Add HQ task details

task australia Updated Sep 10, 2026 1 min read rahi-retail-add-hq-task-details.md
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Log the HQ task details to the new HQ communications store plan.

Before you begin

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

Procedure

  1. Select Add.

    A new HQ task form appears.

  2. On the HQ task form, select the required option from the Priority drop-down list.

  3. Enter the name of the agent, the agent manager, or the location manager in the Assigned to.

  4. Enter the subject in the Subject.

  5. Enter the description in the Description.

  6. Select Continue.

    A new prompt Continue without saving appears.

    1. Select Yes to continue without saving the details.

    2. Select No to remain in the same form.

  7. Select Cancel to discard the details.

  8. Select Save to save the details.

    The new HQ task added appears.

    1. Select [Omitted image "Form_DeleteIcon.png"] Alt text: to delete the new HQ task.

    2. Select [Omitted image "icon-pencil-ac.png"] Alt text: to edit the HQ task details.

    3. Select Continue to go next step.

Parent Topic:Manage store plans to generate cases and tasks

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