Track your cases and tasks from the Retail portal

task brazil Updated Sep 10, 2026 1 min read view-cases-and-tasks-in-retail-portal.md
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Track the cases that are assigned to you or your team from the Retail portal.

Before you begin

Role required: Store associate, Store Manager, Regional Manager

Procedure

  1. From the Retail portal, navigate to Cases & tasks.

  2. From the Categories list, filter the displayed cases by selecting a category.

    • Action needed: Open P1 cases, Awaiting info cases, or Service Level Agreement (SLA) breached cases.
    • Cases: All cases that are assigned to your current assigned cases, unassigned cases, or cases requested by you.
    • Escalated cases: Cases that are currently in an escalated state.
    • Tasks: All tasks to be fulfilled by retail personas that are assigned to you, unassigned, or recently updated.
    • In-Store Ops Tasks: Store Tasks for your store, including the parent case and when each task was last updated. This category appears only when Retail In-store Operations is installed.
  3. Select a case to see the details about it.

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