Adding More than One Workflow to a Transaction

Nekst allows you to add multiple workflows to a transaction. Following the same steps taken to apply your initial workflow, you can select a NEW workflow from Transaction Setup section, on the Transaction Details page.

To access the "Details" page - go to the specific Transaction and click ( OPEN... ) then select "**Details"**



From the Details page, you will see "Transaction Setup" on the right side.

5 Step Process to applying an additional Workflow

Step 1: Select the desired Workflow from the drop down.



Step 2: Revise your dates to match the "Start Date" and "End Date" of the soon-to-be-launched Workflow and click "Update" at the bottom to apply your workflow.



Step 3: Remove any Groups of tasks that are not necessary

Step 4: Review and revise your tasks (especially Key Dates) to match the contract terms.

Step 5: Add any new team members or transaction parties to the transaction

Once you "Launch" your tasks, you will see a modal asking you what to do with the existing tasks.



New tasks will be applied to this transaction. Tasks from the previous workflow should be:

Option 1 - Removed (This will delete any active tasks for the transaction before the new tasks are applied)

Option 2 - Left As-Is (Keep Existing Tasks on your To-Do List)

After that, you're ready to start executing on your new Workflow!

Updated on: 04/28/2025