Create a customer project from an idea

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

Before you begin

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

About this task

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.

Procedure

1. Navigate to All > Ideas > Idea 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.