Tasks That Trigger Themselves

Your Command Center for Actionable Insights

The Dashboard provides a visual overview of your organization’s activity with dynamic graphs that track task and plan completion across users and teams. Filter data by overdue, in progress, not started, or completed statuses, and instantly see how efficiently your workforce is moving through tasks and plans.

See Every Action Plan at a Glance

The Plans page gives you a powerful list or board view of every action plan in your system. Easily search, sort, or filter plans by priority, tags, date, team, or assignee, and quickly evaluate which plans are in motion, which are complete, and which still need attention. From this page you can also create a new Action Plan at any time, and set the Access Type to decide who the plan gets automatically assigned to.

Break Plans Into Manageable Milestones

Steps are the building blocks of every action plan, helping you break down complex processes into actionable stages. Each Step can contain multiple tasks and be customized with its own rules and parameters, giving you control over how work gets done during each step of the process.

The Core of Every Workflow

Tasks are where the work happens, and they can be created as part of a larger plan or as a single standalone requirement. Tasks can be created quickly and linked to actions like completing a course, uploading a file, or submitting a form, ensuring users are notified exactly when they need to act, and you’re notified automatically when the Task has been accomplished.

Creating a task is simple and fast. Name it, assign it to a user or team, choose a due date, priority, and tags, and link it to the relevant course, file, form, or qualification. You can also set other users or managers as Watchers to have them notified of task completion. Once the associated action is completed by the user, the system can mark the task as done—no manual follow-up needed.

Automate Workflows with Smart Conditions

Rules let you automate tasks and operations in the platform. This could include having a task be automatically assigned to everyone who has completed a certain course or filled out a particular form. For instance, instead of having to manually assign an orientation course to every new employee, you can set it to be automatically assigned to any user who fills out your onboarding form, reducing admin work and ensuring no step gets skipped.

Customize Your System for Smarter Oversight

The Actions extension has Settings that are broken down into four different pages, allowing you to tailor your Actions system by creating your own statuses, priorities, tags, and types. This makes organizing, filtering, and reporting on your plans and tasks effortless—exactly the way you need it.

Important Files, Always Within Reach

Can’t get to your work computer? No problem! We built Capability to be mobile-friendly, giving you total control over tasks and action plans from your phone or tablet. Assign, monitor, or modify tasks from anywhere—whether you’re on the floor, in the field, or off-site. Your workflows don’t have to wait until you’re back at a desk.

This mobile functionality extends to your team members, as well. With Capability, your team can access training, complete courses, and receive important updates right from their phone or tablet. Whether they’re in the field, on the go, or between meetings, employees never have to worry about falling behind just because they’re away from a computer. Learning fits into their day—wherever work takes them.