TROOP TO TASK // PERSONNEL MANAGEMENT SYSTEM
Unit Management Software

Command
clarity,
every
formation.

TroopToTask replaces scattered spreadsheets, whiteboards, and shared-drive chaos with a structured digital workspace built for how units actually operate — from morning accountability to end-of-cycle reporting.

Help us tighten the product around real-world use and earn free time when we go live.

Free
During Beta
DoD
Focused Design
Multi
Org Support
Role
Based Permissions
1st Platoon — Alpha Company
MON 0600 — MORNING ACCOUNTABILITY
31
Present
4
Leave
2
TDY
1
Unavail
NameRankPositionStatusReturns
Mitchell, A.SSGPlt Sgt● Present
Torres, R.SGTTm LdrLeave12 JAN
Okafor, D.SPCRiflemanTDY18 JAN
Vasquez, M.PFCDriverSchool03 FEB
Reinhart, J.SPCGunner● Present
Huang, L.CPLTm Ldr● Present
The Questions That Matter

Answer
faster.
Brief
better.

Every formation, every brief, every handoff — the same questions come up. TroopToTask puts the answers one click away, not buried in four different spreadsheets.

01
Who is here today?
Real-time accountability view. Sorted by platoon, section, or unit. Updated when statuses change — not when someone remembers to update a spreadsheet.
02
Who is unavailable and why?
Leave, TDY, medical, school, profile, appointment, custom — each tracked with expected return date and authorized reason visible to leaders with access.
03
What duties are filled or uncovered?
Daily duty assignment board shows every position — CQ, SDO, details — alongside who is assigned, gaps flagged, and the next scheduled rotation.
04
What training is coming due?
Track certifications, recurring training requirements, and readiness deadlines. See what expires this week, this month, or for a specific individual.
05
Where are the personnel gaps?
Readiness summary surfaces availability rate by element, understrength billets, and personnel pending action — at a glance, not a data pull.
06
What needs action before the next brief?
Expiring evals, pending counselings, open onboarding tasks, and unfiled documents — consolidated into a prioritized action queue for each leader.
Platform Capabilities

Built for
unit work.

Not adapted from a corporate project management tool. Not a generic HR system repurposed for military use. TroopToTask is built around the actual workflows of unit leadership — from roster management to rating scheme tracking.

CAP 01
Personnel Roster
Manage personnel organized by platoon, section, or custom group. Track assignment, position, and contact data. Export to standard formats on demand.
CAP 02
Availability Calendar
Visual unit calendar showing who is present, on leave, TDY, at school, or on profile. Navigate by date range or filter by element to answer accountability questions immediately.
CAP 03
Status Tracking
Structured statuses — present, leave, TDY, school, appointment, profile, and custom — each with start date, expected return, authorizing leader, and remarks.
CAP 04
Duty Assignment
Plan and assign daily duties: CQ, SDO, details, and any custom position. See today's roster against available personnel, flag gaps, and maintain a duty history log.
CAP 05
Training & Readiness
Track certifications, recurring training requirements, and readiness deadlines by individual. Get visibility on what is current, expiring, or overdue across the unit.
CAP 06
Counseling Records
Maintain counseling and leader's book entries by Soldier. Track initial, periodic, and event-driven counselings. Flag overdue requirements. Exportable for continuity.
CAP 07
In-Processing & Onboarding
Structured workflows for in-processing new arrivals. Checklist-driven tasks assigned across sections. Track completion status and hold leaders accountable to deadlines.
CAP 08
Rating Scheme Tracking
Monitor OER, NCOER, and WOER timelines. Track rating chain assignments, scheduled dates, and submission status. Surface upcoming and overdue evaluations by unit.
CAP 09
Permissions & Audit
Role-based access controls align with unit structure. Full audit log tracks who made what change and when. Multi-organization support for higher and adjacent units.
Roster & Accountability

Morning accountability.
Any formation. Instantly.

The roster is the source of truth. Every status update flows back to it. Print a DA Form 1594 or export for the S1 — no reformatting required.

Bravo Company — 2-87 IN
Loading...
Live View
142
Assigned
127
Present
9
Leave / TDY
6
Unavail
89.4%
Pres Rate
#NameRankMOSElementPositionStatusBASDETSReturnsCounseled
01Anderson, K.L.CPT11AHHCCO CDR● Present15 MAR 1914 MAR 27Current
02Williams, D.J.1SG11ZHHCFirst Sgt● Present03 JUN 1002 JUN 28Current
03Patel, S.R.SSG11B1st PLTPlt SgtLeave17 SEP 1616 SEP 2505 APRCurrent
04Jackson, T.M.SGT11B1st PLTTm Ldr● Present22 JAN 2021 JAN 26Due Soon
05Kowalski, B.A.SPC11B1st PLTRiflemanTDY08 AUG 2207 AUG 2614 APRCurrent
06Reyes, C.F.PFC11C2nd PLTMortarmanSchool11 MAR 2410 MAR 2730 MAYCurrent
07Okonkwo, E.N.SPC11B2nd PLTGunnerUnavail29 NOV 2128 NOV 25See RemarksOverdue
Designed For Leadership

Built for
the people
running
the unit.

TroopToTask is designed around actual military leader roles — not abstract organizational charts. Access and visibility are scoped to your level of responsibility.

