PLAN - Manage & assign tasks
Admin tools to build tasks, schedule around the working day, and assign to sites.
By Caroline and 2 others3 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