---
title: Complete a questionnaire for a Store Task on the Retail Portal
description: Complete task-based questionnaires for HQ-to-store communication directly on the Retail Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail-complete-questionnaire-portal.html
release: australia
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]
---

# Complete a questionnaire for a Store Task on the Retail Portal

Complete task-based questionnaires for HQ-to-store communication directly on the Retail Portal.

## Before you begin

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

The Smart Assessment for CSM plugin \(com.sn\_smart\_ast\_csm\) must be installed. Without it, the **Questionnaires** tab doesn't appear on the portal.

## About this task

**Note:** Only the user assigned to the Store Task can fill in and submit its questionnaire. Other users can view the answers but can't edit or submit them.

## Procedure

1.  From the Retail Portal, navigate to **Cases & tasks**, and open the Store Task with the linked questionnaire.

2.  Select the **Questionnaires** tab.

    If the task isn't assigned yet, the tab reads "The questionnaire will be available once this task is assigned."

    The tab shows a card with the questionnaire name, description, current status, and last-updated timestamp.

3.  Select **Take questionnaire** from the card or the **Overflow** menu.

    If you already saved progress on this questionnaire, the button reads **Resume** instead. Either option opens the questionnaire inline.

4.  Answer the questions.

    You can answer any question type supported by the embedded Smart Assessment questionnaire. You can save your progress and return later; your answers are preserved.

5.  If finished, select **Submit**.

    **Note:**

    -   Submission is blocked if any required question is unanswered. The portal highlights the missing required fields.
    -   Once submitted, the questionnaire card updates to **Completed** with a timestamp, and the questionnaire becomes read-only.
    -   If the Store Task is reassigned before the questionnaire is submitted, the original questionnaire instance is abandoned and a new instance is created for the new assignee. Partial answers aren't carried over.

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