Special orders need more than status
Custom notes, pack requirements, and B2B amendments require a person to finish steps Shopify cannot complete alone.
Order operations
Keep order exceptions owned until they are resolved.
Special orders, holds, payment issues, and manual reviews become assigned work attached to the order — not a thread someone hopes to remember before the ship date.
Order exceptions fall between tools
Shopify records the order. Chat tries to coordinate the exception. Neither tracks ownership to resolution when the order needs a human decision, amendment, or hold clearance.
Holds without owners
Payment issues and manual reviews freeze an order while the follow-up lives in someone's inbox.
No due date on the exception
Routine orders flow. Exception work stalls because it never had an assignee or deadline.
Operational consequence: Revenue and customer trust leak through operational gaps on the hardest orders — the ones that needed the most attention.
Order → task → resolution
- 1
Flag the exception
Manual review, hold, payment issue, special-order requirement, or amendment that needs a person.
- 2
Create owned work on the order
Open a task linked to the Shopify order with a named owner and due date.
- 3
Coordinate the follow-through
Comments and reassignment keep support, ops, and warehouse aligned on the same order record.
- 4
Close with history
When the order is ready, the task closes — with a record of what changed and who finished it.
Order exception scenarios
Payment issue that would have sat in an inbox
- Trigger
- An order is held for payment confirmation before fulfilment can proceed.
- ShopTasks work
- Ops opens an order-linked task for the finance or support owner with a same-day due date.
- Outcome
- The hold has a person and a clock — not a silent status flag.
Special order with packing requirements
- Trigger
- A wholesale order needs custom inserts and cannot ship on the default path.
- ShopTasks work
- A task assigns the warehouse lead, links the order, and tracks the packing note to completion.
- Outcome
- The special requirement is owned through ship, not hoped for in a chat mention.
Manual review before release
- Trigger
- Certain orders need a human check for fraud, address, or catalog mismatch.
- ShopTasks work
- Review work is created on the order — manually or via automation policy — and stays visible until cleared.
- Outcome
- Reviews do not disappear between the flag and the release decision.
What order workflows change
-
Exceptions stay attached to the order
Follow-ups live on the Shopify order context instead of scattering across inboxes.
-
Hard orders get deadlines
Holds, reviews, and special requirements have due dates like any other operational work.
-
Fewer stalled revenue moments
Owned follow-ups reduce the chance that an exception quietly kills a ship date.
-
Clear history on what changed
Teams see what was done on the exception — not just that the order eventually moved.
Who this is for
- Ops teams handling special orders and holds
- Support leads coordinating payment and review follow-ups
- Warehouse partners who need order-linked packing notes
- Merchants with a growing exception rate
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.
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Related solutions
FAQ
What kinds of order work belong in ShopTasks?
Special orders, holds, payment issues, manual reviews, amendments, and any follow-up that needs a named owner before the order can complete cleanly.
Can tasks link directly to Shopify orders?
Yes. Order-linked tasks keep the operational follow-up attached to the record your team already uses.
Can repeat exception patterns create tasks automatically?
Yes. ShopTasks automation policies can create tasks from store events so similar order exceptions do not depend on memory.
Does this replace Shopify order management?
No. Shopify remains the system of record for the order. ShopTasks manages the human work the order still requires.
How much does ShopTasks cost?
Free to install — up to 500 active tasks, unlimited staff, and unlimited boards. Contact us if you need more active-task capacity.