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. 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
  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. View Activity Log Details for a Product
    10. View Product Details
    11. View Task Information for a Product
    12. Delete a Product
    13. 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
    14. 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 Integrations -
    1. Installing Unbxd PIM via BigCommerce
    2. Sending Data from BigCommerce to Unbxd PIM (First Time Transfer)
    3. Sending Data from BigCommerce to Unbxd PIM (Subsequent Transfer)
    4. Getting Data from BigCommerce via Unbxd PIM
    5. Getting Data into BigCommerce from Unbxd PIM
    6. Sending Data to BigCommerce via Unbxd PIM

Task Assignee

A task assignee is someone who is assigned a task and can do the following:

  • Start a task
  • Continue a task
  • View task information:
    • Task description
    • Assigned member/role
    • Selected properties
  • View task status information:
    • % completion for the overall task
    • Number of products marked as complete
    • Number of To Do products

When the user starts a task and saves the product, the task status changes from To Do to In Progress. Once the user is done with the task, she can mark a product as complete and the status changes to Completed.

Starting a Task

Once you are assigned a task, you will receive an email notification. To get started with the task, you can either follow the link in the email message or follow the steps below.

To start a task:

  1. On the MANAGE tab, click Tasks.
    The Tasks Listing page appears.
  2. If you are looking for specific, use the following filters:
    • Task Assigned to – List of roles / members.
    • By – Task creator and assignees
    • Task Status:
      • All
      • To Do
      • In Progress
      • Completed
      • Archived
    • View – Number of days or date range
  3. Click   for the task you want to start.

  4. If you want to view the task details, click the View task details link.
  5. Click Start Task.
  6. Update the assigned properties.
  7. Click Save Product.
    The changes are saved. The status of the task changes to In Progress from Not Started. You can revisit and continue to update the task.

Continuing a Task

You can continue an ongoing task.

To continue a task:

  1. On the MANAGE tab, click Tasks.
    The Tasks Listing page appears.
  2. In the Status list, click In Progress.
  3. Click for the task you want to continue.
  4. If you want to view the task details, click the View task details link.
  5. Click Continue Task.

  6. Click Save Product.
  7. Once the task is complete, click Mark as Complete.
    The status of the task changes to Completed.

If you are assigned a task, you can do the following:

  • View task listing
  • Perform a task
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