All Collections
Get Started
Activity Checklists - July 2023
Activity Checklists - July 2023

Check out our new addition to the Trail Activity workflow πŸŽ‰

Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

We are happy to announce the release today of several new improvements to Trail's activitiesπŸŽ‰ To find out everything you need to know about the new changes, please watch this quick intro video πŸ‘

All Trail users will now be able to add checklist items to their activities which are visible both when editing an activity and when viewing it on a client's timeline βœ…

Users with business admin permissions will also be able to create more detailed Activity Types templates in their Organisation Settings and apply these templates to any activity created in Trail. Add your own description and checklist items to an activity template to save time when tracking your more repetitive tasks πŸ’―

If you have any questions about using creating or using activity checklists in Trail, please email your query to πŸŽ‰ You can also check out the following articles that go into detail on how to use and customiseyour Activities:

Did this answer your question?