, gain insights into their workload through visual metrics, and easily navigate to detailed task information, enhancing productivity and project oversight.
Manage all your work such as CWM tasks, project tasks, RIDAC items, and Agile stories from a centralized view in the Collaborative Work Management workspace.
My Work in CWM consolidates all your tasks across CWM and Strategic Portfolio Management (SPM) workspaces, provides visualizations around work such as task grouping by state, priority, and key metrics such as open and overdue items.
Tasks in My Work include all work items for which you are added to the Assigned to or Additional assignee fields.
- Overview tab shows multiple widgets that provide information related to the progress of your work. It also enables you to apply filters on the type of tasks that you want to view.
- List tab shows all open work items assigned to you in a list or grid format, where you can apply the group by and filter options on the columns.
List view also provides a link back to the source of the work item. For example, if your work item is a Risk, the Source column in the List view provides a navigation to the RIDAC page of the Project Workspace application.
| Widget or option | Description |
|---|---|
| Overall Progress | Percentage of work that is completed |
| My Open Items | Number of work items that are pending. Clicking the number opens a list view of all work items assigned to you and are in the Pending state. |
| My Overdue Items | Number of work items that are overdue. Clicking the number opens a list view of all work items assigned to you that are past their due date. |
| Completed | Number of work items that are complete. Clicking the number opens a list view of all work items assigned to you that are in the Closed Complete state. |
| Task by State | Bar chart that groups all work items assigned to you by their current state. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar. For more information on how the tasks are grouped by state, see Grouping of tasks in status reports of CWM My Work. |
| Task by Priority | Bar chart that groups all work items assigned to you by their priority. Clicking a bar opens a list of tasks that meet the filter criteria for the corresponding bar. For more information on how the tasks are grouped by priority, see Grouping of tasks in status reports of CWM My Work. |
| Filters | Choose the type of work items that you want to view in My Work. Based on the SPM applications that are installed in your ServiceNow instance, the following types are available to choose from:
|
| Date | Filter the tasks by their start and end dates. |
| Include open items with no dates | Enable display of work items that have no start date, end date, or both. |
- CWM tasks or Project tasks that have the Additional assignee field set to your name are also shown.
- Project tasks that are assigned to you from the Assigned to or Resource Assignees fields are shown.
The List view shows all open work items assigned to you. Click the Short description of a work item to view its details in a modal pop up. Click the Source of a work item to open the work item in a new tab.