• Standard Task Box Overview

  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 (https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screenshot-2024-12-02-at-1003015254iz.png =300x280) Select the Type of task you want to apply. From the "Tasks" page, you must also select the TraSome readers

• Appointment Tasks (formerly Event Tasks)

  📅 Appointment Tasks Appointment Tasks (previously called Event Tasks) are designed for any scheduled appointment related to a transaction — such as showings, inspections, walkthroughs, or closings. Unlike standard tasks, Appointment Tasks are appointment-based rather than date-based. Appointment Tasks can can be built into your "Workflow" or added to an active Transaction at any time. Appointment Tasks will initially appear in the “No Due Date” section of your Task List, whenSome readers

• Dependent and Proceeding Tasks

  Nekst allows users to create Tasks with due dates based on the: Start Date, End Date or Any other Task. If you want to create a task that is set to occur a number of days BEFORE a task, this is called a Proceeding Task If you want to create a task that is set to occur a number of days AFTER a task, this is called a Dependent Task (For the sake of this tutorial, we will call the initial task created, which has proceeding and dependent tasks linked to it, the Parent Task.Few readers

• Roadmap Placement for Standard & Appointment Tasks

  🧭 How to add Specific Tasks to the Client Portal Roadmap The Client Portal Roadmap helps clients follow important milestones throughout their transaction. We are able to provide clients with an explanation of each task on their Roadmap, provide a Recommended Service Provider and signify when the Task has been completed. Previously, only Key Dates appeared on the Roadmap — but some Key Dates didn't need to be on the Client Roadmap, while some non-Key Dates were missing. With this uFew readers

• Saved Filter Presets

  Saved Filter Presets Filter Presets let you save any filter combination on the Tasks, Transactions, Calendar, and Contacts pages and switch between those views with one click. Build the view you need once, name it, and it stays available as a pill at the top of the page. Where Filter Presets Work Filter Presets are available on four pages: Tasks TransaFew readers

• Task Flags: Mark and Filter Individual Tasks

  Task Flags: Mark and Filter Individual Tasks Task Flags let you tag any task with a colored label of your choosing — High Priority, On Hold, Waiting on Response, Coming Soon, whatever fits how you work. Flags appear as a colored flag icon on each task row and you can filter the Tasks page by any combination of flags. Flags work like Custom Stages, but for individual tasks instead of whole transactions. (https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenFew readers

• Choose a Different Completion Date When Completing a Task

  Choose a Different Completion Date When Completing a Task When you complete a task late, Nekst lets you pick the date it was actually finished instead of defaulting to today. This keeps any dependent tasks scheduled off that task from cascading forward from the wrong date. (https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/select-completion-date1gqd4i2.png =500x223) Complete a task with a chosen date Open the task you want to complete In the top lefFew readers

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

  Email Task Overview - How to send Pre-written Emails Nekst makes it easy to send out pre-written (canned) emails throughout the transactions. Emails can be sent to ANY party of the transaction. Here are a few tips & tricks: All emails come pre-formatted with the following: Transaction name at the end of the Email Subject line (ex. Time to Transfer Utilities - 456 Main St) The 456 Main St gets added automatically You can create a greeting at the beginning using a Smart Tag likSome 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

• Adding, Managing & Removing Tasks + Shifting All Tasks if Closing or the Execution Date Changes

  Adding, Removing & Managing Tasks Adding Tasks Tasks can easily be added to a Workflow or Transaction by clicking the +Add A Task Button at the top of the page. (https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-11-at-40847wausec.png =500x345) Updating Tasks To edit tasks of a Workflow that you have already launched for a Transaction, you can easily update the following details within each task box, by simply clicking on the taskSome readers

• Detail Boxes: Manage Any Information You Want

  Detail Boxes: How to Customize the Information you Track Nekst is designed for users to manage properties and processes that fall under 5 different categories. We call these 5 categories, "Types": Listings Pending Buyers Pending Sellers Pending Dual Other (Processes) For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not under contract. For Pending BSome 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

• Holidays, Business Days & Weekends Task Scheduling

  Ensure that your tasks perfectly align with the due date of the contract.Few readers