• Building Your Custom Workflow in Nekst (Video)

  Building Your Custom Workflow in Nekst 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. Access our downloadable Guide for an overview of building the ultimate workflow. (https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/building-ultimate-workflow-cov1qvlm0k.png =300x388) PDF DoFeatured

• Updating an Existing 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 readers

• Strategy for Building Your Workflows One Group at a Time

  Building your workflow in Nekst doesn’t have to feel overwhelming! The best strategy is to focus on one Task Group at a time - creating and refining each section of your process before moving on to the next. Follow this simple 3-step approach 👇 ✳️ Step 1: Create Your Task Groups Task Groups are the foundation of every great workflow. They act like folders, keeping your tasks organized and allowing you to easily remove or add entire sections during the launching of a new Transaction.Few readers

• Task 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 associaSome readers

• Adding More than One Workflow to a Transaction

  Adding More than One Workflow to 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. To access the "Details" page - go to the specific Transaction and click ( OPEN... ) then select "Details" Transaction Details Box (https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshSome readers

• Editing & 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. (https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/plans-share-plan-dropdown1wemjt5.png =300x338) You will be prompted to to enter as many email addresses you like in the pop-up window to share your plan. (https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/plans-share-plan-modalmcijyf.png =60Few readers