Once Trail is fully implemented, it will become your team's single source of truth for viewing all tasks expected of them and your go-to tool for confirming that everything has been completed.
However, your team will inevitably use other tools throughout the day—perhaps recording maintenance issues on one platform and completing training on another. By integrating these systems with Trail, you can ensure that no task is overlooked, and you'll be able to use Trail's reporting to confirm that every task, even those on other platforms, has been completed.
Integrations don't have to be complicated!
The word 'integration' might sound intimidating, but it can be as simple as linking to another platform from a Trail task. This allows Trail to serve as a reminder to complete the action, enables the team to seamlessly navigate to the other system, and lets them record the task's completion in Trail for your easy review.
Your teams won't need to leave Trail to locate another system and navigate to the correct action there. You can even provide clear instructions for completing a task on another solution within the task description, ensuring that even new hires understand how to execute the job effectively.
Setting up these integrations takes just a moment! Simply gather the relevant link, paste it into the 'Files & Links' section of the Task Editor, and click 'Add link.
Take integrations further with Zapier
Zapier is an automation tool that connects various web applications to streamline workflows and automate repetitive tasks. If that sounds familiar, it's because we share the same aspirations here at Trail!
Zapier allows you to create automated workflows, known as "Zaps," which consist of a trigger (an event that starts the automation) and one or more actions (the tasks performed in response to the trigger). In the context of Trail, Zapier enables:
Creating a task on Trail when a specific action is completed in another system.
Triggering an action in another system based on the completion of a task on Trail.
Unlike simply linking to another tool from a task, Zapier allows data from other systems to surface in Trail. This makes reporting on all actions across tools even easier for you! For example, details of a booking on another platform can populate in Trail, along with additional tasks for the team to follow up on. Or, a schedule change reported in another system can notify the team instantly. With Zapier, the options for "closing the loop" are endless.
Closing the loop with Access Maintain
We're working hard to integrate Trail with other Access solutions, starting with Access Maintain. Customers of both Access Maintain and Trail can now place maintenance callouts directly from Trail. By utilising the ‘Place a callout with Access Maintain’ task, your teams will be guided to your Access Maintain portal where they will be able to place a callout using Access Maintain. Once the Maintenance callout is logged within Access Maintain, your reference number will automatically attached to the task in the comments section. You can use this reference number to search for the specific issue logged in your Access Maintain account and keep an eye on its progress.
You can keep a track of all your Access Maintain callouts from Reporting page by simply searching for the Task name in the Task Reports tab. As with all task reports, you’re also able to export the data into either a PDF or CSV file.
Want to learn more about closing the loop with integrations?
Access our resources below for guidance on how to close the loop with integrations:
