hi everyone this is Justin with Cross views and I wanted to spend a little bit of time there talking about the ServiceNow planning console and the project workbench basically how easy is it to manage your project tasks within ServiceNow so I'm going to talk a little bit about that I'm gonna cut over to a live demo and you can see it all working in action now let's talk about managing project tasks a lot of times we're asked about you know people coming new to ServiceNow haven't worked with it before their concern is around Microsoft Project people know Microsoft Project it's common it's used everybody knows that if their contractors know it you know that's a skill they have the vendors they collaborate with might use it and the nice thing about ServiceNow is they've made it really easy to import and export both to and from Microsoft Project so I can easily get a file and pull it on the project tasks and all the attributes that are associated with it into my ServiceNow project and then if I need to export it I can export it out to a project file someone can go make changes and service now when I do the export they put a unique identifier and all the project tasks so when the changes come back and someone Rhian ports that to a project it's gonna reconcile the changes that were made over in the Microsoft project application now that's kind of an edge case you don't want to be doing that all the time having somebody work in two systems but for when it's needed it's there and it works really really well the second thing is people come into ServiceNow and they see the forms and the related lists and they want to work with you know the system as it's designed and they don't know about the planning console so I'm gonna show you around the planning console today to show that there's a work breakdown structure there's a Gantt chart view and it's all interactive you can work with your project you can move tasks around you can extend and shorten and make milestones and do all the same stuff that you're used to doing in Microsoft Project right in your web browser and in real time using something called the client-side planning console I can do all that stuff save it and batch it up to the server or I can use a server-side planning console where all my changes go uniquely to the the server and get saved does the last thing I'm going to show you is the project workbench and this is a quick way for you to view a project phase and actually triage the tasks within that project phase using a visual task force you can do things like make assignments label things move them between different states quickly and easily without having to drill into each task same for project phases within the project workbench we can add waterfall agile and testing phases to our project and then manage the tasks as part of those phases so that's what I'm going to show you let's get on over to the demo so what I have set up here is an empty project I gave it a name demo project filled out the required fields and I'm good to go notice that there is no task down here on the bottom and what I'm going to show is importing those tasks from Microsoft Project to populate this I could export as well to Microsoft Project and bring it back in that's definitely supported but I'm gonna show once it's imported how easy it is to work with these tasks so let's go ahead and click import and I'm gonna choose a file I've downloaded a template off the internet for a construction project just so I could show this I'm gonna go to update an existing project then we'll choose demo here and I'll click import and now if I scroll down I'll actually see I got the project task now it's showing six there's a lot more than six project tasks in here what it's just not showing is the sub task for these particular tasks now many people who are new to ServiceNow think that this is the interface for task management maybe I want to create a new one maybe I want to edit something maybe I want to click on one and work with it and you could do that so I could click on this task I could open up the task form I can see that has you know typical things in ServiceNow like a description and comments but I've got my task type stuff here as well and then down below I've got some details whether it's a milestone or not dates notes checklist stuff like that and then I see oh wow look there's seven sub tasks underneath this particular task now like I said you could work with them this way that is not the way we'd actually recommend you know working with their tasks and it's a little clunky and what I really would recommend you to do is work with the planning console so I'm going to show the planning console and the project workbench is to show how easy it is to work with tasks and service now if you use two Microsoft Project you're used to kind of having a work breakdown structure on the left hand side and the Gantt chart on the right hand side and that's where we find ourselves here so I'm gonna expand out this on the left hand side I can see I've got all these different fields and this is my work breakdown structure I can see that one you're looking at earlier I've got some subtasks underneath this task I can use this to explode them all out and they get one a good level three and just see everything laid out like that and now everything's gonna show I can turn off some of these columns or turn on so if I wanted to not see a sign - and these - cooing things I could turn those off and they'll start closing those fields so I don't have to look at them now if I wanted to edit any one of these fields all I have to do is double-click on here and I can edit a particular field and it would save my changes now this particular environment set up with the client-side planning console it is an option in service now to use client-side or server-side we recommend client-side you're going to have a better experience and better performing to use in the client-side console it's real quick easy to edit a task from here so I can right click and edit a particular task and now you're going to see that same form view that I showed you earlier when we look at the related lists but now I'm in the planning console I don't have to leave my work breakdown structure or my Gantt chart to actually interact and work with the tasks so I have all the same options I just showed you I can do right here from the planning console if I want to add a task as it's simple as clicking add tasks above or add tasks below and click it then we'll just call there's a demo task enter and now I have a new task I can edit that and work with them just like I want to I can add a dependency and this uses the same syntax that you're used to using a Microsoft Project for adding dependencies and if you're like me I actually want to add my dependency by coming over here in the Gantt chart so let's flatten this up so you can see it hover over this and I can click and drag this over here and make these two tasks now dependent on each other so I'll do that notice it updated the dependency there and I can still edit that I can remove it or I can add a new one because I can have more than one dependency and speaking of dependencies I can right click this task and add an external dependency so if I have another project and a project task that is dependent on this particular task I can create that dependency right now using this dialog and I can also specify whether too hard or a soft dependency a couple other things you can do here on the left hand side as I can move tasks up and down to my demo tasks I can move it up and change where that is or I can move it back down I can untap so that comes out now and it's on the same level as these other tasks or I can indent that and put it back underneath the contracts phase which they're the other icon you're seeing here is this critical path icon so if I click here it's gonna show and read what the critical path is for this particular project and this side is interactive as well so if I wanted to move the date on this particular task something going to show the planned start date here for this one is June 1st if I wanted to move that to a different date node I can drag it over here into August and when I do that it's gonna automatically change a planned start date for me I can do that as well on these types of tasks down here so if I click here and hover to get this I can make that longer or shorter and all without having to fiddle with the fields over here and change my dates I can do it right here by clicking there there's a couple other options here on the right hand side I could set baselines from my project I can copy and move I can configure this Gantt view to be how I want it and maybe to show or hide the external dependencies the last thing I want to show you is the project workbench so if I click here on project workbench I'm gonna see another view of the project but it's gonna be at a phase level so I see right here I've got these different phases these were the high level town tasks you saw in the previous screen so I've got contracts document review and revision grading and building foundation and all this construction stuff when I click on a particular phase the visual tasks board below is going to update to show their tasks that are part of that particular phase and the nice thing about using it that the using a visual tasks board is picture yourself as a PM you may want to be moving things between states really quickly without having to open up a form so I can take this particular one move it to work in progress and now the state's updated for this particular task if I wanted to assign it to Justin I could click his name and add it on your primary or additional and that'll go ahead & masaya Justin if I wanted to actually give it a label symbol I turn on the labels here and that turned on my labels here and I can say hey this is gonna be a low priority task I'm gonna tag this with low priority so all the same things we're used to using an official task board you can do there and then if you wanted to see this as a list you could click here and change this to the list view so now I've got the same task in the foundation the list view and I can open them up or pre be done just like I would in any other part or service now the last thing to show you here is actually adding a face I can add a face to my project I could add another milestone I can say whether the phase is waterfowl agile or a testing phase and tracked my phases that way so that gets into the hybrid project management that we all know it is available in ServiceNow to manage our projects now you've seen how easy it is in ServiceNow project management to work with your project tasks and for those of you that are used to Microsoft Project you can import export and work in an interface like the planning console that's familiar to people who have been using Microsoft Project if you'd like to learn more about ServiceNow project management let us know at let's talk across fuse comm thanks for your time [Music]