Going from Listing to Pending: Using more than One Workflow in a Transaction
Going from Listing to Pending: Using more than One Workflow on a Transaction Nekst allows you to add multiple workflows to a transaction. Following the same steps taken to apply your initial workflow, you can select a NEW workflow from Transaction Setup section, on the Transaction Details page. Transaction Details Box 5 Step Process to applying an additional Workflow StepFew readersHow to Modify an Existing Nekst Workflow
How to modify an Existing Nekst Workflow The easiest option to get started with Nekst is to review and revise the pre-loaded Nekst Workflows to fit your business. Here is a quick step-by-step guide for creating your first customized Workflow in Nekst. Modify a Pre-Loaded Nekst Workflow Click on the "Workflows" tab in the top navigation bar. Pick a Workflow you would like to review and customize to fit your business. Click on the "Edit Workflow" button and select Copy Workflow inFew readersHow to Create a New Workflow
How to create a New Workflow If you already have a paper checklist, excel document or a free to-do program that you are using to manage your tasks - you can easily incorporate all of those tasks into Nekst. First Step - Click on the "Workflows" tab on the top navigation bar. You can modify an existing pre-loaded Workflow by making a copy of the Workflow and renaming it -or- Create a new Workflow from scratch by clicking the "Create New Workflow" button. Give the New Workflow aFew readersEditing & Sharing an Existing Plan
Editing & Sharing an Existing Plan (Video) Sharing a Plan Nekst encourages it's users to share best practices using the built in "SHARE PLAN" button. You will be prompted to to enter as many email addresses you like in the pop-up window to share your plan. ExistFew readersTask Groups: Linking Tasks Together
Task Groups: Linking Multiple Tasks Together for Easy Plan Building & Launching new Transactions Within each Workflow, you can now group tasks together that all relate to a certain component of your Workflow, such as "Inspection Related Tasks" or "Post Closing Occupancy" tasks. HOW TO CREATE GROUPS Step 1: Add the Group From the Setup Page - You can create as many groups as you want, which can be used for any Property Type. You can also associaFew readers