You can now add multiple schedules to the same task so you can repeat a task on the same day 🙌
Improvement
Schedule tasks to repeat on the same day 🔁
Delete comments to correct a mistake
Improvement
We know mistakes can happen, so we’ve made it possible to delete comments and files you’ve added to tasks. Whether you're online or offline, as long as the task is still open and you're the author, you'll have the option to delete your comment and correct your mistake.
Task Reports - all your tasks in one place
New
There’s a new page in the app that shows all tasks from all sites in a fully searchable list 🙌 You can show and hide content like checklists, record log data and comments to compare across sites
It gives admins and managers a simple destination to keep track of all the important things that happen
Integrate Trail with thousands of apps
Zapier allows you to seamlessly automate workflows between apps.
You can trigger automated tasks based on certain events or use a completed task to start a workflow outside Trail 🔮
Check out the task library and filter by Zapier Tasks for inspiration!
Find out everything you need to get started here
New
Scored Audits - a powerful way to spot issues
New
We've made on-site inspections even easier! You can now create Scored Audits to help you identify issues requiring further attention 🔍
Head over to the Task Library and filter for the Audit tag to see examples 👀
This article tells you all you need to know about building an Audit!
Making task management even easier with Task Statuses
New
Time for a spring clean? We've got you covered with new Task Statuses 🧹
Save drafts for planning ahead, to give another admin a chance to check content, or to pause a task temporarily
Archive tasks that aren't in action - the history is saved but tasks are tidied away
Publish tasks that are currently relevant to teams
D.I.Y Record Logs are here!
New
We’ve got some exciting news for you!
You can now create new Record Logs (or edit existing ones) or all by yourselves - it's super easy and intuitive and gives you complete control over your task content 🚀
Pop over to your Manage Tasks page and click into a task to give it a go! 👀
Psst…this is available to those on the Team and Standard plans only - you can upgrade your plan via your Billing page 🎉
Filtering the Scores page by task(s)
New
You can now filter your Scores page to show results for particular task(s) and tag(s)💪
Handy for getting more visibility and insight on what matters!
Head to the Scores page under Reports to try it out now 🚀
Bulk assigning multiple tasks to multiple sites
New
It’s finally here! You can now bulk assign multiple tasks, to multiple sites, with just a few clicks - helping you manage your content as quickly as the rules change!💥
Head to the Manage Tasks page and try it out now 💪
N.B. works just the same for bulk unassigning too! Handy.
Targeted Email Notifications 📧
New
You asked - we delivered. We’ve made it possible to send completed
task notifications to a specific user (or multiple), ensuring that important information is hitting the right inboxes.
An email will be sent every time the task is completed, especially useful for critical ad-hoc tasks - like Accident Reports.
Head to the Reports section of the task editor to give it a go 💥
P.S. the option's still there to select all admins and managers if you need it!