How to set up and edit a task

Set up a task from the overview

To create a new task, go to the top right menu, select 'Tasks', then 'Go to task overview' and click 'Create task' to create a new task.

This will present you with the 'Create task'-page.

Select an appropriate title and assign responsible users for the task. We recommend that you add a concise description to ensure the assigned user(s) has sufficient context for the assignment. You can add a deadline if the task has one.

You can attach multiple entities to the task, such as products, categories, variant groups, variants, assets and global list values.

When you're ready, you can create the task. You can now safely go back to the overview page.

Set up a task from a product page

To create tasks directly from a product page, go to the desired product from the product catalogue. Click the kebab menu in the top-right corner and select 'Create task'. This will add the product automatically to the tasks entities list.

Edit a task

To edit a task, go to the task overview page. If you can not find the task, use the top menu to filter or search for the task title. Hover over the desired task to reveal a menu on its right. Click the "Edit" icon.