Workflows

Workflows are your standard processes. Each time you use a workflow, that's a checklist. Example Let's say you have a standard process for onboarding your employees. In Manifestly, you might have a New Employee workflow. And then each time you use that New Employee workflow, that is a unique checklist run where you check items [...]

This in depth video shows how to create workflows and utilize many of the Manifestly features.  

Use headings to organize sections of the workflow Use links, images, videos, and attachments to other documents in the step details Linking to other documentation helps the person using the checklist and provides detailed directions for people who might be new to the process. You want the title of the step to be short - [...]

Each step in your workflow can contain additional documentation on how your users should do that step, this lets you create process documentation right inside your checklists.  

You can collect data in the steps of your workflows. The data can be set up as either required or optional data. The data formats currently available are: text input long text input - paragraphs numbers email website URL dates choose from a list upload image upload file signature or initials If you require the [...]

There are times when a checklist has a section that is not relevant to the given scenario. In that case, utilize the conditional logic feature when configuring the workflow. Here's a short video on using conditional logic.  

Role based assignments let you assign steps to a role instead of a specific person in the workflow. This is useful when the person who has that role changes or when several people might have the same role, but the person responsible changes from checklist to checklist. For example, let's say you have an employee [...]

Box, Dropbox, OneDrive, GoogleDrive, Docsend, Sync...the list goes on of cloud based, highly secure document storage services to store your organization's documents in the cloud. And if you'd like to collect documents within your Manifestly Checklists as part of the workflow steps to complete a process, you can continue to use your organization's cloud document [...]

If you find yourself copying and pasting data from a your checklists to update a document, variables might be helpful in that process. There are two types of variables that are available: Global Data Collection Specific Data Specific Variables For each of your data collection fields, there's a variable corresponding to the name. For example, [...]

There are two separate ways to set due dates on steps within your checklists. In the workflow The first way is by setting relative due dates within the workflow. These settings will then be used to create specific due dates every time the workflow is used. In the checklist run The second way is to [...]

When you establish an expected duration for a workflow, the system will use that to automatically calculate the due date for the checklist runs. Example without Business Days: If you have an expected duration of 5 days for a workflow that is started on a Thursday, the system will calculate the due date to be [...]

Due Dates The expected duration of the workflow is used to automatically calculate a due date for every checklist run of that workflow. The duration can be any integer and the units available are minutes, hours, and days. In the above example, we have set the expected duration to be 90 minutes so if we [...]

What are Webhooks? Webhooks are automated messages sent from apps when something happens. They have a message—or payload—and are sent to a unique URL—on another server to communicate from application to application. More on understanding webhooks from our friends at Zapier. What you can do with Webhooks Want to update another system when a step [...]

You can import from a spreadsheet or a word document. Just head to the Workflows tab in our app. When importing, the only trick is to put an asterisk in front of steps that are header sections as shown in this short video.  

Manifestly uses tags for helping you organize your checklists and you can tag both workflows and checklists. You can use tags to organize workflows and checklists by process, client, or anything else related to your business. Tags on Workflows You can tag a workflow in the settings section of the workflow edit (video below). Each [...]

On the workflows page, there is a More Actions button for each workflow. Within that menu is the ability to delete a workflow, along with several other actions.  

If you have a checklist that you'd like to share with the world, perhaps a template you think other people could benefit from, you can do that. On the workflows page, find the checklist you wish to share. For that checklist, you'll find the Publish action in the More Actions button. It's Published! You'll then [...]

Set up a workflow automation to create and assign a new checklist run based on a completed a step in a different workflow. You can even pass data from the originating checklist run to the new checklist run.

You can use the copy feature to copy a workflow step or section from one workflow into another workflow. You...

QR codes can be used to help users quickly navigate to a URL on a tablet or mobile phone. By...