Event Tasks: Calendar Invite Combined with a Task
Event Tasks are a cross between a Calendar Invite and a Standard Task. This type of task is only available for Existing Transactions and cannot be built into a Workflow.
Ideal uses for Event Tasks are to let any party of the transaction know when the following is scheduled to occur:
Closing Date
Marketing Material Drop-offs (for listings)
Photo Appts
Final Walkthroughs
Appraisals
Showings (not to be redundant with Showing Time notifications)
Measurement Appts
Re-Inspections
and more!
For Teams, Event Tasks are a great way to let your agents know when to attend the many appointments that require in person attendance during the contract to close process.
Nekst allows users of Gmail Calendars to integrate their calendar with Nekst. As Event Tasks change, your calendar will automatically update. You can also see details on which invitees have opted into the Event.
To link your personal Gmail Calendar with Nekst, go to Settings -> Calendar Integration
Then click the button on the Calendar Integration Page to sign in and link your Gmail account. You will need to agree to Google's Terms of Service and accept that Nekst will be accessing your calendar to perform this function.
Once complete, you will get a confirmation message. You can link and unlink your calendar at anytime.
Event Name
Date & Time
Location (if applicable)
Add a Description (if applicable)
And Select the Parties you wish to Invite to the Event
The Task will have a Calendar icon to the left of the Task Name. You can also Filter by Event Tasks to see only your upcoming events.
Frequently Asked Questions:
What happens if I delete an Event Tasks? This will delete the Event from all invitees calendar.
What if I change the date or time? The Invitees will receive an email with the updated time change and the event will shift automatically on their calendar.
Can I add new Invitees after creating the Event Task? Yes - open the Event Task and add new recipients and click "Update". This will trigger an Email Invite to those newly added Invitees.
What happens when I check off the Task as Complete? This simply removes the task from your "To Do" list. It does not impact the Invitees calendars in any way.
Can I create an All-Day task? Yes you can, just don't include the Start and End Time.
Will the Task Day & Time appear on my Nekst Calendar? Nekst calendars do not currently support "Times of Day" because so many tasks do not include a time. All Start and End times will sync with 3rd party calendars, but they currently do not display separately from all day tasks when looking at a Nekst Calendar.
Ideal uses for Event Tasks are to let any party of the transaction know when the following is scheduled to occur:
Closing Date
Marketing Material Drop-offs (for listings)
Photo Appts
Final Walkthroughs
Appraisals
Showings (not to be redundant with Showing Time notifications)
Measurement Appts
Re-Inspections
and more!
For Teams, Event Tasks are a great way to let your agents know when to attend the many appointments that require in person attendance during the contract to close process.
Initial Setup
Nekst allows users of Gmail Calendars to integrate their calendar with Nekst. As Event Tasks change, your calendar will automatically update. You can also see details on which invitees have opted into the Event.
To link your personal Gmail Calendar with Nekst, go to Settings -> Calendar Integration
Then click the button on the Calendar Integration Page to sign in and link your Gmail account. You will need to agree to Google's Terms of Service and accept that Nekst will be accessing your calendar to perform this function.
Once complete, you will get a confirmation message. You can link and unlink your calendar at anytime.
Creating an Event Task
To Create an Event Task, simply select "Event Task" from the Task Dropdown on either the TASKS page or the specific TRANSACTION-NAME page.
Complete the details for the event, including:
Event Name
Date & Time
Location (if applicable)
Add a Description (if applicable)
And Select the Parties you wish to Invite to the Event
Once you create the Invite, it will appear as a "Task" on your To-Do list, with a Due Date that matches the Event Date.
The Task will have a Calendar icon to the left of the Task Name. You can also Filter by Event Tasks to see only your upcoming events.
Those Invited to the Event will receive a Calendar Invite Email:
The Sender will also see the Calendar Event synced to their Gmail Calendar if the Gmail integration is configured. If not, the sender will receive their own invite email at this time.
Frequently Asked Questions:
What happens if I delete an Event Tasks? This will delete the Event from all invitees calendar.
What if I change the date or time? The Invitees will receive an email with the updated time change and the event will shift automatically on their calendar.
Can I add new Invitees after creating the Event Task? Yes - open the Event Task and add new recipients and click "Update". This will trigger an Email Invite to those newly added Invitees. What happens when I check off the Task as Complete? This simply removes the task from your "To Do" list. It does not impact the Invitees calendars in any way.
Can I create an All-Day task? Yes you can, just don't include the Start and End Time.
Will the Task Day & Time appear on my Nekst Calendar? Nekst calendars do not currently support "Times of Day" because so many tasks do not include a time. All Start and End times will sync with 3rd party calendars, but they currently do not display separately from all day tasks when looking at a Nekst Calendar.
Updated on: 01/10/2025
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