> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Adding, Editing & Shifting Tasks

# Adding, Editing & Shifting Tasks

## Adding tasks

Click **+ Add a Task** at the top of any Workflow or Transaction.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-40847_wausec.png =500x345)

## Editing tasks

To edit a task on a launched transaction, click its title to open the task box. You can change the Task Name, Due Date, assigned role/person, Task Description, Key Date, Portal Roadmap, Private status, and more.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-28-at-11024_1mbbxlc.png =700x95)

On a Standard Task you can also add and manage [Task Checklists](https://help.nekst.com/en-us/article/task-checklists-track-sub-steps-inside-a-task-xe8oi2/) — named lists of check-off sub-items for tracking small steps inside the task.


## Shifting a whole workflow when a date changes

A few situations call for shifting your tasks:

* The **closing date changed** and all closing-based tasks need to move
* The **wrong Start Date** was used and every deadline needs to shift
* The **wrong End Date** was selected

To fix it:

1. On the **Transactions** page, open the transaction.
2. Click **Open…** → **Transaction Setup**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-41739_11hi29w.png =400x362)

3. Adjust the Start Date, End Date, Status, Name, or Type.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-41849_17lugsk.png =500x431)

4. Click **Update**. When you change a Start or End Date, Nekst asks if you want to shift all dates to match — confirm to realign every task.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-42043_1ri85xl.png =500x513)

| Tip: If a task's date was manually changed after launch, it won't shift when you change the Start or End Date — that's intentional, so dates you set by hand (e.g., from an addendum) stay put. To move the closing, change only the End Date — don't also hand-edit the Closing Date — and the closing tasks shift automatically.

## Removing all tasks from a transaction

1. Open the transaction and click **All** to show every task.
2. Clear any filters at the top of the list.
3. Click the **Mass Update** checkbox, choose **Select All**, then **Delete**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-42533_1nhw2a5.png =700x667)