Add a task to a retail case

  • Release version: Xanadu
  • Updated October 17, 2024
  • 1 minute to read

    • Add tasks directly to your retail case using the Tasks related list.

    Before you begin

    Role required: sn_retail.associate, sn_retail.manager_contributor​, sn_retail.support_agent​

    Procedure

    1. Navigate to All > Retail Service Management > Retail Cases.
    2. Select the Retail case to add a task to.
    3. Within the retail case, navigate to the Tasks related list.
    4. Click New and fill in the following fields as needed.
      Field Description
      Number The automatically assigned case task number.
      Service The service associated with this retail task.
      Parent Case The parent retail case of this task.
      Contact The contact for the parent retail case.
      Account The account for the retail parent case.
      Consumer The consumer for the retail parent case.
      Subject Subject line for the retail case task.
      Description Description of this retail case task.
      Priority Priority of the retail case task.
      State The current state of the retail case task. Options are:
      • Open
      • Closed
      Assigned to The assigned user.
      Visible to customer Indicates whether or not this retail case task is visible to customers.
    5. Click Submit.

    Result

    A task has been created and added to the retail case.