Work on a Store Task on the Retail Portal

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. Only the assigned user or a Store Manager can close a task.

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.
3. In the Activity tab, view comments and work notes, or post a new comment with or without an attachment.
4. In the Attachments tab, view existing attachments or upload a new file.
5. 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.

6. 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.

7. Select Close, then enter the required resolution notes and an optional attachment.
   Note:

   If a linked questionnaire hasn't been submitted, the Close button is disabled with a tooltip explaining why. Unlike a Store Case, this is a hard block: you can't close a Store Task until every linked questionnaire is submitted.