Tasks & Action Plans

Turn audit results into concrete actions. Create, track and approve tasks with assignees, deadlines and evidence.

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Automatic Generation

Tasks automatically created from non-conforming items in checklists and audits.

Assignees & Deadlines

Assign responsibility and set deadlines. The system automatically notifies about due dates.

Subtasks

Break complex tasks into subtasks with independent assignees and individual tracking.

Built-in Chat

Each task has its own chat for alignment between assignee, creator and approver.

Approval Workflow

Tasks follow the cycle: open → in progress → submitted → approved/denied, with full history.

Dashboards & Filters

Track indicators by status, store, assignee and period. Export reports to spreadsheets.

Checklists automatically generate tasks

When a checklist item scores below expectations, a task is automatically generated with the non-conformity context.

  • Configurable rules by checklist type
  • Task linked to the original item and response
  • Assignee defined by rule or manually
  • Automatic deadline based on configuration
  • Mandatory photo evidence on execution
Checklists automatically generate tasks

Full visibility over execution

Track each task from creation to completion, with interaction history, photos and real-time status.

  • Complete timeline for each task
  • Email and push notifications
  • Filters by store, status, assignee and period
  • Grouping by source checklist
  • Detailed report export
Full visibility over execution

Turn audits into real results

Ensure every non-conformity generates a concrete, tracked action.

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