One of the big differences between digital and paper operations is the control you have over who sees what - and when.
Trail gives tasks start and end dates & times. This prevents everything being checked off in one go, or starting the wrong task early. It also hides future tasks so that teams are focused... and then finished.
The working day is broken into timeslots which are like start & end shortcuts. They can be customised for each site - managers and admins are able to set this up from their site and organisation settings.
There are 4 types of task schedule:
- Repeat - pick from the most common repeat options, or build a custom schedule. Tasks that span several days can be snoozed to the next day.
- One-off - announcements or tasks such as a new product launch, just pick a date for it to appear and when it's due.
- Adhoc - tasks that are always available, but only completed when you need them.
- Automated - tasks that are created when an integration is triggered.
On a single date
You can select the date and the time of day you want the task to appear.
You can choose whether it repeats by day, week or month and how often.
This can be as simple as repeat every 1 day, or having a task appear Tuesday to Thursday every 3 weeks.
This can be on a specific day or over a range of days and you can also pick the starting and finishing time slot.
Tasks that don't have a schedule and are only needed occasionally. Teams can add this tasks in where needed.
Common examples include: food poisoning allegation, accident report forms and visitor logs.
Automated tasks are available for the whole day or over a number of days.
The start time for an Automated task is when an event is triggered outside of Trail.
You can set up these events yourself with an account in Zapier.