---
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 CWM task or story under a project task

# Create a CWM task or story under a project task {#ariaid-title1}

Release version: Australia  
Updated July 23, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

You must be an assignee of the project task through one of the following:

* Listed in the Assigned to field on the project task.
* Listed as a resource assignee on the project task.
* A member of a group that is listed as a group resource assignee on the project task.

The project task must not already have child project tasks. When a project task has child project tasks, adding CWM child items is blocked for all users. For details on assignee and hierarchy rules, 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.").

Role required: sn_cwm.cwm_user

## Procedure

1. Navigate to WorkspacesCollaborative Work Management.
2. Open the Board that shows the project task, and switch to the List view.
3. Open the context menu for the project task row.
4. Select one of the following options:
   * Add child CWM task to create a task.
   * Add child story to create a story.

   Both Add child CWM task and Add child story appear to all users, whether or not you're an assignee. The child item is created only if you're an assignee of the project task, and the project task doesn't already have child project tasks. Otherwise, selecting either option displays an inline error notification instead of creating the child.

   Add child story completes only when the project task's phase type is Agile. On a project task with any other phase type, selecting Add child story displays an error notification instead of creating the story.

   For the full assignee and hierarchy rules, 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.").
5. Enter the details for the new task or story inline.
6. Press the Enter key or click anywhere outside the row to save the new item.  
   The new child item is created with the Project task field set to the parent project task and the Project field set to that project task's project.

## Result

The new CWM task or story is displayed as a child row under the project task. The child item inherits the connection to the project task's project.
**Related concepts**   

* [CWM integration with Project Workspace](https://servicenow-prod.fluidtopics.net/OqppfLxJy8FND0LuYPo6QQ "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.")
* [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.")  
**Related tasks**   

* [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.")

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