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Showing articles from Tasks tag

Adding a Task List

Ventures gives you the ability to create your own internal checklists for checks & balances against any process.  Task Lists may be created to assign multiple tasks at once.  Create your own "virtual" checklists for: * Different loan programs; * Stages of the process; and/or * Internal Audit checklists All …

Administration Webinar

Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…

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