# Open a task and work on it

> In SkedX CRM, clicking a task in Tasks or on a record’s Tasks tab opens it on the right while the list or the record stays usable; on a phone or tablet it rises as a sheet. The header has ‹ › to walk the list, the task number (click to copy) and ×. The title edits in place; Mark done finishes the task (again to reopen); + Subtask jumps to Subtasks; ··· has Copy link, Share with people, Share to a conversation, Voice update, Start a Circle thread, Duplicate, Repeat and Delete (to the bin). A call task has a strip: Call from it, see the call live with End, then the logged call with Open the call; Mark done takes the outcome from that call, or asks How did the call go? when none is logged. The description has a toolbar, the SkedX AI mark, a mic for a voice note (3 minutes) and a camera for a video note (1 minute). Due, Status, Priority, Responsible, Contributors and Watchers edit in place; Watchers take an email for someone outside SkedX. Alerts, Repeat, Hours (with a timer) and Tags sit under them, then Linked to, Subtasks, Checklist, Waits on and More fields. The task’s Activity has All, Notes and Changes, reactions, replies and Mark as result, and a note box with @, /, files, voice and video notes.

Product: SkedX CRM · Topic: Tasks and your day · Draft — steps not yet re-verified in the live product

A task opens right where you are — the list or the record stays in view — and holds everything about it, from the call to the last note.

## Step 1: Open a task

Click a task in **Tasks** or on a record’s **Tasks** tab. The row stays lit and the task slides in on the right; the list or the record stays usable behind it. ‹ › walk the list — 4 of 10 in My tasks — and × or Esc closes it. On a phone or a tablet it rises as a sheet instead (last step).
Open it directly: https://crm.skode.ai/tasks

## Step 2: Change the title, mark it done

Click the title to change it — Enter saves, Esc puts it back. **Made by** says who or which rule made it. **Mark done** finishes the task; press it again to reopen. **+ Subtask** jumps to Subtasks with the cursor ready. The number beside ‹ › copies itself when you click it — type it in search to find the task again. **···** holds Copy link, Share with people…, Share to a conversation, Voice update, Start a Circle thread, Duplicate, Repeat… and Delete, which sends the task to the bin with its subtasks, notes and files.

## Step 3: A call task: call from the strip

A call task has a strip under its title. With no call yet it says **No call logged yet** and offers **Call** and the person’s name; while it rings or you talk it shows the call with **End**. Afterwards it reads the call — Called Rohan Mehta · 2:04 PM · 3:12 · Reached — with **Open the call**, and **Call again** when nobody answered. **Mark done** then takes the outcome from the call and asks nothing. Called from your own phone? Mark done asks **How did the call go?** — Reached, No answer, Call back tomorrow (which also makes tomorrow’s call task at 10:00) or Skip. When SkedX AI suggestions are on, a follow-up the call named shows as the row it would become: a call-back with a time is booked as one 15-minute call on the caller’s calendar; anything else is a to-do. The tick makes it and the row stays, saying what was made, and the task’s own Activity notes it — Task made on Rohan Mehta, or Call booked for a call-back; the cross drops it.

## Step 4: Write the description

The description saves as you type (Saved ✓). Its toolbar is always there: bold, italic, headings, lists, a link and a file. At its end, the SkedX AI mark rewrites it with the task’s record as the context; the mic records a voice note of up to 3 minutes and the camera a video note of up to one minute. Both are kept on the task, never sent to a customer, and show in its Activity.

## Step 5: Set the due date, status, priority and people

Click any of these to change it: **Due**, **Status** and **Priority** — the statuses and priorities are your company’s, from the Field Editor — then **Responsible**, **Contributors** and **Watchers**. The people use the same picker as @ in a note: type a name and pick it. Responsible is one person; contributors can edit the task; watchers follow it. In Watchers you can type an email address to add someone outside SkedX — they get the changes and the result by email, with no login.

