Add store task details

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

    • Log the store task details to the new HQ communications plan.

    Before you begin

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Procedure

    1. Select Add.
      A new Store Task form appears where you must add the store task details.
    2. On the Store task form, select the required option from the Priority drop-down list.
    3. Enter the short description in the Short Description.
    4. Enter the description in the Description.
    5. Select a questionnaire template in the Questionnaire template or select Create new questionnaire.
      Once you create and fulfill the questionnaire, you can view the smart assessment instance through View Questionnaire on mobile app and the list of smart assessment templates through the Retail Questionnaire list on the workspace.
    6. Select Continue.
      A new prompt Continue without saving appears.
      1. Select Yes to continue without saving the details.
      2. Select No to remain in the same form.
    7. Select Cancel to discard the details.
    8. Select Save to save the details.
      The new store task added appears.
      1. Select to delete the new store task.
      2. Select to edit the store task details.
      3. Select Continue to go next step.