2 Collaboration Flashcards
What are the four steps to assign tasks in ServiceNow:
Add users to groups
Apply roles to groups
Assign tasks to groups
Assign tasks to users
What are Assignment rules and where can you find them?
Rules that are used to automatically set a value in the Assigned to and/or Assignment group fields of a task record
System Policy > Rules > Assignment module
What are Assignment lookup rules and where can you find them?
Assignment rules that only applies to incident records
System Policy > Rules > Assignment Lookup Rules
Where can you find all work assigned to you or your group?
Service Desk > My Work
Service Desk > My Groups Work
What does the user presence feature offer?
It facilitates synchronous collaboration within one record
- allows you to see who is online, their current status, and what they are viewing or editing, all in real-time.
What is real-time editing?
Its an extension of user presence and improves collaboration by allowing you to edit records in real-time as well as see edits (indicated by a pulse icon) saved by other users
You can see their:
- state
- what their edits are
What is/does the activity stream inline editor offer?
It enables users to contribute to actual work within a record without opening a form interface
Opens from list view
What does the Visual Task Boards allow you to do? (3)
Manage your tasks through a visual, drag-and-drop interface
Identify process bottlenecks at a glance
Track activity to view updates all in one place
What is the connect chat?
A messaging tool that lets you work with others in real-time
What is the Connect Workspace?
It provides a full-screen view of all your Connect Chat conversations in one place
What are the three types of Visual Task Boards?
Freeform
- boards are not based on field values from record lists, and records do not update when cards are moved
Guided boards
- boards are based on fields values from record lists and records update when cards are moved
Flexible
- based on fields values from record lists and records do not update when cards are moved
What are the four common elements of a Visual Task Board?
Taskboard Tools (header, offers settings etc)
Quick Panel (below taskboard tools)
Lanes (middle)
Cards (several cards inside the lanes)
Which tab contains the Activity Stream for a task?
The Notes Tab
When can you send a notification through a system?
When a record is inserted or updated in a specified table if the specified conditions are met
Where can you find the notifications that are currently defined on the Now Platform?
System notifications > Email > Notifications