How to Filter pending tasks in the Action Tracker Module?

How to Filter pending tasks in the Action Tracker Module?

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to add the Action Tracker



Step 2: Click Action Tracker.



Step 3:  Click on the tab- Event Bases or Calendar Based, as per your requirement and click on the filter



 Step 4: In case of Event Based Action Tracker- Select a due date range from the filter based on Due date and/or select an assignee/approver from the filter based on assignee/approver.
In case of Calendar Based Action Tracker- Select a due date range from the filter based on Due date and based on assignee.

Calendar Event

Step 5:  The results after applying the filter will be displayed as under and you can clear the filter applied by clicking on ‘clear filter’.