Key Features

• Guided Setup Home and Categories Pages: The home page offers an overview of configuration types, while the categories page lists task categories with descriptions. Users can start or continue setup steps from these pages.
• Completion Indicators: Visual status icons indicate category progress—empty circles for not started, lock icons for locked features, and purple circles for completed categories. Mandatory tasks hide the skip option and are marked with an asterisk and 'Mandatory' tag.
• Task Management and Assignment: Administrators can assign and transfer tasks to relevant users, who receive notifications. Assigned tasks are locked to others until completed or reassigned. Notes can be added during assignment to improve collaboration.
• Task Actions: Users can mark tasks as complete to progress, add optional custom steps during runtime in Playbook Experience, and access embedded help for detailed guidance.
• Navigation Support: The Playbook Experience provides forward and back navigation for tasks, while the immersive reader experience focuses on current category tasks with left navigation.
• Access Control: Lock icons indicate tasks or features that require activation of plugins or completion of prerequisites before becoming accessible.
• UI Builder Integration: Guided Setup task templates can be used to create UI pages via the UI Builder.

Practical Benefits for ServiceNow Customers

• Streamlines product roll-out by organizing configuration tasks into manageable categories with clear progress tracking.
• Enables collaboration through task assignment and notes, ensuring continuity if multiple administrators are involved.
• Supports flexible navigation and task management, allowing users to pause and resume setup without losing context.
• Prevents configuration errors by locking inaccessible tasks and requiring mandatory tasks to be completed before proceeding.
• Supports customization by allowing addition of optional steps and integration with UI Builder for tailored user interfaces.