Structured information to guide you through Unbxd PIM with minimal assistance
Editing an Existing Task
Once you create a task, you can edit an ongoing task. Editing a task includes:
- Adding more products
- Adding more properties
- Adding more roles / members
- Editing name or instruction
Adding more Products to a Task
- On the MANAGE tab, click Tasks.
The Tasks Listing page appears. - Click
for the task you want to add more products. - Click Manage, and then click Add more Products.
- If you are looking for a specific product, use the search box.
- If you want to use the advanced filtering option to display relevant products, click Show Advanced Filters.
- Click the check boxes to select the products.
- Click Add products to task.
The task displays the newly added products.
Adding more Properties to a Task
- On the MANAGE tab, click Tasks.
The Tasks Listing page appears. - Click
for the task you want to add more properties. - Click Manage, and then click Add more Properties.
- If you are looking for a specific property, in the search box, search by product name.
- If you want to filter properties based on their property group, in the Property Groups list, select the property group.
- If you want to filter by data type of the property, in the Property Types list, select the data type.
- Click the check boxes to select the properties.
- Click Add properties to task.
Adding more Roles/Members
- On the MANAGE tab, click Tasks.
The Tasks Listing page appears. - Click
for the task you want to add more roles/members. - Click Manage, and then click Add more Assignees.
The Add More Assignees window appears. You can view the selected roles and members. - In the Assign task to list, select member(s) and/or role(s).
- Click Add to Task.
Editing Name or Instruction for a Task
- On the MANAGE tab, click Tasks.
The Tasks Listing page appears. - Click
for the task you want to edit name or instruction. - Click Manage, and then click Edit name or instruction.
- Make your changes.
- Click Update Task.
1 of 1 users found this section helpful