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Update course task to completed on program board

Update course task to completed on program board

CRM marks enrollments complete but board tasks stay open, leaving coordinators unsure which classes finished. Tasks change to Completed so coordinators can run post-class follow up same day.

Update course task to completed on program board

Overview

When an enrollment moves to a completion stage in your CRM, your program board often stays out of sync and coordinators waste time verifying status. This flow closes the loop by updating board tasks to Completed automatically, so coordinators can run post-class checks and outreach the same day.

Update course task to completed on program board