Managing Tasks
By Caroline and 2 others3 authors14 articles
Overview of the Task ManagerThe complete overview of every task across the organisation on the Manage Tasks page
Overview of the Task EditorAdd content, schedule and assign tasks to sites
Task StatusesAn overview of Draft, Published and Archived Tasks 🧹
Copying tasks from a libraryTask libraries are public resources to use as a starting point
Formatting text in the task descriptionUsing markdown for bold, italics, bullets and other formatting
Introduce forced photo/file commentsInclude mandatory photo/file comments to support evidence for a task
Allowing staff to flag tasksSet permissions against roles and tasks so your staff can flag irrelevant tasks
Require users to sign off on a taskUse PIN codes to sign off on tasks as individuals
Reevaluate current processes to remove any paperReevaluating your current processes to remove any paper and how Trail can help
Keep engagement with task updatesWorried that Trail has become a bit of a box-ticking exercise? Let's take a look at a few opportunities to reengage your teams.
Standardise Record KeepingEnsure consistency across your sites by standardising your content.
Assigning tasks to sitesHow to ensure teams have the right tasks to complete
Sorting tasks into a custom orderUse drag & drop to order tasks for teams to complete
Verify location when a task is completedEnsure tasks were done in the right place, at the right time