> ## 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).

# Your Day in Nekst

# Your Day in Nekst

Once your transactions are running, Nekst becomes your daily to-do list across every deal. Here's what a normal day looks like.

## Start with what's due today

Open Nekst to your **Tasks** page to see everything due across all your transactions — or skim your **Daily Email Update**, a morning summary of what's on your plate. [Manage your daily email update](https://help.nekst.com/en-us/article/preferences-2tlr2r/).


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-22-at-42445_t4ywdh.png =700x135)
## Work your list

* **Complete tasks** as you finish them — click to check them off. [Standard Task Box overview](https://help.nekst.com/en-us/article/standard-task-box-overview-1s98ko1/).
* **Send the messages that are ready.** Emails and texts are pre-filled with the contract details — review and click SEND. Anything you set to auto-send goes out on its own in the morning.
* **Work the way that fits you.** Drop into a single transaction and work it end to end, move from one transaction to the next, or work Primary Agent by Primary Agent using a [saved filter preset](https://help.nekst.com/en-us/article/saved-filter-presets-1l5hlk2/).


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-22-at-42709_16ft4yv.png =700x265)


## Stay in the loop

Nekst keeps you posted with reminders, mentions, and updates through desktop and app notifications. [Notifications & Mentions](https://help.nekst.com/en-us/article/desktopapp-notifications-mentions-c3ihzo/).

## Move deals forward

As a transaction progresses, keep it current:

* **Track each deal's stage.** Transaction Stages show where every deal stands in your pipeline at a glance, and you can customize them to match how you work. [Custom Stages](https://help.nekst.com/en-us/article/custom-stages-track-where-each-transaction-stands-132yi1l/).
* **Add another workflow** when a new contingency comes into play, or to follow up after the closing. [Adding more than one workflow](https://help.nekst.com/en-us/article/adding-more-than-one-workflow-to-a-transaction-1whagqo/).
* **Update the status** when a deal wraps up — moving it from Active to Closed or Archived. [Changing the status of a transaction](https://help.nekst.com/en-us/article/changing-the-status-of-a-transaction-1pesnx4/).


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-22-at-42829_1be7s0s.png =900x259)


## Keep the details out of your head

Nekst is built to hold what you'd otherwise have to remember:

* **Flag tasks** to mark and quickly find the ones that need attention. [Task Flags](https://help.nekst.com/en-us/article/task-flags-mark-and-filter-individual-tasks-zpblu9/).
* **Comment on tasks** to capture context or loop in your team.
* **Add notes to a transaction** for anything that doesn't belong on a task. [Notes & ScratchPad](https://help.nekst.com/en-us/article/adding-notes-and-using-scratchpad-1jd7ywl/).

Everything lives with the deal — so you can stop carrying it around in your head.

## That's the rhythm

Check what's due, complete and send, move deals forward. Nekst keeps the deadlines and communication straight so nothing slips.

## Next

* [Make it yours](https://help.nekst.com/en-us/article/make-it-yours-customize-your-workflow-p45tdc/) — keep refining your workflows as your business grows