---
title: Create a customer project from an idea
description: Create a customer project from an idea on the Idea Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-create-project-from-idea.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Customer project manager tasks, Integrating with Customer Project Management, Integrate, Customer Service Management]
---

# Create a customer project from an idea

Create a customer project from an idea on the Idea Portal.

## Before you begin

Role required: customer project manager \(it\_project\_manager + sn\_customerservice.projectmanager\)

## About this task

The Idea Portal provides a central location to collect, curate, and promote ideas into demand, project, epic, or story. With the Customer Service Management integration with Project Portfolio Management, you can also create a customer project from an idea. For more information, see [Idea Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-business-management/idea-portal.md).

## Procedure

1.  Navigate to **All** > **Ideas** > **Idea Portal**.

2.  Click the title of an idea that you want to create a task for.

3.  Open the idea in form view by clicking the More Options icon and selecting **Open in platform**.

4.  In the Idea pop-up window, click **Create Task**.

5.  In the Convert Idea to Task pop-up window, select Customer Project in the **Select task type** field and click **OK**.

    The system creates the project and displays the project number in an information message at the top of the Idea pop-up window. On the Customer Project form, the idea record is added to the Ideas related list.