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Tasks

Tasks is the active company's shared action list. Navaid creates tasks from readiness conversations to target a specific dimension's next level.

How tasks are created​

A task can be generated:

  • when a dimension advances during a session; or
  • during completion reconciliation for an assessed dimension without a matching open next-level task.

Navaid avoids duplicate open tasks for the same company, dimension, and target level. There is no promise that every session creates a task.

Understand the header​

The subtitle reports total tasks and counts for:

  • Pending;
  • In progress;
  • Completed; and
  • Dismissed.

When enough data exists, header badges also show:

  • tasks completed in the trailing 30 days; and
  • median days from task creation to completion.

These are workflow measures, not maturity velocity.

Search and filter​

Use:

  • Search tasks… — searches task title and description;
  • status — All, Pending, In progress, Completed, Dismissed;
  • role;
  • priority; and
  • dimension.

Filters combine.

Dismissed tasks are deliberately hidden under All statuses. Select Dismissed explicitly to find them.

List order​

The active list puts:

  1. In progress before Pending;
  2. higher priority before lower priority; and
  3. newer tasks before older tasks when the first two values match.

Completed tasks move into a struck-through section at the bottom, most recently completed first.

Read a task row​

A row shows:

  • completion control;
  • title;
  • priority — Critical, High, Medium, or Low;
  • role — CEO / Founder, CFO, CRO, or COO / CHRO;
  • maturity dimension;
  • In progress or Dismissed state where relevant; and
  • an arrow that opens details.

Selecting the round control completes an active task immediately. Selecting it on a completed task returns the task to Pending.

Task details​

Select the task body to open the side panel. It can contain:

  • priority and role;
  • title and description;
  • target transition such as L2 → L3;
  • dimension;
  • estimated effort — Small, Medium, or Large;
  • evidence type;
  • research benchmark; and
  • completion notes.

Evidence labels are:

  • Verified in conversation
  • Self-attested
  • Verified by URL
  • Platform-verified

Generated tasks currently most commonly use conversation or self-attestation.

Change task status​

Pending → In progress​

Open details and select Mark in progress.

In progress → Pending​

Select Back to pending to pause.

Pending or In progress → Completed​

Use the row's completion control or select Mark complete.

Completed → Pending​

Open details and select Mark as not completed, or use the row control.

Pending or In progress → Dismissed​

Select Dismiss and confirm. Dismissed tasks remain in history but are hidden from the All view.

Dismissed → Pending​

Filter to Dismissed, open the task, and select Restore.

Completion notes​

Notes are editable only while the task is Completed:

  1. Open the completed task.
  2. Enter Completion notes (optional).
  3. Record what was done and any useful evidence.
  4. Select Save note.

Notes do not by themselves force a maturity update. Bring the evidence into a readiness conversation when the advisor needs to reassess the dimension.

Task completion and maturity​

Completing a task records:

  • completed status;
  • completion time;
  • completing user; and
  • optional notes.

It does not directly increment the dimension level. The Maturity Map changes through evidence interpretation. This protects the model from treating a tick-box as proof that the target outcome has been validated.

Team usage​

Tasks are company resources, not private personal to-do items. Role tags describe the executive perspective, not a named assignee.

Use an external ownership process if your organisation needs a specific person's name, due date, dependency graph, or notifications; those fields are not part of the current task interface.

Troubleshooting​

A dismissed task disappeared​

Select the Dismissed status. It is hidden from All.

I expected a new task after a session​

The dimension may not have advanced, a matching open task may already exist, or summary reconciliation may have produced no new task.

Completion notes are missing​

The editor appears only for Completed tasks. Mark it complete, add notes, and save.

A status change failed​

The old state remains authoritative. Refresh, confirm the active company and membership, and retry once.

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