Context

Currently, when an engagement passes its due date in the portal, it becomes inactive and disappears from the Engagement page. This happens even if the engagement is incomplete (e.g., acceptance not yet uploaded).

Impact

Advisors lose visibility into engagements that are still incomplete, which makes it difficult to track progress and follow up.

Incomplete but overdue tasks may be overlooked since they no longer appear in the active view.

This creates confusion and additional manual effort to confirm status, reducing efficiency in the workflow.

Desired Outcome

Engagements should remain visible on the Engagement page until they are 100% complete.

Once past due, the system could flag the engagement by:

-Changing the status color to red to indicate lateness.

-Keeping the engagement in the list until all required steps are completed.

User Benefit

Advisors would have clear visibility into overdue items without losing track of incomplete work.

It improves accountability and reduces risk of missed follow-up actions.

Provides a more accurate reflection of engagement status, enhancing trust and usability of the portal.

Proposal

Instead of disappearing, engagements remain visible with a red overdue indicator.

Completed engagements can still move off the active page, but only after all required items are finalized.