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Saved items (filters, drafts, templates) ​

Paid plans unlock saved items that help you move faster on repeat work:

  • Saved Filter Groups: reuse common segments without rebuilding filters every time.
  • Saved Templates: reuse an action setup (what to edit + how to edit it).
  • Draft tasks: automatically save in-progress task setup so you can return later.

Saved Filter Groups ​

Use Saved Filter Groups when you repeatedly target the same segment (for example, “All products from Vendor X”, or “Variants with SKUs missing a prefix”).

Create a Saved Filter Group ​

  1. Go to New task.
  2. Build your filters in Filter products.
  3. Click Save view and enter a name/description.

Reuse a Saved Filter Group ​

  1. In Filter products, choose Use saved filter group.
  2. Pick the saved group and apply it.
  3. Preview to confirm scope before running.

Saved Templates ​

Use Saved Templates when you run the same kind of edit repeatedly (for example, “Append a tag”, or “Set a metafield”).

Create a template ​

  1. Configure your action (what to edit + how to edit it).
  2. Click Save actions as template and name it.

Reuse a template ​

  1. In Actions, choose Use saved template.
  2. Select your template and apply.
  3. Preview changes before creating the task.

Draft tasks ​

Draft tasks automatically preserve your in-progress work so you can come back later (for example, if you’re waiting on approvals or need to confirm data).

  • Draft retention is plan-based (drafts are kept longer on higher tiers).

Plan limits (at a glance) ​

Limits vary by plan. See Billing & usage limits for plan details.

Was this helpful? ​

Need help setting up saved items? Visit the Support & contact checklist for what to include (shop URL, screenshots), then email support@xyppy.com or open an issue at GitHub Issues.