A simple routine your team already understands.
Add the request, decide who takes care of it, and move it across the board. Captain Tasks keeps the process visible without adding more meetings or another login.
Add product updateProduct already linked
OpenAssign to LeaPriority and due date set
OwnedReview and finishHistory stays with the task
DoneFrom a loose request to finished work.
The workflow is deliberately straightforward, so a new team can use it without spending days on configuration.
- Step 1
Add the task
Create a task from a board or start while looking at a Shopify product or order. Add the details your team needs.
- Step 2
Assign it
Choose the person responsible, set the priority, add a due date, and use tags when they help.
- Step 3
Track progress
Move the task across the board as the work progresses. Comments keep questions and updates together.
- Step 4
Archive it
Put completed work away without losing the files, comments, Shopify links, or activity history.
A product page needs new copy.
Someone notices outdated text while checking a product in Shopify Admin. They create a task, assign it to Lea, and set a due date. Lea updates the copy, leaves a comment, and moves the task to Review. Once approved, the task goes to Done and is archived.
Refresh Canvas Weekender description
The product link, owner, priority, comments, and every status change stay together in one task.
See the workflow in your own store.
Start with sample tasks or an empty board.