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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Create a store plan

# Create a store plan from the workspace {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The HQ manager creates a new plan for case and task generation.

## Before you begin

Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

## Procedure

1. Navigate to All ListsStore planAll.
2. Select NewHQ communication and select Create plan.  
   A new playbook gets loaded.
3. Enter the name in the Name.
4. Enter the short description in the Short Description.
5. Select Save to save the details and Continue to go the next step.

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