ToDo List

The ToDo List is your personal task management system within Rebased. It provides a private space to organize daily tasks, track work, and manage your personal productivity—with the option to share lists with team members when collaboration is needed.

ToDo is flat personal execution: Inbox, Today, This Week, custom lists, and tasks. It is not a company wiki and not a nested folder tree for knowledge.

For lasting business knowledge — SOPs, wiki pages, briefs, and operating notes — use Docs instead. For client delivery with phases, time, and profitability, use Jobs.

Getting Started

When you first set up your business, a Getting Started checklist appears at the top of the sidebar. This guides you through essential setup steps:

• Progress bar shows your completion percentage
• 11 tasks covering accounting setup, branding, payments, banking, and more
• The first task is titled Welcome to Rebased (Click to Open) — open it to learn how the list works, including Expand for a wide view so you can read guides alongside dashboard widgets (task counts, notifications, Messages)
• Later tasks include helpful notes and action buttons that link to the relevant settings pages
• The checklist automatically hides when you complete all tasks

Tip: Work through the Getting Started tasks in order—they’re designed to set up your business efficiently. Use Expand on a task when you want more room to read or to keep an eye on the rest of the dashboard.

System lists

Rebased provides four built-in lists:

Custom lists

Create unlimited personal lists for organization:

• New List: Click the New List button, enter a name, and start adding tasks
• Rename: Hover over a custom list and click the rename button
• Delete: Remove custom lists you no longer need (with confirmation)

Common uses for custom lists:

• Shopping lists
• Meeting action items (the checklist — not the lasting SOP)
• Short personal project checklists
• Ideas you intend to turn into tasks

Keep reusable procedures and strategy in Docs. Custom lists stay flat task groups.

Shared lists

Share your lists with team members for collaboration:

Sharing a list

1. Hover over a custom list in the sidebar
2. Click the Share button
3. Choose a visibility level:
   • Private — Only you can see this list (default)
   • Shared — Selected team members can access
   • Business — Everyone in your business can access
4. For shared lists, search and add team members
5. Set permissions: View (read-only) or Edit (can add/complete tasks)

Shared with me

Lists shared by others appear in a Shared with me section in your sidebar. You’ll see:

• The list name with a sharing icon
• Who shared it with you
• Your permission level (view or edit)

Visual indicators

Use cases

• Team onboarding checklists — Share setup tasks with new team members
• Project collaboration — Work on tasks together with your team
• Handover notes — Share your list temporarily when you’re away
• Shared project checklists — Team task lists for work that still needs owners and due dates

For durable SOPs, procedures, decisions, and reference pages, create them in Docs so Intelligence can retrieve company knowledge cleanly.

Task notes

Every task has a notes field for detail that belongs with that piece of work — acceptance criteria, links, or a short write-up. Click a task to open its details, then use Expand for a wider notes view. Export to PDF is available from the expanded view when supported.

Long-lived company knowledge (wiki pages, SOPs, briefs) should live in Docs, not as standalone “document tasks.”

Intelligence context

When you select a folder, list, or task on the Dashboard, Intelligence uses that selection as its current context. The panel shows a label such as Using folder, Using list, or Using task.

This lets you ask questions or give instructions against the selected work area without re-explaining what you mean — for example, select a project list before asking Intelligence to summarise open tasks.

For company knowledge, open Docs and attach a folder or document to the chat so Intelligence works from that page. Product and company Docs retrieval is covered in Intelligence.

To continue a previous discussion, open the clock in the Intelligence header and select a saved chat. Check the visible Using … label before sending the next message: reopening a chat restores the conversation, while the folder, list, task, or document currently selected in Rebased remains the active context.

Task management

Adding tasks

1. Select a list from the sidebar
2. Click the Add a task… input at the top
3. Type your task and press Enter
4. Task appears in the list

Completing tasks

• Click the checkbox next to any task to mark it complete
• Completed tasks move to the Completed section (click to expand)
• Click again to uncheck if needed

Task details

Click any task to open the Task Detail Panel with:

Subtasks:

• Add subtasks inline within the detail panel
• Check off subtasks as you complete them
• Use for breaking down complex tasks into steps
• Subtasks are saved as part of the task

Search

Find tasks quickly:

• Use the Search… box at the top of the task list
• Searches within the currently selected list
• Partial matches supported

Task notes and markdown

Every task has a notes field supporting full markdown:

• Click Expand in the task detail panel to open the notes editor
• Write mode: Plain text with markdown syntax
• Preview mode: Rendered markdown output
• Auto-saves as you type (500ms debounce)
• Close the editor to return to the task panel

Action buttons

Some tasks (like onboarding tasks) include an action button at the bottom of the detail panel. This provides quick navigation to relevant settings pages.

How action buttons work:

• Action buttons appear when a task’s notes contain special metadata at the beginning
• The metadata format is: [onboarding:key|action_url|action_label]
• Example: [onboarding:setup_accounts|/settings?tab=accounting|Go to Accounting Settings]
• The button label and destination are extracted from this metadata
• Clicking the button navigates directly to the relevant settings page
• The actual notes content (markdown guide) displays below the button

Onboarding tasks use this feature to guide you through setup steps with direct links to the appropriate settings.

Jobs integration

The Jobs system list shows work assigned to you:

• Read-only: You cannot manually add tasks here
• Job headers: Show job name, client, and progress (e.g., “2/4”)
• Process lists: Show processes within each job
• Completion: Click a process to mark it complete directly from the dashboard
• Navigation: Click a job header to go to My Jobs page

What you see depends on your assignment:

Visual indicators:

• Lead badge: Shows “Lead” tag if you’re the job lead
• Task badge: Shows “Task” tag if you’re only assigned to specific processes (not the job itself)
• “yours” label: Processes assigned to you show “yours” on hover
• Mint checkbox: Your assigned processes have mint-colored checkbox borders; other processes appear dimmed

The Jobs list helps you track your work without navigating away from the dashboard. Mark processes complete as you finish them, and the progress counter updates automatically.

Best practices

• Keep Inbox for uncategorized items
• Use Today and This Week for time-based planning
• Create custom lists for personal checklists — not as a knowledge base
• Put SOPs, briefs, and decisions in Docs
• Check off completed tasks to stay motivated
• Check the Jobs list daily for assigned processes
• Mark processes complete directly from the dashboard

Troubleshooting

Tasks not showing

• Verify you’re viewing the correct list (sidebar selection)
• Check if tasks are in Completed section
• Ensure due dates are set correctly for Today/This Week filters

Hours not saving

• Check you pressed Enter after typing
• Verify not in read-only mode (Jobs list is read-only)
• Check network connection

Related pages

• Docs - Company knowledge base (folders and Markdown documents)
• Dashboard - Overview of all dashboard panels
• My HR Panel - Quick access to HR functions
• Notifications - System alerts and @mentions
• My Jobs - Detailed job management

Last updated: July 19, 2026