Track an In-store operations task created from a store plan

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Monitor the progress of an In-store operations task from the CSM/FSM Configurable Workspace.

    Before you begin

    Role required: sn_rtl_instore_ops.manager

    Procedure

    1. In CSM/FSM Configurable Workspace, navigate to Retail cases.
    2. Select All.
    3. Select an In-store operations case to monitor.
    4. Navigate to the Tasks related list.
    5. Review the list of tasks created for that store.
    6. Select a task to open the Details view and take action as needed.