# Open a link from a SkedX email or notification

> Every link SkedX CRM sends you — an email button, a bell notification, a phone or browser push, a link from the AI assistant — names the company its record belongs to. Opening it: signed in to that company, the record opens; signed in to another company you belong to, SkedX says “Opening this in <company>…”, switches you, opens the record and says “Opened in <company>”; in a company you are not in, SkedX says so and offers Sign in with another account or Go to your dashboard; signed out, you sign in and land on the record. Enquiry links open the record itself, never its number, because enquiry numbers start again in every company. A task link that names no company (an older email, a link pasted by hand) still finds its task: if it is in another company you belong to and could open it there, SkedX says “This task is in <company>” with Open it in <company> (switches you and opens it) or Stay in <company>; if it is in no company where you can open it, “This task isn’t in <company>” with Back to your tasks — SkedX never names a company you are not in. Copy task link, in a task’s panel and on its card, names the task’s company. Switching company with a task in the address opens the new company’s task list, never the old task.

Product: SkedX CRM · Topic: Your team · Draft — steps not yet re-verified in the live product

Work in more than one company? The buttons in SkedX’s emails and notifications now know which company their record is in, and take you there.

## Step 1: In the company it belongs to

Signed in to that company, the link opens the record straight away — here the task’s own panel. Nothing to choose.

## Step 2: In another company you belong to

Signed in to your other company, SkedX holds the page and says **Opening this in …** with the company’s name, switches you, and opens the record there. It never loads the record in the wrong company, so you never see “not found” or someone else.

## Step 3: It opens, and says where you are

The record opens and a line at the top says **Opened in …**. You stay in that company until you switch back from your name.

## Step 4: A company you are not in

If the record belongs to a company this account is not in, SkedX says so and gives you two ways on: **Sign in with another account** — you come back to the same link — or **Go to your dashboard**. To be added, ask an admin of that company.

## Step 5: A task link that names no company

An older link, or one pasted by hand, may not say which company its task is in. If the task is in another company you belong to, SkedX says **This task is in …** with its name. **Open it in …** switches you and opens the task there; **Stay in …** keeps you where you are.
Open it directly: https://crm.skode.ai/tasks

## Step 6: A task that is not there

If the task is in no company where you can open it — deleted, not shared with you, or in a company you are not in — SkedX says so and offers **Back to your tasks**. It never names another company you are not in. If SkedX could not reach the server, it offers **Try again** instead.

## Step 7: Signed out

Signed out, the link takes you to sign in and keeps the whole link, company included. After signing in you land on the record, in its company.

## Common questions

### A link used to open “Task not found”. Why?

Links did not say which company their record was in, so they opened in whichever company you were signed in to. From 16 Oct 2026 every link names its company and SkedX switches you to it first.

### Which links work this way?

Every button in SkedX CRM’s emails to you (assignments, reminders, tasks, mentions, daily summary, invoice and quote events), every bell notification, every phone and browser push, and the record links the AI assistant gives you.

### An older email still opens the wrong company.

Emails sent before 16 Oct 2026 do not name a company. Switch company from your name in the top corner, then open the link again.

### Does a task link I copy open in the right company?

Yes. Copy task link — in the task’s panel and on its card — names the task’s company, so it opens there for you and your teammates, even when the reader is working in another company. Links copied before 17 Oct 2026 do not, but SkedX still finds the task and offers to open it there.

### I switched company with a task open, and saw the task list.

A task belongs to one company, so after a switch SkedX opens the new company’s task list instead of asking it for the old task. Switch back from your name to see that task again.

### It said “Couldn’t open this in …”.

The switch did not go through — usually a connection blip. Press Try again; if it keeps happening, switch company from your name and open the link again.

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
- If SkedX CRM stays on “Signing you in”: https://skode.ai/help/crm/team/if-skode-crm-stays-on-signing-you-in/
- What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/
- What your clients and outside people receive from SkedX by email: https://skode.ai/help/crm/emails/what-your-clients-receive-by-email/
- Open a task and work on it: https://skode.ai/help/crm/tasks/open-and-work-on-a-task/

Source: https://skode.ai/help/crm/team/open-a-link-from-a-skode-email/