Dashboard

The Dashboard is your personal daily view in Rebased. It brings together three core panels in one place—giving you an overview of what needs attention.

For company knowledge (SOPs, wiki pages, and Markdown documents), open Docs from the left navigation. The Dashboard ToDo List stays a flat personal task surface — not a second knowledge base. Client delivery remains in Jobs.

Overview stats

At the top of the Dashboard, three summary cards show your current workload:

Stat	What it shows
Tasks Due Today	Tasks in your Inbox or custom lists with today’s due date
Tasks Due Tomorrow	Tasks coming up for completion tomorrow
Unread Notifications	System notifications and @mentions awaiting your attention

These stats update in real-time as you complete tasks or read notifications.

Dashboard panels

The Dashboard is organized into three personal panels that create your customized workspace:

Panel	Purpose	See Details
ToDo List	Personal task management with lists, subtasks, and notes	Documentation
My HR Panel	Quick access to timesheets, leave, payslips, jobs, and personal details	Documentation
Notifications	System alerts and @mentions from team members	Documentation

All three panels are user-specific and create a personalized dashboard experience.

Daily workflow

Check Tasks Due Today stat first thing
Review Today list in ToDo List for immediate priorities
Check Unread Notifications for @mentions and alerts
Complete quick tasks from the Inbox
Use My HR shortcuts for timesheets and leave

AU-specific notes

Onboarding tasks: New AU businesses receive 11 pre-configured tasks covering accounting setup, branding, payments, banking, and first invoice creation
Payroll shortcuts: My HR panel aligns with AU payroll workflows including STP and superannuation
Leave entitlements: Dashboard leave features reflect Australian NES standards (4 weeks annual leave, 10 days personal leave)
Superannuation: SG rate tracking visible in the Super shortcut (12% for 2025–26; was 11.5% in 2024–25)

Panel details

ToDo List

The ToDo List is your personal task management system:

Four system lists: Inbox, Today, This Week, Jobs
Unlimited flat custom lists for personal organization
Task details with subtasks, due dates, and markdown notes (for that task)
Action buttons for onboarding and guided tasks
Jobs integration for assigned work (read-only Jobs adapter)
Durable SOPs and briefs belong in Docs, not here

See full ToDo List documentation →

My HR Panel

The My HR Panel provides quick access to personal HR functions:

Timesheets: Submit and view your timesheets
My Jobs: View jobs assigned to you
Track: Track time against jobs
Leave: Request leave and view balances
Payslips: View and download payslips
Super: View superannuation details (AU)
My Details: Update personal information

See full My HR Panel documentation →

Notifications

The Notifications panel keeps you informed:

System notifications for quotes, invoices, leave, timesheets
@Mentions from team members in notes
Permission-based filtering for mentions
Reply directly from notifications

See full Notifications documentation →

Troubleshooting

Tasks not showing

Verify you’re viewing the correct list (sidebar selection)
Check if tasks are in Completed section
See ToDo List troubleshooting

My HR buttons missing

Confirm you’re on payroll (contact admin)
Check if Jobs module is enabled for My Jobs/Track buttons
See My HR Panel troubleshooting

Notifications not appearing

Check the Sent tab if expecting your own notifications
Verify Hide read isn’t active
See Notifications troubleshooting

Docs - Company knowledge base (folders and Markdown documents)
Team Members - Manage team access and roles
Payroll - Payroll administration for admins and advisors with payroll access
Timesheets - Team timesheet management (admin view)
Leave - Team leave management (admin view)
My Timesheets - Personal timesheet entry
My Jobs - View your assigned jobs
Settings - Configure dashboard preferences

Last updated: July 19, 2026