Trail

Amy Dignon

Francesca Moores

Jade Summers

Tips for teams and managers that complete tasks at their site every day

DO - tasks are completed at sites by Managers & Teams

Show just the most relevant, important tasks

Filtering tasks on the Trail

Useful for EHO visits or internal auditing

Search and view the history of a task

The Complete Tasks page

Temperature logs are a crucial part of compliance, but they look a little different on Trail. Read on to see how to use our template.

How to use the Fridge & Freezer Temperature Record Template

Managers & Admins can add to existing checklists on tasks at a site

Adding extra checklist items to tasks

Highlight issues or hide irrelevant checklists

Flagging checklist items

Postponing tasks that don't need doing today

Snooze to tomorrow

Completing Tasks

Context is key, especially during an inspection.

Applying task comments

Add images to tasks as evidence or for record

Add a file or photo to your comment

How to add comments within tasks and how to view these comments in your task reporting.

Inline Comments: Adding comments within a task

Caroline Joyce

Task Comments

Find answers and get help from Intercom Support and Community Experts

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