---
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


---

# Track and monitor store plans

# Track and monitor store plans {#ariaid-title1}

Release version: Australia  
Updated October 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
HQ and regional managers lack real-time insight into how published store plans are progressing. This capability bridges that gap by providing visibility from overall plan status down to individual store tasks.

Tracking begins once a plan is published and its cases and tasks have been generated. The Track Plan tab on a published plan brings the execution state of that plan into one place, so a manager can see overall progress and then move down to the record that is holding things up.

The tab provides two views:

* The plan progress summary reports completion for a selected schedule occurrence, for the plan types provided with the base system.
* The hierarchical list view presents the plan's generated records as a navigation tree with state tabs, and works with any plan type.

{#track-monitor-store-plans__ul_track-monitor-views}

For details on when cases and tasks are generated, see [Stages of store plan tracking and monitoring](https://www.servicenow.com/docs/U4X89R9m4zQb4dMlZ9MvuA "A store plan moves through distinct phases, each supported by specific screens and interactions. Tracking activates from the point of publication onward.").
* **[Plan progress summary](https://www.servicenow.com/docs/J0s8ccQqq3mA9LbUOWa5xA)**   
  The plan progress summary gives headquarters and regional managers a single view of how a published plan is progressing for a selected schedule occurrence, without opening individual cases.
* **[Hierarchical list view](https://www.servicenow.com/docs/BZ~RDhtMXaMrXFJBaW2qxQ)**   
  The hierarchical list view on the Track Plan tab presents a plan's generated cases and tasks as a navigation tree, so managers can move from the plan down to an individual store task without losing context.
* **[Track a store plan on the workspace](https://www.servicenow.com/docs/b2ItXPzfGHLYrBoSA6tlOQ)**   
  Enable plan creators to track published plan execution end-to-end, overall completion status, parent (HQ) cases, HQ tasks, store cases, and store tasks.
* **[Track a store case from an HQ case](https://www.servicenow.com/docs/gpwWc0Ul~Uez7L~pOVp7jQ)**   
  Track a store case from an HQ case to view the status.