Trail

Francesca Moores

Amy Dignon

Caroline Joyce

Admin tools to build tasks, schedule around the working day and assign to sites

PLAN - tasks are managed & assigned to sites by Admins 

The complete overview of every task across the organisation on the Manage Tasks page

Overview of the Task Manager

Add content, schedule and assign tasks to sites

Overview of the Task Editor

An overview of Draft, Published and Archived Tasks 🧹

Task Statuses

Task libraries are public resources to use as a starting point

Copying tasks from a library

Using markdown for bold, italics, bullets and other formatting

Formatting text in the task description

Include mandatory photo/file comments to support evidence for a task

Introduce forced photo/file comments

Set permissions against roles and tasks so your staff can flag irrelevant tasks

Allowing staff to flag tasks

Use PIN codes to sign off on tasks as individuals

Require users to sign off on a task

Reevaluating your current processes to remove any paper and how Trail can help

Reevaluate current processes to remove any paper

Worried that Trail has become a bit of a box-ticking exercise? Let's take a look at a few opportunities to reengage your teams.

Keep engagement with task updates

Ensure consistency across your sites by standardising your content.

Standardise Record Keeping

How to ensure teams have the right tasks to complete

Assigning tasks to sites

Managing Tasks

Creating checklists

Create bespoke content for your sites and keep brand standards high.

Customise bespoke checklists

Checklist Items

Your questions on building record logs answered

Best practices for making Record Logs

Use and adapt Task Templates to create helpful company specific content for your teams.

Adapt Record Logs and Task Templates

Where to update repeating values, like fridge names

How do I update lists in a record log?

Mandatory fields ensure no important details are overlooked or omitted

Using mandatory fields in Record Logs

Reporting by exceptions allows you to see those tasks that aren’t completed perhaps as expected in seconds on your Task Reports page

Apply Record Log exceptions

Find out how to set up, manage and monitor Corrective Actions in the guide

Apply Corrective Actions

Find out how to set up, manage and monitor Corrective Actions in the guide (Standard Plan only)

Raise Corrective Actions on tasks that require additional attention

Save time for yourself and your team with Logic Jumps

Streamline Record Logs with Logic Jumps

Logic Jumps provide you with the ability to skip or direct users to different fields based on previous responses or selections.

Using conditional logic jumps in tasks

Ensure teams are adding new images each time

Restrict to Camera only on mobile devices

Jade Summers

Record Logs

Deliver the right task at the right time with advanced scheduling

Scheduling tasks

Learn the benefits of yearly tasks and how to schedule them

Introduce annual tasks

Scheduling Tasks

Assign tasks to Users to increase accountability and reduce noise on the Trail

Assigning tasks to Users or Roles

Group tasks by function or department so teams can filter their task list

Using tags to group similar tasks

Target the right members of your team with specific task permissions.

Ensure the right tasks are handled by the right team members

Welcome to the Manage Tasks the page! Here you can create, edit and assign tasks to the sites that you manage on Trail.

Custom Roles - Create, edit and assign tasks to your sites

Create tasks that only Admins and Managers can see

How to restrict access to a task

Communicate the importance of tasks more clearly with the Priority setting

Assigning priority to tasks

Use the early task warning setting to mitigate early task completion

Mitigate early task completion

Assigning Tasks

An overview of how to build and complete scored audits - a powerful way to identify issues and to see how your Sites are doing

Building and completing Audits

Audits

Find answers and get help from Intercom Support and Community Experts

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