Update details of connected work items in CWM Boards

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

    • Learn how to update the status, assigned to, and other details for the work items that are brought into your Collaborative Work Management Board through Connected work.

    Antes de Iniciar

    Role required: sn_cwm.cwm_user

    Por Que e Quando Desempenhar Esta Tarefa

    The details of connected work items can be updated only from the side panel and not through in-line editing in the grid. However, deleting the connected work items from the Board will only remove them from the Board but won't delete the original record.

    Procedimento

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select the Board with connected work items that you want to update.
    3. From the List, Gantt, Kanban, or Sprint planning view, open the item details in the side panel.
    4. Update the required details.
      You can also choose to open the original record form and update the details from there using the Detailed form view icon (Detailed form view icon.).

      Item details in side panel for connected work.

    5. If you've edited the details in CWM, select Update or Save.

    Resultado

    The updated information is available on the work item both in CWM and in its parent application.