Generate tasks from Docs in Collaborative Work Management (CWM)

  • Release version: Xanadu
  • Updated July 31, 2025
  • 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

    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 your ServiceNow instance, select Now Assist ().
      The Now Assist panel opens up. The next steps are performed within the panel. So, to experience an easier interaction within the panel, you can pin it.
    4. Optional: Select New chat () to start a new conversation within the Now Assist panel.
      Perform this step if you want to end an already open conversation or if you're unable to see the Create tasks in CWM option within the panel.
    5. Select Create tasks in CWM.
      Now Assist generates recommendations for tasks based on the information on your Doc page.
    6. Optional: Go through the task recommendations and choose to refine or modify any task recommendation.
    7. You can iterate on refining or modifying the tasks and when you’re satisfied with the recommendations, select Add to Board.
    8. Select the Space of the CWM Board to which you want to add these tasks to.
    9. 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 8 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.