Trail

Marie Hughes

Caroline Joyce

Tips for teams and managers that complete tasks at their site every day.

DO - tasks are completed at sites by Managers & Teams

Show just the most relevant, important tasks

Filtering tasks on the Trail

Useful for EHO visits or internal auditing

Search and view the history of a task

The Complete Tasks page

Temperature logs are a crucial part of compliance, but they look a little different on Trail. Read on to see how to use our template.

How to use the Fridge & Freezer Temperature Record Template

Managers & Admins can add to existing checklists on tasks at a site

Adding extra checklist items to tasks

Highlight issues or hide irrelevant checklists

Flagging checklist items

Postponing tasks that don't need doing today

Snooze to tomorrow

Completing Tasks

Context is key, especially during an inspection.

Applying task comments

Add images to tasks as evidence or for record

Add a file or photo to your comment

How to add comments within tasks and how to view these comments in your task reporting.

Inline Comments: Adding comments within a task

Task Comments

📃 Privacy Policy

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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.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.