Commander / XO
Full Unit Visibility
First Sergeant
Enlisted Oversight
Platoon Leader / PSG
Platoon Scope
Section Leader
Section Scope
Training Room NCO
Training Admin Access
S1 / Admin Staff
Readiness Admin
Higher Headquarters
Multi-Org Read Access

"The whiteboard gets erased. The shared drive is a mess. Someone always has a different version of the roster. TroopToTask is the one place every leader looks."

— Company Commander, Active Duty Infantry Unit
Replaces the whiteboard. Statuses update in the system. No marker, no erasing, no confusion about what's current.
Replaces the spreadsheet. Roster data lives in one structured system. Exports are format-ready. No reformatting for the S1.
Replaces scattered shared drives. Counselings, training records, and onboarding checklists in one permission-controlled location.
Built for leader transitions. Full audit log and continuity records mean incoming leaders have context from day one.
Frequently Asked Questions

The questions people ask
before they hand over the roster.

Are the calendar statuses fixed — like "Leave" or "TDY" — or can I change them?

Absolutely not — customizing statuses is usually one of the first things a new unit admin does. You define every status yourself: the name, the color, and whether it marks a day as a unit closure (like a training holiday or DONSA). If your unit has a status called "PDHA/PDHRA" or "Rear D," that's exactly what you'll see on the calendar. Your formation, your language.

I want my squad leaders to manage their people without seeing everyone else's business. Is that possible?

Yes — and this is one of the most powerful things T2T does. When you invite someone to your organization, you can scope their access to a specific group. A Team Leader role can update statuses for their Soldiers and track their training, but they won't see counseling records, onboarding checklists, or personnel data for anyone outside their group. They get exactly the visibility they need to do their job, and nothing they shouldn't have.

I already have my roster in a spreadsheet. Do I have to re-enter everyone by hand?

Please don't. T2T's bulk import tool lets you paste your spreadsheet directly and walks you through mapping your columns to the right fields — name, rank, MOS, section, assignment, whatever you have. You can be up and running with a full roster in a few minutes, not a few hours. If your spreadsheet is a mess, the column mapper is forgiving enough to handle it.

What is the "Leaders Book" and when is it coming back?

The Leaders Book is a digital replacement for that notebook every NCO keeps in their left cargo pocket — counseling records, development goals, extended soldier info, and everything else that doesn't have a home on a standard form. We're currently rebuilding it from the ground up to be more intuitive and better integrated with the rest of the app. The Rating Scheme tracker is still fully available on the Personnel page in the meantime.

How does the duty roster generator actually work?

It runs the same logic that's supposed to be behind a DA Form 6 — fair rotation based on availability, eligibility, and how many times each person has already pulled the duty — without the hours of manual cross-referencing. You set who's eligible (rank requirements, exemptions, availability), and T2T builds the roster and tracks cumulative duty counts so the same three Soldiers aren't always on the list. The output is print-ready for the board or shareable digitally with your HQ.

What kind of training data can I track?

Anything your unit requires. You create the training types — Weapons Qual, ACFT, CPR/BLS, SHARP, you name it — and set an expiration window for each one. T2T then tracks every Soldier against it and color-codes the matrix: green for current, yellow at 60 days, orange at 30, red for overdue. You can mark individual Soldiers as exempt, track pass/fail or just attendance, and export the whole thing to Excel for your training briefing. No more digging through a shared drive full of outdated spreadsheets.

What does the in-processing checklist actually do that a shared doc can't?

It turns your in-processing SOP into a living workflow. Build a template once — equipment issue, clearing finance, initial counseling, ID card appointment, whatever your steps are — and every new arrival gets their own checklist generated from that template automatically. You can see progress by person ("where is SGT Johnson in the process?") or pivot and view it by step ("who across the whole platoon hasn't done their initial counseling?"). No more chasing people down the hallway trying to piece together who's done what.

Can I manage more than one unit from the same account?

Yes. One login, multiple organizations — and you can switch between them without signing out. Whether you're managing a company and a detachment, you're in a higher HQ role overseeing subordinate units, or you just PCS'd and want to keep your old organization's data accessible during the transition, everything lives under the same account.

Can I export data, or does everything stay locked inside the app?

Both — the data lives in T2T so it's always current, and you can pull it out whenever you need it. Personnel rosters, training matrices, and calendar exports all go to Excel with color-coding intact. Duty rosters and sign-in sheets are designed to print cleanly straight from the browser. If the XO walks in and wants a personnel readiness brief, you have it in about 30 seconds.

Is this secure enough to hold personal information about my Soldiers?

T2T is built to a military standard, not a startup standard. It aligns to NIST 800-171 — the federal framework for protecting Controlled Unclassified Information — with AES-256 encryption at rest, TLS 1.2+ in transit, role-based access control with group scoping, and a full audit log of every action in the system (exportable for IG inspections). T2T is not authorized for classified information, but for the administrative and personnel data that runs your day-to-day operations, the controls are where they need to be.

Get Started

Ready to run
a tighter unit?

Request free beta access for your unit. TroopToTask is onboarded by organization — we work with you to configure your structure, import your roster, and train your team leads before broader paid rollout.

Join Free Beta View Pricing
Free during beta · paid plans later