---
title: Work on a Store Task on the Retail Portal
description: Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail-in-store-task-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]
---

# Work on a Store Task on the Retail Portal

Complete individual work items tied to a Store Case, including a linked questionnaire, using the Retail Portal.

## Before you begin

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

## About this task

**Note:** The task can also be accessed from its parent Store Case, from the **Tasks** tab.

## Procedure

1.  From the Retail Portal, navigate to **Cases & tasks**, and select the Store Task you want to work on.

2.  Review the task details on the record page.

    The breadcrumb reads **Home** > **Cases & tasks** > case number > task number. The parent store case also appears as plain text in the **Parent case** field.

3.  If the task is unassigned, select **Assign to me** from the **Overflow** menu.

    To assign the task to another store user, use **Edit task** instead.

4.  In the **Activity** tab, view comments and work notes, or post a new comment.

5.  In the **Attachments** tab, view existing attachments or upload a new file.

6.  If a questionnaire is linked to the task, select the **Questionnaires** tab to view it.

    The tab shows a card with the questionnaire name, description, status badge, and last-updated timestamp. To complete the questionnaire, see [Complete a questionnaire for a Store Task on the Retail Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-complete-questionnaire-portal.md).

7.  From the **Overflow** menu, select **Edit task** to reassign the task.

    The **Assignment group** and **Assigned to** fields stay editable, even after the questionnaire is complete, until the task closes. All other fields are read-only.

8.  From the **Overflow** menu, select **Close task**.

    **Note:**

    -   If the task's required questionnaire hasn't been submitted, you can't close the task. **Close task** is unavailable and its tooltip reads "Complete the required questionnaire before closing this task."
    -   If the task is unassigned and has a questionnaire, a warning explains that closing the task leaves its questionnaire incomplete. Select **Close anyway** to close the task, or select **Assign task** to assign it first.

**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)