What is the Templates page?
The Templates page is a collection of tasks we've built to help you build your Trail.
You'll find templates for common checks e.g. opening checks, and some others that you may find useful. You can adapt existing checks or copy them directly for your sites to complete.
Where can I find the Templates Library?
Task library tabs are found at the top of your Manage Tasks page.
My Tasks is where you'll find all the tasks that you've created or adapted from Trail templates.
When you copy a template from a library, it will be added to My Tasks.
How do I copy the tasks to my library?
Head to the 'Manage Tasks' page and click on Templates
Browse the Templates Library - remember clicking on the title of a template will bring up a preview of how that task will look to complete on the right-hand side
Press the + icon next to the task, or click 'Add to my Tasks' at the top of the preview.
The task can either be published as it is or saved as a draft to make any edits that you need to tailor the site to your business. Don't forget to check that the task has been assigned to the correct site(s)!
💡 Note: If the task has been saved as a draft this will be pulled into the 'My Tasks' section where it can be edited and published.
How do I search for a Template?
To search for a Template in the Task Library use the search bar at the top of the page, or you can search our templates using the tags on the left-hand side.
What Template Libraries are available?
We have created an additional task Template Library based on the Safer Food Better Business pack, our SFBB Library tasks are a Local Authority approved digital equivalent of the SFBB pack.
If you don't have access or don't see the SFBB Library tasks - these can be added to your Trail account by contacting support@trailapp.com
We also have our Integrations Library Templates which are only available to Standard Plan customers, these tasks work with Zapier, find out more here.
Can't find a task in the Template Library?
If you can't find a template task to use in the Template Library, it's worth seeing if you can create your own from scratch or edit an existing similar template!
Here's an article on Task Editor which will explain each of the fields when creating the task, as well as Best Practices for creating Record Logs.
If you're still stuck on what would be the best way to create something, pop a message to our team at support@trailapp.com where we will try our best to point you in the right direction!