Assign a project task
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.
Before you begin
Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)
About this task
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.
Procedure
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Navigate to Customer Service > Projects > All.
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Click a project in the Customer Projects list.
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Click the Project Tasks related list on the Customer Project form.
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Click a task to open the Customer Project Task form.
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Select a contact or partner contact in the Assigned to field.
Users are stored in the User [sys_user] table.
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Click Update.
The system sends an email notification to the assigned user.
---
title: Assign a project task
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-assign-project-task.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer project manager tasks, Integrating with Customer Project Management, Integrate, Customer Service Management]
---
# Assign a project task
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.
## Before you begin
Role required: customer project manager \(it\_project\_manager + sn\_customerservice.projectmanager\)
## About this task
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.
## Procedure
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.
| title | Assign a project task |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-assign-project-task.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Customer project manager tasksIntegrating with Customer Project ManagementIntegrateCustomer Service Management |