> ## 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).

# Preferences

# Preferences

The Preferences page is where you set your defaults for how Nekst displays information and behaves day-to-day.

Open it from **Settings → Preferences** in the left sidebar.

Preferences cover five things:

* Daily Email Update
* Tasks Display
* Dependent Task display
* Show Empty Detail Boxes (default)
* SmartTag Display

## Daily Email Update

Nekst can email you a morning summary of what's due today, anything past-due, and your top upcoming Key Dates. The email arrives around **5:30 AM EST** each morning.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44307_1v3vhs4.png =700xauto)

Use the **Daily Email Update** toggle on the Preferences page to turn it on or off.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44401_1nkh1u9.png =500x98)



## Tasks Display

Two settings control how your task list looks inside each transaction.

### Show or Hide Completed Tasks

Choose whether completed tasks appear in your task list by default.

* **Show Completed Tasks by Default** — completed items always visible
* Disable for a cleaner list that only shows open tasks


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44454_1tb5put.png =500x220)


You can still expand completed tasks manually at any time inside a transaction.

### Default Task View

Pick which group of tasks appears first when you open a transaction:

* **Due Today**
* **Past Due**
* **No Due Date**
* **All Tasks**


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44524_n72ks1.png =500x297)


Match the view to how you work:

* Daily rhythm → Due Today
* Catch-up mode → Past Due
* Oversight view → All Tasks

The selection applies to every transaction automatically.


## Dependent Task Display

When a task has Dependent Tasks linked to it, choose how they appear by default:

* **Minimized** — cleaner list, with a chevron to expand on demand ( v 3 Dependent Tasks)


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44628_1vil4k5.png =500x126)



* **Expanded** — every dependent task always visible ( ^ 3 Dependent Tasks Displaying)

![Minimized dependent tasks](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44641_zthh7g.png =500xauto)

![Expanded dependent tasks](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-01-21-at-11202_j564xv.png =500x385)

See [Dependent and Preceding Tasks](https://help.nekst.com/en-us/article/dependent-and-preceding-tasks-1juxi5s/) for how to build these task relationships.

## Show Empty Detail Boxes

By default, Detail Boxes you haven't filled in are hidden from each transaction's Details page. Toggle this preference if you'd rather see every box — including the empty ones — by default. The Details page also has a per-view checkbox so you can flip the setting quickly without changing the default.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-06-11-at-44840_1mde4om.png =700x651)



See [Detail Boxes: Manage Any Information You Want](https://help.nekst.com/en-us/article/detail-boxes-manage-any-information-you-want-1a7r44c/) for how Detail Boxes work.

## SmartTag Display

Choose how [SmartTags](https://help.nekst.com/en-us/article/smart-tags-pre-fill-your-emails-sms-messages-with-personalized-transaction-information-1w4f4be/) look while you edit Email, SMS, and Appointment tasks:

* **Tag view** (default) — SmartTags show their names, like `#Buyer First Name`.
* **Value view** — SmartTags show the real value for that transaction, like `Ben` or `05/22/2026`, so you can confirm the data without opening Preview.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/smarttag-editor-preview-update_o3e7u3.png =500x416)


Value view applies to tasks inside a live transaction (Workflow templates always show tag names). It only changes what you see — your saved messages are untouched. 

## Works on web and mobile

These preferences apply across the Nekst web app and mobile app, so your view stays consistent wherever you work.