---
availability: INSTALLABLE
name: EmployeeWorks - View Tasks & Approvals
description: Lets employees retrieve their open tasks and approvals from ServiceNow, filtered by type or due date, directly in EmployeeWorks — no portal navigation required.
installation_asset_uuid: ec7dac19-6e14-466a-9437-4855ced4f502
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EShow+me+my+tasks%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EThought+for+2+seconds+%C2%B7+2+steps%3C%2Fp%3E%3Cp%3EFetching+open+approvals+and+requests...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22servicenow%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+matched+your+requested+filter+%3Ci%3E%27everything+assigned+to+me%27%3C%2Fi%3E+to+%3Cb%3E%27All+Open+Tasks%27%3C%2Fb%3E.%3C%2Fp%3E%3Ctable%3E%3Ctbody%3E%3Ctr%3E%3Cth%3EItem%3C%2Fth%3E%3Cth%3EType%3C%2Fth%3E%3Cth%3EDue+%2F+Status%3C%2Fth%3E%3Cth%3EView%3C%2Fth%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMacBook+Pro+16%5C%22+Setup%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0010061%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EGrant+AWS+Production+Access%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EOverdue+2+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0010082%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EAcknowledge+Employee+Handbook%3C%2Ftd%3E%3Ctd%3EOnboarding+task%3C%2Ftd%3E%3Ctd%3EIn+progress%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EOB0001847%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESecurity+Awareness+Training+Q3%3C%2Ftd%3E%3Ctd%3ELearning+task%3C%2Ftd%3E%3Ctd%3EDue+in+5+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3ELRN0000034%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EReview+Q2+Marketing+Budget%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0002103%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EApprove+PTO+for+Sarah+Connor%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EOverdue+1+day%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0002199%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3C%2Ftbody%3E%3C%2Ftable%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0010061%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0010082%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22OB0001847%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22LRN0000034%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0002103%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0002199%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Get+Help%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22showFeedbackTray%22%3Atrue%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EWhat+tasks+are+due+this+week%3F%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EThought+for+1.5+seconds+%C2%B7+3+steps%3C%2Fp%3E%3Cp%3EFiltering+tasks+by+due+dates+within+the+next+7+days...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22servicenow%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+matched+your+requested+filter+%3Ci%3E%27on+my+plate+this+week%27%3C%2Fi%3E+to+%3Cb%3E%27Tasks+Due+This+Week%27%3C%2Fb%3E.%3C%2Fp%3E%3Ctable%3E%3Ctbody%3E%3Ctr%3E%3Cth%3EItem%3C%2Fth%3E%3Cth%3EType%3C%2Fth%3E%3Cth%3EDue+%2F+Status%3C%2Fth%3E%3Cth%3EView%3C%2Fth%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EFinalize+Vendor+Contract%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+today%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0003011%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMonthly+Sync+Deck+Review%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+in+5+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0003055%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESoftware+License%3A+Figma+Pro%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0020111%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMonitor+Replacement%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0020150%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ECode+of+Conduct+Certification%3C%2Ftd%3E%3Ctd%3ELearning+task%3C%2Ftd%3E%3Ctd%3EDue+in+3+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3ELRN0000055%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESetup+Direct+Deposit%3C%2Ftd%3E%3Ctd%3EOnboarding+task%3C%2Ftd%3E%3Ctd%3EDue+in+4+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EOB0002011%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3C%2Ftbody%3E%3C%2Ftable%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0003011%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0003055%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0020111%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0020150%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22LRN0000055%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22OB0002011%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Get+Help%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22showFeedbackTray%22%3Atrue%7D%5D%7D
solution_tags:
- IT
- Employee Self Service
- Tasks
- Approvals
systems:
- servicenow
---
# Description
Employees accumulate tasks and approvals across multiple categories — IT approvals, onboarding tasks, learning assignments, and delegated work — but checking on them means navigating the ServiceNow portal. The Moveworks AI Assistant brings all of that into chat: the employee asks, the assistant maps their words to filters configured in the ServiceNow instance, and returns matching open work in a single table. V1 is retrieval only; no action is taken on tasks from chat.
