• Building Your Custom Workflow in Nekst (Video)

  Creating a Workflow for your Team There are 3 ways to create a Workflow: Create a Workflow From Scratch Copy a Pre-Loaded Workflow and customize it to fit your Transaction Build a complete Workflow using the "Tasks From Contract" Workflow, which is a basic framework of the Deadlines of your Purchase Contract In this tutorial, we will break down the recommended process for Building a Workflow from the Contract FramewFew readers

• 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

• Going from Listing to Pending: Using more than One Workflow in a Transaction

  Going from Listing to Pending: Using more than One Workflow on 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. Transaction Details Box 5 Step Process to applying an additional Workflow StepFew 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. You will be prompted to to enter as many email addresses you like in the pop-up window to share your plan. ExistFew readers