Work Trail

Bring Your Action Items & Status Updates to the Parent Record Level

Is your team wasting time scrolling through Chatter, visiting multiple records, or sorting through emails to find the status of a record? Our Work Trail Salesforce® app removes the complexity commonly found in other apps, bringing the notes and tasks you need front and center. It's perfect for any Salesforce user, whether it's sales, customer support, marketing, or any other role.

Now you can quickly identify a record's to-dos, status, or roadblocks. You can even view notes from related child records at the parent record level. For example, you may display notes from Cases, Opportunities, and other standard/custom objects at the Account level. 

Follow the Trail for Seamless Collaboration 

Work Trail provides a seamless interface for users to improve collaboration and stay on the right path. Create notes with different types, statuses, and background colors. Easily view notes for related records. Customize which tasks to display for different types of records.

Remove Roadblocks and Increase Productivity

Need to identify a roadblock for a support case or sales? Log notes to keep track of work that’s been performed, or roadblocks encountered. If you have a specific set of tasks that need to be performed for each sale or case you can keep track of what has been completed via Work Trail Tasks.

Dynamic Tasks Change Based on the Record Type

Take your team collaboration to the next level. Dynamic tasks allow different tasks to be displayed for a record as it moves along its lifecycle. You can also display a standard set of tasks for records with an object type or field value. Once task sets are configured, just click to mark them complete.

First Five Users Free 

• Display Notes From Related Records – Configure which child object notes you want displayed at the parent record level. See a holistic picture for all the work that has been performed.
• Customize Notes – By type, status, and background color so they can be identified at a glance. 
• Pin Notes, Add Comments and Tag Team Members – Keep important information top of mind and ensure team members are notified.
• Customize Task Sets – Make it easier for teams to see action items. Define which Tasks should be performed for various objects and/or types of records. 
• For Any Salesforce User – Sales, customer support, marketing, or your entire organization. Use it for simple reminders, sharing information with team members, or for defining and tracking tasks. 
• Works with Any Object – Use Work Trail to enhance team collaboration. Works seamlessly with project management apps like Milestones PM+.