Dependent and Proceeding Tasks
Nekst allows users to create Tasks with due dates based on the 1) Start Date, 2) End Date - AND - Any other Task.
If you want to create a task that is set to occur a number of days BEFORE a task, this is called a Proceeding Task.
If you want to create a task that is set to occur a number of days AFTER a task, this is called a Dependent Task.
(For the sake of this tutorial, we will call the intial task created, which has proceeding and dependent tasks linked to it, the Parent Task.
Once you create any type of task, you will have the ability to create a Standard, Email or SMS task to occur before it. Simply open up the task and click the ( PROCEEDING/DEPENDENT TASK ) button at the bottom of the Task.
This will allow you to choose the type of Proceeding task you want to create.
If you create a Proceeding Task for an Active Transaction, that Proceeding Task will instantly be given a calendar Due Date and sort itself within your to-do list. You will see "approx." tagged in front of the due date because IF you change the Due Date of the Parent Task, the Proceeding Task will move along with it.
If you create a Proceeding Task in a Workflow, this Proceeding Task will nest under the Parent Task so you can easily identify the relationship.
Dependent tasks are tasked that are triggered to become due a number of days AFTER another task. You can create a stair-step list of tasks using a combination of Standard Tasks, Email Tasks and SMS Tasks.
Unlike Proceeding Tasks, Dependent tasks CAN be created off of other Dependent Tasks.
Here is an example for building out a process around the Inspection Contingency:
Standard Task: Remove Inspection Contingency (Due 10 days after Start Date) <- Parent Task
- Dependent Task: Send updated Inspection Addendum to Lender if credit negotiated (Due 0 days after Remove Inspection Conti...)
- Dependent Task: Delay Appraisal until Repairs are completed (Due 1 day after Send updated Inspection...)
Dependent Tasks will NOT have a Due Date on display until the task they are linked to is marked complete.
It's important to complete tasks in a timely manner so that Key Dates will also trigger with a Due Date that aligns with the terms of the contract.
If you want to create a task that is set to occur a number of days BEFORE a task, this is called a Proceeding Task.
If you want to create a task that is set to occur a number of days AFTER a task, this is called a Dependent Task.
(For the sake of this tutorial, we will call the intial task created, which has proceeding and dependent tasks linked to it, the Parent Task.
Proceeding Tasks
Once you create any type of task, you will have the ability to create a Standard, Email or SMS task to occur before it. Simply open up the task and click the ( PROCEEDING/DEPENDENT TASK ) button at the bottom of the Task.
This will allow you to choose the type of Proceeding task you want to create.
If you create a Proceeding Task for an Active Transaction, that Proceeding Task will instantly be given a calendar Due Date and sort itself within your to-do list. You will see "approx." tagged in front of the due date because IF you change the Due Date of the Parent Task, the Proceeding Task will move along with it.
If you create a Proceeding Task in a Workflow, this Proceeding Task will nest under the Parent Task so you can easily identify the relationship.
Dependent Tasks
Dependent tasks are tasked that are triggered to become due a number of days AFTER another task. You can create a stair-step list of tasks using a combination of Standard Tasks, Email Tasks and SMS Tasks.
Unlike Proceeding Tasks, Dependent tasks CAN be created off of other Dependent Tasks.
Here is an example for building out a process around the Inspection Contingency:
Standard Task: Remove Inspection Contingency (Due 10 days after Start Date) <- Parent Task
- Dependent Task: Send updated Inspection Addendum to Lender if credit negotiated (Due 0 days after Remove Inspection Conti...)
- Dependent Task: Delay Appraisal until Repairs are completed (Due 1 day after Send updated Inspection...)
Dependent Tasks will NOT have a Due Date on display until the task they are linked to is marked complete.
It's important to complete tasks in a timely manner so that Key Dates will also trigger with a Due Date that aligns with the terms of the contract.
Updated on: 01/17/2025
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