Add extra actions & Flag problems

You can now tailor task checklists to make it more relevant to you and your team
Pete Randall
Jul 2021
4 min read
Diagram showing Trail app on an iPhone

Adding items

Managers will now see an “Add item” link at the end of every checklist.

  • Add items when you want to set your team extra tasks to complete
  • Add items when you want to leave hand over notes between shifts or make sure people remember a specific event happening at your site in the future
  • These extra items can replace post-it notes which often litter the back of house areas and can get lost


Look out for the new flag icon next to items on a checklist

  • Flag an item when you can’t complete it (e.g a delivery didn’t arrive)
  • Flag an item when it’s not applicable to your site or on that day (e.g you don’t have garden umbrellas)

When can I start using it?

Get in touch with your customer success manager or support to enable it for your account.

What else we’re working on…

This is just the start of the site level customisation for Trail, soon you’ll be able to:

  • Set items as “never applicable”, so you don’t see them every day
  • Leave comments with attachments, against each item you need to flag
  • Set those extra items to repeat every time the task appears, for regular checks you always want to happen at your site
  • Get email alerts on flagged items

We hope you like the changes and as always, do get in touch if you need a hand.

If you’d like to find how Trail can help your business, chat to us

What customers are saying

"I f****** love Trail, it's taking my businesses to the next level."
Josh Paterson
"We rarely provide training to our guys, they just bought into the idea straight away. I love that I have a full visual of everyone's activity in front of me."
Katrin Toots
Compliance Manager
“It’s not a paper diary that’s covered in barbecue sauce. We have clarity over what’s done in our sites and are confident going into our audits.”
Jay Brown
“The EHO visited almost every site last year and every store was given a five star rating."
Jay Brown
Operations Chef
"We turned our Costa Checks and various compliance forms into regular tasks on Trail, which has contributed to some of the best scores we have had."
Delroy Daniels
Operations Director
"Our teams love it, it gives our managers of all levels absolute clarity on what they need to achieve every day."
James Brown
Operations Director

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