Track your cases and tasks from the Retail portal

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Track the cases that are assigned to you or your team from the Retail portal. By tracking your cases and tasks from the Retail portal, you can immediately get visibility into the progress, issues, or status of your case.

    Before you begin

    Role required: Store associate, Store Manager, Regional Manager

    Procedure

    1. From the Retail portal, navigate to Cases & tasks.
    2. From the Categories list, filter the displayed cases by selecting a category.
      • Action needed: Open P1 cases, Awaiting info cases, or Service Level Agreement (SLA) breached cases.
      • Cases: All cases that are assigned to your current assigned cases, unassigned cases, or cases requested by you.
      • Escalated cases: Cases that are currently in an escalated state.
      • Tasks: All tasks that are assigned to you, unassigned, or recently updated.
    3. Select a case to see the details about it.