How to add and handle attached entities for a task

Attaching entities to a task simplifies identifying the type of assignment required and makes tracking task progress easy.

What are entities?

Entities are an umbrella term for various elements within the PIM system. Types of entities include products, categories, variant groups, variants, assets, and global list values.

Adding entities to a task

To attach entities when creating a task, navigate to the task overview and click 'Create task.' Fill in the necessary details, then scroll to the 'Attached entities' section to attach suitable entities for the task.

The task editor where you can add information and attach entities to the task.

Attaching entities to a task is not obligatory. You can always come back and add them later in the task editor.

Handling attached entities

Entities serve as a to-do list for tasks. They can be marked as handled or unhandled, helping you track progress easily.

To manage attached entities, go to the designated task. In the 'Attached entities' section, you will see a list of entities. Each entity features a check mark indicating whether it has been handled or not.

Marking the entity as handled in the 'Attached entities' section.

To get a more detailed product overview for the task, click 'Go to products' to open the search page. It will automatically filter the relevant products that are attached to the task.