Task Details

Working with Tasks

Tasks are the core building block of ShopTasks. This guide goes beyond the basics to show you how to use priorities, labels, due dates, file attachments, comments, and linked Shopify resources to make every task actionable.

Task Fields

When creating or editing a task, you can set the following:

• Title — a short, descriptive name for the task.
• Description — rich-text content where you can add detailed instructions, checklists, or notes.
• Assignee — the team member responsible for completing the task.
• Priority — how urgent the task is (Low, Medium, High, Urgent).
• Labels — color-coded tags to categorize tasks (e.g. "QA", "Shipping", "VIP").
• Due date — the deadline for completion. Drives calendar view placement and overdue notifications.
• Board — which board the task belongs to.
• Status — where the task sits in your workflow (e.g. To Do, In Progress, Done).

Priorities

Assign a priority to every task to communicate urgency:

Tasks in the list view and kanban cards show a color-coded priority indicator so your team can scan urgency at a glance.

Labels

Create and apply labels to group tasks by theme:

• Click the Labels field when editing a task.
• Select one or more labels, or create a new one with a custom name and color.
• Labels appear as badges on task cards in every view.

Common label ideas: "Fulfillment", "Marketing", "Support", "Returns", "VIP", "Seasonal".

File Attachments

Attach files directly to tasks for reference:

1. Open a task and scroll to the Attachments section.
2. Click Upload file and select a file from your computer.
3. Files are uploaded via Shopify's secure staged-upload system.

Attach packing slips, design assets, supplier invoices — anything your team needs to complete the task.

Comments & Activity

Every task has an activity feed that shows:

• Comments — team members can leave notes, ask questions, or provide updates.
• Status changes — a log of when the task moved between statuses.
• Assignment changes — who was assigned and when.

Use the comment box at the bottom of the task detail page to add a new comment. Team members with notifications enabled will be alerted.

Linking Shopify Resources

Tasks can be linked to Shopify products, orders, and customers:

• From the task — use the resource picker to search and attach a product, order, or customer.
• From Shopify admin — use the ShopTasks extension blocks on product, order, or customer pages to create tasks pre-linked to that resource.

Linked resources appear as clickable badges on the task, making it easy to jump to the relevant Shopify page.

Tips

• Set due dates on everything. Even a generous deadline helps your team plan and lets the calendar view show the right picture.
• Use priorities consistently. If everything is "Urgent", nothing is.
• Link Shopify resources whenever a task relates to a specific order, product, or customer — it saves time finding context later.