Building Your Custom Workflow in Nekst

If you already have a paper checklist, excel document or a free to-do program that you are using to manage your tasks - you can easily incorporate all of those tasks into Nekst. Access our downloadable Guide for an overview of building the ultimate workflow.



PDF Download: Guide to Building the Ultimate Workflow

This guide will cover the following:

Step 1: Determine Roles - list which roles you want to track in a transaction & team member titles

Step 2: Create Groups - labels for groups of tasks to make building & launching workflows easier

Step 3: Understanding the 3 Types of Tasks - overview of Standard, Email & SMS Tasks

Step 4: Determining Start & End Dates - decide which dates represent the beginning & end of a workflow

Step 5: Using Proceeding/Dependent Tasks - create tasks to occur before or after other tasks

Step 6: ‘Mass Update’ for Quick Changes - use the Mass Update options for bulk changes to a workflow

Step 7: Workflow Page Filters - toggle between different views for a visual view of tasks & communication

Step 8: Linking to Detail Boxes - connect tasks to due dates extracted from a contract to automatically adjust your workflow when creating a new transaction

You can Create a New Transaction from scratch by going to the Workflows page and clicking:

Or you can choose an existing Transaction and go to Edit -> Copy Workflow to build from a pre-loaded Workflow.



Each Workflow can be easily updated and adjusted as your business grows.
Any changes made to these Workflows will not automatically update your existing properties.
To launch an updated Workflow, you will have to Remove All Existing Tasks and Apply Your Newly Updated Workflow.

Updated on: 03/20/2025