---
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


---

# Create a Doc in CWM

# Create a Doc in CWM {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

## Before you begin

[Create a Space in CWM](https://servicenow-prod.fluidtopics.net/dPgzYGZ45tzKEI9yKizOwg "Create Spaces in Collaborative Work Management to enable cross-functional teams to come together and manage work tasks and documentation.").

Role required: sn_cwm.cwm_user

## Procedure

1. Navigate to WorkspacesCollaborative Work Management.
2. Open a Space that you want to create a document in.
3. From the Spaces menu, open a Space that you want to add a Board to.  
4. From the More options menu of the Space (![More options icon.]()), select New Doc  
   s
5. In the Doc name field, enter the name for the document.  
   For example, Meeting notes.
6. Select Create.

## Result

A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

## What to do next

Utilize the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.  
Note:  
To reference ServiceNow AI Platform records other than CWM tasks, work with your admin to update the sn_cwm.record_mention_config system property. For more information, see [Enable ServiceNow AI Platform records in CWM Docs](https://servicenow-prod.fluidtopics.net/9eugktVCEbUZEBpFlF4gYg "Facilitate connecting work across ServiceNow AI Platform by enabling CWM users to add a reference to records of any ServiceNow table in CWM Docs.").

*[\>]: and then