---
title: Customer project manager tasks
description: A customer project manager can perform specific tasks to manage projects for customer accounts.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/customer-project-manager-tasks.html
release: australia
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Integrating with Customer Project Management, Integrate, Customer Service Management]
---

# Customer project manager tasks

A customer project manager can perform specific tasks to manage projects for customer accounts.

A customer project manager requires the following roles to perform the tasks described in the following table:

-   it\_project\_manager
-   sn\_customerservice.projectmanager

<table id="table_yhl_h1y_gkb"><thead><tr><th>

Task

</th><th>

Details

</th></tr></thead><tbody><tr><td>

Create a project for a customer account

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **Create New**.
2.  Enter a name for the project in the **Project Name** field.
3.  Select an account in the **Account** field.
4.  Fill in additional project information.
5.  Click **Save**.

</td></tr><tr><td>

Create a project for a customer account from a project template

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **Create New**.
2.  Click a template at the bottom of the form to apply the template to the project. If the templates do not appear at the bottom of the form, click the More options icon at the top of the form and select **Toggle Template Bar**.
3.  Enter a name for the project in the **Project Name** field.
4.  Select an account in the **Account** field.
5.  Fill in additional project information.
6.  Click **Save**.

</td></tr><tr><td>

Create a project task for a customer project

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **All**.
2.  Select a project.
3.  In the **Project Tasks** related list, click **New**.
4.  Add a short description for the task.
5.  Fill in additional project task information.
6.  Click **Save**.

</td></tr><tr><td>

Identify the project tasks on a project template that are visible to external customers

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **Templates**.
2.  Select a template.
3.  In the **Project Template Tasks** related list, select a task.
4.  In the Data section of the Project Template Task form, add the **Visible to customer** field and set it to **true**.
5.  Click **Update**.
6.  Repeat for other project tasks as needed.

</td></tr><tr><td>

Identify project tasks that are visible to external users

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **All**.
2.  Select a project.
3.  In the **Project Tasks** related list, select a task.
4.  Enable the **Visible to customers** field.
5.  Click **Save**.

</td></tr><tr><td>

Identify the account contacts who have access to a project

</td><td>

To give customers visibility into projects from the Customer Service Portal, you must add one or more contacts to the project.

-   Contacts must belong to the account linked with the project.
-   Partner contacts must have access to the account linked with the project.
-   Contacts who have a relationship with the account can also be added to the project.

 1.  Navigate to **Customer Service** &gt; **Projects** &gt; **All**.
2.  Select a project.
3.  In the **Project Contacts** related list, click **New**.
4.  Select a contact in the **Contact** field and click **Submit**.

</td></tr><tr><td>

Assign project tasks to internal users, customer contacts, or customer partner contacts

</td><td>

See [Assign a project task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-ppm-assign-project-task.md) .

</td></tr><tr><td>

See the cases that have been created for a project or project task

</td><td>

View cases in the **Cases** related list on the Customer Project form and Customer Project Task form. Click a case to view the case details. **Note:** The customer project manager has read-only access to the Case form.

</td></tr><tr><td>

Add a comment or an attachment to a case that has been created for a project or project task

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **All**.
2.  Select a project.
3.  In the **Cases** related list, select a case.
4.  Add a comment in **Additional comments** field.
5.  Click the attachment icon, select a file, and attach it to the case.
6.  Click **Update**.

</td></tr><tr><td>

Create project change requests and project issues for cases that have been created for a project or project task

</td><td>

See the following tasks:-   [Create a project issue for a case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-ppm-create-project-issue.md)
-   [Create a project change request for a case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-ppm-create-project-change.md)

</td></tr><tr><td>

Save a customer project as a template

</td><td>

1.  Navigate to **Customer Service** &gt; **Projects** &gt; **All**.
2.  Select a project.
3.  Click the **Save as New Template** related link.
4.  In the Create Template popup window, enter a template name and description.
5.  Click **OK**.
6.  Update the template as needed and click **Update**.

</td></tr></tbody>
</table>