Task Types

• Standard Task Box Overview

  Every field in the Nekst task box explained — due/key dates, reminders, assignments, and how the box differs in a workflow vs. a live transaction.Some readers

• Email Task Overview - How to send Pre-written Emails

  Send pre-written emails to any transaction party, using SmartTags, your own email address, and read receipts.Some readers

• SMS Task Overview

  How SMS tasks work and how to get clients to opt in before you can text them.Some readers

• Appointment Tasks (formerly Event Tasks)

  Schedule showings, inspections, and closings as appointment tasks that auto-create Google Calendar invites for everyone involved.Some readers

Smart Features

• Smart Tags: Pre-fill your Emails & SMS Messages with Personalized Transaction Information

  Insert SmartTags so transaction details auto-fill into your emails and texts — no retyping names, dates, or addresses.Popular

• Dependent and Proceeding Tasks

  Chain tasks so deadlines cascade automatically — set tasks to fall before (proceeding) or after (dependent) another task.Few readers

Scheduling & Deadlines

• Holidays, Business Days & Weekends Task Scheduling

  Schedule deadlines around federal holidays, business days, and weekends so every due date matches your contract terms.Some readers

• Roadmap Placement for Standard & Appointment Tasks

  Choose exactly which tasks appear on your client's Portal Roadmap, with custom descriptions, service providers, and optional video.Few readers

Managing Tasks

• Adding, Editing & Shifting Tasks

  Add, edit, and remove tasks, and shift an entire workflow when your start, end, or closing date changes.Some readers

• Choose a Different Completion Date When Completing a Task

  Complete a task with the date it was actually finished so dependent tasks recalculate correctly instead of cascading from today.Few readers

• Task Flags: Mark and Filter Individual Tasks

  Tag tasks with colored flags (High Priority, On Hold, etc.) and filter the Tasks page by any combination.Few readers

• Saved Filter Presets

  Save any filter combination on Tasks, Transactions, Calendar, or Contacts and switch between views in one click.Few readers