---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a customer project from an idea

# Create a customer project from an idea {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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

## Antes de Iniciar

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

## Por Que e Quando Desempenhar Esta Tarefa

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://www.servicenow.com/docs/access?context=idea-portal&version=australia&pubname=australia-it-business-management&ft:locale=en-US).

## Procedimento

1. Navigate to AllIdeasIdea 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.