Help Documentation

Structured information to guide you through Unbxd PIM with minimal assistance
  1. Introduction
  2. Access Unbxd PIM
  3. Explore Unbxd PIM
  4. Features of Overview page
  5. Profile
  6. Organization - Set up your PIM Team
    1. Invite a New Member
    2. Update Member Information
    3. View a Member Information
    4. Delete a Member
    5. Create a New Role
    6. Set Attribute Permissions for a Role
    7. Set System Permissions for a Role
    8. Change Assigned Members of a Role
    9. Change Attribute 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
  7. 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. Variant options during Import
    5. Import data via SFTP
    6. View an Existing Import Information
    7. Schedule an Import
    8. Edit a Scheduled Import
    9. View a Scheduled Import Information
    10. Stop a Scheduled Import
    11. Delete a Scheduled Import
    12. Import Templates
    13. Deleting Import Template
    14. Trouble Shooting Import Errors
  8. Products - Build & Enrich Product Content
    1. Advanced Search and Filtering and saving filters by creating static product group
    2. Customize your Product Listing View
    3. Add a Solo Product
    4. Add a Solo Product via AI
      1. AI Content Score
    5. Add a Variant Product
    6. Edit a Solo Product
    7. Edit a Parent Product
    8. Edit Products from Product Listing Page
    9. Edit a Variant Product from its Parent Product
    10. Product Listing Page [Excel Mode]
    11. Sorting Products in Product Listing Page(PLP)
    12. View Activity Log Details for a Product
    13. View Product Details
    14. Cloning a Product
    15. Assign Category to Product from Product Display Page
    16. Assigning Category to a Parent Product
    17. Create and View task from PDP Page
    18. View Task Information from Product Display Page
    19. One Click Export
    20. Delete a Product from Product Listing Page
    21. Delete Product from Product Display Page
    22. 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
    23. Bulk Actions for Products & Product Groups
      1. Add Products to a Static Product Group
      2. Bulk Edit Products
      3. Bulk Edit Category
      4. Assign Task
      5. Certify Products
      6. Delete Multiple Products
      7. Certify Product Groups
      8. Run Readiness Report
      9. Delete Product Groups
      10. Edit Multiple Products from a Static Product Group
      11. Remove Products from a Static Product Group
      12. Delete Products from a Dynamic Product Group
      13. Delete Products from a Static Product Group
      14. Edit Multiple Products from a Dynamic Product Group
      15. Enrich Products or Product group data
      16. Searching Product Group
  9. Certified Products & Certified Product Group
    1. Customize your Products Listing View
    2. Export Certified Products
    3. Export Products with Readiness Check & Assign Task
    4. View Activity Log Details for a Product
    5. Delete Products from Certified Product Group
    6. Export Certified Product Groups
    7. Export Certified Product Groups with Readiness Check & Assign Task
    8. Add Channel Readiness for a Certified Product Group
    9. Edit a Certified Product Group
    10. View Certified Products
    11. Delete a Product Group
  10. Scripts - Transform your Product Data
    1. Using the Transformation Script Editor
    2. Post Transformation
    3. List of Transformation Scripts
  11. Attributes - Manage your Product Characteristics
    1. Attribute Data Types
    2. Create a New Attribute
    3. Change the Attribute Name and Assigned Attribute Group
    4. Change Role Permissions for a Attribute
    5. Make a Attribute Searchable
    6. View a Attribute Information
    7. Bulk Upload Attributes using an sheet
    8. Download all Attributes
    9. Arranging attribute and attribute groups in your preferred order
    10. Delete a Attribute
    11. Attribute Groups
      1. Create a New Attribute Group
      2. Change Attribute Group Name and Associated Attributes
      3. View a Attribute Group Information
      4. Delete a Attribute Group
  12. Categories - Manage your Product Classifications
    1. Bulk create category & subcategory
    2. Change Category Name & Associated Attributes
    3. View Category & Subcategory Information
    4. Delete a Category or Subcategory
    5. Bulk Remove Categories
    6. Upload Category Attributes Association
    7. Download Category Attribute Association
    8. Download Category Attribute Template
    9. Download All Categories
    10. Filter out Categories
  13. Tasks - First Step Towards Building Processes
    1. Create a New Task
    2. Edit an Existing Task
    3. View Task Details and Task Status Details
    4. 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
    5. Task Assignee
  14. Readiness Reports-Ensure product information completeness
    1. Creating Readiness Report
    2. Downloading Readiness Report
    3. Viewing Readiness Reports
    4. Assigning Task using Readiness Report
  15. Catalogs - Share real-time Product Content
    1. Create & Share a New Catalog
    2. Edit a Catalog
    3. Delete a Catalog
  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. Digital Asset Management - Manage your Digital Files
    1. Add a New Asset
    2. Associate Assets with Products
    3. Tags in DAM
    4. Using Search and Advanced Filter Search Options in DAM
    5. Perform Asset Transformations
    6. Download Assets
    7. Delete an Asset
    8. Bulk Actions for Assets in DAM
  18. 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. Email Exports
