Use case — Order follow-up
Never let an order follow-up fall through the gaps again
Order follow-ups that live in notes, chat, or memory don't get done reliably. ShopTasks gives every follow-up a named owner, a deadline, and a status you can track to completion.
Install on ShopifyWhere order follow-ups die in most Shopify stores
Follow-up actions live in order notes that nobody checks
Order notes are write-only for most teams. Work gets noted but never acted on. The follow-up dies in a field nobody monitors.
High-value escalations slip through operational gaps
There's no system to ensure someone actually follows up. If the team member who saw it first moves on, the customer waits — and may not come back.
No visibility on outstanding follow-ups
Managers have no real-time list of open order follow-ups. Issues are discovered when customers escalate, not when the work first falls behind.
How ShopTasks solves it
Turn every order issue into a tracked, owned task
When an order needs follow-up action, create a ShopTasks task immediately. Attach the context, assign the owner, and set the deadline. No follow-up gets forgotten because every follow-up has a home.
- Create a follow-up task linked directly to the relevant order
- Assign the task to the support or ops team member responsible
- Set a due date so urgency is visible in the task board
- Status tracking shows open, in-progress, and resolved follow-ups
- Notes capture the customer context and what resolution is needed
- Managers see all open follow-ups in one place without asking
Example: Handling a damaged goods follow-up workflow
Flag the order for follow-up
A team member identifies an order requiring follow-up — late shipment, substitute item, part refund, damaged goods.
Create a task in ShopTasks
A task is created with the order number, a note on what's needed, and the customer context. Link to the Shopify order included.
Assign it to support or ops
One person is assigned and notified. They own this follow-up until it's resolved.
Mark progress
As the team member works toward resolution, they update the status. The manager can see follow-up actions moving forward without a check-in.
Close when resolved
The task is marked done. The record is kept. Next time a similar situation arises, the pattern is visible.
Order follow-up questions
Can I link a ShopTasks task to a specific Shopify order?
Yes. You can paste the order URL or number directly into the task notes. Deep order linking is on the product roadmap.
How many follow-up tasks can I have open at once?
The Free plan supports up to 25 active tasks total. Starter and Pro plans have no task limits — useful for stores with high follow-up volumes.
Can I see follow-ups sorted by due date or priority?
Yes. The ShopTasks board lets you filter and sort by due date, assignee, and status so the most urgent follow-ups are always visible.
What happens to completed follow-ups — are they deleted?
Completed tasks are retained as a record. You can review past follow-ups to identify recurring order issues and improve your operations.