Smart Activity Capture Panel
Now Live in Presto
From Slow Project Logging to Fast, Structured Capture
Create projects, issues, ideas, and standard work faster — with AI-assisted planning built in.
Example: Capture a new issue, project, idea, or standard work activity directly from the dashboard.
The new Smart Activity Capture Panel makes it easier for users to create structured work inside Presto PDCA.
Whether users are logging an issue, launching a project, submitting an idea, or creating standard work, the new panel provides a faster and more guided experience.
The goal is simple: reduce clicks, improve capture quality, and help teams move from observation to ownership faster.
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Capture activities faster.
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Use AI to improve titles, descriptions, and optional task lists.
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Route work to the right owner using team assignment rules.
AI Quick Capture: Describe the situation in plain language and let Presto AI help generate a clearer title, stronger description, and, when selected, an initial task list.
Traditional capture vs Presto PDCA
Traditional activity capture
- Long forms discourage users
- Project descriptions are inconsistent
- Task planning often starts late
- Work may be assigned manually or incorrectly
Presto PDCA approach
- Simple guided capture panel
- AI-assisted title and description
- Optional AI-generated task list
- Automatic ownership based on team rules
How to Use It
1) Select the Activity Type
Start by selecting whether the item is Standard Work, an Issue, a Project, or an Idea. This helps Presto apply the right capture logic and assignment rules.
2) Set Due Date and Priority
Users can quickly add a due date and priority level. These fields are optional but help teams understand urgency and expected timing.
3) Use AI Quick Capture
Type a short plain-language description of the situation. Presto AI can generate a clearer title and enhanced description. Users can also tick the option to let AI create an initial task list.
Example: Use AI Quick Capture to generate a stronger title, description, and optional task list.
4) Review Workflow, KSF, and Assignment
Before creating the activity, users can review the default Kanban / Workflow, Key Success Factor, and assigned owner. These defaults help align work with the right process and business priority.
If needed, users can update the workflow, change the KSF, or manually change the assigned owner before saving.
Recommended Way to Get Started
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Start with a small pilot group of team leads, project managers, or improvement owners.
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Ask users to test AI-generated titles, descriptions, and optional task lists.
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Review assignment rules so captured work flows to the right owner from day one.
Roles & Responsibilities
| Role | Primary Responsibility | What This Means in Practice |
|---|---|---|
| Administrators | Configure routing and defaults | Maintain assignment rules, workflow defaults, and user access. |
| Team Leads | Confirm ownership rules | Ensure issues, projects, ideas, and standard work are routed correctly. |
| Users | Capture clear activities | Use the panel to create well-described, actionable work items. |
| Project Managers | Strengthen execution structure | Review AI-generated task lists and refine plans before execution. |
Tip: Use AI Quick Capture first on simple projects or recurring issues. This helps users build confidence before using it for larger strategic initiatives.
Download the Quick Capture Step-by-Step Job Aid
To support adoption, we've created a practical Activity Quick Capture Job Aid. This guide explains the feature, the workflow, and the simple habits needed to keep reporting reliable and useful.
Designed for Task Owners, Team Leads, Project Managers, and Administrators, it complements the step-by-step process shown above and gives users a quick reference they can return to whenever needed.
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Step-by-step workflow for everyday users
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How to capture activities in minimal clicks
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Admin activation steps and rollout tips