Work on a Store Task on the Retail Portal

task brazil Updated Sep 30, 2026 1 min read rahi-retail-in-store-task-portal.md

Raw file servicenow.com

Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.

Before you begin

Role required: sn_rtl_instore_ops.manager or sn_rtl_instore_ops.associate

About this task

Note: The task can also be accessed from its parent Store Case, from the Tasks tab.

Procedure

From the Retail Portal, navigate to Cases & tasks, and select the Store Task you want to work on.
Review the task details on the record page.

The breadcrumb reads Home > Cases & tasks > case number > task number. The parent store case also appears as plain text in the Parent case field.
If the task is unassigned, select Assign to me from the Overflow menu.

To assign the task to another store user, use Edit task instead.
In the Activity tab, view comments and work notes, or post a new comment.
In the Attachments tab, view existing attachments or upload a new file.
If a questionnaire is linked to the task, select the Questionnaires tab to view it.

The tab shows a card with the questionnaire name, description, status badge, and last-updated timestamp. To complete the questionnaire, see Complete a questionnaire for a Store Task on the Retail Portal.
From the Overflow menu, select Edit task to reassign the task.

The Assignment group and Assigned to fields stay editable, even after the questionnaire is complete, until the task closes. All other fields are read-only.
From the Overflow menu, select Close task.

Note:
- If the task's required questionnaire hasn't been submitted, you can't close the task. Close task is unavailable and its tooltip reads "Complete the required questionnaire before closing this task."
- If the task is unassigned and has a questionnaire, a warning explains that closing the task leaves its questionnaire incomplete. Select Close anyway to close the task, or select Assign task to assign it first.

Parent Topic:Fulfill In-store operations cases and tasks on the Retail Portal

58 lines · 2.9 KB Wrap lines

---
title: Work on a Store Task on the Retail Portal
description: Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/retail-industry/rahi-retail-in-store-task-portal.html
release: brazil
topic_type: task
last_updated: "2026-09-30"
reading_time_minutes: 1
breadcrumb: [Fulfill In-store operations cases and tasks on the Retail Portal, Manage store plans, Retail]
---

# Work on a Store Task on the Retail Portal

Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.

## Before you begin

Role required: sn\_rtl\_instore\_ops.manager or sn\_rtl\_instore\_ops.associate

## About this task

**Note:** The task can also be accessed from its parent Store Case, from the **Tasks** tab.

## Procedure

1. From the Retail Portal, navigate to **Cases &amp; tasks**, and select the Store Task you want to work on.

2. Review the task details on the record page.

The breadcrumb reads **Home** &gt; **Cases &amp; tasks** &gt; case number &gt; task number. The parent store case also appears as plain text in the **Parent case** field.

3. If the task is unassigned, select **Assign to me** from the **Overflow** menu.

To assign the task to another store user, use **Edit task** instead.

4. In the **Activity** tab, view comments and work notes, or post a new comment.

5. In the **Attachments** tab, view existing attachments or upload a new file.

6. If a questionnaire is linked to the task, select the **Questionnaires** tab to view it.

The tab shows a card with the questionnaire name, description, status badge, and last-updated timestamp. To complete the questionnaire, see [Complete a questionnaire for a Store Task on the Retail Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-complete-questionnaire-portal.md).

7. From the **Overflow** menu, select **Edit task** to reassign the task.

The **Assignment group** and **Assigned to** fields stay editable, even after the questionnaire is complete, until the task closes. All other fields are read-only.

8. From the **Overflow** menu, select **Close task**.

**Note:**

- If the task's required questionnaire hasn't been submitted, you can't close the task. **Close task** is unavailable and its tooltip reads "Complete the required questionnaire before closing this task."
- If the task is unassigned and has a questionnaire, a warning explains that closing the task leaves its questionnaire incomplete. Select **Close anyway** to close the task, or select **Assign task** to assign it first.

**Parent Topic:**[Fulfill In-store operations cases and tasks on the Retail Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-fulfill-in-store-ops-portal.md)