To-Do Items
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To-Do items are freeform, non-scheduled tasks — things you want to get to, but that aren't on a recurring interval like a Maintenance Task, and aren't yet a completed record like a Service Log entry. Find them under 📝 To-Do in the Vessel section of the sidebar.
Creating one
Type what needs doing, optionally pick a category (General, Engine & Mechanical, Navigation & Electronics, etc.), and add it. Click + More details to also set:
- Due date
- Priority (Low / Medium / Normal / Urgent / High)
- Assign to — anyone with Viewer or Editor access to this boat
- Related equipment
- Estimated hours / cost
Status
Every to-do has one of four statuses: Not Started, In Progress, Done, or Postponed. To set "In Progress" or "Postponed," open the item for editing (pencil icon) and pick it from the Status row.
Completing a to-do
Checking the box next to a to-do opens Complete to-do, a short form that records the work in the Service Log as you close the to-do. It's pre-filled from the to-do. Add notes on what was done, engine hours, and any equipment involved, then save. The to-do is marked Done and the Service Log entry is created in one step.
If the to-do doesn't need a service record (say, "buy a new boat hook"), click Just mark it done — don't log this to the Service Log.
Unchecking a completed to-do reopens it.
Completed items move to a Completed section at the bottom of the list, shown with a checkmark and struck-through text.
Postponed items are deliberately kept out of Home's "Action needed" list — they're something you've consciously deferred, not something demanding attention right now.
Attachments
Add a file or a link to a to-do (e.g. a parts quote, a photo of the issue) via the paperclip/link icons on each item.
Sharing and escalating
- 📤 Share as service request marks the to-do as something you'd like your boatyard or provider to see and quote. They can turn it into a work order and, once the work is done, complete it from their side, which logs the verified service entry and closes your to-do.
To-dos from maintenance reminders
When a scheduled maintenance task comes due, ReadyHelm adds a to-do for it automatically, so it shows up here and in your daily reminder email. Completing that to-do rolls the maintenance task forward to its next due date. Marking the task done from the Service Log closes the to-do.
You can also ask First Mate in chat to create a reminder for you. It appears here as a to-do.
Where else you'll see to-dos
- Equipment's Condition History lets you add a to-do directly from an inspection entry (e.g. "Replace impeller" right from the note where you spotted it).
- Home's "Action needed" section surfaces your open to-dos alongside overdue maintenance, so nothing gets lost between the two systems.