Project task data model

reference brazil Updated Sep 17, 2026 2 min read rahi-retail-spm-project-tasks-data-model.md
Raw file servicenow.com

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A project task is treated as closed, and its actions are withdrawn, in three states: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

Related topics

Project tasks in Retail

Roles and visibility for project tasks

Keywords customer\_projectcustomer\_project\_taskproject task data model
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