Create a Doc in CWM

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

    Antes de Iniciar

    Create a Space in CWM.

    Role required: sn_cwm.cwm_user

    Procedimento

    1. Navigate to Workspaces > Collaborative 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.

      Spaces menu in CWM.

    4. From the More options menu of the Space (More options icon.), select New Doc

      sSpaces more options menu.

    5. In the Doc name field, enter the name for the document.
      For example, Meeting notes.
    6. Select Create.

    Resultado

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

    O que Fazer Depois

    Utilize the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.

    Nota:
    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.