What's New in Trail
We've been busy making Trail even better for you and your teams. Here's a roundup of our latest updates - from smarter Corrective Actions to new ways to verify task completion.
Location Verification for Task Completion
Who can use this: This can be set up by Standard Plan admins, Managers can add their locations to site settings and all users can complete location verification tasks.
You can now add a location verification check to individual tasks. Think of it like a digital "I was here" stamp - when a team member marks a task as complete, Trail records whether they were on-site, off-site, or if their location couldn't be determined.
This is especially useful for compliance-heavy environments where you need proof that critical tasks were carried out in the right place.
How to set it up:
Make sure your site has a location configured in Site Settings. This can be done by a Manager or Admin.
Navigate to the task you want to add location verification to.
Enable the Location Verification setting on that task.
Team members will need to accept location tracking permissions on their device when prompted.
💡 Note: If you enable location verification on a task but haven't set a location in your Site Settings, the feature won't work. Make sure the site location is configured first!
Learn more here.
Corrective Actions - Source Context
Who can use this: Standard Plan users who can raise, complete, or review actions
Previously, when a Corrective Action was raised from a task, it could be tricky to remember exactly which section or question it came from. Now, Trail automatically adds source context to every raised action.
Each Corrective Action will display:
The section of the task it was raised from (if applicable)
The question in the task it was raised from
This context is visible in the following places:
Complete Tasks page - when viewing or completing a raised action
Task Reports - when reviewing actions in reports
PDF exports - so context isn't lost when sharing reports externally
CSV exports - for users who export data for further analysis
This means less time spent cross-referencing tasks and more time getting things done.
Learn more here.
Custom Exception Messaging on Required Actions
Who can use this: Admins & Custom Roles who can create tasks
If you've added custom exception messaging to a field in your task templates, you'll be pleased to know it now appears even when a Corrective Action is set to required (mandatory).
Previously, this messaging only showed when actions were requested — which meant your helpful guidance disappeared the moment you made the action mandatory. That's now been fixed.
This is particularly useful if you use exception messages to explain why an action is needed or to guide team members on what to do next.
No setup changes are needed - if you've already added custom exception messaging, it will now display automatically on required actions.
Upload Multiple Attachments to Comments
Who can use this: Any user adding attachments to a task
You can now upload multiple photos to a single comment or inline comment on a task. Previously, you could only attach multiple files to a File/Photo field - now that same flexibility extends to comments too.
This makes it quicker to add context to a task without having to post several separate comments.
How to use it:
Open the task you want to comment on.
Start a new comment or inline comment.
When adding an attachment, select multiple photos at once.
Archived Users Hidden from Assignment Lists
Who can use this: Admins
A small but useful tidy-up - archived users will no longer appear in the Task Completion Notification or Assign Specific Users lists.
Previously, archived users would still show in these lists, which could cause confusion when setting up task assignments or notifications. They've now been removed to keep things clean and straightforward.
No action is needed on your part - this change has been applied automatically.
Questions or Feedback?
If you have any questions about these updates or need help getting set up, contact our support team.