# To-Do Items

_ReadyHelm Owner app guide, chapter 04 · Last updated 2026-10-28 · https://app.readyhelm.com/guide/owner/to-do-items.html_

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](https://app.readyhelm.com/guide/owner/maintenance-and-service-log.html) 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](https://app.readyhelm.com/guide/owner/maintenance-and-service-log.html#maintenance-and-service-log-automatic-reminders) 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](https://app.readyhelm.com/guide/owner/first-mate.html) 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.