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Showing articles from notes tag

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 only be assigned to a Ventures user within a loan record. Ventures does not have a feature to notify the user when a Task has been assigned, the system assumes that the users are manually checking their Tasks to ensure Tasks have or have not been assigned. Within a…

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