How to Search for an Activity or Other Documents?

How to Search for an Activity or Other Documents?

You can search among activities only or search among all the documents and activities of the company.
Companywide search:
 

Activity search:
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Step 1: When you log into BLISS, you will land on your Summary Dashboard page, as shown below. Click on ‘Other Entity’ button to switch to BLISSGLOBAL variant:

Step 2: Go to Action Tracker.

Step 3: Activities can be searched by four ways:
  1. Search by keyword- Type keyword related to the activity to be searched.
  2. Search based on Assignee- Select name of the assignee to search all the activities assigned to such assignee.
  3. Search based on Due Date-Select From and To date to search activities due during the selected period.
  4. Search based on Activity Status- Select completed/re-assigned/approved activities to search activities based on their status.