Generate tasks from Docs in Collaborative Work Management (CWM)

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the generative AI capabilities of Now Assist to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.

    Before you begin

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Create a Doc in CWM

    Role required: sn_cwm_ai.cwm_ai_user

    About this task

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From the Spaces menu, navigate to the Space where your Doc is located and open it.

      Spaces menu in CWM.

    3. From the header of the Doc, select Create Tasks.
      The Now Assist panel opens up. Now Assist generates recommendations for tasks based on the information on your Doc page. So, to experience an easier interaction within the panel, you can pin it.
    4. Optional: Go through the task recommendations and choose to refine or modify any task recommendation.
    5. You can iterate on refining or modifying the tasks and when you’re satisfied with the recommendations, select Add to Board.
    6. Select the Space of the CWM Board to which you want to add these tasks to.
    7. Select the Board to add these tasks to.
      Now Assist adds all the generated task recommendations to the selected Board. You can navigate to the Board through the link provided in the Now Assist message to review them.
      Note:
      If the Space you selected in Step 6 has just one Board, then you won't be asked to select a Board. The tasks are added to the Board directly.

      Automatic task generation from CWM Docs using Now Assist for CWM.