Trail Task Library

Not to brag… but we've got pretty good at making tasks over the years so we've put together a library of common and useful tasks.

The new Trail Task library will appear next to the Covid-19 Task Library.

You can copy templates from the library, edit them as needed and assign them to your sites ⚑️

New Template Library

To do our bit, we've pulled together some best practice tasks that can help to protect your business, team and customers during these challenging times. We've added them to a special tab in your task planner so that you can easily assign what you need.

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For help check this article out here.

Our support team is on hand to help with setting up any tasks or schedules, so please drop them a line in the chat or by email to support@trailapp.com if you need any help.

Task Editor

We've tidied up the task editor, follow these 4 steps to create the perfect task

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Unassign multiple tasks from sites

You can now unassign multiple tasks from a site at the same time, right from the Manage Tasks page πŸ™Œ

It works pretty much the same way as bulk assigning tasks, see here for more info πŸ˜‰

Mandatory Comments and Photos πŸ’¬πŸ“·

We've started the year with more improvements to our comments and photos ⚑️

It's now possible for admins to make any task require a comment and/or a photo before it can be saved by their teams. Perfect for keeping tabs on visual checks and increasing accountability!

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If you need any help getting this set up, check out this article in our help centre πŸ‘€

If you're not sure how to submit your task, check out this article in our help centre πŸ‘€

πŸ“· Camera Upload Retry πŸ”„

It can be tricky to upload photos when you have a patchy internet connection, to help you we've introduced 'Retry Functionality'.

This means that you're able to upload your photos with confidence, just make sure you find a stronger connection and upload the photo by pressing 'retry' and 'save' before hitting 'done' one your task!

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Copy Task is (finally) here!

By popular demand… admins can now copy tasks with the click of a button. So, if you have a task repeating several times a day, you can now easily create all versions by creating and copying one task.

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Give it a go and check out this article for more information and tips.

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🍫 Introducing our new navigation

Managers and Admins will have noticed a change this week to their navigation bar on the top of the page. We've aimed to simplify managing your sites on a day to day basis with Trail by giving more visibility to the pages that let you plan, do and review tasks at sites.

We've narrowed down the main navigation bar actions; Reports, Manage Tasks and Complete Tasks.

πŸ“ˆReports is your overview of what's happening at your sites. You can easily switch between the activity feed, and the insights request form. If your plan includes reporting, Admin users will notice that their dashboard is now integrated into the app on its own page to make accessing information about your sites easier than ever πŸ™Œ

πŸ““Manage Tasks is where admin users can plan their tasks and assign to sites; you'll recognise it from the TaskPlanner that you know.

🏁Complete Tasks is a handy shortcut to get to each site's trail for the day. Most users can click here to see their site's Trail. If you have access to multiple sites you can search πŸ”for your sites to jump to the Trail you want, right away!

All the other pages you may remember are still there, but they've been tidied away into the right-hand menu. You'll find your Company Settings, a new quick link to Areas, a page to edit your Sites, your Users page, and your personal user account settings, now under My Profile.

β›° New Look

Like attempting to reinvent yourself with a new look on the first day of school, a new logo won't change who you are at heart. Fortunately, at heart, we're already a really great work management app- now with a sleek new look. 😏

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You’ll see the new look anywhere we’re out in public, like our website and at events, as well as throughout the app. Hope you love it as much as we do!

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πŸ•‘ Change your own business hours

We've made it possible for admins and managers to change their own business hours without having to contact the Trail support team ✊ You'll find the business hours editor in the company/site settings page.

This includes default business hours for all sites (admins) as well as overrides for individual sites πŸŽ‰

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We've filled ths article with all the tips and tricks you need to make the most of it πŸ€“