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Task Pane (Magento)

The cobby Task Pane is a right-side panel that provides advanced editing capabilities for complex data types and attributes. The panel enables management of product data that goes beyond standard table editing.

Interactive Demo​


Feature Set​


The Task Pane comprises nine specialized functional areas for product data management.

1. Store View Management

Type: Multi-Store Management

Function: Enables moving and adding products to store views.

Operations:

  • Add products to store views
  • Move products between store views
  • Single-click operations for quick assignments

Mass Processing: Supported

Use Case: Multi-store environments with product assignments across different store views

2. Category Management

Type: Category Assignment

Function: Manages product category assignments through selection and assignment.

Operations:

  • Add categories
  • Remove categories
  • Modify categories
  • Multi-selection supported

Mass Processing: Supported

Interaction: Selection-based category assignment

3. Tier Pricing

Type: Price Management

Function: Edits tier pricing structures for quantity-based pricing.

Operations:

  • Define price tiers
  • Set quantity-dependent prices
  • Adjust price tiers

Mass Processing: Supported

Use Case: Particularly suitable for processing external price lists with tiered prices

4. Date Attributes

Type: Date Field Management

Function: Manages date-based product attributes.

Supported Date Fields:

  • Created Date
  • Update Timestamps
  • Special Price Dates
  • Activation Dates
  • Additional date-based attributes

Mass Processing: Supported

Input Format: Date selection via integrated date fields

5. Product Relationships

Type: Relationship Management

Function: Controls product links and relationships.

Managed Relationship Types:

  • Cross-Sell Products
  • Assigned Products
  • Configurable Products
  • Simple Products

Operations:

  • Link products
  • Change order
  • Disconnect links
  • Reorganize relationships

Mass Processing: Supported

6. Image Management

Type: Media Management

Function: Manages product images and their properties.

Operations:

  • Add images
  • Change image order
  • Label images
  • Delete images

Advanced Features:

  • Formula-based optimization for streamlined management
  • Batch processing of image attributes

Mass Processing: Supported

Supported Attributes: Image labels, alt texts, image roles, visibility

7. HTML Content Editor

Type: Rich-Text Editor

Function: Edits HTML-formatted content in product attributes.

Operations:

  • Add HTML code
  • Edit HTML code
  • Delete HTML code

Editor Integration: Embedded HTML editor in the Task Pane

Use Case: Product descriptions, short descriptions, custom HTML attributes

Mass Processing: Limited (editor-specific)

8. Dropdown Fields

Type: Attribute Value Management

Function: Displays Magento dropdown options with inline editing capabilities.

Supported Dropdown Types:

  • Manufacturer
  • Origin
  • Delivery Time
  • Custom Dropdown Attributes

Inline Functionality:

  • Rename option values
  • Add new options
  • Manage options directly in the Task Pane

Synchronization: Changes are applied directly to Magento

9. Error Assistant

Type: Validation Tool

Function: Validates data entries and provides correction guidance.

Functionality:

  • Automatic validation on data entry
  • Identification of incorrect entries
  • Display correction recommendations
  • Inline error hints

Validation Types:

  • Data format validation
  • Required field validation
  • Value range control
  • Referential integrity

Output: Error messages with specific correction hints

Task Pane Activation​


Access: cobby Excel Toolbar → Task Pane Button (Element 12)

Display Position: Right-side panel

Behavior: Context-sensitive based on:

  • Selected cell
  • Selected column
  • Attribute type
  • Data type

Persistence: Remains open until manually closed

Mass Processing​


The Task Pane supports mass operations for most functional areas.

Supported Functions:

  • Store View Management
  • Category Management
  • Tier Pricing
  • Date Attributes
  • Product Relationships
  • Image Management

Not Supported:

  • HTML Content Editor (editor-specific)
  • Individual Dropdown Operations (context-dependent)

Selection Method:

  • Select multiple rows in Excel
  • Call Task Pane function
  • Changes are applied to all selected products

Technical Specifications​


Integration: cobby Excel Add-in

Display Technology: Custom Task Pane (Office-native)

Update Behavior: Real-time synchronization with Excel data

Data Persistence: Changes are committed on "Save Products"

Undo Function: Available via "Reset Product" until save

Required Components:

  • cobby Excel Add-in installed
  • Active shop connection
  • Valid cobby license

Data Flow​


Excel Row (Selection) → Task Pane (Editing) → Excel Data (Update) → Save Products → Shop Database

Update Model: On-demand (user-initiated)

Validation Timing: On input (Error Assistant) and before save

Conflict Handling: Last-write-wins with validation

Usage Patterns​


Context-Sensitive Activation​

The Task Pane displays different functions based on the selected context:

Selected ContextAvailable Task Pane Functions
Category ColumnCategory Management
Image ColumnImage Management
Date ColumnDate Attributes
Dropdown ColumnDropdown Fields
HTML ColumnHTML Content Editor
Price ColumnTier Pricing (context-dependent)
Multiple RowsMass Processing Functions

Workflow Integration​

Typical Workflow:

  1. Load products in Excel
  2. Select row(s)
  3. Open Task Pane
  4. Use desired function
  5. Make changes in Task Pane
  6. Close Task Pane
  7. Save products