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