Building Your Custom Workflow in Nekst

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.

PDF Download: Guide to Building the Ultimate Workflow

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 Proceeding/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:

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

Updated on: 05/29/2026