Caleo Exco OS
Checking your sign-in
Caleo Exco OS

Updating takes one tap. Tap any line and choose On track, Done or Stuck. Or tap the round button and simply say what happened.

Your week

The board

Themes

From the Strategy Execution Tracker

Meeting

Lines per person · completed of total
The strategy at a glance
Where our attention is
Actions from the meeting
Recently completed
Activity
Reminders by email

Initiative

Title
Status
Updates and questions
Needs a decision on Monday
Puts this line at the top of the meeting
Success measure
End date
Accountable
Responsible
Waiting on another line
Links and documents
More details start date, consulted, informed, notes, theme
Start date
Consulted
Informed
Dependencies, in words
Comments
Objective
Description
Theme

Speak it in

Listening
Caleo Exco OS

Sign in

The board is live and shared. Sign in with your Caleo email and the password you use for Discovery OS and the dashboard.

Email
Password

Database

This copy runs on this device only. The shared board is the hosted version, which signs in with your Caleo account and keeps one audit trail for the whole Exco.

Assistant

Ask about the tracker, get advice, or say what to change. Bigger changes wait for you to confirm.

Monday meeting

Weekly check-in

Close the quarter

Done work is archived with its full trail. For everything still open, choose to carry it into the next quarter or archive it. Overdue items you carry get a fresh due date.

New line

What needs to happen?
Theme
Part of an initiative? (optional)
Accountable
End date
Success measure (optional)

Settings

These choices are yours and stay on this device. Nobody else’s view changes.

Mine showsYour own lines, or the whole team’s
Mine includes lines where I amAccountable is always included
Mine screenSimple shows what is overdue, due this week and asked of you. Full adds the week tiles and chart.
Weeks ahead on MineHow far ahead the week-by-week snapshot looks
Text sizeLarger makes everything easier to read
Open the app onThe first screen you see
Tips card on MineThe short reminder of how to update
Focus notesGentle prompts when a lot of work sits outside the strategy

How this works

1
Mine shows what is overdue and due this week on your lines, the ones where you are named in the RACI: Accountable, Responsible, Consulted or Informed (you can narrow this in Settings). Lines with no end date sit in their own group so you can give them one. Anything that needs you, a question, an action or a late line you are waiting on, sits at the top under For you. Tap More for the weeks ahead.
2
Tap a line for a quick update: On track, Done or Stuck. Tap Open the full line to edit the details or post a longer update. To ask someone something, choose their name under Ask someone, or type @ and their name. They will see it the next time they open the app, and by email once reminders are on.
3
Every Friday, do the weekly check-in on Mine. Mark what is at risk or done, then tap Mark the rest on track. It takes a minute.
4
Every Monday, open Meeting and tap Start the Monday meeting. It walks through what changed, last week’s actions, decisions, and each person’s lines. Close it to send everyone the recap.
5
Short on time? Tap the orange button and say what happened, for example “Gift audit is done, roadmap goes to Exco on the 13th.” It finds the right line for you to check before posting.
6
Put it on your phone’s home screen. iPhone: open the link in Safari, tap the Share button, then Add to Home Screen. Android: open it in Chrome, tap the three dots, then Add to Home screen.