A reporting mission runs as a closed loop on the Operations Squad. You draw the path in the mission goals: which notes count, the sections the report always has, and the rule that a number must come from a file. The Mission Commander works inside that path and assigns the report to Tally. Steering is the approval step. Tally does not send the report.
The squad you import
The template is the Operations Squad, on /squads. It ships with three agents:
- Gantt, Ops Lead, turns work into checklists with owners, due dates, and blockers.
- Chase, Vendor Coordinator, drafts vendor follow-ups. That is a different mission.
- Tally, Report Builder, compiles a status report from team notes: progress, risks, and asks, and keeps the format identical week to week.
This mission is Tally's, with Gantt only if blockers belong on the same board. A leadership narrative is Aide, on the Chief of Staff Squad. This one is the ops report. The template has no required connection.
You do this in the xSquads desktop app, on a folder of your own files. Mac now, with Windows coming soon. The product page is xSquads for Work.
How the mission runs
Step 1. Import the Operations Squad
Open the squad templates and import the Operations Squad onto the mission. Keep Tally. Keep Gantt if the report should list blockers with owners. Remove Chase if vendors are not in this week's goals.
Step 2. Leave the connector list empty
This template has no required connection. Do not connect treg or Vapi. Put this week's team notes, and last week's report if you want the same format, in the mission folder.
Step 3. Create the mission and set the goals
Create the mission and write the goals in plain language. Those goals are the path: the sections, the files that count, and the numbers Tally must not invent. Point the mission at the local folder. The commander does not get to widen that path. A goal you can start from, as written on the squad page: compile this week's report from the team notes. Name the sections in the goals: progress, risks, and asks.
Step 4. Let the Mission Commander assign the work
Save the mission. The Mission Commander creates tasks on the task board and assigns them only inside the goals you wrote. Tally takes the report in the same shape as last week, with progress, risks, and asks. Gantt takes blockers only if that goal is present. Chase should not draft a vendor email.
Step 5. Add a task, steer, and approve before the report is sent
Steering is the approval step. Add a task on the board, or correct the Mission Commander in the group chat, when a number is not in the notes. A useful task to add yourself: replace the revenue line with "not in this week's notes" and keep the risk that is. Tally does not send the report. Start by approving the whole page.
How much to review
Start by approving everything. Autonomy is a dial, not a switch you flip because the headings match last week.
Always sign off the note set and the section list yourself. Raise the dial only when reports stop adding figures. Report figures come from your notes and files. xSquads does not send the report and does not invent a metric.
What the goals have to name
- The sections, and the order. The squad page uses progress, risks, and asks. Keep that order if you want the format identical week to week.
- The files that count. Last week's report can be in the folder as the pattern. This week's notes are the facts.
- Blockers and owners only if Gantt is in the mission.
- What is out: vendor chase emails, and the leadership narrative Aide writes.
- Sending stays with you.
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Frequently Asked Questions
Who compiles the weekly report?
Tally, on the Operations Squad. The squad-page mission is to compile this week's report from the team notes.
Can Tally fill in a missing number?
No. Figures come from your notes and files. If a number is absent, the report should say so. Send a filled-in gap back.
How is this different from the leadership update?
Aide, on the Chief of Staff Squad, writes the weekly note to leadership. Tally writes the ops status report: progress, risks, and asks, in a stable format. Use the one that matches the reader.
Does the format have to change every week?
No. Tally's job is to keep the format identical week to week. Put last week's file in the folder so the shape is visible.
Who sends it?
You do, after Review. The squad drafts and does not send.
Related Reading
- All squads and the Operations Squad.
- Chief of Staff Squad, if you need the leadership note instead.
- xSquads for Work and the waitlist.
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