Going from Listing to Pending: Using more than One Workflow on a Transaction

Nekst allows you to add multiple workflows to a transaction. Following the same steps taken to apply your initial workflow, you can select a NEW workflow from Transaction Setup section, on the Transaction Details page.

5 Step Process to applying an additional Workflow

Step 1: Select the desired Workflow from the drop down.

Step 2: Revise your dates to match the "Start Date" and "End Date" of the soon-to-be-launched Workflow and click "Update" at the bottom to apply your workflow.

Step 3: Remove any Groups of tasks that are not necessary

Step 4: Review and revise your tasks (especially Key Dates) to match the contract terms.

Step 5: Add any new team members or transaction parties to the transaction

If your listing goes under contract quickly, there may be a large number of "Listing Workflow" tasks that need removed. Once you "Launch" your tasks, you will be given 2 options for handling the old, outstanding tasks:




New tasks will be applied to this transaction. Tasks from the previous workflow should be:

Option 1 - Removed (This will delete any active tasks for the transaction before the new tasks are applied)

Option 2 - Left As-Is (Keep Existing Tasks on your To-Do List)

After that, you're ready to start executing on your new Workflow!

Updated on: 10/23/2024