Trail

Gemma Holmes

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

The complete overview of every task across the organisation

Task libraries are public resources to use as a starting point

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

Where to update repeating values, like fridge names

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

Add content, schedule and assign tasks to sites

An overview of Draft, Published and Archived Tasks 🧹

Your questions on building record logs answered

Using markdown for bold, italics, bullets and other formatting

Deliver the right task at the right time with advanced scheduling

Create tasks that only Admins and Managers can see

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

Find answers and get help from Intercom Support and Community Experts