Work on a quick in-store task on the Retail Portal

task australia Updated Oct 5, 2026 1 min read t_work-adhoc-task-portal.md

Assign, edit, and close a task that belongs to a quick in-store case on the Retail Service Portal.

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 task page has Activity and Attachments tabs. Close task is always next to the overflow menu. The overflow menu contains Edit task and, for store associates and store managers only, Assign to me.

Procedure

Open the parent case, select the Tasks tab, and select the task.
Do any of the following actions.
- To take the task yourself, from the overflow menu, select Assign to me.
- To change task details or assign the task to someone else, from the overflow menu, select Edit task. You can change Priority, Assignment group, Assigned to, Short description, and Description. Area and region managers can't change Assignment group or Assigned to.
- To close the task, select Close task and confirm.

Result

When someone is assigned, the task moves from Pending Assignment to Accepted and the assignee gets a push notification in the Retail Mobile app. 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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---
title: Work on a quick in-store task on the Retail Portal
description: Assign, edit, and close a task that belongs to a quick in-store case on the Retail Service Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/t\_work-adhoc-task-portal.html
release: australia
topic_type: task
last_updated: "2026-10-05"
reading_time_minutes: 1
keywords: [in-store task]
breadcrumb: [Quick case and task creation for in-store issues, Retail]
---

# Work on a quick in-store task on the Retail Portal

Assign, edit, and close a task that belongs to a quick in-store case on the Retail Service Portal.

## 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 task page has **Activity** and **Attachments** tabs. **Close task** is always next to the overflow menu. The overflow menu contains **Edit task** and, for store associates and store managers only, **Assign to me**.

## Procedure

1. Open the parent case, select the **Tasks** tab, and select the task.

2. Do any of the following actions.

- To take the task yourself, from the overflow menu, select **Assign to me**.
- To change task details or assign the task to someone else, from the overflow menu, select **Edit task**. You can change **Priority**, **Assignment group**, **Assigned to**, **Short description**, and **Description**. Area and region managers can't change **Assignment group** or **Assigned to**.
- To close the task, select **Close task** and confirm.

## Result

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

**Parent Topic:**[Quick case and task creation for in-store issues](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/c_adhoc-case-task-creation.md)