Mentions replace ownership
Someone tags a colleague in Slack about a held order. By afternoon, nobody is sure who owns the next step — or whether it was done.
Shopify task management
Store work that stays owned — not buried in chat.
ShopTasks turns order exceptions, warehouse follow-ups, and recurring procedures into assigned tasks linked to Shopify records — so your team stops relying on Slack threads and shared sheets.
Chat and spreadsheets are not an operations system
Most Shopify teams still assign follow-ups in Slack, email, or a spreadsheet someone maintains after hours. Work gets mentioned, then lost — especially when exceptions stack up during a busy week.
Context leaves the record
Notes scatter across threads and sheets while the Shopify order, product, or customer page stays silent about what still needs to happen.
No single place for open work
Managers hunt across channels and tabs instead of seeing unowned, overdue, and blocked operational tasks in one system.
Operational consequence: Orders stall, customers wait, and managers only discover problems after they become complaints or missed ship dates.
How ShopTasks runs store work
- 1
Capture the work
Create a task from a store event, order exception, inventory check, or recurring procedure — with the Shopify record attached.
- 2
Assign ownership
Give it a named owner and due date so the follow-up cannot hide in a channel or spreadsheet row.
- 3
Keep Shopify context close
Link the task to the order, product, or customer so the next person does not rebuild the story from scratch.
- 4
Track to completion
Surface unowned, overdue, and blocked work — then close with history retained for the team.
How merchants use Shopify task management
Special-order hold that would have died in Slack
- Trigger
- A wholesale order needs a custom pack slip and cannot ship until ops confirms the note.
- ShopTasks work
- Ops creates a task linked to the order, assigns the warehouse lead, and sets a same-day due date.
- Outcome
- The hold is visible on the board until it clears — not buried under unrelated chat.
Stock check that used to live in a sheet
- Trigger
- Merchandising flags a SKU that looks wrong after a receiving batch.
- ShopTasks work
- A product-linked task goes to the inventory owner with a due date before the next promo push.
- Outcome
- The count happens on time, and the catalog update closes with a record of who verified it.
VIP replacement that spans support and warehouse
- Trigger
- Support promises a replacement for a damaged shipment by Friday.
- ShopTasks work
- Support opens a customer- and order-linked task, assigns warehouse, and tracks the handoff in comments.
- Outcome
- The promise has an owner and deadline instead of relying on inbox memory.
What changes when work has owners
-
Fewer lost follow-ups
Operational work has a named person and due date instead of living only as a chat mention.
-
Faster handoffs
Shopify context and comments travel with the task, so the next owner starts productive immediately.
-
Manager visibility without chasing
Unowned and overdue work surfaces before customers escalate.
-
A system of record for store ops
Completed work leaves history — not a forgotten thread or overwritten spreadsheet cell.
Who this is for
- Shopify ops leads who need one place for open store work
- Store managers tired of chasing status in Slack
- Warehouse and support leads who share exception handoffs
- Growing teams outgrowing ad-hoc chat assignment
Integrations that support the workflow
Shopify Admin
Work stays attached to orders, products, and customers.
Shopify Flow
Trigger ShopTasks work from Shopify Flow so store events become assigned human follow-through.
Sidekick
Ask about overdue, blocked, or unowned work and open tasks without leaving Shopify.
Notify owners when work is assigned, due, or updated.
Slack
Send task and board notifications to Slack channels.
From a Shopify team using ShopTasks
“Great app! We were looking for an app to manage order workflow tasks across our staff and wanted something that integrated natively with Shopify on the backend. ShopTasks delivered and the level of customization was quite appealing.”
Free to install on Shopify
Up to 500 active tasks (not Done or Cancelled), unlimited staff, and unlimited boards. Need more active-task capacity? Contact us.
Go deeper
Related solutions
FAQ
Is ShopTasks a general project management tool?
No. It is built for Shopify store operations — order exceptions, fulfilment follow-ups, inventory work, customer escalations, and recurring store procedures.
Does ShopTasks replace Slack?
No. Slack remains useful for conversation. ShopTasks holds ownership, deadlines, and Shopify context so operational work does not live only in chat.
Why not just use a spreadsheet?
Spreadsheets do not attach work to Shopify orders, products, or customers, and they rarely make overdue or unowned work obvious. ShopTasks keeps the record next to the store data that matters.
Where does ShopTasks run?
ShopTasks runs inside Shopify admin so your team can manage operational tasks without leaving the tools they already use for the store.
Does ShopTasks work with Shopify Flow and Sidekick?
Yes. Shopify Flow can trigger ShopTasks work from store events. Sidekick can surface overdue, blocked, or unowned tasks and open them in ShopTasks. Email and Slack notify owners.
How much does ShopTasks cost?
ShopTasks is free to install. The free plan includes up to 500 active tasks (not Done or Cancelled), unlimited staff, and unlimited boards. Need more active-task capacity? Contact us.