PLAN - Manage & assign tasks
Admin tools to build tasks, schedule around the working day, and assign to sites.
By Caroline and 3 others4 authors36 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 š§¹
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
Best practices for making Record LogsYour questions on building record logs answered
Adapt Record Logs and Task TemplatesUse and adapt Task Templates to create helpful company specific content for your teams.
How do I update lists in a record log?Where to update repeating values, like fridge names
Using mandatory fields in Record LogsMandatory fields ensure no important details are overlooked or omitted
Apply Record Log exceptionsReporting by exceptions allows you to see those tasks that arenāt completed perhaps as expected in seconds on your Task Reports page
Apply Corrective ActionsFind out how to set up, manage and monitor Corrective Actions in the guide
Raise Corrective Actions on tasks that require additional attentionFind out how to set up, manage and monitor Corrective Actions in the guide (Standard Plan only)
Streamline Record Logs with Logic JumpsSave time for yourself and your team with Logic Jumps
Using conditional logic jumps in tasksLogic Jumps provide you with the ability to skip or direct users to different fields based on previous responses or selections.
Restrict to Camera only on mobile devicesEnsure teams are adding new images each time
Assigning tasks to Users or RolesAssign tasks to Users to increase accountability and reduce noise on the Trail
Using tags to group similar tasksGroup tasks by function or department so teams can filter their task list
Ensure the right tasks are handled by the right team membersTarget the right members of your team with specific task permissions.
Custom Roles - Create, edit and assign tasks to your sitesWelcome to the Manage Tasks the page! Here you can create, edit and assign tasks to the sites that you manage on Trail.
How to restrict access to a taskCreate tasks that only Admins and Managers can see
Assigning priority to tasksCommunicate the importance of tasks more clearly with the Priority setting