Introducing “Preview” for Tasks

Pete Randall
Oct 2020
3 min read

Sometimes when you’re setting up or editing tasks you need to see the task content, for example what your compliance, auditing or cleaning tasks will look like to your teams.

Maybe you need to show a local authority or your internal auditing team. That meant jumping around from the Task Planner to your teams Trails to find an example of each task.

Not any longer! You can now quickly preview the content of any task in the Task Planner, all your eggs in one handy basket!

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You can view each task one at a time or hit the “Preview all” button to see all your selected tasks — and export/print the results.

You can combine task preview with the search and filters tools to narrow down which tasks you’re looking at, making this feature even more useful.

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, get in touch at

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Beth Cole
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– Trail is making it easier for them to ensure our food and safety practices are upheld."
Tracey Colbert
Risk & Compliance Director
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James Brown
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Simon Swann
Regional Manger
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Delroy Daniels
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