Did you miss our recent webinar or want to catch up on past sessions? You're in the right place! Watch the recordings below.
Streamline Your Compliance Management: Introducing Billy’s New “Needs Attention” Feature
August 6th, 2024 1:30 EST / 10:30 PCT
Join us for a webinar showcasing Billy’s latest innovation in insurance and project management: the “Needs Attention” feature. This powerful new tool revolutionizes how you prioritize tasks, manage vendor documentation, and stay on top of your projects
View this webinar recording to discover how to:
- Navigate the new “Needs Attention” page for actionable insights across all your projects
- Efficiently review and manage vendor documents with the “Needs Review” tab
- Streamline document requests using the “Needs Request” feature
Identify and follow up with non-responsive vendors
- Leverage the project filter to quickly switch between projects
Learn how this time-saving feature integrates seamlessly with your dashboard, allowing you to address critical tasks with just a few clicks.
Whether you’re managing a single project or overseeing multiple ventures, the “Needs Attention” feature will help you stay organized and proactive.