Standard Task Box Overview

Nekst allows you to add individual tasks to a transaction during the initial setup as well as any time after a workflow has been applied.

To add a single task, you can select "Add Task" from the Tasks Page or from an Individual Transaction Page



Select the Type of task you want to apply. From the "Tasks" page, you must also select the Transaction in which you want to apply the task. The Transaction selected will also determine which team members (for our Team Pro Accounts) should be assigned the task.




Working with the Nekst Task Box - There are several components to the task box that I want to explain in detail to help you better understand how to build each task. The task box will change
slightly from how it appears within a workflow (template) versus adding a single task to an existing Transaction.

Standard Task - Workflow Version** (found on the Workflow Page or when launching a new Transaction)

Task Name - Brief Description of the task
Due / Days - You can choose a number of days either Before or After the Start Date & the End Date
Key Date - any task that has a variable date depending on the contract terms and is a significant deadline in the contract (e.g. inspection period, loan commitment) or is a really important date you need advance notice of (e.g. Final Walkthrough, Closing) should be labeled as a key date. Key Dates will also appear in their own Calendar view and on the Client Portal Roadmap.
Business Days - If you want a task to follow only "Business Days" (Monday-Friday), you can select this option
If weekend, shift to - if this option is selected, any task that falls on a Saturday or Sunday will automatically be shifted to the previous or following Business Day. If you have this option selected and you launch a new Transaction on a weekend, you might find that tasks are "Past Due" as a result of shifting to the Friday before the weekend.
Private - This will allow you and those assigned the task to be the only one who see this task. This is only beneficial to Teams.
Link to Detail Box - If you have a task that represents a Contract Date (i.e. "End of Inspection Period" may represent the Due Diligence Deadline), you can connect the Task to the Detail Box. Once a Transaction is launched, the Due Date associated with this Task will auto-populate in the Detail Box and within Email & SMS messaging using SmartTags
Group - This allows you to link this task to a group of tasks, making it easy to remove a bulk number of tasks at once when you are launching a new transaction
Task Description - You can put a full description here about the task for your team, new administrators to follow or to display on the Roadmap of the Client Portal
Assign By Transaction Party - This allows you to pre-assign a certain task to a team member. Once you add the team member and assign them with the role of "Transaction Coordinator" , for example, all tasked assigned to that role in your workflow will automatically become assigned to your recently added team member.
Remind In - this option allows a system reminder to be sent to the assigned transaction party from 0-3 days in advance, at 9am EST, as a reminder. This reminder email cannot be modified at this time.

Nekst Task Box - Tasks Page Version (Post Launch of a Transaction)**

Once a transaction is created, all new tasks will use calendar dates instead of the "Before/After" setup.



Due Date - You can enter a specific Calendar Date
Task Description - You can put a full description here about the task for your team or your clients to reference
Comments - You are able to post comments from any team member pertaining to this task. All comments will be logged on the Activity Tracking page. Unread comments will appear as this: Once you read a comment, the icon will change to this:
Assign to Transaction Party - This allows you to assign any task to a specific person (Roles go away once a Workflow is launched)
Remind In - If you want a specific email reminder, you can request to send any assigned party an email from 0-3 days before the task comes due. This emails will go out individually on the appropriate date at 9am EST approximately.

NOTES:

When you build a workflow, you cannot list a physical due date. You can only build off of "After Start Date" or "Before End Date"
Once a Workflow is launched, individual tasks can be created with a specified due date

Nekst allows you to choose a "No Due Date" option for Tasks. This will put tasks into the "No Due Date" section of the Tasks page. These can act as place-holder tasks and a calendar date can be applied after a Transaction is created.

If you edit tasks within a Workflow, it will NOT automatically update all of your properties with your changes originally launched with that workflow.

Updated on: 12/02/2024