Using Checklists

Using assignments, due dates, comments, and data to get the most out of your checklists.

16 articles in this collection
Written by Philip Crawford

View Multiple Checklist Runs on the Same Page

Use the checklist run summary page to view status and work on multiple checklist runs at the same time.
Written by Philip Crawford
Updated over a week ago

Process Improvement with Workflow Feedback

Manifestly helps your team's continuous improvement processes by prompting for ideas to improve the workflow after every checklist run.
Written by Philip Crawford
Updated over a week ago

Keyboard shortcuts

Quick access to the most common tasks when using a checklist.
Written by Philip Crawford
Updated over a week ago

What can 'external' users see in the checklist?

You have the ability to hide all but their assigned tasks.
Written by Philip Crawford
Updated over a week ago

Using a Checklist - Video Overview

Written by Philip Crawford
Updated over a week ago

Can I schedule a checklist to run every business day?

Written by Philip Crawford
Updated over a week ago

Can I assign people to specific tasks?

Written by Philip Crawford
Updated over a week ago

Adding Steps to a Checklist in progress

You can add, edit, and delete steps from an in-progress checklist run without updating the template.
Written by Philip Crawford
Updated over a week ago

Can I receive notifications when a checklist is late?

Written by Philip Crawford
Updated over a week ago

Notifications Overview

Written by Philip Crawford
Updated over a week ago

Naming your checklist runs

Written by Philip Crawford
Updated over a week ago

Can I schedule a checklist run in the future?

Written by Philip Crawford
Updated over a week ago

How do I delete or archive a checklist run?

Written by Philip Crawford
Updated over a week ago

Can I update a checklist run with changes to the template?

Written by Philip Crawford
Updated over a week ago

How to publish a checklist to share with the world.

Written by Philip Crawford
Updated over a week ago

Can I skip a step, but still complete the checklist?

Written by Philip Crawford
Updated over a week ago