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Cross-Team Tasks

Cross-Team Tasks make it easy to manage responsibilities across multiple teams—perfect for roles like Processors, Managers, or Post-Close Support who assist more than one team. This feature gives users a centralized view of all assigned tasks, regardless of the team, eliminating the need to switch manually between team views. 

Cross-team tasks is designed for users who assist across multiple teams and allow them to view and manage all of their tasks in a single, unified task management page. Additionally, users with individual team access will be able to see each task added within the teams they have access.

From within the unified task management page, eligible users will be able to quickly view all tasks, contacts and associated transactions quickly without switching manually between teams. It will all happen automatically by 'viewing' the contact associated with each task.

You can now access Tasks from any screen in Aidium by clicking the Tasks icon located in the upper-right corner—next to the notification bell and your profile photo.

Overview

Within the Tasks page, users can:

  • View and manage tasks assigned to themselves (My Tasks).

  • View all tasks for their teams (Team Tasks).

  • Jump directly to the contact or transaction associated with any task, even if it belongs to a different team.

To get started, click the  " Tasks icon" located in the upper-right corner of the screen, next to your profile photo.


Tasks - Cross Team Tasks 1

Once on the page, choose between:

  • My Tasks – All tasks assigned to you across every team you have access to.

  • Team Tasks – All tasks assigned to team members on any team you’re part of.

Tasks - Cross Team Tasks 2

Each task card shows important details like task name, due date, assigned user, and contact.Cross-teamTasksOverview3a

Here we can see switching between 'My Tasks' and 'Team Tasks'.
'My Tasks' will display all tasks assigned to me and for each team that I have access to.
'Team Tasks' will display all tasks assigned to anyone on my team but only for each team that I have access to.

Cross-teamTasksOverview4

Create Task

Adding or creating a new task is normally best to be done from within either a Contact, or automatically from an automation action. This way, the task will always be linked to the appropriate contact.

To manually create one:

  1. Go to a Contact’s page.

  2. Click “Add Task”.

  3. Enter task details and save.

Cross-teamTasksCreat1
Now that the task is created, it will be visible on the Tasks page, regardless of which team that we are actively viewing. This we will take a closer look at in the next section.

Interact with Tasks in Other Teams

This is where the increased visibility and ease of use shines. Every task assigned to you, regardless of the team, are visible in one location, the Tasks page.

Not only can you view all assigned tasks for you or other team members, but you can quickly jump between teams and to the linked contact with two clicks.

In the example below, we're currently in Team Matt Pesch. The first task listed, due today, is associated with a contact in Team Rene Campos. To view it, simply click the ellipsis [...] next to the contact name, then select 'View Contact'.

After selecting 'View Contact,' you'll be instantly taken to Team Rene Campos and directly into the contact details for that user. This smooth transition saves time and ensures full visibility and interaction across all teams that you or any other user have access to.
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Once in the Contact, we can view all the details before managing the task from the 'Tasks' tab.

💡 No need to switch teams manually—Aidium handles that automatically when you view a task’s linked contact.