Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Unbxd PIM Nomenclature
  4. Explore Unbxd PIM
  5. Your Profile
  6. Unbxd PIM Info Mode
  7. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Perform First-time Product Import
    3. View an Existing Import Information
    4. Schedule an Import
    5. Edit a Scheduled Import
    6. View a Scheduled Import Information
    7. Stop a Scheduled Import
    8. Delete a Scheduled Import
    9. Import Adapters
  8. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Change Member Name and Assigned Roles
    3. View a Member Information
    4. Delete a Member
    5. Create a New Role
    6. Set Property Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Property Permissions for a Role
    10. Change System Permissions for a Role
    11. Change the Role Name
    12. View a Role Information
    13. Delete a Role
    14. Edit your Organization Profile Information
  9. Properties - Manage your Product Characteristics
    1. Property Data Types
    2. Create a New Property
    3. Change the Property Name and Assigned Property Group
    4. Change Role Permissions for a Property
    5. Make a Property Searchable
    6. View a Property Information
    7. Delete a Property
    8. Property Groups
    9. Create a New Property Group
    10. Change Property Group Name and Associated Properties
    11. View a Property Group Information
    12. Delete a Property Group
  10. Categories - Manage your Product Classifications
    1. Create a New Category & Subcategory
    2. Change Category Name & Associated Properties
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
  11. Assets - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Perform Asset Transformations
    4. Disassociate Asset from Products
    5. Download Assets
    6. Delete an Asset
  12. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Variant Product
    5. Edit a Solo Product
    6. Edit a Parent Product
    7. Edit a Variant Product from Product Listing
    8. Edit a Variant Product from its Parent Product
    9. View Product Details
    10. View Task Information for a Product
    11. Delete a Product
    12. Product Groups
    13. Create a Static Product Group
    14. Edit a Static Product Group
    15. View a Static Product Group Information
    16. Delete a Static Product Group
    17. Create a Dynamic Product Group
    18. Edit a Dynamic Product Group
    19. View a Dynamic Product Group Information
    20. Delete a Dynamic Product Group
    21. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Edit Multiple Products
      3. Assign Categories for Multiple Products
      4. Create Task for Multiple Products
      5. Certify Products for Network
      6. Delete Multiple Products
      7. Certify Product Groups to Network
      8. Delete Product Groups
      9. Edit Multiple Products from a Static Product Group
      10. Remove Products from a Static Product Group
      11. Delete Products from a Static Product Group
      12. Edit Multiple Products from a Dynamic Product Group
      13. Delete Products from a Dynamic Product Group
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. Stop a Task
    4. View Task Details and Task Status Details
    5. Task Templates
    6. Create a New Task Template
    7. Edit a Task Template
    8. View Task Template Details
    9. Create a Task using a Task Template
    10. Delete a Task Template
    11. Task Assignee
  14. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. View a Catalog Information
    4. Delete a Catalog
  15. Network - Partner Readiness & Content Distribution
    1. Certified Products & Product Labels
      1. Customize your Network Products Listing View
      2. Export Certified Products
      3. Export Products with Readiness Check & Assign Task
      4. Delete Products from Network
      5. Export Certified Product Labels
      6. Export Product Labels with Readiness Check & Assign Task
      7. Add Partner Readiness for a Product Label
      8. Edit a Product Label
      9. View Certified Products
      10. Delete a Product Label
    2. Partners
      1. Create a Partner
      2. Edit a Partner
      3. View Partner Details
      4. Delete a Partner
    3. System Adapters & Custom Adapters
      1. Edit a System Adapter
      2. View System Adapter Details
      3. Create a Custom Adapter
      4. Edit a Custom Adapter
      5. View Custom Adapter Details
      6. Delete a Custom Adapter
      7. Working with Data Transformation Scripts
    4. Exports
      1. View Exports
      2. Download an Exported File
      3. Send an Email with the Exported File
      4. Schedule an Export
      5. Edit a Scheduled Export
      6. View Scheduled Export Details
      7. Stop a Scheduled Export
      8. Delete a Scheduled Export
  16. Workflows - Build Processes & Deliver Quick
    1. Create a New Workflow

Creating a New Task

You can create a new task in two ways:

  • Create task from scratch
  • Create task using a task template

You can use the three-step wizard to create and assign a new task. All you have to do is select the products followed by properties, and then assign the task to a member or a role.

To create a task from scratch:

  1. On the MANAGE tab, click Tasks.
  2. Click Assign New Task, and then click Assign task from scratch.
    A three-step wizard displays to guide your further steps.
    Select Products:
  3. If you are looking for a specific product, use the search box.
  4. If you want to use the advanced filtering option to display relevant products, click Show Advanced Filters.
  5. If you want to use parent products, enable Group by Parent.
  6. Click the check boxes to select the products.
  7. Click Next.
    Select Properties:

  8. If you are looking for a specific property, in the search box, search by product name.
  9. If you want to filter properties based on their property group, in the Property Groups list, select the property group.
  10. If you want to filter by data type of the property, in the Property Types list, select the data type.
  11. Click the check boxes to select the properties.
  12. Click Next.
    Assign Task:

  13. Enter a name for the task.
  14. If you have instructions for your task, enter the instructions.
  15. In the Assign task to list, select member(s) and/or role(s).
  16. Click Save and Assign Task.
    The Task Listing page appears. An email is sent to the task assignee with all the necessary details.

For more information about creating task using task templates , see Create Task using a Task Templates.

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