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Knowledge Base
How-to Videos
Tasks
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Aidium - Support Articles
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Integrations
Loan Origination Systems
Identity Providers
Product Feature Overviews
Automation
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
How-to Video - Create Tasks
Adding tasks is an ideal way to keep your team on-track and help fulfill promises made. You can assign tasks to any member of your team and your team can help manage any of your tasks.