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Articles on:Workflows
Creating checklists and managing action plans for your many different real estate processes.

Categories

  • Getting Started
  • Tasks
  • Workflows
  • Transactions
  • Contacts
  • Calendar
  • Settings
  • Account & Billing
  • Mobile Apps & Client Portal
  • Team Functionality
  • Integrations & API
  • Best Practices / Guides
  • FAQ & Troubleshooting
  • Community & Feedback
  • Transaction Management
  • Setting Up a Team Account
  • Troubleshooting
  • Designing the Ultimate Workflow in Nekst (Video)
    Watch a quick walkthrough and download the step-by-step guide for building your first Nekst workflow.Featured
  • How to Copy & Update a Workflow
    Copy a pre-loaded or existing Workflow and customize it to fit your business — without rebuilding from scratch.Some readers
  • Building your First Workflow
    Build a workflow around your contract deadlines and link tasks to Detail Boxes so dates adjust automatically.Few readers
  • How to Use Task Groups
    What Task Groups are, why they help, and how to create, use, and build your workflow one group at a time.Some readers
  • Adding More than One Workflow to a Transaction
    Layer secondary workflows onto a transaction to combine multiple processes into a single task list.Some readers
  • Creating Custom Processes
    Build workflows for anything beyond contracts: onboarding, marketing, or any repeatable process in your business.Few readers
  • Editing & Sharing a Workflow
    Share your workflows with teammates or other agents and see how shared workflows appear for them.Few readers

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