Ranksy

Tasks for Shopify app teams

Follow up with the right merchant on the right day.

Every follow-up in Ranksy is a task with an owner and a due date, and it can sit on the record of the merchant it's about. Your team adds them by hand. Rules add them when a charge fails or a trial is about to end. Claude or Cursor can add one from a chat.

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See how it works

Works with Claude, ChatGPT, Cursor and your own agents

app.ranksyapp.com/stockwise/tasks
ListBoardAssignee: MeApp: StockwiseNew task

Overdue1

  • High priority

    Respond to 2★ review from Little Fern Toys

    Little Fern ToysRule: Bad review

    Yesterday

Today2

  • High priority

    Payment failed: Saltmarsh Supply, check in

    Saltmarsh SupplyRule: Failed charge

    Today
  • Medium priority

    Trial ends Oct 17: nudge Little Fern Toys

    Little Fern ToysRule: Trial ending

    Today

Upcoming3

  • Highest priority

    Call about renewal

    Northwind SupplyClaude

    Fri
  • Medium priority

    Send multi-location guide

    Northwind SupplyNote reminder

    Mon
  • High priority

    Save attempt: Oak & Ember cancelled Growth

    Oak & EmberRule: Save the cancel

    Tomorrow

No date1

  • Low priority

    Draft onboarding email for Plus stores

    Manual

    —

Done · last 7 days4

Illustrative · sample data

List and board views for every appDue reminders and an 8am digestCreated by people, rules, Claude or the API

Trusted by 330 teams431 team apps

4.2M API calls426K MCP callsprocessed in the last 30 days

How it works

Tasks find you, then you close them.

Tasks live next to the merchant records they're about, so the context is one click away when you sit down to follow up.

  1. 01

    A task is created

    Someone adds one on the Tasks page or a merchant's record, a note reminder comes due, a rule fires, or Claude, Cursor or your own script calls the API.

  2. 02

    It gets an owner and a date

    Each task has an assignee, a priority from low to highest and a due date. The assignee is notified in Ranksy as soon as it's theirs.

  3. 03

    Ranksy reminds the owner

    A reminder goes out in Ranksy and by email when the task is due, and a digest at 8am in each person's timezone lists everything overdue or due today.

  4. 04

    You work it to done

    Move it across the board or tick it off in the list. Every change is kept in the task's activity log.

List and board

See today's follow-ups, or the whole pipeline.

Some mornings you want a short list of what's due. Other days you want to see which merchants are still waiting on a reply. The list groups tasks into Overdue, Today, Upcoming, No date and Done. The board shows the same tasks as cards in columns your team can rename.

  • List buckets follow each person's own timezone
  • Board columns start as To do, In progress, Waiting on merchant and Done
  • Filter by assignee (me, unassigned, anyone) and by app or all apps
  • Done tasks stay visible for 7 days
app.ranksyapp.com/tasks?view=board&app=all
ListBoardApp: All appsNew task

To do3

  • Payment failed: Saltmarsh Supply, check in

    High priorityTodayStockwise

  • Welcome Harbor Goods

    Medium priorityTodayStockwise

  • Ask Fjord Home why they left

    Medium priorityTomorrowLabelkit

In progress1

  • Save attempt: Oak & Ember cancelled Growth

    High priority

Waiting on merchant2

  • Call about renewal · Northwind Supply

    Highest priorityFri

  • Why did Harbor Goods downgrade?

    Medium priority

Done1

  • Respond to 2★ review from Little Fern Toys

    High priority

Illustrative · sample data

Five ways in

Tasks arrive from wherever the work starts.

A follow-up starts in a support thread, on a call, in a rule or in a chat with Claude. Each of those can create the task directly, and Ranksy records where it came from, so nobody wonders why it's on their list.

  • By hand on the Tasks page or a merchant's record
  • From a note: add a reminder date and the note becomes a task
  • From an automation rule, with a priority and due date set by the rule
  • From Claude, Cursor or any MCP client, and from the REST API

Note · Northwind Supply

Call Sep 28. Wants multi-location support. Send the guide once 2.4 ships.

Remind me · Mon Oct 20on

Task created

Send multi-location guide

Merchant
Northwind Supply
Due
Mon Oct 20

Note reminder

Every task records its source

  • Manual
  • Note reminder
  • Rule
  • MCP
  • API

Illustrative · sample data

Reminders

Nobody has to remember to check the board.

