Tagging and filtering tasks on Trail
Teams work better when they focus on the right task at the right time. We’ve now made it even more effortless!
- 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).
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 😉
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.
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 👋
