How is this better than emailing workstation standards?

Planfix replaces email threads and spreadsheets with governed tasks. You capture the change once, distribute it with Planner conditional lists, and enforce status transitions so no one can close the task without verification. Project Totals and reports show rollout progress in real time, which makes it easier to report to plant management or auditors.

Can remote sites or second shifts participate in the same rollout?

Yes. Remote and second shift teams can work through the Client’s Dashboard. They receive the same task, checklist, and deadlines but see only the fields you expose. That way you keep the rollout in one workspace while still letting external or offsite teams confirm execution on time.

How do I prove to auditors that the change was applied?

Use built-in reports and Project Totals. They pull data from real tasks, including who applied the standard, when verification was done, and which stations are still pending. You can present this during audits to prove controlled changes and to show that obsolete versions are no longer in production.

Do I need to rebuild the process for every new standard change?

No. You create the rollout once with a template, status set, and Planner rules. The next workstation standard change uses the same structure. You only change the source standard and scope, and Planfix distributes tasks, enforces the steps, and produces reports the same way.

Mass-production furniture manufacturing - workstation standards rollout

Keep Every Rollout in One Workspace

Roll out workstation standards across multiple lines without losing versions or arguing about responsibilities. Planfix turns incoming requests into tasks, uses Planner with conditional lists, and applies status sets with transition rules so every station follows the same flow.

Workspaces in Planfix

Capture the Change

Store the source standard, files, and approvals in a single task for the rollout owner.

Distribute to Stations

Use Planner conditional lists to route tasks to the right line, shift, or supervisor automatically.

Verify and Lock in

Status sets and checklists prove who applied the standard and when they completed verification.

Start with One Change

Begin with a single standard change for one product group. Attach the standard, assign all stations through Planner, and let status rules guide them through apply, verify, done. Then reuse the template for the next rollout.

Use templates

Rollout Board in Planner

Stations appear automatically when they match the rules so stakeholders see the real rollout.

Project Totals Report

Show how many stations are done and which ones are stuck without manual spreadsheet updates.

One Task Per Change

Source standard, files, and approvals live together so engineering and quality see the same data.

Conditional Distribution

Planner routes tasks to the right station lead using conditions for line, shift, or plant.

Execution Proof

Checklists, status sets, and performer names show when the station was updated and by whom.

Reusable Setup

Use the same template and workflow for the next change without rebuilding the process.

Standards Get Lost in Email.

You want a controlled rollout instead of chasing supervisors.

You Wait for Line Reports.

You need visibility for plants, remote sites, and second shifts.

Audits Are Painful.

You must show when the change was applied and by whom.

1. Capture the Change

2. Distribute to All Stations

3. Execute and Prove

4. Report and Improve

1. Capture the Change

Turn engineering or quality instruction into a task with attachments.

Define affected plants, lines, and stations to prevent under or over rollout.

Set the rollout workflow through status sets for a unified flow.

Set rollout statuses

2. Distribute to All Stations

Auto build lists in Planner per line, shift, or supervisor.

Assign deadlines that respect production calendars.

Notify remote teams through the Client’s Dashboard.

Client’s Dashboard

3. Execute and Prove

Supervisors mark checklists and upload photos as visual proof.

Quality verifies and moves status to done without skipping steps.

AI Summarizer keeps a short rollout brief in the task.

AI agents in Planfix

4. Report and Improve

Use data tags to log time, issues, and small costs.

Project Totals show completed, pending, and blocked stations.

Share reports with plant management in real time.

Reporting in Planfix

Remove Rollout Barriers

Chats and emails make people skip steps and hide progress. Planfix turns messages into tasks, enforces status transitions, and shares tasks through the Client’s Dashboard so remote sites work in the same flow with only the fields they need.

Omnichannel in Planfix

Why This Beats Spreadsheets and Shared Folders

Spreadsheets depend on manual updates. Generic task boards don’t auto populate. Planfix uses live tasks, conditional lists that update fields when you move a card, and Project Totals over real work so management sees actual rollout progress.

Manage tasks faster