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. 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
  8. Imports - Onboard & Schedule your Product Content
    1. Import File Best Practices
    2. Tips for doing an effective import
    3. Perform First-time Product Import
    4. View an Existing Import Information
    5. Schedule an Import
    6. Edit a Scheduled Import
    7. View a Scheduled Import Information
    8. Stop a Scheduled Import
    9. Delete a Scheduled Import
    10. Import Adapters
  9. 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. Edit Mode
    10. View Activity Log Details for a Product
    11. View Product Details
    12. View Task Information for a Product
    13. Delete a Product
    14. Product Groups
      1. Create a Static Product Group
      2. Edit a Static Product Group
      3. View a Static Product Group Information
      4. Delete a Static Product Group
      5. Create a Dynamic Product Group
      6. Edit a Dynamic Product Group
      7. View a Dynamic Product Group Information
      8. Delete a Dynamic Product Group
    15. 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
  10. 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. Download all Properties
    8. Delete a Property
    9. Property Groups
      1. Create a New Property Group
      2. Change Property Group Name and Associated Properties
      3. View a Property Group Information
      4. Delete a Property Group
  11. 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
  12. 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
  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
      1. Create a New Task Template
      2. Edit a Task Template
      3. View Task Template Details
      4. Create a Task using a Task Template
      5. Delete a Task Template
    6. 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. View Activity Log Details for a Network Product
      5. Delete Products from Network
      6. Export Certified Product Labels
      7. Export Product Labels with Readiness Check & Assign Task
      8. Add Partner Readiness for a Product Label
      9. Edit a Product Label
      10. View Certified Products
      11. 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
    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 - Automate PIM Processes
    1. Create a New Workflow
    2. Run a Workflow Manually
    3. Pause & Resume a Workflow
    4. Edit a Workflow
    5. View Workflow Details
    6. View Activity Log Details for a Workflow
    7. Delete a Workflow
    8. Bulk Actions
  17. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. List of Transformation Scripts
  18. Channel Integration
    1. Channel Integrations -
      1. Installing Unbxd PIM via BigCommerce
      2. Installing BigCommerce store via Unbxd PIM
      3. Importing Data from BigCommerce to Unbxd PIM (via BigCommerce)
      4. Sending Data from BigCommerce to Unbxd PIM (Subsequent Transfer)
      5. Getting Data from BigCommerce via Unbxd PIM
      6. Getting Data into BigCommerce from Unbxd PIM
      7. Sending Data to BigCommerce via Unbxd PIM
      8. Importing data into Unbxd PIM from BigCommerce
      9. Exporting data from Unbxd PIM to BigCommerce
      10. Automating import and export using Adapters and Workflows
    2. Channel Integrations -
      1. Installing Unbxd PIM via Brightpearl
      2. Importing the data into Unbxd PIM from Brightpearl
      3. Exporting data from Unbxd PIM to Brightpearl
      4. Automating import and export using Adapters and Workflows

Creating Task for Multiple Products

In the Products Listing page, you can select multiple products and use the bulk actions option to create and assign tasks.  Once you select the products, you can either use a task template or create a new task.

To create task:

  1. Click the PRODUCTS tab.
    The Products Listing page appears.

  2. If you are looking for a specific product, use the search box.
  3. If you want to use the advanced filtering option to display relevant products, click Show Advanced Filters.
  4. If you want to select parent products, enable Group by Parent.
  5. Click the check boxes to select the products.
  6. On the Actions menu, click Assign task for products.
  7. If you want to use a task template, do the following:
    1. In the list, select the task template you want to use. You can view the selected assignees and properties of the template.
    2. Click Use template and proceed.
    3. Enter a name for the task.
    4. If necessary, add instructions for the task.
    5. Click Create Task.
      An email is sent to the task assignee with all the necessary details.
  8. If you want to create a new task, do the following:
    1. Click Create a new task.
      Select Properties:
    2. If you are looking for a specific property, in the search box, search by product name.
    3. If you want to filter properties based on their property group, in the Property Groups list, select the property group.
    4. If you want to filter by data type of the property, in the Property Types list, select the data type.
    5. Click the check boxes to select the properties.
    6. Click Next.
      Assign Task:
    7. Enter a name for the task.
    8. If you have instructions for your task, enter the instructions.
    9. In the Assign task to list, select member(s) and/or role(s).
    10. Click Create Task.
      An email is sent to the task assignee with all the necessary details.

For more information about creating and assigning tasks, see Tasks.

Yes No
0 of 0 users found this section helpful
Suggest Edit