## Step 6: Pick a day and a time

**Due** opens the date-and-time picker. Pick a day — Today, Tomorrow, This Fri, Next Mon or one in the month — and the calendar folds into a strip while the time opens; tap the strip to change the day. The readout shows your choice; its pencil lets you type it instead — tomorrow 3pm, fri 10am, no time. Tick **Alert me 15 min before** for a nudge, then **Done**.

## Step 7: Alerts, repeat, hours and tags

**Alerts**: when — at the due time, or 5 minutes, 15 minutes, 1 hour or 1 day before, or a time you pick — and who gets it: you, everyone on the task, the contributors, the watchers, or an email. A to-do with a day but no time counts back from 9:00 AM. **Repeat**: every day, every weekday, every week or month, or your own rule. **Hours**: the estimate, the hours logged, and **Start a timer** — **Stop the timer** logs the time. **Tags**.

## Step 8: See what it is linked to

**Linked to** lists what the task is on — a person, a deal, a contact, a project, an invoice — with -> to open it and × to unlink it. **Link to a record, a deal, a project…** adds one; a task holds one of each kind.

## Step 9: Subtasks, checklist, waits on and more fields

A **subtask** is a task of its own, with its own person and date: tick it to finish it, or -> to open it in the same panel, where the parent’s name above the title takes you back. Add one in a line — Call the bank @Sana fri — and the person and the day are read from your words. A **checklist** item ticks off in place; **Make it a subtask** turns it into a subtask. **Waits on** names the tasks this one waits for. Below it, **More fields** shows your company’s own task fields, when it has some.

## Step 10: Talk about it in its Activity

**All · Notes · Changes** filter the task’s log. Point at a note (on a phone, tap it) and its actions unfold: React, Reply, **Mark as result**, and Edit or Delete on your own. A voice note plays in the row and a video note shows its picture and length, each with **See transcript** once it is written. On a change, **Add a note** threads under it.

## Step 11: Add a note to the task

The box at the foot works like a record’s note box: @ to tell a colleague, / to link a record, a file, the SkedX AI mark. The mic records a voice note and the camera a video note of up to one minute — it stays on the task. **Send** posts it.

## Step 12: On a phone or a tablet

The task rises as a sheet. ‹ › walk the list, the number and 3 of 10 sit beside them, and × closes it — or drag the sheet down. **Call now** on a call task and **Mark done** wait in the bar at the bottom. The note box stays one line until you tap it.

## Common questions

### Mark done is grey.

The task is someone else’s and your role can’t change it: only they or a manager can mark it done. You can still comment and watch it — use **Ask … to change it** in the grey bar.

### It says “End the call first”.

You pressed Mark done during a live call. End the call; its outcome then becomes the task’s.

### Who is told when I change a task?

Never you. The person you make responsible gets a bell and a push; a colleague you mention too. People you add as contributors or watchers, and replies to your notes, bring a bell; reactions, a call outcome and a voice or video note on your task bring a quiet one. Each person gets one notice per task for the same kind of change within an hour, and their own settings and quiet hours win. An outside watcher gets email only.

### What happens to the call’s outcome?

It is saved once, on the call, and the task points to it. When a task on a person’s record is done, SkedX Signal records the outcome on that person once.

### Does a video note go to my customer?

No. It stays on the task. Only its words are written out; the AI never sees the picture.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- The Activity log on a record: read it, search it, write in it: https://skode.ai/help/crm/profiles/use-the-activity-log-on-a-record/
- What Today's agenda shows on your dashboard: https://skode.ai/help/crm/tasks/what-todays-agenda-shows/
- What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/
- Open a link from a SkedX email or notification: https://skode.ai/help/crm/team/open-a-link-from-a-skode-email/
- Notes, reminders and follow-ups from a call: https://skode.ai/help/crm/calling/notes-and-follow-ups-from-a-call/
- Keep or dismiss what SkedX suggests from a call, a note, an email or a chat: https://skode.ai/help/crm/calling/keep-or-dismiss-skode-ai-suggestions/
- Open a meeting, change it, and keep notes on it: https://skode.ai/help/crm/calendar/change-a-meeting-and-keep-notes/

Source: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/