--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Integration with Project Workspace # CWM integration with Project Workspace {#ariaid-title1} Release version: Australia Updated July 23, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of CWM integration with Project Workspace The integration between Collaborative Work Management (CWM) and Project Workspace enables ServiceNow users to seamlessly view, manage, and track project tasks and related work without switching between applications. Team members can handle detailed task work within CWM, while project managers monitor overall project execution in Project Workspace. This shared view enhances collaboration by linking CWM tasks and stories directly to project tasks and projects. Show full answer Show less ## Enabling the Integration * Both CWM (version 10.2.0 or later) and Project Workspace (version 7.5.0 or later) must be installed and active. * Once enabled, project and project task fields appear on CWM task records, and related context menu options become available in list views. ## Key Features * **Adding Project Tasks to CWM Boards:** Project tasks can be connected to Boards to consolidate work, though linked CWM tasks or stories are not automatically added. Multiple Boards can connect different items to the same project task, all visible together in Project Workspace. * **Work Management in Preferred Tools:** Team members perform daily work in CWM using Boards and My Work, creating and updating tasks linked to project tasks without opening Project Workspace. * **Breaking Down Work:** Assignees on project tasks can create child CWM tasks and stories directly from Boards, which automatically link to the parent project task and project. * **Project Manager Visibility:** Project managers view linked CWM tasks and stories under each project task on Project Workspace's planning page, without needing Board access. Date conflicts between linked tasks and project tasks are flagged for correction. * **Access Control:** Users with read or write access to projects or project tasks can view and edit linked CWM tasks, even without Board membership, facilitating collaboration for team leads and stakeholders. * **Handling Deletions:** Deleting a project or project task clears the connection on linked CWM items but does not delete those items. Connected tasks remain on Boards at the top level. ## What Team Members Can Do in CWM * View which project and project task each CWM work item supports via columns on Boards. * Track project tasks assigned to them or their groups in My Work. * Create additional CWM tasks or stories under assigned project tasks to break down work. * Change or remove connections between CWM items and project tasks as permitted by assignee and hierarchy rules. ## What Project Managers See in Project Workspace * CWM tasks and stories linked to project tasks appear as child items in the Planner tab. * Only the first level of CWM hierarchy is displayed, and inline editing of these linked tasks is not supported. * Date conflicts between CWM child tasks and parent project tasks are visually flagged for resolution. * Users need appropriate project permissions and the required role (sncwm.cwmuser) to view and edit linked CWM tasks. ## Practical Benefits for ServiceNow Customers This integration streamlines project execution by uniting detailed task management with high-level project oversight. Teams can work efficiently within their preferred interfaces while maintaining transparency and alignment across project roles. It reduces the need for application switching, improves visibility into task dependencies and schedules, and supports flexible collaboration with role-based access control. View and manage project tasks alongside CWM work without switching applications. Team members can see assigned project tasks, break down work, and manage connections while project managers track execution in Project Workspace. The Project Workspace integration with Collaborative Work Management (CWM) gives project managers and team members a shared view of work across both applications. Team members work inside CWM using Boards and My Work. Project managers track that same work inside Project Workspace. Each CWM task or story can be linked to a project and a project task. ## Enabling the integration {#connect-project-workspace-cwm__enabling-the-integration} Both applications must be installed and active in your instance to use the integration. * Collaborative Work Management (CWM) v10.2.0 and later. For installation, see [Install Collaborative Work Management](https://servicenow-prod.fluidtopics.net/KtKFmOCynQlG4utCwLGP2A "You can install the Collaborative Work Management (CWM) application (sn_cwm) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). * Project Workspace v7.5.0 and later. For installation, see [Install Project Workspace](https://servicenow-prod.fluidtopics.net/aewa3~n5S8YMfzjyws7dlw "You can install the Project Workspace application (sn_pw) if you have the admin role."). When both are active, the Project and Project task fields are available on CWM task records. The related row context menu options, such as Add child CWM task and Add child story, also are available in the List view. ## Bring project tasks onto a Board {#connect-project-workspace-cwm__bring-project-tasks-to-a-board} If a project task isn't already on your Board, you can add it as connected work. For the steps, see [Connect work from other ServiceNow apps to CWM Boards](https://servicenow-prod.fluidtopics.net/QI~Cr6wPGr74103_paCEbQ "Enable a consolidated view of all relevant work by connecting work items from different ServiceNow applications to a Board in Collaborative Work Management."). Adding a project task to a Board doesn't bring across the CWM tasks or stories that are already linked to that project task. Each Board can have its own set of connected work items for the same project task. In Project Workspace, all of these connected items appear together under the project task. ## How the integration supports collaborative work {#connect-project-workspace-cwm__value-for-tm-and-pm} The integration is designed so that team members and project managers can work in their preferred tools without losing visibility into each other's activity. Stay in CWM for daily work : Create, update, and move CWM tasks and stories linked to a project task from Boards, list views, and My Work. You can also see which project task each work item supports without opening Project Workspace. Break down work assigned to you : If you are an assignee on a project task, you can create additional CWM tasks