Tagging and filtering tasks on Trail

Teams work better when they focus on the right task at the right time. We’ve made that possible with our new product update. Read this blog to find out how.
Pete Randall
May 2022
4 min read
  • Are you tired of seeing too many tasks in your Task Planner?
  • Is your team wading through lots of tasks to find their own?

Worry no more, we’ve just launched Task Tags” 🎉

Say what?

Tags are super simple, they allow you to label your tasks with anything you like (e.g roles, departments, importance or type of task).

Task labels
Example tasks

Say you’re a restaurant who wants to split your tasks into “front of house” and “back of house”. Easy… just tag the relevant tasks and your teams can now filter their Trail just by those tags.

So each team only sees what they need to work on.

Less time spent on Trail = More time with customers

Tag all the things!

To get started, edit any task on the Task Planner or create a new one then scroll to the “Add Tags” section.

Create your first tag. It’ll be added to your organisation, available to any of the other tasks you have, keeping the list nice and tidy and free of messy duplicate tags 😉

Demonstration of how to add tags on Trail
Tagging a task

Filtering the Trail

Now your teams can filter the Trail so they only see the tasks which matter to them. At the top of the Trail page they can select what they need to see, whether it’s one tag or multiple tags.

Say you work in the kitchen, but you mostly deal with cleaning, then you’d choose to see all tasks tagged with “kitchen” and “cleaning”.

It’s also a handy way of seeing what each team is responsible for when using Trail.

Demonstration on how to filter tasks on Trail

When you’re “done for now” you can easily click to see any hidden tasks which you might want to help out on as well.

Trail remembers the filters you set on all your devices (phone, tablet, laptop etc). So for example you can sign into Trail on your phone and filter by “critical” tasks you need to check on the go. But then when you sign into the tablet in-store you might not set any filters, to keep an eye on the bigger picture.

It’s a great reason to make sure everyone on your team has an account and that they’re switching between them when they use Trail. So they only see the tasks which matter to them 👀

Coming Soon — Filtering your Task Planner

In the future you’ll be able to filter the Task Planner page and narrow down the tasks you’re looking at there too.

Handy if you’re just responsible for managing tasks for one part of the business like “compliance auditing” or “finance”.

We hope that Task Tags allow your teams to complete tasks on Trail as effortlessly as possible.

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
"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
“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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