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Showing articles from Tasks tag

Release Notes - 2022-08-18

**![][1]** **August 18th, 2022** **Announcements** # **Ventures+** * * * Beginning Thursday, August 18, 2022, SBA's ETRAN system will only accept Headquarters Location IDs for Third Party and Interim Lenders. There are currently no changes made to Ventures or the Ventures interface. This change should only impac…

Release Notes - 2022-07-21

![][1] **July 20, 2022** **Announcements** Ventures+ * Ventures Document Storage subscribers, we've added a new feature to indicate if a document is password protected. You can now also see the sort order and reorder the documents before creating a merged PDF. * Interested in learning more about the Ventur…

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 *…

Foundational Webinar: Ventures Administration

This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this arti…

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