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Articles on:Tasks
Learn about the different types of tasks and how to use filters on each page.

Categories

  • Getting Started
  • AI & Contracts
  • Tasks
  • Workflows
  • Transactions
  • Contacts
  • Calendar
  • Settings
  • Account & Billing
  • Mobile Apps & Client Portal
  • Integrations & API
  • Team Functionality
  • Best Practices / Guides
  • FAQ & Troubleshooting
  • Community & Feedback
  • Transaction Management
  • Setting Up a Team Account
  • Troubleshooting
  • Standard Task Box Overview
    Standard Task Box OverviewSome readers
  • Email Task Overview - How to send Pre-written Emails
    Email Task Overview - How to send Pre-written EmailsSome readers
  • SMS Task Overview
    Learn how to implement SMS tasks in your business and get your client to Opt-In to receive messages.Some readers
  • Appointment Tasks (formerly Event Tasks)
    Appointment Tasks (formerly Event Tasks)Some readers
  • Smart Tags: Pre-fill your Emails & SMS Messages with Personalized Transaction Information
    Nekst allows users to apply Smart Tags to their EMail and SMS messages so that transaction information will auto-populate within communication throughout the transaction.Popular
  • Detail Boxes: Manage Any Information You Want
    Detail Boxes: Manage Any Information You WantSome readers
  • Dependent and Proceeding Tasks
    Dependent and Proceeding TasksFew readers
  • Holidays, Business Days & Weekends Task Scheduling
    Ensure that your tasks perfectly align with the due date of the contract.Some readers
  • Roadmap Placement for Standard & Appointment Tasks
    Roadmap Placement for Standard & Appointment TasksFew readers
  • Choose a Different Completion Date When Completing a Task
    Choose a Different Completion Date When Completing a TaskFew readers
  • Adding, Managing & Removing Tasks + Shifting All Tasks if Closing or the Execution Date Changes
    Adding, Managing & Removing Tasks + Shifting All Tasks if Closing or the Execution Date ChangesSome readers
  • Task Flags: Mark and Filter Individual Tasks
    Task Flags: Mark and Filter Individual TasksFew readers
  • Saved Filter Presets
    Saved Filter PresetsFew readers

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