Feature guide · Commitment review
Review overdue follow-ups before the week moves on
· 3 min read · OperatorOS
A follow-up list can look manageable while older promises sit out of view. A short review of overdue commitments helps you separate work that is finished from work that needs another conversation. It is useful whether you run one location or move between several: the aim is to leave each item with an accurate status and a clear next step.
These steps use Commitments in the live web companion for existing OperatorOS customers. You need saved commitments to review and write access to update them. Web-only signup and billing remain coming soon.
Start with what needs a decision
Imagine a fictional manager, Jordan Lee, at Elm Market. Last week, Jordan saved a commitment to review the closing handoff with Taylor. The due date has passed. Before asking for an update, Jordan wants to remember the agreement and check whether the conversation already happened.
In the web companion, Open and Overdue are separate filters. An unfinished item with a past due date appears under Overdue, rather than staying in Open. Looking only at the default Open view therefore does not give you the whole unfinished list.
Review one commitment at a time
- 1Sign in with your existing OperatorOS account and open Commitments in Work.
- 2Choose Overdue. If the list is long, search by a distinctive word, owner or store. Search narrows the selected status view.
- 3Open a commitment row to read its owner, due date and any saved Notes. Check the agreement against what you actually know happened.
- 4If the work is finished, choose Complete. If it still needs attention, choose Edit, update the relevant details and notes, and save the change. Change the due date only when you have a realistic new plan.
- 5Switch to Completed to confirm an item you finished. If you marked it complete by mistake, open it and choose Reopen.
Keep the reason with the next step
For Jordan, the review might show that the handoff conversation happened but a promised example is still missing. A useful note could be: “Handoff reviewed Tuesday. Waiting for one closing example; check back with Taylor Thursday.” That preserves the difference between progress and completion.
Avoid moving every old due date forward just to make the list look current. Read the existing note first, then record what changed. The owner field helps you remember who is involved; saving an owner does not send that person a message or invite them into a shared team workspace.
Practical tip: clear the search when you finish reviewing one person or location. The filter counts describe the overall commitment list, not just the search results, so a count can be larger than the rows you currently see.
Finish with an accurate list
Use All when you want to see commitments across statuses. Overdue items appear first there, with due dates ordering items within their group. Completed is useful for checking what you have already closed, rather than recreating the same follow-up.
The expected result is a small set of deliberate decisions: completed work is marked complete, unfinished work retains a useful explanation, and your next conversation starts with context. The review records your judgment; it does not verify another person’s work for you.