> ## 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.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Use Task Groups

# How to Use Task Groups

A **Task Group** is a set of tasks that share a label and work together to form a process inside a Workflow — think of it as a folder that keeps related tasks organized, like "Inspection" or "Post-Closing Occupancy" tasks.

* **Create your own labels** and edit or remove existing ones.
* Give each Task Group a **custom color** so it's easy to spot in long lists.
* Use Task Groups across **any Transaction Type**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-13652_518tut.png =700x695)

# Why Use Task Groups?

* **Faster workflow building** — Build one part of the process at a time (e.g., Inspections, Financing, HOA).
* **Easier filtering** — On the Workflow page, filter to view only the tasks in a specific group.
* **Smarter customization** — When creating a new Transaction, remove whole groups (like Inspections or HOA) in a single click to fit the exact contract.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21020_1c6ya4u.png =700x513)

✅ **Quick Example:**  Creating a Transaction that is waiving inspections?  Remove the "Inspections" Task Group and all inspection-related tasks disappear — leaving a clean, custom Workflow with only the tasks and communication that matters.

# How to Create & Use Groups

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**Step 1: Add the group from the** [**Setup page**](https://app.nekst.com/settings/tasksgroups)**.** Create as many groups as you want and use them with any Transaction Type. You can also give each group a color.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21249_1rzdm05.png =700x377)

**Step 2: Group tasks with Mass Update.** Open any Workflow from the Workflows page and select the tasks you want. Click the green **Group** button and choose the group from the list.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21345_5u6jpb.png =700x484)

**Step 3: Filter by group.** To see just the tasks in a group, use the filter on the right to toggle between groups and ungrouped tasks.  For a live transaction, you can add or remove Groups in the Filter at the top of the task list.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21453_1asxmjp.png =300x327)


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-29-at-21733_9n0zp8.png =500x507)

|| **Quick Tip:** A task can belong to only one Task Group. A dependent task starts in the same group as its primary task, and you can move it into a Subgroup of that group (see below).

# Subgroups: One Level Deeper

Some parts of a transaction have their own smaller sets of steps. Inspections can have their own list of specialty inspections, each grouped individually. Different types of financing might require their own groups of subtasks. **Subgroups** let you nest those under a primary group, so you can organize — and later remove — one piece without touching the whole group.

**Create a Subgroup.** On the [Tasks Groups Setup page](https://app.nekst.com/settings/tasksgroups), hover a primary group and click the **+** to add a Subgroup under it. Give it a name and color like any other group.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-07-14-at-42908_lpqyc2.png =700x132)


**Assign tasks to a Subgroup.** A dependent task can be assigned to its primary task's group **or** any Subgroup of that group. The Group dropdown on a dependent task shows exactly those options.



![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-07-14-at-42339_phdzd3.png =700x471)

**Good to know:**

* Every Group and Subgroup needs a **unique name** — you can't have two with the same name.
* You can nest **one level** — a Subgroup can't have its own Subgroup.
* A group's parent is set when you create it and doesn't change afterward.
* **Delete a Subgroup** and its tasks move up to the parent group — nothing is lost.
* Remove a primary group while setting up a transaction and its Subgroups go with it.

**Put your groups in order.** Drag the handle on any group or Subgroup to reorder them. Your custom order applies everywhere groups appear — the Setup page, the launch screen, and the task filter — so your list can follow the natural flow of a transaction instead of alphabetical order.

# Build Your Workflow One Group at a Time

The best way to build a workflow without feeling overwhelmed is to focus on one Task Group at a time — finishing each section before moving to the next.

**1. Start with one Group.** Pick a Group (e.g., Inspection Contingency) and build out its **Standard Tasks** first. For example:

* Put together a list of recommended inspectors (1 Day after Contract Acceptance)
* Inspection Deadline (10 Days after Contract Acceptance)
* Seller Response to Inspection Deadline (3 Days after Inspection Deadline)
* Collect Receipts for Repairs (5 Days before Closing)

**2. Layer in communication.** Add **Email Tasks** for detailed messages and **SMS Tasks** for quick reminders. Use **Preceding Tasks** (before) and **Dependent Tasks** (after) to trigger communication around a task. Insert [SmartTags](https://help.nekst.com/en-us/article/smart-tags-pre-fill-your-emails-sms-messages-with-personalized-transaction-information-1w4f4be/) to automatically pull in client names, dates, and details.

**3. Repeat for each part of your process.** Move on to the next Group. Before long, you'll have a robust workflow that tracks your to-dos, automates communication, and runs like clockwork.

💡 *Tip: Use **Mass Update** to add tasks to a Group, place them on the Roadmap, assign a Team Member, or mark them as Key Dates — and use the **Group Filter** to focus on one Group at a time.*

# Common Task Groups our users create

**Listing Status**
* Coming Soon
* Luxury Marketing Package
* Broker Open
* Equestrian
* Delayed Occupancy

**Pending Status**
* Inspections
* HOA
* Well
* Pool
* Financing

# FAQ

###### What if I don't want to put a task in a Group?
Tasks without a group fall under a default **No Group** filter. They can only be removed manually or with Mass Update.