> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Designing the Ultimate Workflow in Nekst (Video)

# Building Your Custom Workflow in Nekst

${youtube}[Create a Workflow in Nekst](DXIQV1ELXx8)

Already tracking your tasks in a paper checklist, an Excel sheet, or another to-do app? You can bring all of it into Nekst. Download the guide below for an overview of building the ultimate workflow.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/building-ultimate-workflow-cov_1qvlm0k.png =300x388)

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${color}[#f90101](Click to Download ->) [**PDF Download: Guide to Building the Ultimate Workflow**](https://docs.google.com/document/d/18sGBUTISKM0s0dZiB7f_ra7e_tHPAJTZO0TQJuAXsI4/edit?usp=sharing)

###### This guide covers:

**Step 1: Determine Roles** — List the roles you want to track in a transaction and your team member titles.

**Step 2: Create Groups** — Label groups of tasks to make building and launching workflows easier.

**Step 3: Understand the 4 Types of Tasks** — Standard, Email, SMS, and Assignment Tasks.

**Step 4: Determine Start & End Dates** — Decide which dates represent the beginning and end of a workflow.

**Step 5: Use Preceding/Dependent Tasks** — Create tasks that occur before or after other tasks.

**Step 6: 'Mass Update' for Quick Changes** — Make bulk changes to a workflow at once.

**Step 7: Workflow Page Filters** — Toggle between views for a visual look at your tasks and communication.

**Step 8: Link to Detail Boxes** — Connect tasks to due dates pulled from a contract so your workflow adjusts automatically for each new transaction.

To build a new Workflow from scratch, go to the **Workflows** page and click:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-44744_tnvewr.png =300x80)

Or start from a pre-loaded Workflow by selecting an existing one and clicking **Edit → Copy Workflow**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-45028_19d92xw.png =300x163)

|| Each Workflow can be updated and adjusted as your business grows.
|| Changes you make do **not** automatically update transactions already using the Workflow.
|| To launch an updated Workflow on an existing transaction, remove all existing tasks and apply your updated Workflow.