We understand that digitising your daily operations and beginning your journey with a new system can be daunting. Luckily, with Trail, it's not!
During sign up, Admins will be guided through a few steps which will get them up and running in no time.
Select 'Pick from our task templates' to get going with tasks which we've put together for you.
So that we can point you towards the most relevant pre-built tasks, give us an idea of what you specialise in. The next page will allow you to get even more specific.
That's it for tasks! Now follow the guide, complete the next steps and finalise your setup.
Once you're done, familiarise yourself with your your new home, the Manage Tasks page.
This is where you'll see the tasks we recommend for you, based on the answers given above. It's a great starting point and you can get editing right away.
Click the Complete Tasks tab at the top to view what the tasks look like from your teams' point of view. This is where your scheduled tasks will be completed.
Finally, be sure to check out this video. A comprehensive demo of all things Trail.