Where findings become fixes.
Every corrective action, audit follow-up and improvement job in one searchable queue — grouped into projects, linked back to the record that spawned it, and tracked to done. Email threads and laminated A3s, retired.
What is Bulk Tasks & Projects?
Bulk Tasks & Projects is where findings become fixes. Every corrective action, audit follow-up, and improvement job lands in one searchable queue — grouped into projects, linked back to the record that spawned it, and tracked to done. AI drafts the plan, a human approves it, and root-cause analysis lives with the action.
Spawned, tracked, closed.
A task is rarely born in a vacuum — it comes from a defect, a near-miss, a failed audit, an order. Tasks & Projects catches that finding, gives it an owner and a checklist, and closes the loop back to wherever it came from. One thread, start to finish.
The finding
A risk-assessment control, a quality issue or 8D, a production order or job, an audit fail — any of them becomes a task carrying a live, clickable link back to the record that raised it.
The task
A human owns it. Checklist, assignees, priority, due date, attachments, comments and an inline root-cause tool — progress rolls up from the checklist as the work gets ticked off.
The record
Marking done snaps progress to 100% and writes the whole history — every tick, comment and status change — to the tenant-wide audit trail, then surfaces on the team's wall board.
Everything that's not a machine.
Corrective actions, deep-cleans, sign-offs, improvement work — the jobs that still have to happen but never sat anywhere. They all land in one plant-wide queue you can search, filter and triage in seconds.
- 1 It lands in the queueRaised by hand or spawned from another module — every action shows up in one searchable list, grouped under a project.
- 2 Filter to what mattersMy Tasks, Overdue and Today presets, status and priority filters — all URL-synced, so a triage view is a link you can share.
- 3 Change it in placeFlip status or priority inline from the row, save the column view you like, or open the full task without leaving the list.
Projects that mirror the daily rhythm.
Tasks live in projects, and projects map to how the plant actually runs its day — the SQDCP pillars, a zero-defects push, an OEE programme. Each carries its own colour, owner, members and custom fields.
Safety
Near-misses, RA actions, pre-use fixes.
Quality
NCRs, CAPAs, 8D follow-ups.
Delivery
Late-order recovery, expedite actions.
Cost
Scrap reduction, consumable savings.
People
Training sign-offs, shift actions.
Zero Defects
Improvement programme, kaizen actions.
The investigation lives with the action.
No separate A3 in a shared drive. Every task carries a Fishbone (Ishikawa) and a 5-Why, right next to the checklist — so the why and the fix never drift apart.
- Fishbone & 5-Why, side by side Up to five analyses per task, tabbed, each self-contained and saved with the record.
- Linked to what spawned it Type @RA, @ORDER or @JOB and the source record shows up as a card with its live status and a deep link.
- Every change on the timeline A real-time activity feed plus a full audit-log entry for every edit, tick, comment and status change.
Built to actually get closed.
The details that keep an action queue from rotting: progress you don't have to maintain by hand, custom fields per project, watch-don't-own followers, and a permission model that lets operators work without managing.
Checklist-driven progress
Drag-to-reorder sub-steps; each tick records who and when, and the task's 0–100% progress rolls up automatically — no manual percent-guessing.
Project custom fields
Define text, number, date or select fields once per project; every task inherits them as fillable fields, and required ones are enforced on create.
Assignees & followers
Many assignees own the work and drive "My Tasks"; followers just watch and get notified — with per-task mute, email and in-app preferences.
Priority & due triage
The same urgent → low scale as production jobs, with Overdue and Today presets that carry live counts straight into the toolbar.
Attachments & comments
Drag-and-drop files with inline PDF preview, threaded comments with an edited marker, and images embedded right in the rich description.
Saved table views
Show, hide, reorder and pin columns, then save the view per workflow — server-side pagination keeps even a plant-wide queue fast.
Describe the problem. Get the plan.
Tell the assistant what's going wrong, in plain words. It pulls the context, drafts the corrective action — checklists, owners, linked records — and you just hit approve. Twenty minutes of form-filling becomes one message.
- Skip the setup One plain sentence becomes tasks with checklists, owners and linked records — no forms to fill in.
- You stay in control Review and edit the draft, then approve — nothing lands in the queue until you say so.
- Applied as you Created under your name with your permissions — the audit trail stays clean, automatically.
- Bring your own AI Already using Claude or ChatGPT? The same queue is open over MCP, with the same permissions as the UI.
Actions that actually close.
in one queue
the source
rolls up
the board
The connective tissue of the floor.
Tasks don't sit off to the side — they're how findings in every other module turn into tracked, closable work.
Questions, answered.
What is Bulk Tasks & Projects?
It is one searchable queue for every corrective action, audit follow-up, and improvement job — grouped into projects, linked back to the record that spawned it, and tracked to done.
Does AI close the actions for me?
No. AI drafts the corrective-action plan, then a human approves it before any work is assigned. The plan is proposed, but a person stays in control of what gets done.
How does an action stay tied to what caused it?
Every action is linked to the job, order, or RA behind it, so you can trace a fix back to the record that spawned it instead of hunting through email threads and laminated A3s.
Where does root-cause analysis live?
Root-cause analysis lives with the action itself, so the reason behind a fix and the work to close it stay together in one place rather than in a separate document.
How are related actions organised?
Actions are grouped into projects, so a set of related fixes, follow-ups, and improvement jobs can be tracked together and worked to done as one effort.
What does it replace?
It retires the email threads and laminated A3s — the spreadsheet of open actions nobody has looked at since the last audit becomes one tracked, linked, closable queue.
Bring us your messiest action list.
The spreadsheet of open actions nobody's looked at since the last audit — we'll show you the same work as one tracked, linked, closable queue.