Create a project issue for a case
task australia Updated Sep 10, 2026 1 min read csm-ppm-create-project-issue.md
The customer project manager can create project issues for cases that have been created for customer projects and project tasks.
Before you begin
Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)
About this task
The project manager can create one issue for a case.
Procedure
-
Navigate to Customer Service > Projects > All.
-
Click a project in the Customer Projects list.
-
In the Cases related list, click a case.
-
Click Create Issue on the Case form.
The system creates a new issue for the project and copies the Short description and Priority from the case.
-
Fill in the details for the issue and click Save.
The system does the following after you save the issue:
- Adds the case number to the activity stream on the Issue form.
- Adds the issue number to the activity stream on the Case form.
- Adds the issue to the Issues related list on the Customer Project form.
- Adds the issue to the Issue field in the Related Records section of the Case form.
46 lines · 1.7 KB
---
title: Create a project issue for a case
description: The customer project manager can create project issues for cases that have been created for customer projects and project tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-create-project-issue.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]
---
# Create a project issue for a case
The customer project manager can create project issues for cases that have been created for customer projects and project tasks.
## Before you begin
Role required: customer project manager \(it\_project\_manager + sn\_customerservice.projectmanager\)
## About this task
The project manager can create one issue for a case.
## Procedure
1. Navigate to **Customer Service** > **Projects** > **All**.
2. Click a project in the Customer Projects list.
3. In the **Cases** related list, click a case.
4. Click **Create Issue** on the Case form.
The system creates a new issue for the project and copies the **Short description** and **Priority** from the case.
5. Fill in the details for the issue and click **Save**.
The system does the following after you save the issue:
- Adds the case number to the activity stream on the Issue form.
- Adds the issue number to the activity stream on the Case form.
- Adds the issue to the **Issues** related list on the Customer Project form.
- Adds the issue to the **Issue** field in the Related Records section of the Case form.
| title | Create a project issue for a case |
| description | The customer project manager can create project issues for cases that have been created for customer projects and project tasks. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/csm-ppm-create-project-issue.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 |