Add extra actions & Flag problems

You can now tailor task checklists to make it more relevant to you and your team
Pete Randall
Oct 2020
4 min read
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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

"It’s the app I can’t live without in my working day."
Beth Cole
Assistant General Manager
"Trail is making it easier for our teams to ensure our food and safety practices are upheld."
– Trail is making it easier for them to ensure our food and safety practices are upheld."
Tracey Colbert
Risk & Compliance 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
"Trail was so easy to set up and the pubs love it"
Simon Swann
Regional Manger
"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
"Trail has given us realtime insight into every facility across our estate, so we can react to maintenance issues before they become large."
Scott Vernon
Chief Financial Officer

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