---
sourceDocument: Australia Retail Industry
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/retail-industry

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Work on a Store Task

# Work on a Store Task on the Retail Portal {#ariaid-title1}

Release version: Australia  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.

## Before you begin

Role required: sn_rtl_instore_ops.manager or sn_rtl_instore_ops.associate

## About this task

Note:  
The task can also be accessed from its parent Store Case, from the Tasks tab.

## Procedure

1. From the Retail Portal, navigate to Cases \& tasks, and select the Store Task you want to work on.
2. Review the task details on the record page.  
   The breadcrumb reads Home \> Cases \& tasks \> case number \> task number. The parent store case also appears as plain text in the Parent case field.
3. If the task is unassigned, select Assign to me from the Overflow menu.  
   To assign the task to another store user, use Edit task instead.
4. In the Activity tab, view comments and work notes, or post a new comment.
5. In the Attachments tab, view existing attachments or upload a new file.
6. If a questionnaire is linked to the task, select the Questionnaires tab to view it.  
   The tab shows a card with the questionnaire name, description, status badge, and last-updated timestamp. To complete the questionnaire, see [Complete a questionnaire for a Store Task on the Retail Portal](https://www.servicenow.com/docs/Aq7tM~FSg8VkR8AKZV7Ybg "Complete task-based questionnaires for HQ-to-store communication directly on the Retail Portal.").
7. From the Overflow menu, select Edit task to reassign the task.  
   The Assignment group and Assigned to fields stay editable, even after the questionnaire is complete, until the task closes. All other fields are read-only.
8. From the Overflow menu, select Close task.  
   Note:  
   * If the task's required questionnaire hasn't been submitted, you can't close the task. Close task is unavailable and its tooltip reads "Complete the required questionnaire before closing this task."
   * If the task is unassigned and has a questionnaire, a warning explains that closing the task leaves its questionnaire incomplete. Select Close anyway to close the task, or select Assign task to assign it first.
   {#rahi-retail-in-store-task-portal__ul_close-store-task-portal}
{#rahi-retail-in-store-task-portal__steps_in-store-task-portal}