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Collaborate with Docs › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a Doc in CWM

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

Before you begin

Create a Space in CWM.

Role required: sn_cwm.cwm_user

Procedure

  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.

Image omitted: cwm-spaces-navigation.png
Spaces menu in CWM.
  1. From the More options menu of the Space (
Image omitted: cwm-icon-column-actions.png
More options icon.\), select **New Doc**
s
Image omitted: cwm-spaces-menu.png
Spaces more options menu.

  1. In the Doc name field, enter the name for the document.

    For example, Meeting notes.

  2. Select Create.

Result

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

What to do next

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

Note: 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.

Parent Topic:Collaborative documentation using CWM