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Help · CRM · Tasks and your day

What Today's agenda shows on your dashboard

Your dashboard starts with what is yours to do today.

2 min readFor all rolesIn review

Here is exactly what it shows — and why a task you made might not be there yet.

In review: written from the product, not yet walked through live.

1Open your dashboard

The dashboard opens with Today's agenda (1): your tasks, meetings and calls due today, earliest first (2). Click one to open it. The ? beside the title (3) opens this guide.
The dashboard: Today's agenda (1) with three items due today (2) and its ? link to this guide (3), beside Needs attention
Today's agenda, with a call, a meeting and a task due today.

Open the dashboard

2What 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.

3Why 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 (1) — press New task (2) to add one, or give an existing task today's date.
Today's agenda empty: Nothing scheduled for today (1) and the New task button (2)
Nothing is due today, so the agenda offers New task.

4What you missed

An open task whose day has passed moves to Needs attention (1), 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 (2): enquiries nobody is assigned to, overdue invoices and stalled deals.
Needs attention: two overdue tasks (1) under company-wide counts (2)
Missed tasks wait in Needs attention.

5The setup card

Get Skode set up (1) helps a new company start. At its top right (2), ? 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.
The Get SkedX set up card (1) with two of five steps done, and its ? and close buttons (2)
The setup card a new company sees above Today's agenda.

© 2026 SkedX · Sample data only · Share and link freely · Copying the product or its design is not allowed · Terms

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.
Next in Tasks and your dayOpen a task and work on it →
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