Skip to content
Manage store plans to generate cases and tasks › Manage store plans › Retail
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a store plan from the workspace

The HQ manager creates a new plan for case and task generation.

Before you begin

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

Procedure

  1. Navigate to All Lists > Store plan > All.

  2. Select New > HQ communication and select Create plan.

    A new playbook gets loaded.

  3. Enter the name in the Name.

  4. Enter the short description in the Short Description.

  5. Select Save to save the details and Continue to go the next step.

Parent Topic:Manage store plans to generate cases and tasks