Where findings become fixes.
Every corrective action, audit follow-up and improvement job in one searchable queue. Grouped into projects, linked to the record that raised it, tracked to done.
From finding to fixed, on one record.
Corrective action tracking software is only useful if every action has an owner, a date and a finish. In Bulk a finding from Quality, Safety or an audit becomes a task in a project, is worked through its checklist, and closes with its history kept.
Raised where it is found
NCR, CAPA and 8D actions, risk assessment controls, incident actions and failed audits can all create tasks. Anyone can add one by hand.
Filed with its source
An NCR’s corrective action lands in the Quality project, tagged with its action type and the module that raised it.
Owned, with a date
Assignees, a priority from Urgent to Low and a due date that turns red when it passes.
Worked step by step
Ticking the checklist moves progress, so nobody updates a percentage by hand.
Closed on purpose
Done is a deliberate status change. It sets progress to 100% and is logged with who made it and when.
Every open action, one list.
An action tracker for the whole site. Every task from every project sits in one live list, grouped by status, assignee or priority, and filtered to what is yours, what is overdue and what is due today.
Grouped the way you triage
Group by status, assignee or priority. Every status group stays in view, even when it is empty, so nothing hides.
Filtered to your work
In the filter panel, Overdue and Today carry live counts and My Tasks narrows the list to your work. The filters live in the address, so a view can be shared as a link.
Changed in the row
Status and priority change inline without opening the task, on the same Urgent to Low scale production jobs use.
Found by search
Search matches task names and descriptions across every project. On a phone the list folds to name and status.
Findings arrive as tasks.
Corrective action software should not need retyping. Corrective and preventive actions from Quality, controls and incident actions from Safety, and failed audits create tasks for you, and any task can link to the order, job or risk assessment behind it.
From Quality
NCR corrective actions, CAPA action plans and 8D containment, corrective and prevention actions become tasks in a Quality project, tagged with their action type and source. See the CAPA form for the paper version.
From Safety
A risk assessment control creates a task that opens with the hazard, current controls and the expected risk reduction. Immediate incident actions arrive as High priority.
From audits
An audit rule can create a task when the score falls below threshold or a critical item fails, with its project, priority and due date set in advance.
Linked by typing @
Type @ in a description to link a risk assessment, production order or production job. Each link shows its live status and opens in one click.
Everything the fix needs, on the task.
Each task keeps the instruction, the steps, the people and the files together. Progress follows the checklist, subtasks carry steps that need their own owner, and followers hear what changes without owning the work.
Progress from the checklist
Progress is the share of checklist items ticked. A finished checklist reads 100% but never closes the task: Done is always someone’s choice.
Subtasks when a step needs an owner
A step can become its own task with assignees and dates, nested up to three levels deep, and a checklist can be converted into subtasks.
Owners and followers
Up to 50 assignees own the work. Followers hear when it is commented on, nearly due, overdue or completed, and a single task can be muted when its notifications are no longer needed.
Files and comments stay with it
Attach photos, PDFs and spreadsheets up to 10 MB each, mention a colleague with @, and every change lands on the Activity tab.
The why, next to the fix.
Root cause analysis lives on the task, not in a separate A3. Every task has a Root Cause tab with a fishbone diagram and a 5 Why analysis, so the reason sits beside the corrective action it explains.
Fishbone and 5 Why
Up to five of each per task, saved on its Root Cause tab. For the paper version, see the A3 problem solving template.
The root cause, marked
The fishbone starts from your site’s categories (by default People, Processes, Materials, Equipment, Measurements and Environment). Mark one cause as the root cause and it shows under the diagram.
Beside the fix
The analysis sits on the corrective action it explains, next to its owners and due date. 8D reports and safety incidents use the same two tools.
Projects with a status, a lead and a plan.
Continuous improvement software for the plant floor. Projects group related tasks, carry a status you set and a health you post, and break into milestones, so a programme shows how far it has come.
Status you set, health you post
Backlog, Planned, In Progress, Completed or Cancelled is set by hand. Each posted update marks the project On track, At risk or Off track.
Milestones and progress
Milestones show tasks done over total, and the project shows the share of its scope completed.
Folders
Group projects one level deep, and add loose tasks straight to a folder before they need a project of their own.
Your own fields
Add Text, Number, Date or Select fields to every task in a project, and make any of them required.
Plan the work on a timeline.
Manufacturing project management software without a separate planning tool. Each project has a Gantt tab where tasks are bars you drag to reschedule, linked finish to start, grouped into sections and marked with milestones.
Drag to reschedule
Move or stretch a bar to change its dates, with Undo straight after. The same dates show on the task and in the list.
Finish to start
Link tasks that must wait for each other. Bulk refuses loops and links to other projects, and turns an arrow red when work is scheduled too early.
Sections and milestones
Sections hold related work, subtasks sit under their parent, and dated milestones show as markers on the timeline.
Nothing left unplanned
Open tasks with no dates wait in the Unscheduled tray until you drag them onto the timeline.
Describe the work. Review the plan.
Tell the task assistant what needs doing and it drafts a corrective action plan as tasks, with descriptions, checklists, priorities and due dates. Nothing is created until you apply it, and it runs with your permissions.
