My Work in CWM
Summarize
Summary of My Work in CWM
My Work in Collaborative Work Management (CWM) provides a centralized view of all tasks assigned to you across ServiceNow applications. This feature allows you to manage project tasks, problems, and incidents efficiently without switching between applications. Note that tasks not extending from the Task table, such as VTask, will not appear in My Work unless configured by your admin.
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Key Features
- Centralized Task View: Access all assigned work items from various ServiceNow applications in one place.
- Filters: Utilize task type and date filters to narrow down your view of tasks, including options for open items without start or end dates.
- Two Views: Overview tab provides visual progress indicators and widgets, while the List tab offers a detailed list of open work items with navigation to their sources.
- Widgets: Key widgets include Overall Progress, My Open Items, My Overdue Items, and Task by State/Priority, allowing for easy tracking and management of tasks.
Key Outcomes
By using My Work, you can effectively monitor your workload, prioritize tasks based on urgency, and gain insights into your task completion status. This streamlined approach enhances productivity by consolidating work management into a single workspace, making it easier to stay organized and focused on your responsibilities.
Manage your work from all ServiceNow applications from a centralized view in the Collaborative Work Management workspace.
My Work provides a centralized view of all your assigned tasks, including project tasks, problems, and incidents. It also offers visualizations that group items by state, priority, and status, such as open or overdue.
Work items from all ServiceNow applications assigned to you’re displayed in My Work. If you receive a work item on the CWM Board via Connected Work, those items appear here as well. This ensures you have a single source for all assigned work without the need to switch between applications.
- Any task record created in a table that doesn’t extend the Task [task] table, such as VTask, won't show up in My Work.
- If you’re added as Additional assignee to a task, work with your admin to enable the display of such tasks in My Work. See Properties installed with CWM.
- Task type filter displays a list of all task types that are assigned to you currently.
- Date filter lets you select predefined or custom date ranges.
- You can choose to include open items that don't have start or end dates.
- 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 |
|---|---|
| Work item type filter | Choose the type of work items that you want to view in My Work. For example, if your current assignments consist of CWM tasks, Projects, and Incidents, then the Task type filter only shows these three options to select from. Also, CWM tasks of all types, including custom CWM tasks, will be grouped as CWM Tasks type. |
| 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. |
| Overall Progress | Percentage of work that is completed |
| My Open Items | Number of work items that are pending. SelectingClicking 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. |
The List view shows all open work items assigned to you. Select the Short description of a work item to view its details in a modal pop-up. Select the Source of a work item to open the work item in a new tab.
- The list view displays all the tasks with start or end dates that fall within the range of the date filter.
- Any closed task that doesn't have dates populated isn’t shown in My Work.
- You can't perform bulk editing of state, priority, or date values of the tasks through My Work.