Understanding Tasks in ServiceNow: The Task Table, Assignment Rules & Visual Task Boards

In this video, we take a deep dive into how task management works in ServiceNow — a key topic for anyone preparing for the CSA exam or looking to build real skills on the platform.

You’ll learn how the Task table is structured, how assignment rules work, and how visual task boards can help you manage work more effectively. We’ll also walk through a hands-on demo of creating an assignment rule and using user presence and real-time editing features to collaborate on tasks.

• What tasks are and how they’re stored in the Task table
• The difference between tasks, incidents, change requests, and problems
• How assignment rules automatically route work to the right person or group
• Setting up and testing a new assignment rule
• Using user and group tables to support assignments
• Working with Visual Task Boards to manage and track work visually
• Task collaboration features like user presence and real-time editing
• Key fields and best practices for CSA certification success

If you’re just getting started with ServiceNow or want a clear path toward certification, I’ve created a free CSA Study Guide you can download here: https://knewget.com/csa-ebook/

And if you’re ready for hands-on training and full exam prep, check out the CSA Masterclass & Prep Hub at: https://knewget.com/csa-masterclass-p...

Thanks for watching — let me know in the comments how your CSA prep is going or if there’s a specific topic you’d like to see covered next.

-- TIMESTAMPS --
00:00 Task Introduction
01:32 What is a Task in ServiceNow?
02:39 Incident, Problem, Change Request
04:19 ServiceNow Task Management Overview
05:32 Task Assignment Rules
09:30 Create Assignment Rule Demo
12:34 Assignment Lookup Rules
13:29 Accessing Tasks to Work
14:30 Task Collaboration Tools
15:50 Task Collaboration Demo
18:05 Visual Task Boards
25:28 Wrap-up