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:

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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
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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.

Updated on: 03/20/2025