Built for Shopify Teams

Your team's playbook,
inside Shopify

Create internal documentation, checklists, and SOPs directly in Shopify Admin and POS. Train staff, track tasks, and run your store like a pro.

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5.0 ★ App Rating
Free To Start
Shopify Admin + POS

Watch how it works

See how Shopify merchants use Playbook to document processes, assign tasks, and keep their teams aligned.

See your team's workflow in action

Build checklists, assign tasks to team members, set due dates, and track completion — all inside Shopify Admin.

admin.shopify.com › playbook › Q2 Goals
✓ Checklist · Define Q2 Business Goals
Review Last Quarter Performance Mar 27
AG
Identify Top 3–5 Priorities Mar 28
BG
Define Success Metrics Mar 28
JL

Everything your team needs to stay aligned

Playbook keeps your processes, training, and checklists right where you already work — inside Shopify.

Playbook internal documentation dashboard inside Shopify
Internal Documentation

Your team's command center, inside Shopify

Playbook Pages are organized, searchable, and always accessible to your team — right inside Shopify Admin. An easy-to-read dashboard keeps you up to date on recent comments and checklist progress.

Rich page editor with text, images, videos and tables
Rich Content

Text, links, images, videos, tables and more

Create beautiful, structured documentation using Shopify's familiar editor. Embed videos, add images, build tables — everything you need to document your processes clearly.

Interactive checklists inside Shopify
Interactive Checklists

Checklists that keep your team accountable

Attach an interactive checklist to any Playbook Page. Track who completed each item, when it was done, and stay on top of every task — no more wondering what's been handled.

Drag and drop page sorting with color tagging
Organization

Drag & drop sorting with color tagging

Arrange your pages exactly how you want them. Color-coded tags let you filter by campaign, department, or project so your team can find exactly what they need, fast.

Internal comments and team collaboration on Playbook pages
Team Collaboration

Add internal comments to any page

Keep conversations tied to context. Leave notes, ask questions, and collaborate directly on any Playbook Page — no Slack threads, no lost emails, no separate tools.

Secure, internal-only pages for web agencies, marketers, store owners and retail managers
Secure & Private

Built for every role on your team

From web agencies handing off client documentation, to retail managers sharing knowledge on the shop floor — Playbook is designed for the whole team. All pages are internal-only and never visible to customers.

Up and running in minutes

No new logins, no new tools. Playbook lives inside the Shopify interface you already know.

Install Playbook

Add Playbook to your Shopify store in one click. No configuration, no setup headaches. Start with the free plan instantly.

Create your first page

Use the familiar Shopify editor to write documentation, build a checklist, or draft your first SOP. Publish in seconds.

Invite your team

Share pages with your Shopify staff — admin users and POS staff. Assign tasks, add comments, and track completion.

Run your best store

With processes documented and checklists tracked, your team stays aligned and nothing falls through the cracks.

Loved by Shopify merchants

Real merchants share how Playbook changed the way their teams operate.

We started out using this app as a task list for website updates, but it has completely evolved. We now have our marketing person adding monthly recaps with clean visuals for KPIs all in one place. We even started using it to create Product Drop templates to ensure our product data and media are consistent.
Heat Straps USA United States · 3 months using the app
The team uses it to plan Klaviyo Campaigns, Discounts with QA checklists, and share Brand Guidelines. It's easy to assign tasks to team members and give them due dates which holds us more accountable to tasks and quarterly goals. Highly recommend to any company.
Yogi Bins United States · 2 months using the app

Simple pricing, no surprises

Start free forever. Upgrade when your team is ready to scale.

Free
$0
Forever free
  • 1 Playbook Page
  • Interactive Checklist
  • Page Comments
  • Tagging & Color Coding
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Pro Yearly
$98 / yr
Save ~18% · 7-day free trial
  • Unlimited Playbook Pages
  • Interactive Checklist per Page
  • Page Comments
  • Tagging, Color Coding & Filtering
  • Retail POS Functionality
Start 7-day trial

Ready to build your perfect playbook?

Join Shopify merchants who use Playbook to document, delegate, and execute — all from inside Shopify Admin.

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