Managing Projects in the Partner Portal

Project management in the Partner Portal helps you to process customer orders in a structured way. In particular, the task management and the associated option for setting deadlines supports your workflow.

Creating Tasks for the Project

To add a task within a project, follow these steps:

  • In the Tasks section, click the light gray text What do you want to do. A flashing red prompt appears.
  • Enter the text for the task.
  • Click on the Add button to complete your entry. The task appears in the overall list.
  • Click on the calendar icon to add a due date to your task.

To permanently delete a task, click on the trash can icon.

Please Note

Tasks are deleted without a confirmation prompt and cannot be restored.

Deleting a Project

To delete a project, follow these steps:

  • If you have not already done so, log in to the Partner Portal.
  • Select the tile that represents your customer.
  • Select the desired project.
  • Click on the Delete project button.
  • Confirm the security question to delete the project permanently.