and stories under it directly from a Board. New items are automatically linked to the project task and its project. Give project managers direct visibility : Project managers see the CWM tasks and stories your team is executing directly under each project task on the planning page. They don't need Board access to review status, and a date-conflict indicator flags when a CWM item's planned dates fall outside the parent project task. Share access through project permissions : Users with read or write access to a project or project task can view and edit the linked CWM tasks, even without Board membership. Team leads and project stakeholders can act on connected work without being added to every Board. ## When a project or project task is deleted {#connect-project-workspace-cwm__deletion-behavior} Deleting a project or a project task doesn't delete the CWM tasks or stories connected to it. The connected CWM items stay on their Boards. Only the Project and Project task column values are cleared, and each affected item returns to the initial level on the Board. A connected item doesn't automatically return to its earlier parent. For example, in a Website rebuild project, the CWM task Draft homepage copy starts as a child of another CWM task, Content planning. You then reconnect Draft homepage copy to the project task Prepare launch content. If Prepare launch content is later deleted, Draft homepage copy stays on the Board but moves to the initial level as an independent task. It doesn't return under Content planning. ## What team members do in CWM {#connect-project-workspace-cwm__team-member-actions} From within CWM, team members can perform the following actions: * See the Project and Project task that each work item supports. For more information, see [Show the Project and Project task columns in a CWM Board](https://servicenow-prod.fluidtopics.net/rKOUbg1sx8FdzbJdYatXdw "Display the Project and Project task columns on a CWM Board List view so that team members can see which project task each work item supports."). * Track project tasks assigned to them or to a group they belong to in My Work. For more information, see [View project tasks assigned to you in CWM My Work](https://servicenow-prod.fluidtopics.net/9YdnqoEi_f7efID8DXbIFA "Track project tasks alongside your other CWM work from a single view in My Work. Project tasks show up when you're assigned to them directly or through a group."). * Create additional CWM tasks and stories under a project task they are assigned to. For more information, see [Create a CWM task or story under a project task](https://servicenow-prod.fluidtopics.net/H5uoqGZsRqeIsTj22y0g8g "Break down a project task by creating child CWM tasks or stories under it on a Board. New child items are automatically linked to the parent project task and to its project."). * Change or remove the project task connection on a CWM item. For more information, see [Change or remove the project task connection for a CWM item](https://servicenow-prod.fluidtopics.net/iL6qC0DrZN3sJmXyt0xJGg "Reassign a CWM task or story to a different project task, or break the connection to a project task entirely, from the List view of the CWM Board."). Not every action is available on every project task. Assignee, hierarchy, and item-type conditions determine what's allowed. For details, see [Project task hierarchy and permissions in CWM](https://servicenow-prod.fluidtopics.net/ip5q8cRlTMx2H4Rd0jCqtg "Learn how assignee, hierarchy, and item-type conditions determine which project tasks accept CWM children and who can add or move them on a Board."). ## What the project manager sees in Project Workspace {#connect-project-workspace-cwm__project-manager-view} Project managers can enable the display of connected tasks in the Planner tab of a project in Project Workspace. When connected tasks display is enabled, the CWM tasks and stories linked to project tasks are shown as child items under each project task in the Planner. However, inline editing of these CWM child rows is not supported. Only the first level of the CWM hierarchy appears in the Planner. When a linked CWM task has a start date earlier or an end date later than the project task, the date conflict is indicated in red on the connected task row. The indicator clears when the dates are corrected. For information on enabling and using these views, see [Project Workspace integration with CWM](https://servicenow-prod.fluidtopics.net/UQwoIVy56MgKz9mW5Lp8Ew "Track team execution alongside your project plan by displaying Collaborative Work Management (CWM) tasks and stories linked to your project tasks directly on the planning page. Team members continue working in CWM, while you keep visibility in Project Workspace."). ## Access through project permissions {#connect-project-workspace-cwm__access-through-project} Users who have read or write access to a project or a project task, and have the sn_cwm.cwm_user role, can view and edit the connected CWM tasks. For more information, see [Project task access in CWM](https://servicenow-prod.fluidtopics.net/0Qmz6hW0lI6zCopFH9S3PQ "Learn how project users and CWM users can access project tasks and CWM tasks within the Collaborative Work Management workspace."). * **[Project task hierarchy and permissions in CWM](https://servicenow-prod.fluidtopics.net/ip5q8cRlTMx2H4Rd0jCqtg)** Learn how assignee, hierarchy, and item-type conditions determine which project tasks accept CWM children and who can add or move them on a Board. * **[Show the Project and Project task columns in a CWM Board](https://servicenow-prod.fluidtopics.net/rKOUbg1sx8FdzbJdYatXdw)** Display the Project and Project task columns on a CWM Board List view so that team members can see which project task each work item supports. * **[View project tasks assigned to you in CWM My Work](https://servicenow-prod.fluidtopics.net/9YdnqoEi_f7efID8DXbIFA)** Track project tasks alongside your other CWM work from a single view in My Work. Project tasks show up when you're assigned to them directly or through a group. * **[Create a CWM task or story under a project task](https://servicenow-prod.fluidtopics.net/H5uoqGZsRqeIsTj22y0g8g)** Break down a project task by creating child CWM tasks or stories under it on a Board. New child items are automatically linked to the parent project task and to its project. * **[Change or remove the project task connection for a CWM item](https://servicenow-prod.fluidtopics.net/iL6qC0DrZN3sJmXyt0xJGg)** Reassign a CWM task or story to a different project task, or break the connection to a project task entirely, from the List view of the CWM Board.