How to create a New Plan/Checklist (Video)

<Video overview needed>

If you already have a paper checklist, excel document or free to-do program that you are using manage your tasks, print that off and easily incorporate all of the tasks into Nekst.

First Step - Click on the "Plans" tab on the top navigation bar.

You can modify an existing pre-loaded plan or create a new plan from scratch by clicking the "Create New Plan" button.

Give the New Plan a Name and associate it with one of the 5 "Types" of Processes:
Listing
Pending Buyer
Pending Seller
Pending Dual
Other

Begin Adding Tasks using the "Add Task" button. As you continue to add tasks, your plan will save automatically.

Here is a quick breakdown of how to understand the "Standard Task".

Task Title - Brief Description of the task

Due Date - You can choose a number of days before -OR- after the Start (Contract/Listing) Date or the End (Closing/Listing Expiration) Date

"Key" Date - any task that has a variable date depending on the contract terms (e.g. inspection period, loan commitment) or is a really important date you need advance notice and DON'T want to miss. (e.g. Final Walkthrough, Closing) should be labeled as a key date.

"Private"- This will allow you and those you give permission to be the only one who see this task.

Assign To Transaction Party - This allows you to pre-assign a certain task to a role on your team (Team Pro users only).

Send Email Reminder - If you want to email yourself, a team member or client about an upcoming task, you choose between 0 and 3 days before the task comes due. An email will be sent at 9am on the chosen date and include the following information: Task Title, Task Description and Due Date.

Here is a quick breakdown of additional fields which can be found in an "Email Task".

Task Title - The Task title will ALSO be the subject line of the email. Each subject line will also automatically have the property name tagged at the end. So if there is task for 123 Main St called "Congrats on the sale!", the email subject line will read: Congrats on the Sale! - 123 Main St

Auto-Send - If this box is checked, this email will automatically be sent at 9am EST on the day that the task comes due. NOTE only Email Tasks due 1 or more days in the future can use auto-send. If you have email tasks due the same day you launch a new property or due 1 or more days BEFORE the launch date, these emails will NOT be be sent out.

Send From - You can select a certain team member to be the "Sender" of an Email or leave it to the default of "Whoever presses send". All Auto-Send emails will come from the Manager unless otherwise selected.

Email Text Box - Craft your message in this box. Note: All emails will automatically include the greeting "Hi (buyer first name)," -or- "Hi (recipient #1 first name) and (recipient #2 first name)," as well as the email signature from your profile at the bottom of each message.

Receive Email - Select which transaction party(ies) you want to receive the email on the "To" line

CC - Select which transaction party(ies) you want to receive the email on the "To" line

Here is a quick breakdown of additional fields which can be found in an "SMS Task".

SMS Text - Here you can write a message up to 320 characters. Any recipient will need to Opt In to receive SMS messages from you 1 time at the start of the transaction.

Receive SMS - Select each role that you wish to receive the message. This will NOT create a group message but will send out individual messages to each recipient

Note

Each plan can be easily updated and adjusted as your business grows. Any changes made to these plans will not automatically update your existing properties. To launch an updated plan, you will have to Remove All Existing Tasks and Apply Your Newly Updated Plan.

Updated on: 05/18/2023