Project task data model
The project and project task records that Retail reads, the fields it displays, and the three fields it writes.
Table ownership
Project tasks are stored on tables that the Customer Service Management (CSM) and Retail Strategic Portfolio Management Suite applications own. Retail defines no columns on either table.
| Table | Access | Purpose |
|---|---|---|
customer_project |
Read | The store life cycle project. Shown in the project list and on the project page. |
customer_project_task |
Read and write | The work items within a project. Shown in the task lists and on the task page. |
Retail writes only three fields, and only through the task actions: state, assigned_to, and assignment_group. Every other field is read-only from a store persona's perspective. The artifacts that surface these tables install only when the App SPM Retail plugin is present.
Fields used by this feature
| Field | Table | Used for |
|---|---|---|
service_organization |
customer_project |
Identifies the store that the project belongs to. Used to build the portal breadcrumb. |
project_manager, state, description, end_date |
customer_project |
Project card and project page fields. |
visible_to_customer |
customer_project_task |
The visibility gate. Portal lists filter on this field, so an unflagged task never reaches a store persona. |
customer_project |
customer_project_task |
Links a task to its project. Rendered as a link in the task header. |
parent |
customer_project_task |
Child tasks. Also walked to build the breadcrumb chain of ancestor tasks. |
rollup, top_task |
customer_project_task |
Determine whether a task can be closed. |
state |
customer_project_task |
Gates the task actions, and is set when a persona closes a task. |
assigned_to, assignment_group |
customer_project_task |
Set by the assignment actions. |
number, short_description, priority, end_date |
customer_project_task |
Task list columns and task card fields. |
Tip: The task field labeled Due date on the mobile task card reads the end_date field, not planned_end_date. The planned_end_date field is inherited but isn't populated on project task records.
Task states that close a task
A project task is treated as closed, and its actions are withdrawn, in three states:
- Closed Complete
- Closed Incomplete
- Closed Skipped
In any other state, including Pending, the task is open and its actions remain available subject to the persona's access.
Relationships
- A project task references its project through the
customer_projectfield. - A project task can have child project tasks on the same table, through the
parentfield. The task page lists the immediate children. - A project is associated with a store through its
service_organizationfield, which resolves to a retail organization.
Parent Topic:Retail reference
Related topics
--- title: Project task data model description: The project and project task records that Retail reads, the fields it displays, and the three fields it writes. locale: en-US canonical_url: https://www.servicenow.com/docs/r/retail-industry/rahi-retail-spm-project-tasks-data-model.html release: brazil topic_type: reference last_updated: "2026-09-17" reading_time_minutes: 2 keywords: [customer\_project, customer\_project\_task, project task data model] breadcrumb: [Reference, Retail] --- # Project task data model The project and project task records that Retail reads, the fields it displays, and the three fields it writes. ## Table ownership Project tasks are stored on tables that the Customer Service Management \(CSM\) and Retail Strategic Portfolio Management Suite applications own. Retail defines no columns on either table. |Table|Access|Purpose| |-----|------|-------| |`customer_project`|Read|The store life cycle project. Shown in the project list and on the project page.| |`customer_project_task`|Read and write|The work items within a project. Shown in the task lists and on the task page.| Retail writes only three fields, and only through the task actions: `state`, `assigned_to`, and `assignment_group`. Every other field is read-only from a store persona's perspective. The artifacts that surface these tables install only when the App SPM Retail plugin is present. ## Fields used by this feature |Field|Table|Used for| |-----|-----|--------| |`service_organization`|`customer_project`|Identifies the store that the project belongs to. Used to build the portal breadcrumb.| |`project_manager`, `state`, `description`, `end_date`|`customer_project`|Project card and project page fields.| |`visible_to_customer`|`customer_project_task`|The visibility gate. Portal lists filter on this field, so an unflagged task never reaches a store persona.| |`customer_project`|`customer_project_task`|Links a task to its project. Rendered as a link in the task header.| |`parent`|`customer_project_task`|Child tasks. Also walked to build the breadcrumb chain of ancestor tasks.| |`rollup`, `top_task`|`customer_project_task`|Determine whether a task can be closed.| |`state`|`customer_project_task`|Gates the task actions, and is set when a persona closes a task.| |`assigned_to`, `assignment_group`|`customer_project_task`|Set by the assignment actions.| |`number`, `short_description`, `priority`, `end_date`|`customer_project_task`|Task list columns and task card fields.| **Tip:** The task field labeled **Due date** on the mobile task card reads the `end_date` field, not `planned_end_date`. The `planned_end_date` field is inherited but isn't populated on project task records. ## Task states that close a task A project task is treated as closed, and its actions are withdrawn, in three states: - Closed Complete - Closed Incomplete - Closed Skipped In any other state, including Pending, the task is open and its actions remain available subject to the persona's access. ## Relationships - A project task references its project through the `customer_project` field. - A project task can have child project tasks on the same table, through the `parent` field. The task page lists the immediate children. - A project is associated with a store through its `service_organization` field, which resolves to a retail organization. **Parent Topic:**[Retail reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-operations-reference.md) **Related topics** [Project tasks in Retail](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-spm-project-tasks-overview.md) [Roles and visibility for project tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-spm-project-tasks-roles.md)
| title | Project task data model |
| description | The project and project task records that Retail reads, the fields it displays, and the three fields it writes. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/retail-industry/rahi-retail-spm-project-tasks-data-model.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-17 |
| reading_time_minutes | 2 |
| keywords | customer\_projectcustomer\_project\_taskproject task data model |
| breadcrumb | ReferenceRetail |