Handoffs cross roles without a home
Warehouse needs a missing address. Support needs a replacement. Ops needs confirmation. Each step lives in a different thread.
Shopify operations
Run Shopify operations as accountable work.
Shopify and your existing tools handle what software can do. ShopTasks is the operating layer for the human handoffs — warehouse, support, merchandising, and ops — that still decide whether customers get a clean outcome.
Operational complexity outgrows informal coordination
Growing Shopify businesses juggle exceptions, cross-team handoffs, warehouse follow-ups, and recurring procedures across multiple people. Chat and memory do not scale into an operating model.
No operating view of open work
Leaders cannot see what is unowned, overdue, or blocked across the store — only what someone happens to mention.
Procedures compete with exceptions
Daily checks and weekly hygiene lose to firefighting because neither has a reliable place to land.
Operational consequence: Without a shared system of record, work depends on who remembers — and customers feel the gaps first as late ships, confused support, and dropped ball handoffs.
The ShopTasks operating model
- 1
Store event or procedure
An exception, threshold, escalation, or recurring checklist creates operational work that needs a person.
- 2
Operational task with context
ShopTasks captures the work with the Shopify order, product, or customer attached.
- 3
Named owner and handoff
Warehouse, support, or ops owns the next step — and can reassign with comments intact.
- 4
Resolution and visibility
Managers see status without chasing. Completed work leaves a record the next shift can trust.
Operating model scenarios
Warehouse ↔ support handoff on a damaged order
- Trigger
- Packing finds damage; support has already promised the customer a replacement window.
- ShopTasks work
- A shared task links the order, assigns warehouse for the physical step, then support for the customer update.
- Outcome
- Both teams see the same owner and deadline instead of dual-tracking in chat.
Ops triage across a busy week
- Trigger
- Holds, receiving issues, and VIP escalations arrive in the same afternoon.
- ShopTasks work
- Ops routes each item to a board with owners and due dates, then filters for overdue and unowned work.
- Outcome
- The queue is managed as work — not as a pile of unread mentions.
Cross-team recurring check that actually runs
- Trigger
- Friday inventory hygiene and Monday opening checks keep slipping when people are busy.
- ShopTasks work
- Recurring checklist tasks assign named owners each run with completion history.
- Outcome
- Routine operations stay on the calendar as accountable work, not optional habit.
What a clear operating model delivers
-
Handoffs that survive shift changes
Ownership and context stay on the task when warehouse, support, and ops pass work between them.
-
One view of operational risk
Unowned and overdue store work is visible before it becomes a customer problem.
-
Exceptions and routines in the same system
Firefighting and scheduled procedures compete less when both have owners and due dates.
-
Less status chasing for managers
Leaders inspect open work instead of reconstructing it from Slack history.
Who this is for
- Shopify operations managers building a repeatable operating model
- Multi-role teams spanning warehouse, support, and merchandising
- Founders graduating from founder-led chase-down ops
- Store leads who need visibility across handoffs
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
How is this different from project management software?
ShopTasks is oriented around Shopify store operations — exceptions, handoffs, and procedures attached to orders, products, and customers — not generic project portfolios.
Can warehouse and support share the same work?
Yes. Tasks can be reassigned with comments and Shopify context intact, so handoffs between warehouse, support, and ops stay on one record.
Does ShopTasks replace our WMS or helpdesk?
No. It coordinates the human operational work those systems still leave to people — ownership, deadlines, and cross-team follow-through.
How do managers see what is slipping?
Boards and filters surface unowned, overdue, and blocked work so managers can intervene before customers escalate.
Is there a free plan?
Yes. ShopTasks is free to install with up to 500 active tasks, unlimited staff, and unlimited boards. Contact us if you need a higher active-task limit.