This guide covers the day-to-day management side: how to complete a cadence, how to pause one when life happens, what the delete button actually does (and when not to use it), how to reassign work between users (Shared Cadences only), and how to use the schoolwide tasks view to see everything your team is doing in one place (admins and managers only).

A quick refresher: where cadence management lives

Click Cadences in the left-hand menu to open the cadence management page. Each cadence has two tabs:

• Upcoming — a holding pool. Constituents are queued but the timer hasn’t started.
• Active — constituents are moving through the steps; due dates are live and the clock is running.

Complete a cadence

A cadence is “done” for a constituent in one of two ways.

It finishes on its own. When a user completes the final step in the sequence, that constituent has run the full cadence — there are no more steps to come due, and they drop off the active list of in-progress steps.

You complete it early. Sometimes the outcome arrives before the last step — a constituent replies or makes the gift on step two of five. There’s no reason to keep firing follow-ups at someone who already said yes. Mark the cadence complete for that constituent so the remaining steps stop generating tasks.

💡 Why this matters: Completing a cadence keeps you focused on people who still need a touch. Leaving a “done” constituent active means you/your team keep getting tasks for someone who’s already across the finish.

When a cadence is complete, the constituent’s history of completed steps stays intact, so you keep the full record of what outreach happened.

Pause a cadence

Pausing stops the clock without losing anyone’s place. Use it when you want to hold outreach temporarily but fully intend to pick it back up.

While a cadence is paused, due dates stop advancing and no new steps come due, so your students won’t see fresh tasks for that constituent. When you’re ready, resume and the cadence picks up right where it left off.

Pause vs. complete: Pause when you’ll come back to it. Complete when the outreach is genuinely finished. 

What the delete button does

This is the one to slow down on, because delete is not the same as complete — and it is not reversible.

Delete completely removes all trace of the constituent from that cadence. It wipes them out of the cadence entirely, including any completed-step history. For that reason, delete should only be used when a constituent was truly added by mistake — the wrong group got loaded, a constituent landed in two cadences by accident, or someone was queued who should never have been there.

Rule of thumb: If real outreach happened, complete the cadence so the record survives. Reserve delete for genuine mistakes — a constituent who was added in error and never should have been in the cadence at all. When in doubt, complete.

Reassign a cadence (shared cadences only)

Reassigning moves a constituent’s cadence (and the tasks that come with it) from one user to another. 

You can reassign at whatever scale you need:

• One constituent at a time — hand off a single person’s cadence to another user.
• A user’s whole load at once — bulk-reassign all of a user’s cadences in one move, so you don’t have to go person by person.

When you reassign, the upcoming and current steps move to the new user, who’ll start seeing those tasks on their own Tasks page. The cadence itself — its steps, timing, and the constituent’s place in the sequence — doesn’t change; only who’s responsible does. The completed history stays attached to the constituent, so you don’t lose the trail of who did what.

See the schoolwide tasks view

Individual users see their own tasks. Managers can see the tasks for the folks who roll up to them. Admins can see all tasks across all users. You’ll find it under SchoolWide Data → Tasks.

Use the filters to narrow the view — by user, by cadence, by due date, or by status (upcoming, due, past due) — so you can go from “everything” to exactly the slice you need to coach on.