Trail

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Our Task Reports dashboard has been designed to suit a variety of customer needs. Want something more bespoke? Take a look at our API.

Trail's Task Reports API

Require approval after tasks have been completed

Review & approve completed tasks

Ensure teams know an automated task has been added to Trail

Notify teams when an automated task is added to Trail

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Use the dashboards, receive reports, and spot trends.

REVIEW - Report & notify

Share your team’s performance data with the Scores report

Site Score Reports

Sites are scored each day and the results tracked in a dashboard - this feature is available on the Standard plan only

Spotting trends with the Scores Report

Site Scores

View all tasks from all sites in a fully searchable & customisable list

Use Task Reports to review site history and export or download data

Build granular reports & spot trends with customisable views

Spotting trends with Task Reports

Use Task Reports to review completed tasks across multiple sites

Review Tasks Centrally

Use Task Reports to review missed tasks and early tasks

Benefits of using time stamps within Trail

Monitoring Time Stamps

Review comments added by team members when completing tasks to gain additional context on tasks

Review comments on tasks

Find out more about how to Report by Exceptions and keep on top of those instances where tasks aren't completed quite as you'd expect.

Gain insights into tasks that aren't completed as expected

Get organized and analyze your task information effortlessly with Trail's export feature.

Export tasks in PDF or CSV

Check the progress of your teams and ensure success in every area of the business with personalised logins.

Reporting on User/Role performance

Exporting from Task Reports

Task Reports

Digests and notifications are gathered in one historical feed

Scan back through the Activity feed

Activity Feed

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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