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Articles on:
Workflows
Creating checklists and managing action plans for your many different real estate processes.
Designing the Ultimate Workflow in Nekst (Video)
Watch a quick walkthrough and download the step-by-step guide for building your first Nekst workflow.
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How to Copy & Update a Workflow
Copy a pre-loaded or existing Workflow and customize it to fit your business — without rebuilding from scratch.
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Building your First Workflow
Build a workflow around your contract deadlines and link tasks to Detail Boxes so dates adjust automatically.
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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.
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Adding More than One Workflow to a Transaction
Layer secondary workflows onto a transaction to combine multiple processes into a single task list.
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Creating Custom Processes
Build workflows for anything beyond contracts: onboarding, marketing, or any repeatable process in your business.
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Editing & Sharing a Workflow
Share your workflows with teammates or other agents and see how shared workflows appear for them.
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