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Task Pane

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