Custom Stages: Track Where Each Transaction Stands

Custom Stages let you tag each transaction with a label of your choosing — Inspections, Clear to Close, Awaiting Financing, whatever fits your pipeline. Stages appear as colored pills on the Transactions list and on each transaction page, and you can filter the list by Stage.

Stages are separate from your Transaction Status (Active, Closed, Archived). Status is the transaction's lifecycle state in Nekst; Stage is your own label for where it sits inside that lifecycle.

Who can do what

• Account Owners and Admins — create, rename, recolor, reorder, and delete Stages
• All team members — assign a Stage to any transaction they can access

Create your Stages

1. Go to Settings → Setup → Transaction Stages
2. Click Add Stage
3. Type a name, pick a color, and save
4. Repeat for each stage you want

There is no limit on the number of Stages.

Rename, recolor, or delete a Stage

1. Go to Settings → Setup → Custom Stages
2. Click the edit (pencil) icon on the row you want to change, or the delete (trash) icon to remove it
3. Save your changes

Deleting a Stage removes it from every transaction it was assigned to.

Reorder your Stages

1. Go to Settings → Setup → Custom Stages
2. Drag a row up or down to change its position
3. The order you set here is the order Stages appear in dropdowns and filters

Assign a Stage to a transaction

From the Transactions list:

1. Find the transaction's row
2. Click the pill in the Stage column
3. Pick a Stage from the dropdown (or pick Clear to remove it)

From a transaction page:

1. Open the transaction
2. Click the Stage pill next to the project name in the page header
3. Pick a Stage from the dropdown

The pill is available on the main view, details, calendar, history, documents, and client portal pages.

Show or hide the Stage column

1. On the Transactions list, click the Columns dropdown
2. Toggle Stage on or off

Filter by Stage

1. On the Transactions list, open the filter panel
2. Expand the Custom Stage section
3. Check the Stages you want to see (or check No Stage to include transactions without one assigned)

Default-hide a Stage

Use this to keep stages like "Coming Soon" or "On Hold" out of view unless you explicitly want to see them.

1. Open the filter modal
2. Set your default visibility for each Stage
3. Save the default

The default applies every time you load the Transactions list until you change it.

Notes

• Custom Stages are for transactions only. Task Statuses are on the roadmap for a future release, allowing you to flag an individual task in a similar manner.
• Stages are team-wide — every member of your Nekst account sees the same Stages and the same assignments.

Updated on: 04/23/2026