# User Experience Preview
Refer to the [**Purple chat**](https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EShow+me+my+tasks%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EThought+for+2+seconds+%C2%B7+2+steps%3C%2Fp%3E%3Cp%3EFetching+open+approvals+and+requests...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22servicenow%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+matched+your+requested+filter+%3Ci%3E%27everything+assigned+to+me%27%3C%2Fi%3E+to+%3Cb%3E%27All+Open+Tasks%27%3C%2Fb%3E.%3C%2Fp%3E%3Ctable%3E%3Ctbody%3E%3Ctr%3E%3Cth%3EItem%3C%2Fth%3E%3Cth%3EType%3C%2Fth%3E%3Cth%3EDue+%2F+Status%3C%2Fth%3E%3Cth%3EView%3C%2Fth%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMacBook+Pro+16%5C%22+Setup%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0010061%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EGrant+AWS+Production+Access%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EOverdue+2+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0010082%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EAcknowledge+Employee+Handbook%3C%2Ftd%3E%3Ctd%3EOnboarding+task%3C%2Ftd%3E%3Ctd%3EIn+progress%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EOB0001847%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESecurity+Awareness+Training+Q3%3C%2Ftd%3E%3Ctd%3ELearning+task%3C%2Ftd%3E%3Ctd%3EDue+in+5+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3ELRN0000034%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EReview+Q2+Marketing+Budget%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0002103%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EApprove+PTO+for+Sarah+Connor%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EOverdue+1+day%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0002199%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3C%2Ftbody%3E%3C%2Ftable%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0010061%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0010082%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22OB0001847%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22LRN0000034%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0002103%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0002199%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Get+Help%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22showFeedbackTray%22%3Atrue%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EWhat+tasks+are+due+this+week%3F%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EThought+for+1.5+seconds+%C2%B7+3+steps%3C%2Fp%3E%3Cp%3EFiltering+tasks+by+due+dates+within+the+next+7+days...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22servicenow%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+matched+your+requested+filter+%3Ci%3E%27on+my+plate+this+week%27%3C%2Fi%3E+to+%3Cb%3E%27Tasks+Due+This+Week%27%3C%2Fb%3E.%3C%2Fp%3E%3Ctable%3E%3Ctbody%3E%3Ctr%3E%3Cth%3EItem%3C%2Fth%3E%3Cth%3EType%3C%2Fth%3E%3Cth%3EDue+%2F+Status%3C%2Fth%3E%3Cth%3EView%3C%2Fth%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EFinalize+Vendor+Contract%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+today%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0003011%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMonthly+Sync+Deck+Review%3C%2Ftd%3E%3Ctd%3EDelegated+work%3C%2Ftd%3E%3Ctd%3EDue+in+5+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EDEL0003055%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESoftware+License%3A+Figma+Pro%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0020111%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3EMonitor+Replacement%3C%2Ftd%3E%3Ctd%3EIT+Approval%3C%2Ftd%3E%3Ctd%3EDue+tomorrow%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EREQ0020150%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ECode+of+Conduct+Certification%3C%2Ftd%3E%3Ctd%3ELearning+task%3C%2Ftd%3E%3Ctd%3EDue+in+3+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3ELRN0000055%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3Ctr%3E%3Ctd%3ESetup+Direct+Deposit%3C%2Ftd%3E%3Ctd%3EOnboarding+task%3C%2Ftd%3E%3Ctd%3EDue+in+4+days%3C%2Ftd%3E%3Ctd%3E%3Ca+href%3D%5C%22%23%5C%22%3EOB0002011%3C%2Fa%3E%3C%2Ftd%3E%3C%2Ftr%3E%3C%2Ftbody%3E%3C%2Ftable%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0003011%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22DEL0003055%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0020111%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22REQ0020150%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22LRN0000055%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22OB0002011%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Get+Help%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22showFeedbackTray%22%3Atrue%7D%5D%7D) for a sample conversational experience between a user and the AI Assistant for this plugin.
# Pre-requisites
## 1. ServiceNow instance
- The ServiceNow instance must be on the **AP6 patch** or later.
- The configuring admin must have permission to create **OAuth inbound integrations** in ServiceNow.
- Test users with representative open tasks and approvals must exist in the target ServiceNow instance before validating the plugin.
## 2. ServiceNow OAuth connector
This plugin requires an active **ServiceNow connector** configured with **OAuth 2.0 using the Authorization Code grant (user-based / User Consent auth)**. The connector must act in the signed-in user's context so ServiceNow can apply assignment conditions, delegation rules, and access controls correctly.
- If you have not already configured the connector, follow the [**OAuth 2.0 Authorization Code guide**](https://docs.moveworks.com/agent-studio/connectors/http-connectors/oauth-20-authorization-code). The connector must be fully set up before installing this plugin.
- After the connector is configured, follow the [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Tool Studio**.
## 3. Disable native approval plugins
To prevent conflicts with built-in ServiceNow approval handling, set the user filter rule to `FALSE` for both the **Update Approval Record Plugin** and the **Approval Information Plugin (List of Approvals)** in the AI Assistant plugin management settings before deploying.
> ⚠️ **Important** — Leave the Deflection Message field empty unless your configuration explicitly requires it. If either rule remains active (not `FALSE`), native approval workflows will continue running and conflict with this plugin.
# How This Plugin Works
- **Retrieve open tasks.** The assistant maps the employee's words to filters configured in the ServiceNow instance and returns matching open tasks and approvals in a table.
- **Apply filter combinations.** Supports AND combinations across different filter categories, and OR combinations within the same filter category.
- **Complete task in split view.** Employees can open individual task records for further action in split view.
Task retrieval runs in the signed-in user's context — ServiceNow applies that user's assignment conditions, delegation rules, and access controls on every call.
# Implementation Details
**Note:** Update instance references after installing.
## Visual representation of how the plugin works
# What Is In Scope for This Plugin?
- Retrieve open tasks and approvals for the signed-in employee
- Retrieve work using filters configured in the target ServiceNow instance
- Resolve supported synonyms to configured filters
- Support AND combinations across different filter categories
- Support OR combinations within the same filter category
- Complete task action in split view
# What Is Out of Scope for This Plugin?
- Approve, reject, complete, comment on, or sign work from chat
- Open task or approval records directly from chat
- Look up work by task number
- Filter by task details such as name, title, amount, table name, or other task response fields
- Use filters not configured in the target ServiceNow instance
- Support OR logic across different filter categories