Exceptions live in chat
Someone flags a special order in Slack. By afternoon, nobody is sure who owns the next step.
Order operations
Order exceptions get owners — not forgotten threads.
Special orders, holds, payment issues, and manual reviews become assigned work attached to the order in Shopify.
Why order follow-ups slip
No deadline on the hard orders
Routine orders flow. Exception work stalls because it never had a due date or assignee.
Context leaves the order
Notes scatter across inbox threads while the Shopify order page stays silent.
Operational consequence: Revenue and customer trust leak through the orders that needed the most human attention.
ShopTasks order workflow
- 1
Capture the exception
Create a task linked to the order when a hold, review, or amendment appears.
- 2
Assign and date it
Named owner + due date so the follow-up cannot hide.
- 3
Resolve with history
Close the task when the order is ready — with a record of what changed.
What this unlocks
- Tasks linked directly to Shopify orders
- Visibility into overdue order follow-ups
- Automation policies for repeat exception patterns
- Comments keep handoff context on the work
- Managers see what is still open before customers chase
Integrations
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.
Related
FAQ
Can tasks attach to specific Shopify orders?
Yes. Link operational tasks to the order that created the follow-up so context stays in Shopify.
Can follow-ups be created automatically?
Yes. Automation policies can create tasks from store events so common exception patterns do not rely on memory.