Add/assign tasks
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 ...
What are the various functions of Action Tracker module
In the Action Tracker Module, there are two types of trackers: Event Based and Calendar Based Event based action trackers are triggered based on the agenda/minutes finalized, pre-populated action points get triggered with due dates which can be ...
How to Add/Assign a Task in Action Trackers- Event Based and Calendar Based?
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: Toggle between the ‘Event Based’ and ‘Calendar Based’ ...