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Enhance task management

Why is enhancing task management important?

Jade Summers avatar
Written by Jade Summers
Updated over a week ago

Using Trail's features, you can help improve task management for your sites, ensuring that teams can prioritise work, allocate resources & meet their task deadlines consistently. Additional settings applied to tasks can help supplement existing processes and make sure that everyone understands what needs to be done and who it can be done by.

What can you do to enhance task management?

  • Use tags to label and categorise tasks, allowing teams to filter on the Complete Tasks page or in Reporting.

  • Establish custom user roles tailored to each team member's responsibilities, ensuring clear delegation and accountability.

  • Educate teams on flagging non-daily checklist items to prioritise essential tasks.

  • Streamline Record Logs with logic jumps to automate processes and reduce manual effort.

  • Apply mandatory, restricted, or repeated fields in record logs to maintain consistency and accuracy in data entry.

How to enhance task management?

Access our resources below for guidance on how to enhance task management to improve compliance:

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