Create and manage tasks

Use tasks to improve the product enrichment workflow

Create a task

Link products to a task    Work with linked products

Add a comment/reply in a task    Add a reminder for a task

  Resolve task for products/sub-tasks    Resolve task

Create a task

The product enrichment process can be made more efficient by utilizing tasks. Please see Tasks overview for more information.

Do the following to create a new task:

1. Select Tasks from the main navigation bar:
   
   
   
   
2. Click the plus icon (Add new task) in the upper right corner. The following window is presented:
   
   
   
   
3. Specify a Name for the task.
4. Select whether the task should be assigned to a specific User or User group, and select the relevant Assignee from the dropdown list.
   
   

   Note: When assigning to a user group, all group members can see and resolve the task. Please see User groups management for more information.

5. Add a task Description.
6. Select the relevant Context.
7. Specify a Due date, optionally with a specific time of day.
8. Select whether the task should be Public or Private. Public tasks are visible to all users, while private tasks are only visible to the assignee. Tasks assigned to a user group will always be publicly available.
9. Click Save.

The task will now appear in the task list for relevant users and can optionally be linked to products etc. Select the task from the grid to open its details panel.

Link products to a task

A task will in most cases be related to a set of products. By linking the relevant products to the task, it will be a lot easier for the assignee to get an overview and track his work.

To link one/more existing products to a task, do the following:

1. Go to the Products tab and click the plus icon (Link product to this task). The following page is presented:
   
   
   
   
2. Optionally select Categories and/or use Filters or Views to find the relevant products.
3. Select one/more products.
4. To verify your product selection before proceeding, click Review.
   If you need to make changes, click Edit to go back to the previous page.
   If you are happy with the selection, click Save to link the products to the task.
5. Click Save when you are done.
   
   

Work with linked products

From the Products tab, you can click the arrow button (Work with linked products) above the table to open the linked products in the Products grid.

Add a comment/reply in a task

The creator and assignee of a task will (by default) get a notification when a comment is added. Go to the Comments tab to add a new comment or reply to an existing one.

Write your comment in the input field at the bottom, and click Comment to save it:

If you want to reply to an existing comment, hover the relevant comment and click the arrow button (Reply):

Add a reminder for a task

Go to the Reminders tab to view, add or remove reminders for a task. Any currently set reminders are presented. 

Click the plus icon and specify the number of minutes/hours/days before the due date the reminder should be given. Click the green checkmark icon to save.

Hover a reminder and click the 3-dots menu to Edit or Delete it.

There can be a maximum of 5 reminders registered per task.

Resolve task for products/sub-tasks

From the Products tab, you can resolve the task for linked products one-by-one by clicking the checkmark (Mark as resolved) in front of each task.

You can also resolve the task for all the products in one go, by clicking the checkmarks icon (Mark all as resolved) above the table.

You can follow the progress of a task from the grid. In the following example, the task has been performed for 1 out of 3 products:

Resolve task

You can swiftly set a task as resolved by changing the Status directly from the grid, or by clicking Mark as resolved or changing the Status from the task's Details panel.