Overview
This article explains how to view, create, and manage tasks within the REG Network.
You’ll learn how to:
Access tasks from different areas of the platform
Create and manage tasks
Filter, sort, and view tasks by status
Mark multiple tasks as complete
View task details and related connections
Create tasks from alerts
Accessing Tasks
You can access tasks in three ways:
From the Main Menu, select My work > All tasks to view all tasks across your network.
From the Main Menu, select My work > My tasks to view tasks assigned to you.
Navigate to My Network > Active connections, select a connection, then under CRM choose Tasks to view tasks associated with that connection.
Each view displays a list of relevant tasks.
Working with Tasks
From the Tasks page, you can:
Add a new task
Mark multiple tasks as complete
View tasks by status
Filter and sort tasks
View task details
Navigate to the associated connection
Adding a New Task
To create a new task:
Click +New task in the action bar.
You will be taken to the New task page, where you can enter task details and assign it as required.
Marking Multiple Tasks as Complete
To complete multiple tasks at once:
Select one or more tasks using the checkboxes.
The Mark as complete button will become enabled in the action bar.
Click Mark as complete, then select Confirm .
The selected tasks will be updated to Complete status.
Viewing Tasks by Status
Tasks can be viewed based on their current status using the dropdown on the right-hand side of the action bar.
Available status views include:
All – Displays all tasks
Not started – The default status for new tasks
Overdue – Tasks with a due date that has passed and are not complete
In progress – Tasks that have been started but are not yet complete
Complete – Tasks that have been finished
Due dates can be set when creating a task or when editing an existing task.
Filtering Tasks
Tasks can be filtered in two ways:
Enter keywords into the search field
Click the Filter icon
to open the filter slider on the right-hand side of the page
The slider displays available filters that can be applied to refine results. For more detail, see Filtering explained.
Sorting Tasks
Tasks can be sorted by clicking the Sort icon next to the column headers and selecting from the available sorting options. For more information, see Sorting explained.
Viewing & Editing Task Details
Selecting any link in the Title column opens the Edit task page. From here, you can:
Amend the task title
Assign or reassign the task
Set or update a due date
Change the task status
Add or remove tags
Add comments or attach documents
When a document is attached and saved, it appears in the Attached documents section. The document type button () can be used to apply document types. For more information, see the Document types tutorial.
Navigating to Related Connections
From My work > All tasks, if the Member name column is populated, selecting it will redirect you to the connection’s Connection details summary page.
Selecting Tasks from the connection menu displays all tasks associated with that connection.
Creating Tasks from Alerts
Tasks can also be created directly from alerts. For more information, refer to the Alerts tutorial.
Need More Help?
If you’re unable to view or manage tasks, visit the Knowledge Hub for related articles or contact Support for further assistance.