---
title: "Notes, tasks, and alerts"
description: "Leave notes on a store for your team, mention teammates, turn notes into tasks with an assignee and due date, and keep up with My tasks and Alerts."
product: "ShoppyConnect"
section: "Stores"
url: https://help.shoppyconnect.com/shoppyconnect/stores/notes-tasks-and-alerts
markdown_url: https://help.shoppyconnect.com/shoppyconnect/stores/notes-tasks-and-alerts.md
last_updated: 2026-11-05
tags: ["notes", "tasks", "alerts", "mentions", "notifications", "task templates", "team"]
---

# Notes, tasks, and alerts

> Leave notes on a store for your team, mention teammates, turn notes into tasks with an assignee and due date, and keep up with My tasks and Alerts.

Every store has a **Notes** tab where your team can share information and hand out jobs. Use it for things like "Delivery moved to Thursday" or "Update the store photos before the sale".

- A **note** shares information with your team.
- A **task** is a note that someone has to act on. It has an assignee and a due date.
- **Alerts** tell you when someone mentions you or gives you a task.

## The Notes tab

Open a store from the **Stores** list and click the **Notes** tab. The number next to it is how many notes and tasks the store has.

![The Notes tab of a store, with the note editor, the All, Notes, and Tasks filters, a list of notes and tasks, and the Open tasks card](https://help.shoppyconnect.com/_astro/01-notes-tab.BABO49Fn_QV8P3.webp)

- The editor at the top is where you write a new note or task.
- **All**, **Notes**, and **Tasks** filter the list. **Tasks** shows how many are still open.
- Notes and tasks are listed newest first, with who added them and when.
- The **Open tasks** card on the right lists the store's unfinished tasks, with who they're assigned to and when they're due.

## Add a note

1. Click in the box that says **Add a note for your team...**
2. Type your note. Use the toolbar to add headings, bold text, lists, links, or code.
3. To get someone's attention, type **@** and choose a teammate. They get an alert. You can also click the **@** button in the toolbar.
4. Click **Add note**.

## Add a task

1. Type the task in the note box, for example "Replace the window display before the Christmas sale".
2. Click **Make it a task**.
3. Optionally, under **Start from a template**, pick a [task template](https://help.shoppyconnect.com/shoppyconnect/settings/settings.md#task-templates) to fill in the task for you.
4. Under **Assign to**, click **Choose member** and pick the teammate who should do it. Type to search.
5. Under **Due**, choose **Today**, **Tomorrow**, **Next week**, or **Date** to pick a date.
6. Click **Create task**, or press **⌘ + Enter** on a Mac.

![A new task, with Start from a template, Assign to, Due, and Create task](https://help.shoppyconnect.com/_astro/02-make-it-a-task.8eGbChvR_Z1rLCTb.webp)

**Create task** stays greyed out until you choose who it's for. The teammate gets an alert, and the task appears in their **My tasks**.

To go back to a plain note, click **Task** to switch it off.

### Task templates

If your team does the same jobs again and again, set up task templates. Click **Manage templates** in the task editor, or go to **Settings** › **Task templates**. See [Task templates](https://help.shoppyconnect.com/shoppyconnect/settings/settings.md#task-templates).

Your organisation can also decide whether members can write their own tasks or can only use templates.

## Manage notes and tasks

Click the **⋯** menu on a task to:

![The menu on a task, with Mark complete, Change assignee, Change due date, Convert to note, Copy link, and Delete task](https://help.shoppyconnect.com/_astro/03-task-menu.C8ymHnLv_2n6NFQ.webp)

| Option              | What it does                                            |
| ------------------- | ------------------------------------------------------- |
| **Mark complete**   | Marks the task as done. You can also tick its checkbox. |
| **Change assignee** | Gives the task to someone else.                         |
| **Change due date** | Moves the due date.                                     |
| **Convert to note** | Turns the task back into a plain note.                  |
| **Copy link**       | Copies a link to the task, to share with a teammate.    |
| **Delete task**     | Removes the task.                                       |

The **⋯** menu on a note has **Convert to task**, **Copy link**, and **Delete note**.

There's no option to edit a note. To correct one, delete it and add it again.

### Overdue tasks

A task that's past its due date shows **Overdue** in red, with the date it was due. Overdue tasks are also grouped at the top of **My tasks**.

## My tasks

Click **My tasks** (the clipboard icon) in the top bar to see your tasks for every store. The red number is how many you still have to do.

![The My tasks panel, with To do and Completed tabs, the Assigned to me filter, and one overdue task](https://help.shoppyconnect.com/_astro/04-my-tasks.B11TVS3Z_5e1GP.webp)

- **To do** and **Completed** switch between open and finished tasks.
- The filter on the right switches between **Assigned to me** and **Assigned by me**. Use **Assigned by me** to follow up on tasks you gave to others.
- Each task shows its store, due date, and who created it. Click the store name to open the store.
- Tick the checkbox to mark a task as done.

## Alerts

Click **Alerts** (the bell icon) in the top bar to see your notifications. The red number is how many are unread.

![The Alerts panel, showing one unread task alert](https://help.shoppyconnect.com/_astro/05-alerts.CvWfmiwN_Z1OqOmq.webp)

You get an alert when:

- Someone gives you a task (**Task**).
- Someone mentions you in a note (**Mention**).
- Shoppy Connect can't update your stores on Google (**Sync failure**). See [Troubleshooting](https://help.shoppyconnect.com/shoppyconnect/troubleshooting/troubleshooting.md#google-business-profile).

Each alert shows who it's from, the store, and the message.

- Click the tick next to an alert to mark it as read.
- Click the tick at the top of the panel to mark every alert as read.
- Click the filter icon to switch between **Unread** and **Read** alerts.

## Tips

- Write tasks as a clear action, such as "Replace the window display", not "Window display".
- Always set a due date, so tasks don't get forgotten.
- Use notes for information and tasks for jobs. Don't add a task when nobody has to do anything.
- Mention people only when they need to read the note, so alerts stay useful.
- Check **My tasks** and **Alerts** every day.

## Troubleshooting

**Create task is greyed out.**
Choose who the task is for under **Assign to**.

**I can't find a teammate under Assign to or @.**
Check that they've accepted their invitation and can access the store. See [Team and account](https://help.shoppyconnect.com/shoppyconnect/team/team-and-account.md#change-a-persons-role-or-stores).

**I can't write my own task.**
Your organisation may only allow tasks from templates. Ask an administrator to check **Settings** › **Task templates**.

## Related

- [Managing stores, trading hours, and store pages](https://help.shoppyconnect.com/shoppyconnect/stores/managing-stores.md)
- [Settings › Task templates](https://help.shoppyconnect.com/shoppyconnect/settings/settings.md#task-templates)
- [Team and account](https://help.shoppyconnect.com/shoppyconnect/team/team-and-account.md)
- [Getting started with Shoppy Connect](https://help.shoppyconnect.com/shoppyconnect/getting-started/getting-started.md)