Legacy Retail Task Management

Create a CSM table map to create multi-store case configurations for use with your service definitions.

Create an entity in the multiple case creation configuration table based on the mapping that you created.

Create multi-store cases that assign work from HQ to multiple retail locations simultaneously.

Create a parent multi-store case for your retail organization using Retail Task Management Core.

Create a service definition that leverages the multi-store creation engine to create multi-store retail cases.

The retail multi-store case enables the creation of child cases along with relevant tasks for affected stores. The retail multi-store case also enables tracking at the store level granularity.

Several types of components such as tables, user roles, and business rule are installed when you activate the Retail Task Management plugin.

Set up Retail Task Management Core.

Learn about the Retail Task Management application by viewing the data model and role relationship diagrams. These diagrams show the relationships between the tables and roles within the application and provide an overall picture of how the Retail Task Management application operates.

Whether you're starting or expanding your implementation of the Retail Task Management application, learn more about the features available to optimize your retail tasks.

Use the ServiceNow Retail Task Management application to optimize the planning, organizing, and assigning of tasks to staff in your retail environment. The broader ServiceNow platform offers many tools to streamline and optimize task management. The Retail Task Management application enables specific retail use cases with a case generator that can create cases for multiple retail locations at once.

Reference topics provide additional information about Retail Task Management components.

If you have the admin role, you can install the Retail Task Management Core application.

The following table lists all possible states for the Retail multi-store parent case.

Configure service definitions to include the Multiple case creation configuration field to create multi-store cases.

Activate the service selector to set up multi-store case capabilities.

You can manage child cases created from a parent multi-store case in Retail Task Management Core.