In this configuration the user has to create and setup all the required Task fields to allow the app to sync specific fields like status, priority, files, attachments, and comments, ensuring consistent and accurate information flow between ServiceNow and monday.com.
Follow the below steps to configure task fields:
Step 1: Go to ServiceNow account -> Click on All.
Step 2: Search for Task and select the Tasks option.
Step 3: Open any Task.
The Task window will open.
Step 4: Right-click on the Task. Select Configure. Click on Form Layout.
Hover your cursor over the grey-shaded area in the incident window, then right-click to see the Configure option.
Step 5: Create a New Monday Intg Id field.
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Add Name - Monday Intg Id
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Select Type -String
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Click on Add.
Step 6: Add the below task fields from the Available form layout to the Selected form layout.
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Description
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Impact
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Attachments
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Work notes
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Urgency
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State
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Step 7: Click on Save.
Your ServiceNow account has been successfully set up with the required Task fields.