Updates

The Notes icon now appears on all five launch-from-contract steps: Verify Contract Data, Select Groups, Key Dates, All Tasks, and Transaction Parties.

You will find it in the top right, next to the Next button. Click it to add, edit, or delete notes without leaving the wizard, and the badge tracks how many you have added.

This is for everything that comes up while you are reading the contract. Buyer may be paying cash. Seller asked about a leaseback. Instead of holding it in your head until the transaction exists, write it down when you see it. It is waiting on the transaction the moment setup is done.

Full details here: https://help.nekst.com/en-us/article/adding-notes-and-using-scratchpad-1jd7ywl/

We finally got around to fixing a very confusing neThe circle next to each Key Date at the top of your transaction is now a real checkbox. Click it and the deadline is done, without opening the task or scrolling down to your task list. Completed Key Dates turn green and show the date you closed them out.

We also published a full Key Dates guide covering the widget, the review step during launch, calendar links for you and your clients, and the Show Key Dates Only filter.

https://help.nekst.com/en-us/article/key-dates-track-and-complete-your-critical-deadlines-hbd7q8/

Long workflows just got easier to navigate.

There's now a search bar at the top of every Workflow page. Type part of a task name and the list narrows to just the matching tasks, the same way search works on your Tasks page.

No more scrolling through 80 tasks to find the one you wanted to edit.

You'll also notice the "Add Task" and "Edit" buttons moved up a row, next to "Go back to workflows list," to make room for it.

Available to everyone, no setup required.

Your All Tasks list now shows which stage each task's transaction is in. A colored dot and the stage name sit right after the transaction name, so you can tell which deal a task belongs to without opening it.

There's also a new Transaction Stage filter. Narrow the whole list to the stages you're working (like Under Contract), or pick No Stage to surface deals that haven't been staged yet. The count and pages update to the real filtered total, and it works alongside your other filters.

It's on for everyone now. The stage also appears in the task panel on the All Tasks calendar.

Full details here: Custom Stages help article

Your roles no longer have to sit in whatever order they landed in. Head to Settings → Setup → Custom Roles, grab a role by its grip handle, and drag it wherever you want. That order now carries everywhere roles show up: assigning tasks, picking people on a transaction, the Workflows filter, and your Client Portal.

Want a clean starting point? One click on Order Alphabetically sorts the whole list by name. Set it once and your whole team sees the same list, most-used roles right up top.

Full details here.

Uploading a document just got faster. The Upload Document window now has a Document Label field, so you can label a file the moment you add it instead of setting up the label first.

Pick an existing label or type a new one right there, and it's created on the spot. The label stays optional, so you can still upload without one.

See how it works →

In a Workflow, a task's due date can follow another task ("3 days after Inspection"). Until now, that link was locked in when you created the task. To hang it off a different task, you had to delete it and build it again from scratch.

Now you can just change it. Pick a different Parent Task from the dropdown, or drag and drop the task across your workflow for a more visual change. Either way, the task moves under its new parent and brings its own dependent tasks with it. The name, assignees, checklist, and day count all stay exactly as they were.

Check out our updated Help Article to Learn more

Two role upgrades in one. First, every account owner can now rename the "Manager" role so it matches your actual title instead of that generic default. It shows up correctly everywhere after that: your Client Portal, your SmartTags, and role-based emails.

Second, if you run a Solo account, you're no longer limited to assigning every task to "Manager." You can now assign Workflow tasks to any Role you like, and Nekst automatically fills you into each of those Roles when you launch a transaction, so nothing is left unassigned.

Solo Users can be 2 roles at once - OR - be the TC on 123 Main St but the TC AND Buyer Agent on 555 Maple Ave. Note: Solo Users can still only assign tasks to themselves.

More on how Roles work: Choosing the Right Roles