Notes

Last updated on 10 April 2026

Add comments, instructions, and context to your Shopify orders, products, and customers. Like sticky notes for your store data.

Your Store's Memory.
Attach context to every order, product, and customer — never lose critical info again.
Workflow action type dropdown showing Create note option
Auto-Create Notes

Workflows can automatically create notes when store events fire — choose "Create note" from the action type dropdown.

Action form with title, description, priority, status, and assignee
Notes ? Tasks

Convert any note into a tracked task — title, description, priority, status, and assignee carry over automatically.

What Are Notes?

Notes let you add comments, instructions, and context to your Shopify data that your whole team can see. Think of them as sticky notes attached to your store records.

Creating a Note

Click Notes in the sidebar
Click the Create Note button (top right)
Choose an Entity Type: Order, Product, Customer, or None (standalone)
If you chose an entity type, select a specific record from the dropdown
Add an optional Title and write your Content using the rich text editor
Click Save
How Workflows Auto-Create Notes
Build a workflow that automatically logs a note when store events happen.
When
When step — trigger summary
Trigger fires

A store event occurs (new order, updated product, etc.)

If
If step — predefined condition dropdown
Condition matches

Filter by order total, tags, status, or custom fields.

Then
Then step — Create note action type
Create Note

A note is auto-created and attached to the triggering entity.

Rich Text Formatting

The note editor supports:

Attaching Files

You can upload files to any note — great for images, PDFs, or documents.

When creating or editing a note, scroll down to File Attachments
Click Upload File or drag & drop files into the upload area
Click Save to confirm

Supported files: PNG, JPG, GIF, WebP, PDF, DOC, DOCX, TXT, XLS, XLSX, CSV

Viewing & Editing Notes

The Notes page shows all your notes in a table with title, content preview, entity info, author, and date. Click any note to open its detail view.

Pinning Notes

Pin important notes so they always appear at the top of your list. Click the ?? icon on any note to pin/unpin it.

Pin notes for ongoing issues, reminders, or important customer instructions.

Converting Notes to Tasks

Turn notes into actionable tasks with one click:

Select one or more notes using the checkboxes
Click Convert to Tasks
Review the task preview — the note title becomes the task title, and the content becomes the description
Click Confirm
Task details form — title, description, priority, status, assignee, due date
Task Fields

Converted tasks include title, rich-text description, priority level, status, assignee, and due date offset.

Today's tasks dashboard card
Track on Dashboard

Converted tasks appear in the "Today's tasks" dashboard card alongside manually created and workflow-generated tasks.

Searching & Filtering

FilterOptions
Entity TypeAll, Orders, Products, Customers, Standalone
AuthorFilter by team member who created the note
Date RangeFilter by creation date

Notes on Entity Pages (Shopify Extension)

OpsPilot adds a quick action button to your Shopify order, product, and customer pages. Click it to quickly create a note attached to that entity — without leaving the page!

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