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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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

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.

Parent Topic:Track In-store operations cases and tasks