# What Today's agenda shows on your dashboard

> The SkedX CRM dashboard opens with Today's agenda: your open tasks, meetings and calls due today. "Yours" means a task you are assigned, you created, or you contribute to — not one you only watch. Completed, cancelled and ignored tasks are left out. A task appears on the day it is due: one with no due date never appears, one due later appears on its day, and an open task from an earlier day moves to Needs attention. Today is your own day, in your timezone. The Get SkedX set up card is for new companies: it goes away when you close it, finish its five steps, or once the company is a week old and in real use (a real enquiry or a task — sample data does not count).

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

Your dashboard starts with what is yours to do today. Here is exactly what it shows — and why a task you made might not be there yet.

## Step 1: Open your dashboard

The dashboard opens with **Today's agenda**: your tasks, meetings and calls due today, earliest first. Click one to open it. The **?** beside the title opens this guide.
Open it directly: https://crm.skode.ai/dashboard

## Step 2: What counts as yours

A task is on your agenda when you are assigned to it, you created it, or you contribute to it — and it is not completed, cancelled or ignored. A task you only watch stays off.

## Step 3: Why a task you made is not there

It shows on the day it is **due**. A task with no due date never appears on the agenda; one due later appears on its day. When nothing is due today the agenda says **Nothing scheduled for today** — press **New task** to add one, or give an existing task today's date.

## Step 4: What you missed

An open task whose day has passed moves to **Needs attention**, most recently missed first, with how long it is overdue — until you finish it or give it a new date. If you look after a team or the whole company, you also see counts at the top: enquiries nobody is assigned to, overdue invoices and stalled deals.

## Step 5: The setup card

**Get Skode set up** helps a new company start. At its top right, **?** opens this step and **✕** closes the card. It goes away when you close it, finish its five steps, or once your company is a week old and in real use — a real enquiry or a task. Sample data from **Pick your industry** does not count.

## Common questions

### I created a task but it is not on Today's agenda.

Check its due date: the agenda shows tasks due today. With no due date, or a later one, it waits — open **Tasks** to see every task.

### Does the agenda show my team's tasks?

No — only yours. Tasks shows your team's work, by the filters your role allows.

### Can I bring the setup card back?

Its steps are all on Settings: invite teammates in Users, change fields in the Field Editor, import from your old CRM. The card itself is for the first week.

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
- Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/
- What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/
- Add an enquiry by hand: https://skode.ai/help/crm/profiles/add-an-enquiry/
- Open a task and work on it: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/
- Your calendar: the week, a meeting at a glance, and moving it: https://skode.ai/help/crm/calendar/your-calendar/
- Use the four numbers on a list — new today, need a reply, overdue, won this month: https://skode.ai/help/crm/profiles/use-the-four-numbers-on-a-list/
- See everything that needs you today — My day: https://skode.ai/help/crm/profiles/see-what-needs-you-today-on-a-list/
- See what you did and what moved — My Work: https://skode.ai/help/crm/analytics/see-what-you-did-and-what-moved/

Source: https://skode.ai/help/crm/tasks/what-todays-agenda-shows/