Collaborate with docs in Next Experience for Demand Management
Summarize
Summary of Collaborate with docs in Next Experience for Demand Management
The Docs feature in Next Experience for Demand Management enables demand managers to centrally store and manage documentation related to demands. Each demand can have multiple doc pages, helping organize key information such as business objectives or technical requirements. Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes facilitate quick document creation, or users can start with a blank page.
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Key Features
- Auto-save and Live Presence: Docs auto-save content and display real-time indicators showing who is viewing or editing a document, enhancing collaboration.
- Rich Text and Block-Level Editing: Supports headings, lists, alignment, and the ability to move text blocks for flexible content arrangement.
- Inline Tagging and Tables: Team members can be tagged inline, and tables can be inserted using simple commands to improve communication and structure.
- Dynamic Data Linking: Allows referencing any ServiceNow application record within Docs, automatically updating to reflect the latest information without manual edits. Hover popovers provide quick record details, and clicking references opens the full form for edits.
- Image Insertion and Management: Users can upload images or add web URLs (with limited support for Google Images links). Images can be saved from Docs to devices for sharing or offline use.
- Real-Time Collaboration: Multiple users can edit a doc concurrently with colored cursors indicating each editor’s location. Presence indicators can be toggled on or off. Note that extensive simultaneous editing of the same content block may impact performance.
Practical Benefits for ServiceNow Customers
This Docs capability streamlines documentation for demand management by providing a centralized, collaborative workspace integrated with ServiceNow records. It reduces the need to switch between applications, maintains a single source of truth, and supports effective team collaboration through real-time editing and dynamic linking. Users can organize, update, and share critical demand-related information efficiently, improving alignment and decision-making within their demand management processes.
Store and manage documentation for demands from a centralized location in Next Experience for Demand Management.
Docs overview
- Each demand can have a separate doc page to capture related information. For example, create a doc page for business objectives or technical requirements.
- Each demand can have multiple doc pages to help you effectively organize key artifacts.
- Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes are available. Create doc pages using one of these templates or start with an empty page.
Features of Docs
- Auto-save content.
- See who is viewing or working on a doc page using the feature of live user presence.
- Create documents using pre-defined templates.
- Use rich text paragraph formatting, which includes headings, lists, alignment, and others.
- Move text blocks to change their placement using block-level editing.
- Tag team members inline or insert tables using the / command.
- Add reference to other ServiceNow AI Platform tables to connect work across teams.
- Insert images by uploading files or using web URLs.Note:The experience of inserting Google Images links might not work.
Real-time collaboration in Docs
With the feature of real-time collaboration, edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators based on your preference while working on or reviewing the content of the page.
Dynamic data linking in Docs
Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records.
For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring manual edits. Selecting the project reference opens up the project form so that you can view the full details of the project and make any necessary changes.
A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.
Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.
You can add references from any ServiceNow table you have access to, with no setup or configuration needed.
This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.
Images in Docs
Insert images into your Docs by uploading a file from your device or adding a web URL. Note that inserting Google Images links might not work.
Save images from your CWM documents directly to your device, making it easier to share or use them outside of the Docs environment. Click an image to access the download icon (
), then click the icon to save it to your device. Alternatively, right-click the image and use your browser's built-in save option.