Configure Guided Task Flow to Mass Assign Items to Catalog Categories

You can group multiple products into relevant categories in a single action using the mass assign items to catalog categories guided task flow. This streamlines catalog management by reducing the time and effort required to organize items individually.

To mass assign items to catalog categories:

1. On the Product Management page, in the Actions section, click View all actions, and then click Guided Tasks Configuration.

   The Configure Guided Tasks page is displayed.

2. Click Create.
   The New Guided Task drawer appears. Here, you must provide the details for the guided task you're creating:

   1. Select the Category as Assign Items to Catalog Categories.
   2. In the Name field, specify the task flow name for your specific business process.
   3. After adding all the details, click Create Draft.

      The <Guided Task Name> Draft page is displayed in draft mode with a list of required tasks.

   For the Assign Items to Catalog Categories category, the required tasks in the task flow are:

   1. Select items to be assigned
   2. Select the target catalog categories
   3. Review and submit
   4. View item batch status

3. Click the Edit Task icon for each task, populate the relevant fields, and click Save. After you’ve updated all the steps, click Activate to make the task flow available for your users. The details for each task are outlined in the next few steps.

4. Update the Select items to be assigned task. In this task, you specify the master organization from which the items must be selected for assignment.
   1. Click the Edit Task icon for the Select items to be assigned task. From the Master organization drop-down list, select the master organization from which you want to select the items. This is required.
   2. Click Save.
5. Update the Select the target catalog categories task and do the following:
   1. Click the Edit Task icon for the Select the target catalog categories task.
   2. From the Select target catalog categories drop-down list, select all the catalog categories that are relevant to this task flow. This is required. You can also choose to restrict these selections so that the user can only select from the specified catalog categories at the runtime.
   3. Click Save.

6. Update the Review and submit task. In this task, you can edit the specify the task expiration days.

7. Update the View item batch status task. In this task you specify the task expiration days.

8. Click Activate to activate the task flow you've configured. After the task flow is activated, your users will be able access this task flow from the Guided Task flow library.