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 a Project

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

  • Log in to the Partner Portal.
  • Click Projects in the left navigation menu.
  • Click on the Add Project button or select one of the existing projects.
  • In the Tasks section, click on the light grey text Enter a new task here.
  • Enter the task text and finish your entry with the Enter/Return key. 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 the trash can icon.

Please Note

Tasks will be deleted without additional confirmation and cannot be restored.

Deleting Projects

  • Log in to the Partner Portal.
  • Click Projects in the left navigation.
  • Select one of the existing projects.
  • Click on the Delete project link.
  • Confirm the security prompt to delete the project permanently.