Introducing the new Task Planner

Faster, easier task admin
Gemma Thomas
 • 
Oct 2020
4 min read
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The Task Planner is where you go to do all your task planning and management. But how do you get started building your very first Trail? And what happens when you have so many tasks you can’t find the one you need to update?

Today we are announcing the launch of the brand new Task Planner. It makes it quicker and easier for existing customers to manage tasks and helps guide new customers through setting up their Trails.

So what’s new?

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We’ve redesigned the Task Planner to look clearer and introduced new tools to help manage tasks quicker so you spend less time on admin and more time on… well, pretty much anything else you want to do.

Search

If you’re looking for a specific task, say ‘Weekly Deep Clean’, we’ve added a Search bar to help you find and edit it quickly. No more more trawling through all your tasks to find it, just type in the name and it will appear at the top of your task list.

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Filter your tasks

If you want to see just a specific set of tasks, for example just tasks related to one of your sites or just tasks for the Kitchen, filtering is the way to do it.

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Filter by Trail — To see just the tasks assigned to one of your Trails (or group of Trails) simply tick the box next to their name in the left hand panel. The task list will automatically update to show only their tasks.

Filter by Tags — It’s now really easy to see all your tasks that are labelled with the same tag. For example, if you just want to see just tasks for the Kitchen, you can select ‘Kitchen’ from the filters in the left hand panel and the task list will automatically update to show only those tasks. See our previous blog post for more on how to add and use tags.

Shortcut to daily checklists

If you want to jump to see one of your site or team’s live Trails just click or tap on the arrow icon next to their name in the left hand panel.

Select multiple tasks

Setting up new Trails is now effortless with multi selection. Simply tick the checkboxes next to the tasks to add them to a Trail or delete them in one go.

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What about setting up a brand new Trail?

So these tools are are all great for existing customers, but we’ve also been looking at how we can make things more intuitive for our new customers. New customers previously relied on us to help set their Trails up, we’ve updated the design and added new help messaging to make it easy for anyone to set up their own Trail.

In-app messages greet new customers, telling them where they are and prompting them to add their very first task. Together with the shiny new task manager, this will allow new customers to be involved in the Trail experience right from the beginning.

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We will also use in-app messages to help customers get more out of Trail. If we think there is something Trail could be helping you with we’ll send you a message that will appear in the bottom right hand corner of your screen when you’re using Trail. We’ll suggest cool new ways to use tasks to make your days run smoother — from adding your morning checks to tracking deliveries as they arrive. To find out more you can just click a link in the message and it will take you to an article that explains all. Look out for our awesome new animations that go with these.

Coming up soon

We’ve got lots more new features in the pipeline. Visit our website to sign up for our newsletter so you can be the first to hear about them.