Drafts, never writes
Every suggestion arrives as a plan you can edit. Apply creates it, Dismiss throws it away, and nothing changes before that.
Up to five tasks at a time
Each draft carries a project, title, description, checklist, priority, status and due date. People and links are yours to add.
Runs as you
Applying a plan uses your own permissions. The assistant needs AI enabled for your deployment and a role with chat access, which Operators lack by default.
Or bring your own AI
Tasks are open to your own AI client over MCP, each tool gated by the same permissions as the app.
What corrective action tracking software should answer.
Corrective action tracking software records who owns each action, when it is due, what raised it, how far along it is and why the problem happened. In Bulk each answer is on the task itself.
| The question | How Bulk records it | Where you read it |
|---|---|---|
| Who owns this action? | Assignees own the task and followers watch it. My Tasks filters the list to yours. | The task’s Overview card, and the Assignees column on the task list |
| When is it due, and is it late? | Each task has a due date. Overdue work is flagged red and counted in the Overdue filter. | The Due column, and the Overdue and Today filters |
| What raised it? | A linked risk assessment, order or job, or the Action Type and Source Module set by Quality. | Linked Records on the Details tab, and Custom Fields |
| How far along is it? | Progress is the share of checklist items ticked, and marking a task Done sets it to 100%. | Progress on the Overview card, and “N of M complete” on the Checklist |
| Why did it happen? | A fishbone and a 5 Why analysis on the task, with the root cause marked. | The task’s Root Cause tab |
| Who changed what, and when? | Every status change, tick, comment and file is logged with the person and the time. | The Activity tab, and the audit trail |
| Is the project on track? | A status set by hand, the health from the latest update, and milestones as done over total. | The Health column on Projects, and the project’s Overview |
Findings in, closed work out.
Quality, Safety, audits and production raise and link the work; teamboards and the Hub show what is still open. Every action is one task on one record.
- QualityNCR, CAPA and 8D actions become tasks in the Quality project.
- SafetyRisk assessment controls and incident actions arrive as tasks.
- AuditsA failed or low-scoring audit can create a task with a due date.
- ProductionTasks link to orders and jobs and show their live status.
- TeamboardsA Task Table shows up to 25 tasks, and you can add one there.
- Hub & HomeThe Upcoming Tasks widget lists what is due next, overdue in red.
Questions, answered.
What is corrective action tracking software?
Software that records each corrective action as a task with an owner, a due date and a status, keeps what raised it and why it happened, and shows when it is done. In Bulk every action is a task in a project, tracked through To Do, In Progress and Review to Done, with its checklist, files, root cause analysis and history on the task.
Where do tasks come from in Bulk?
People add them by hand, from a teamboard, or by importing a spreadsheet. Bulk also creates them for you: NCR corrective actions, CAPA action plans and 8D actions go to a Quality project; risk assessment controls and incident actions go to a Safety project; and audit rules can create a task when a score falls below threshold or a critical item fails.
How does a task stay linked to what caused it?
Type @ in the task description to link a risk assessment, production order or production job. The Linked Records card lists each one with its live status and an Open button. Tasks raised by Quality carry their action type and source module, and the NCR, CAPA or 8D lists its own tasks.
What statuses and priorities do tasks have?
Statuses are To Do, In Progress, Review, Done and Cancelled. Priorities are Urgent, High, Medium, Normal and Low, with Normal as the default. It is the same priority scale production jobs use.
How is progress worked out?
From the checklist: progress is the share of items ticked. A finished checklist shows 100% but never closes a task on its own, and marking a task Done sets progress to 100%. If someone drags progress to 100% by hand, Bulk asks whether to mark the task Done.
Can we do root cause analysis on a task?
Yes. Every task has a Root Cause tab with a fishbone (Ishikawa) diagram and a 5 Why analysis, up to five of each. Fishbone categories come from your settings, and any cause can be marked as the root cause.
Does Bulk have Gantt charts and dependencies?
Each project has a Gantt tab. Drag bars to reschedule (with Undo), link tasks finish to start, group them into sections and add milestones. Bulk refuses dependency loops and links to other projects, and shows a red arrow when work is scheduled too early. It does not calculate a critical path.
Who gets notified, and how often?
Assignees and followers can be told when a task is assigned, commented on, mentioned, changed, nearly due, overdue or completed. Each person chooses in-app and email, email straight away or as a smart digest or daily summary, and quiet hours. Any single task can be muted.
Can AI create tasks for us?
The task assistant drafts up to five tasks at a time, with descriptions, checklists, priorities and due dates, and nothing is created until you select Apply. It does not assign people or link records. Your own AI client can also work with tasks over MCP, with the same permissions as the app.
Can operators use it, and can we bring our existing action list?
The Operator role can create, edit, assign and comment on tasks but cannot delete tasks or create projects. Existing actions can be imported from CSV or XLSX with a name, project and status, and re-importing updates the matching tasks.
Bring your messiest action list.
The spreadsheet of open actions nobody has looked at since the last audit. Start a free trial and run the same work as one tracked, linked, closable list. No card needed.
