Introducing “Preview” for Tasks

Pete Randall
Jul 2021
6 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!

Morning team briefing task on Trail app

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

What customers are saying

"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
"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
"It’s the app I can’t live without in my working day."
Beth Cole
Assistant General Manager
"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
“Probably my favorite system. The uptake on it was so quick, and support has been great.”
Matt Pinchard
HR, Systems & Compliance Manager
“The EHO visited almost every site last year and every store was given a five star rating."
Jay Brown
Operations Chef

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