A task only helps if its owner sees it in time. The assignee hears about it when it's assigned and again when it's due, in Ranksy and by email. Every morning at 8am in their own timezone, each person gets one email with what's overdue and what's due today.

  • In-app notice the moment a task is assigned to you
  • Due reminder in Ranksy and by email
  • One digest email a day, at 8am in your timezone
  • No repeat reminders for tasks more than 48 hours overdue

FromRanksy

Subject1 overdue, 3 due today

Morning, Dana.

Overdue

  • Respond to 2★ review from Little Fern Toys · due yesterday

Due today

  • Payment failed: Saltmarsh Supply, check in
  • Trial ends Oct 17: nudge Little Fern Toys
  • Welcome Harbor Goods
Open your tasks

Sent 08:00 Europe/Belgrade

Illustrative · sample data

Team roles

Everyone sees the follow-ups they're meant to.

Support, growth and finance all touch merchants, but not all of them should change rules or see every field. Invite teammates and start each one from a role, then assign tasks to whoever owns the relationship.

  • Admin: full access
  • Member: the CRM, tasks and automations
  • Finance: the CRM
  • Viewer: read-only
app.ranksyapp.com/settings/team

Team members

  • DanaAdmin
  • LukaMember
  • PriyaFinance

Highest priorityCall about renewal

Assignee
Dana
Priority
Highest
Due
Fri Oct 17
Merchant
Northwind Supply
Column
Waiting on merchant

Activity

  • Created by Claude (MCP) for Dana · Oct 14
  • Moved to Waiting on merchant by Dana · Oct 15

Illustrative · sample data

MCP server

Add a task without leaving the chat.

Claude, Cursor and other MCP clients can list, create and update Ranksy tasks. Ask in plain words and the task lands on the board and on the merchant's record. See the MCP server

Add Ranksy to Claude

Claude · via Ranksy MCP

Remind Dana to call Northwind Supply about their renewal on Friday. Make it highest priority.

tasks-create { app_slug: "stockwise", customer: "northwind-supply.myshopify.com", title: "Call about renewal", due_at: "2026-10-17T10:00:00+02:00", priority: "highest", assignee_email: "dana@stockwise.app" }

  • TaskCall about renewal
  • MerchantNorthwind Supply
  • DueFri, Oct 17 · 10:00
  • OwnerDana · highest
  • ColumnTo do

Done. It's in To do on the board and on Northwind Supply's record. Dana has been notified and gets a reminder on Friday.

Questions

What people ask first.

Why not track follow-ups in a spreadsheet or HubSpot?

Because the follow-up is about a merchant whose plan, MRR and health already live in Ranksy. A task there opens next to that record, a rule can create it when a charge fails or a trial is ending, and the owner is reminded without anyone checking a sheet. A spreadsheet or a separate CRM needs someone to copy each merchant across first.

Where do tasks come from?

Five places: added by hand on the Tasks page or a merchant's record, a note with a reminder date, an automation rule, an MCP client such as Claude or Cursor, and the REST API. Each task records its source.

Who gets reminded, and when?

The assignee gets an in-app notice when a task is assigned, then a reminder in Ranksy and by email when it is due. Everyone also gets one digest email at 8am in their own timezone listing overdue tasks and tasks due today. Ranksy does not send due reminders for tasks more than 48 hours overdue.

Does every task need a merchant?

No. A task belongs to an app and can optionally be tied to one merchant. Tied tasks also appear on the Tasks tab of that merchant's record.

Can Claude or Cursor create and update tasks?

Yes. The Ranksy MCP server has tools to list, create and update tasks. A create call can set the merchant by store name or myshopify domain, the due date, priority, assignee and board column. Calls count toward your plan's MCP quota: 5,000 a month on Starter and 25,000 on Studio.

Which plans include tasks?

Both. Starter ($39/month, 3 apps) and Studio ($89/month, 10 apps) include tasks, the CRM and automations. Tasks run on your merchant records, so connect the Shopify Partner API first. The 7-day free trial needs no credit card.

Keep reading

Where to go next.

Give every merchant follow-up an owner and a date.

Connect the Partner API, add your team, and turn on the rule templates you want. Tasks start arriving with the first failed charge or ending trial.

Start 7-day free trial

No credit card. Add your app in 2 minutes.

Works with Claude, ChatGPT, Cursor and your own agents