Create a store plan from the workspace

---
title: Create a store plan from the workspace
description: The HQ manager creates a new plan for case and task generation.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/retail-industry/create-plan-workspace.html
release: brazil
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]
---

# Create a store plan from the workspace

The HQ manager creates a new plan for case and task generation.

## Before you begin

Role required: sn\_rtl\_hq\_ops.agent, sn\_rtl\_hq\_ops.agent\_manager, sn\_rtl\_hq\_ops.location\_manager

## Procedure

1.  Navigate to **All Lists** > **Store plan** > **All**.

2.  Select **New** > **HQ communication** and select **Create plan**.

    A new playbook gets loaded.

3.  Enter the name in the **Name**.

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

5.  Select **Save** to save the details and **Continue** to go the next step.


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