Daily operations

Create and manage taskings

Assign accountable work to a Cadet or billet, track due dates, and preserve continuity through turnover.

Instructors and staff Cadets14 minute readTasksVerified against the live product · August 2026

Guide at a glance

How to use this guide

Start with

Define the operational outcome, owner, scope, and date before configuring the feature.

By the end

Current work is visible, ownership is unambiguous, and recurring responsibilities survive turnover.

1.Choose the right owner
2.Define a useful tasking
3.Status and overdue behavior
4.Review at turnover

Create and manage taskings in All Cadets — Seeded product view. Names and records shown are test data.

On this page

1. Choose the right owner
2. Define a useful tasking
3. Status and overdue behavior
4. Review at turnover

Choose the right owner

Assign one-off personal work to a named Cadet. Assign continuing staff responsibilities to a position so the owner changes automatically with the billet.

A position-owned tasking avoids the common failure where recurring work remains attached to a Cadet who has graduated.

Define a useful tasking

Use a title that describes the finished outcome.
Add checklist items when the work has distinct parts.
Set a due date when lateness matters.
Choose a named Cadet or position deliberately.
Keep supporting detail in the tasking rather than a separate chat thread.

Status and overdue behavior

The board tracks tasking status, checklist completion, and due dates. Overdue is derived from the date rather than manually added, so late work surfaces without an instructor remembering to flag it.

A due date is useful only when someone owns the tasking and the expected completion is clear.

Review at turnover

Position-owned taskings continue with the incoming holder. Review the open board during change of command so the new holder understands what moved with the billet.

Close obsolete work instead of leaving it permanently overdue.

Practical playbook

Checks, outcomes, and troubleshooting

Use this section when you are carrying out the task now, or when the ordinary path did not produce the expected result.

Before you act

Describe the finished outcome, not merely the activity, and choose a due date only when timing matters.
Assign continuing staff work to a position and personal one-off work to a named Cadet.
Put required detail and checklist items in the tasking so the assignee has one source of truth.

Success looks like

Every open tasking has a clear owner, expected outcome, and meaningful status.
Overdue work is intentional and reviewed rather than abandoned on the board.
Position-owned work follows the billet during turnover and is understood by the incoming holder.

What you see	Likely cause	What to do next
The incoming staff Cadet cannot find recurring work	The tasking was assigned to the outgoing person rather than the position.	Reassign continuing work to the billet and confirm the new holder is assigned to it.
A task shows overdue unexpectedly	The due date passed while the task remained open or its time context was misunderstood.	Check the exact due date, completion status, and whether the work should be closed or rescheduled.
Nobody knows what complete means	The title describes an activity without an outcome or checklist.	Rewrite the outcome and add verifiable checklist items.

When to contact support. Include the task title, owner type, expected owner, due date, visible status, and whether the position holder recently changed.

Key terms in this guide

Position: A named unit duty that can carry permissions, scope, an assigned Cadet, and continuing work.
Change request: A proposed official change that keeps the current and proposed values available for review.
Change history: The attributable sequence of previous values, new values, actors, and times behind official changes.

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Configure positions and permissions

Build a chain of command where responsibility and access survive annual turnover.