How do I track Technical Assistance hours?
* Within a loan click on Notes or Notes/Tasks * Click on the green +Add button * Select Technical Assistance from the Type drop-down * Time Tracking appears as a sub-category for you to input Hours
Add and Track Tasks
Q: How do I add and assign a task? A: Tasks can be assigned to a Ventures user. Tasks are assigned within a loan record. You cannot assign tasks from the Tasks main menu, the main menu is a record of all tasks in you system. Ventures does not have a feature to notify the user when a Task has been assigned, the syste…
