Add store task details

task australia Updated Sep 10, 2026 1 min read rahi-retail-add-store-task-details.md

Raw file servicenow.com

Log the store task details to the new HQ communications plan.

Before you begin

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

Procedure

Select Add.

A new Store Task form appears where you must add the store task details.
On the Store task form, select the required option from the Priority drop-down list.
Enter the short description in the Short Description.
Enter the description in the Description.
Select a questionnaire template in the Questionnaire template or select Create new questionnaire.

Once you create and fulfill the questionnaire, you can view the smart assessment instance through View Questionnaire on mobile app and the list of smart assessment templates through the Retail Questionnaire list on the workspace.
Select the Add file in the Attachments, if any.
Select Save to save the details.
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.
Select Cancel to discard the details.
Select Save to save the details.

The new store task added appears.
1. Select [Omitted image "Form_DeleteIcon.png"] Alt text: to delete the new store task.
2. Select [Omitted image "icon-pencil-ac.png"] Alt text: to edit the store task details.
3. Select Continue to go next step.

Parent Topic:Manage store plans to generate cases and tasks

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---
title: Add store task details
description: Log the store task details to the new HQ communications plan.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail-add-store-task-details.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage store plans to generate cases and tasks, Manage store plans, Retail]
---

# Add store task details

Log the store task details to the new HQ communications 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 Store Task form appears where you must add the store task details.

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

3. Enter the short description in the **Short Description**.

4. Enter the description in the **Description**.

5. Select a questionnaire template in the **Questionnaire template** or select **Create new questionnaire**.

Once you create and fulfill the questionnaire, you can view the smart assessment instance through View Questionnaire on mobile app and the list of smart assessment templates through the Retail Questionnaire list on the workspace.

6. Select the **Add file** in the Attachments, if any.

7. Select **Save** to save the details.

8. 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.

9. Select **Cancel** to discard the details.

10. Select **Save** to save the details.

The new store task added appears.

1. Select \[Omitted image "Form\_DeleteIcon.png"\] Alt text: to delete the new store task.

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

3. Select **Continue** to go next step.

**Parent Topic:**[Manage store plans to generate cases and tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-manage-store-plan-authoring.md)