• 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

• How 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 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 associaFew 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