How to set up and edit a task

This page will take you through the process of creating and editing 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.

Overview page where you are able to create and filter tasks.

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

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.

If you frequently create tasks that a group of users can handle, consider creating a User Group and assigning it to this group instead.

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.

The product page from where you can create a task related to the specific product. This will attach the product as an entity to the task automatically.

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.

The tooltip that pops up when you hover over the specific task.