Generate tasks from Docs in Collaborative Work Management (CWM)
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
Important: This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.
Role required: sn_cwm_ai.cwm_ai_user
About this task
[Omitted video] Description: Generate tasks from Docs using Now Assist for CWM
Procedure
Navigate to Workspaces > Collaborative Work Management.
From the Spaces menu, navigate to the Space where your Doc is located and open it.
Spaces menu in CWM.
From the header of the Doc, select Create Tasks.
The Now Assist panel opens up. Now Assist generates recommendations for tasks based on the information on your Doc page. So, to experience an easier interaction within the panel, you can pin it.
Go through the task recommendations and choose to refine or modify any task recommendation.
You can iterate on refining or modifying the tasks and when you’re satisfied with the recommendations, select Add to Board.
Select the Space of the CWM Board to which you want to add these tasks to.
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 6 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.
Parent Topic:Add tasks to a CWM Board