The Trail
Each follow-up, action item and commitment — tracked, prioritised and kept in view.
The Trail is your list of what you need to do. Each action item extracted from Field Logs, forwarded emails and meetings lands here — prioritised, dated and linked to the right contacts. Filter by overdue, due today or high priority. Complete items with a tap. The Trail helps make sure the commitments you make to clients don't fall through the cracks.
How The Trail helps you
Filled from each source
Action items flow into The Trail from Field Logs, The Lantern, Meeting Prep and manual entries — so there is no separate to-do list to maintain.
Priority and due date management
Each item carries a priority (high, medium, low) and an optional due date. Colour-coded badges make overdue items impossible to miss.
Quick filters
Filter your Trail by overdue items, due today, or high priority — cutting through the noise to show exactly what needs your attention right now.
Contact and client linking
Each action item is linked to the relevant contact and client — so you can see who the follow-up is for and which account it relates to.
Frequently Asked Questions
What is The Trail in RepBud?
The Trail is your follow-up and action item tracker. It collects each commitment, task and follow-up from across RepBud — Field Logs, forwarded emails, meetings — into one prioritised list.
How do action items get into The Trail?
Action items are read for you when you log interactions, forward emails or complete Meeting Prep. You can also create items manually.
Can I mark items as complete?
Yes. Tap any item to expand it, then mark it as done. Completed items move to the done filter so your open list stays clean.
How does priority colour coding work?
High priority items show in terracotta, medium in gold, and low in sage green — matching RepBud's Soft Morning design language so urgency is visible at a glance.
Can I edit action items?
Yes. Tap any item to edit the description, change the priority, adjust the due date, reassign the contact or link it to a different client.
Does The Trail sync in real time?
Yes. The Trail uses real-time updates — if a new action item is created from a forwarded email while you are viewing your list, it appears instantly.
Some features are available on specific subscription tiers. RepBud offers Premium Economy (£29/mo), Business Class (£79/mo) and First Class (£139/mo). Start free on Economy, or try a paid plan free for 14 days. See full pricing and feature comparison →
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