    8. Stop a Scheduled Export
    9. Delete a Scheduled Export
    10. Export Parent Products
    11. Export Products via SFTP
    12. Standard Templates and Custom Templates
      1. Edit a Standard Template
      2. View Standard Template Details
      3. Create a Custom Template
      4. Bulk add attributes while creating custom export template
      5. Edit a Custom Template
      6. View Custom Template Details
      7. Delete a Custom Details
  19. Deleting Export Template
  20. Volusion
  21. AI Enrichment Apps
    1. Mandatory Attributes and Prompt Values for each AI App
    2. Creation of templates for AI enrichment apps
      1. Amazon Description Generator
      2. Amazon Title Generator
      3. Amazon Ads Headline Generator
      4. Product Name Generator
      5. Google Ads Generator
      6. Google Ad Description Generator
      7. Google Title Generator
      8. Youtube Hooks Generator
      9. Youtube Outline Generator
      10. Youtube Description Generator
      11. Youtube Intros Generator
      12. Youtube Titles Generator
      13. Trending Instagram Hashtag Generator
  22. Bulk Transform and Enrichment
  23. Custom Template Uploader
  24. Custom Template Downloader
  25. Headerless File Format
  26. Bulk Asset Upload and Download
  27. Image Keyword Extraction
  28. Dropbox
  29. Zapier(Gmail)
  30. Zapier(Google Sheet)
  31. Find Duplicates and Related Products
  32. Vend
  33. Volusion
  34. Google URL data Fetcher
  35. UPC Generator
  36. Image Convertor to Webp
  37. Translate Catalog
  38. Extract Common Variant Attributes
  39. Image Keyword Extraction
  40. AI Image to Product Builder
  41. DAM Remove BG
  42. Guide for Obtaining AWS S3 Bucket Credentials & Configuring Public Access Permissions
  43. SFTP Watcher App
  44. Generate Partial Search
  45. PIM Import Hook [API Imports]
  46. Channel Integration
    1. Viewing Credentials for an Installed App
    2. Channel Integrations -
      1. Installing BigCommerce store via Unbxd PIM
      2. BigCommerce Setup via BigCommerce App
      3. Importing data into Unbxd PIM from BigCommerce
      4. Mandatory Attributes to export products to BigCommerce
      5. Exporting data from Unbxd PIM to BigCommerce
      6. Automating import and export using Templates and Workflows
    3. Channel Intergation-
      1. Installing Shopify via Unbxd PIM
      2. Shopify Store Fetcher
      3. Mandatory Attribute Mappings for Shopify
      4. Attributes in Shopify and Shopify Graph QL and their importance
      5. Importing the data into Unbxd PIM from Shopify
      6. Exporting data from Unbxd PIM to Shopify
      7. Automating import and export using Scheduled Imports/Exports and Workflows
      8. Increasing the Threshold in Shopify Exports
      9. Shopify Graph QL
    4. 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 Templates and Workflows
    5. Channel Integration -
      1. Installing Magento using Username and Password
      2. Magento Token Based Installtion
      3. Related Products - Magento
      4. Mandatory Attributes for Magento
      5. Mageworx
    6. Channel Intergation-
      1. Installing Etsy via Unbxd PIM
      2. Importing the data into Unbxd PIM from Etsy
      3. Mandatory Attributes required to list products on Etsy
      4. Exporting data from Unbxd PIM to Etsy
      5. Automating import and export using Scheduled Imports/Exports and Workflows
    7. Channel Integration -
      1. Installing Walmart via Unbxd PIM
    8. Channel Integration-
      1. Installing Unbxd PIM via Amazon Seller central
      2. Installing Amazon Seller Central via Unbxd PIM
      3. Importing data into Unbxd PIM from Amazon
      4. Exporting data from Unbxd PIM to Amazon
      5. Automating import and export using Templates and Workflows
      6. Download category template from amazon seller central
    9. Ebay Installation-
      1. Steps to get template file for Ebay-
    10. Woocommerce Installation-
      1. Google Shopping -
        1. Google Shopping App Installation
        2. Mandatory Attributes for Google Shopping
    11. ERP - Enterprise Resource Planning
      1. How to get Netsuite Account Details
  47. Download Products directly from Product Listing Page
  48. Bulk Channel Download App
  49. Platform Attributes Generator

Editing a Task Template

The two-step wizard can update properties, template names, and assignees.

Edit a Task Template

  1. On the MANAGE tab, click Tasks to access the Tasks Listing page.
  2. Click on Task Templates to access the Task Templates tab. This section allows you to manage task templates in Unbxd PIM.
  3. Locate the task template you want to edit and click the corresponding task template card. This action directs you to the task template details page.
  4. If you want to add more properties to the task template, click Add Properties. Use the search box to find a specific property by its name. You can also filter properties based on their property group or data type. Select the checkboxes next to the properties you want to add and click Add Selected Properties. Click Next to proceed.
  5. Make any necessary changes to the template name or assignees. Modify the template name as required and select the member(s) and/or role(s) for the task assignment.
  6. Click Update Task Template to save the updated task template.
  7. After updating the task template, you will be redirected to the Task Templates Listing page. This page displays all the task templates, including the updated one.
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