> ## 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.
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# How to Copy & Update a Workflow

# How to Copy & Update a Workflow

The fastest way to get started in Nekst is to copy an existing Workflow and make it your own — whether you're customizing one of Nekst's pre-loaded Workflows or duplicating one you've already built.

### Copy a Workflow

1. Go to the **Workflows** page and select the Workflow you want from the dropdown.
2. Click the **Edit** button and choose **Copy Workflow**.

![Edit dropdown showing Copy Workflow](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21913_om13a2.png =300x404)

3. Enter a new Workflow name and associate it to a Market.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21950_1c0gt50.png =500x318)

Once you save the copy with its new name, every change from that point forward saves automatically.

### Copying to a Different Transaction Type

You can copy a Workflow to a different **Type** (for example, a Buyer Workflow to a Seller Workflow). If you do, update any Email and SMS messaging and re-link each task to the matching Detail Boxes for that Type.

### The Pre-Loaded Workflows

Nekst comes with ready-to-use Workflows you can copy and customize:

* **Nekst 2.0 - Pre Listing Plan** — Prep your listing before it officially hits the market.
* **Nekst 2.0 - 180 Day Listing Plan** — Guide your listing from the listing agreement through expiration or an accepted offer.
* **Nekst 2.0 - Buyer Closing Plan** — Manage buyers purchasing a home.
* **Nekst 2.0 - Seller Closing Plan** — Guide a seller from under contract through closing.
* **Nekst Active Buyer Roadmap** — Manage active buyers from the Buyer Representation Agreement through finding a home. Includes tasks for the Buyer Roadmap on the Client Portal.

|| Editing a Workflow does **not** update transactions already using it. Your changes apply only to new transactions going forward.