Flag a Task from a SmartPlan that the Recruit has been removed from
For certain SmartPlans I manage, I have tasks to follow up with KSCORE students via text to check on their progress or interest in the program. However, when I remove a student from the SmartPlan, the associated tasks sometimes still appear if they were scheduled for that day or a future due date. It would be helpful to have some form of identifier on the task, indicating that the student is no longer on the SmartPlan that originally created the task. This way, if the task still needs to be completed, it remains active, but if it’s no longer necessary, the identifier will help me avoid confusion (maybe a typical warning sign that when hovered over says "No longer this SmartPlan"). This feature would save time by eliminating the need to manually check the student's status in the pipeline or contact card to determine if they're still on the SmartPlan or have moved to a different one.
Madison Parker
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