Effortless task management

New tools to get your tasks working harder!
Pete Randall
 • 
Jul 2021
4 min read

In case you hadn’t guessed already, we really love tasks — well, more specifically completing them! It’s at the very heart of Trail. 🎉

Teams follow a Trail of tasks each day. But if tasks aren’t shown at the right time, don’t have the right content or not shown to the right person then, well, they’re no better than paper checklists.

That’s why we’ve made the way you create and manage tasks better.

Our objectives

  1. Task management wherever you are - on phone, tablet or laptop
  2. Better understanding of everything a task can do
  3. Pave the way for future features (sneak peek coming up)

So what’s changed?

We’ve rebuilt the New Task page from the ground up, focusing on what’s important and prioritising the most commonly used features.

Single Page

Trail task list

All your task settings are now on one page, work your way from top to bottom adding sections as you need.

Add to Trails

Opening checklist on Ipad

Easily select which teams, departments or sites can view and complete the task. Select all or individual Trails as needed.

Adding more task content

Adding tasks to checklist on iPad

Whether checklists, help text, attachments or widgets, you can now build your task in one place. File uploading in particular is a whole lot faster.

Scheduling

Scheduling tasks on iPad

Task scheduling is now much clearer in a single view.

Scheduling tasks on iPad

All the same scheduling options are available, but we now show you when the next instances of a task will appear on the Trail.

What’s next?

  • Break a single task into multiple versions for different trails. For example, a task called “Opening checks” with a main checklist for all sites — and then a few extra items just for sites with kitchens.
  • We’re exploring more scheduling options, including “anytime” tasks which can be completed at any point throughout a day, week or month.
  • Allocate a task to a department (Kitchen) or role (Chef) using “Tags”. That way team members can filter the Trail for just their own tasks.
  • Finally, we want to introduce an improved task preview, so you can see exactly what your task will look like, for each Trail, before publishing it.

As always, get in touch on support if you need a hand or want to know more. Or if you’ve got feedback or any great ideas on how we can make Trail work better for you, please let us know 👋

What customers are saying

"I f****** love Trail, it's taking my businesses to the next level."
Josh Paterson
Owner
"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
Operations
“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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