Work on a quick in-store task on Retail Mobile

task australia Updated Oct 5, 2026 1 min read t_work-adhoc-task-mobile.md
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Assign, edit, and close a task that belongs to a quick in-store case in the Retail Mobile app.

Before you begin

Role required: sn_rtl_instore_ops.associate, sn_rtl_instore_ops.manager, or sn_rtl_instore_ops.manager_contributor

About this task

The actions you see on a task depend on whether it's assigned.

  • Before the task is assigned, the overflow menu shows Edit task and Close task. Store associates and store managers also see Assign task in the overflow menu, and Assign task and Assign to me at the bottom of the screen. Area and region managers don't see Assign task or Assign to me.
  • After the task is assigned, Close task moves to the bottom of the screen.

Procedure

  1. Open the parent case, tap the Tasks tab, and tap the task.

  2. Do any of the following actions.

    • To take the task yourself, tap Assign to me.
    • To assign the task to someone else, tap Assign task and select the person.
    • To change task details, open the overflow menu and tap Edit task. You can change Short description, Priority, Description, Assigned to, Assignment group, and Due date. Area and region managers don't see the assignment fields.
    • To close the task, tap Close task and confirm.

Result

When someone is assigned, the task moves from Pending Assignment to Accepted and the assignee gets a push notification. When you close the task, it moves to Closed Complete.

Parent Topic:Quick case and task creation for in-store issues

Keywords in-store task
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