Free Ecommerce Checklist Template
An ecommerce checklist covers launch access, baseline exports, storefront review, checkout settings, tracking checks, and handover steps in one ordered board.
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A store is about to change theme, migrate, or push a big set of updates, and the scary part is how quietly checkout or tracking can fail. The Ecommerce Checklist keeps the work in one place, so the team can move through the riskiest settings in order instead of chasing loose notes. The board sits under Syne headings with Inter body text, with metal blue and a brass accent marking the steps that matter.
The board reads like a runbook that stays close to the admin screens, because the cards are written as checks and verifications rather than advice. The early columns focus on access and a baseline snapshot, then the work narrows into storefront and checkout settings before it gets into analytics, pixels, and conversion points. The last stage pulls the open findings into a handover that tells someone what to change next and what to re-check on launch day.
- Kick-off and access Collect the logins and access needed to touch the store and analytics, then agree what’s in scope before any changes start.
- Baseline and discovery Capture baseline exports and map the catalogue so later numbers have something real to compare against.
- Checkout, shipping and tax Run end-to-end checkout tests and verify shipping and tax rules before a launch puts real orders through.
- Tracking and conversion Check GA4, GTM, pixels, and key funnel pages so reporting matches what the platform is actually recording.
- Consolidation and handover Pull the findings into a prioritised fix list and a launch verification run-through that someone else can follow.
Once the checklist is in your workspace, the columns keep the order of the work while your own dates live on the cards, and the right people get assigned in tasks. The board carries 17 cards, so a small team can split the checks while still seeing what’s blocked and what’s ready to verify.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 17 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Kick-off and access | This column holds the access and scope cards, so the team knows which admin areas are in play and what risks need watching.
|
Baseline and discovery | This column captures the baseline exports and the catalogue mapping, giving later checks a reference point.
|
Theme and storefront | This column covers storefront templates and performance checks, including the settings that need preserving during a change.
|
Checkout, shipping and tax | This column runs through checkout flows and verifies shipping zones, rates, and tax calculations before launch.
|
Tracking and conversion | This column audits analytics and pixel setups and checks friction points, including key email automation hygiene.
|
Consolidation and handover | This column turns the work into a prioritised action list mapped to settings screens, plus verification steps for launch and handover notes.
|
What happens when you install it
- A project is created with its board, 6 columns and 17 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Store owners, ecommerce managers, and consultants doing e-commerce consulting or conversion optimisation work before a theme change, migration, or launch.
Questions about this project template
If we change a theme or migrate a store, what usually breaks first?
Checkout settings, shipping rules, tax calculations, and tracking are the usual early failure points because small configuration differences have big effects. A checklist helps by forcing end-to-end tests and settings reviews before real orders hit the new setup.
How do I make sure checkout still works after changes?
Run an end-to-end test of each checkout flow you support, then verify shipping zones, rate rules, and tax calculations against sample cases. Keeping those checks together means the team can repeat them right before launch.
Why don’t analytics and platform orders match?
Mismatches often come from tracking setup issues, missing tags, or differences in what each tool counts as an order or conversion. The checklist groups the tracking audit with an order reconciliation step so the discrepancy gets pinned to a specific setup or flow.
What should I check first if launch is in a week?
Start with access and a baseline snapshot, then prioritise checkout, shipping, tax, and tracking because those failures can hide until sales data is already lost. The board order gives a sensible sequence when time is tight.
What should an ecommerce launch checklist include?
A useful launch checklist covers access and scope, baseline exports, storefront and performance checks, checkout settings, shipping and tax verification, tracking audits, and a handover step that turns findings into fixes. The goal is a set of repeatable checks, not general recommendations.
How do I hand over fixes so someone can apply them in the admin screens?
Write a prioritised action list that points to the exact settings areas involved, then pair it with a step-by-step launch verification run-through. That handover format makes the work actionable instead of staying as a report.
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