Track and monitor store plans
concept australia Updated Oct 5, 2026 1 min read track-monitor-store-plans.md
HQ and regional managers lack real-time insight into how published store plans are progressing. This capability bridges that gap by providing visibility from overall plan status down to individual store tasks.
Tracking begins once a plan is published and its cases and tasks have been generated. The Track Plan tab on a published plan brings the execution state of that plan into one place, so a manager can see overall progress and then move down to the record that is holding things up.
The tab provides two views:
- The plan progress summary reports completion for a selected schedule occurrence, for the plan types provided with the base system.
- The hierarchical list view presents the plan's generated records as a navigation tree with state tabs, and works with any plan type.
For details on when cases and tasks are generated, see Stages of store plan tracking and monitoring.
- Plan progress summary
The plan progress summary gives headquarters and regional managers a single view of how a published plan is progressing for a selected schedule occurrence, without opening individual cases. - Hierarchical list view
The hierarchical list view on the Track Plan tab presents a plan's generated cases and tasks as a navigation tree, so managers can move from the plan down to an individual store task without losing context. - Track a store plan on the workspace
Enable plan creators to track published plan execution end-to-end, overall completion status, parent (HQ) cases, HQ tasks, store cases, and store tasks. - Track a store case from an HQ case
Track a store case from an HQ case to view the status.
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--- title: Track and monitor store plans description: HQ and regional managers lack real-time insight into how published store plans are progressing. This capability bridges that gap by providing visibility from overall plan status down to individual store tasks. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/track-monitor-store-plans.html release: australia topic_type: concept last_updated: "2026-10-05" reading_time_minutes: 1 breadcrumb: [Retail] --- # Track and monitor store plans HQ and regional managers lack real-time insight into how published store plans are progressing. This capability bridges that gap by providing visibility from overall plan status down to individual store tasks. Tracking begins once a plan is published and its cases and tasks have been generated. The **Track Plan** tab on a published plan brings the execution state of that plan into one place, so a manager can see overall progress and then move down to the record that is holding things up. The tab provides two views: - The plan progress summary reports completion for a selected schedule occurrence, for the plan types provided with the base system. - The hierarchical list view presents the plan's generated records as a navigation tree with state tabs, and works with any plan type. For details on when cases and tasks are generated, see [Stages of store plan tracking and monitoring](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-stages-tracking-monitoring.md). - **[Plan progress summary](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-plan-progress-summary.md)** The plan progress summary gives headquarters and regional managers a single view of how a published plan is progressing for a selected schedule occurrence, without opening individual cases. - **[Hierarchical list view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-hierarchical-list-view.md)** The hierarchical list view on the Track Plan tab presents a plan's generated cases and tasks as a navigation tree, so managers can move from the plan down to an individual store task without losing context. - **[Track a store plan on the workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/track-hq-case.md)** Enable plan creators to track published plan execution end-to-end, overall completion status, parent \(HQ\) cases, HQ tasks, store cases, and store tasks. - **[Track a store case from an HQ case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/track-store-case-hq-case.md)** Track a store case from an HQ case to view the status.
| title | Track and monitor store plans |
| description | HQ and regional managers lack real-time insight into how published store plans are progressing. This capability bridges that gap by providing visibility from overall plan status down to individual store tasks. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/retail-industry/track-monitor-store-plans.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-10-05 |
| reading_time_minutes | 1 |
| breadcrumb | Retail |