Creating to-do content

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Creating to-do content

    This guide explains how ServiceNow customers can create and manage to-do links within banner or styled content items using two methods: Content Publishing (Scheduled Content) and Content Experiences (Campaigns). To-do links improve visibility and accessibility of high-priority tasks by embedding them directly in portal content.

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    Key Features

    • Content Publishing: Allows scheduling of to-do links by creating to-do content, linking it to banners or styled content, and scheduling the portal content. To-do content automatically aligns with the portal content schedule and is made available after the "Content Publishing: Create To-dos" scheduled job runs.
    • Content Experiences (Campaigns): Enables adding to-do links within campaign stages. This requires an existing campaign with stages and content. The process is similar to Content Publishing but instead of scheduling, content is added as campaign activities. Campaign builder UI and portal preview assist in managing and verifying content before publishing.
    • Link Content Management: Link content must reference the to-do content and is tied to its parent banner content. Deleting or moving link content requires corresponding actions on the banner content.

    Practical Application for ServiceNow Customers

    By following these processes, customers can effectively highlight important to-do tasks within their portal content, ensuring users have quick and visible access to critical actions. Understanding the scheduling dependencies and campaign integration helps manage content delivery efficiently and maintain consistency between to-dos and their parent content.

    This approach supports better task management and user engagement by leveraging existing ServiceNow content management features.

    Use Content Publishing to create links between a banner or styled content items and to-dos content items.

    The two ways of delivering to-do links are:
    • Scheduled Content (Content Publishing)
    • Campaigns (Content Experiences)

    Create to-do links for your banner or styled content items to make it easier to access. Placing to-do links in a banner or styled content makes it highly visible for high priority to-do tasks.

    Process for Content Publishing

    To create to-do links for a banner or styled content, do the following:
    • Create to-do content: For more information, see Create to-do content.
    • Create link content referencing your to-do content: For details, see Add or modify links to other content sources
      Note:
      Select To-do in the Type field. And, select the to-do content you created previously from the To-do content list.
      .
    • Create portal content that references your link content.
    • Schedule your content using Content Publishing.
      • Schedule the portal content (banner or styled content).
        Note:
        Your to-do content automatically schedules when you schedule your portal content (banner or styled content).
      • The to-do scheduled content appears in the To-do scheduled content field after you select Save. Your to-do content also aligns with the schedule of your portal content.
      • The to-do content is automatically scheduled separately when the link content is scheduled.
      • For more information, see Scheduling the delivery of content.
      • The Content Publishing: Create To-dos scheduled job must run before the content becomes available.

    Process for Content Experiences (campaigns)

    To create to-do links for a banner or styled content within a campaign, you must first have a campaign with stages and content. For more information, see Creating campaigns. Use the same steps in Content Publishing, but instead of scheduling your content, add it to a campaign stage.
    • Create to-do content.
    • Create link content referencing your to-do link content.
    • Create portal content that references your link content.
    • Add your portal content to a stage/bundle as an activity in your campaign.
      • You can use the legacy lists and forms or the campaign builder UI to add your portal content.
      • For more information, see Create a campaign.
    • If you use the campaign builder UI, you will see the banner and link content.

      Schedule of content view: Portal content and linked content

    • Use Portal preview to view your content. For details, see Campaign preview.
    • After verifying your content, publish it.
      Note:
      You cannot delete the link content without deleting the banner (parent) content. You also cannot move the link content to another stage (bundle) without moving the banner (parent) content.