Assign a project task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The customer project manager can assign a customer project task to an internal user, a customer or partner contact, or a contact that has a relationships to the account.

    Vorbereitungen

    Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

    Warum und wann dieser Vorgang ausgeführt wird

    Assigning a task to an external user enables the Visible to customer field on the Project Task form. Customers can view assigned tasks in the Project Tasks list on the Customer Service Portal. The system sends an email notification to the customer when a customer project task is assigned.

    Prozedur

    1. Navigate to Customer Service > Projects > All.
    2. Click a project in the Customer Projects list.
    3. Click the Project Tasks related list on the Customer Project form.
    4. Click a task to open the Customer Project Task form.
    5. Select a contact or partner contact in the Assigned to field.
      Users are stored in the User [sys_user] table.
    6. Click Update.
      The system sends an email notification to the assigned user.