Working on Checklists
Working on Checklists
Using a Checklist – Video Overview
Here’s a quick overview of working on checklists in Manifestly.
Work on Multiple Checklist Runs on the Same Page
If you are often working on several checklist runs at the same time or if you want to compare the status of several checklists, our run summary page will do just that. Did this answer your question?
Schedule a checklist to recur every day, week, month
You can have a checklist repeat based on almost any kind of schedule. Our scheduling widget lets you choose virtually any schedule for your recurring checklists. Daily, every business day, weekly, monthly, quarterly.... See the video below for more details on scheduling automatic checklist runs. Create a recurring scheduled checklist run here. Did this answer [...]
Import checklist runs from a spreadsheet
You can import checklist runs from a spreadsheet. The process lets you import these checklist runs using more than one workflow, set participants, due dates, start dates, participants, etc. To import checklist runs, visit this page https://app.manifest.ly/checklist_run_imports To ensure you have the correct columns in your spreadsheet we have created a checklist runs import template. [...]
Schedule a checklist in the future
Yes. Simply choose a date and time in the future, and your checklist run will be scheduled for that date. Everything else is the same as a normal run. At the bottom of the new checklist form, you will see this option: Which allows you to choose a date in the future. Recurring Checklists? If [...]
Assign people to specific tasks
There are 3 different ways to make assignments in Manifestly and it's a big part of our service: Role based assignments in the workflow Person specific assignments in the workflow Person specific assignments in the checklist run First, since checklist runs of a workflow inherit all the settings of the workflow, assignments made in the [...]
What ‘Limited’ users see in the checklist
If you have people external to your organization who you have included in your checklists - contractors, clients, customers - you can customize your workflow such that these external users only see the steps they've been assigned. How to do this When editing a workflow: choose to edit the workflow settings. check the setting to [...]
Checklist run links
Sometimes you have a workflow your team uses consistently in a standard way where you invite the same people and set up the data collection similarly. With Checklist Run Links, you can configure a menu option so those standard settings are stored and then quickly create new checklist runs configured just how you want.` This [...]
Archiving old checklist runs
There are times when you might want to clean up old checklist runs in progress so that your dashboard and checklist runs page only shows checklists that your team is actively working on. Delete: When you delete a checklist run, it is permanently gone from your account, along with all the task history related to [...]
Associate a checklist with the ID of a record in a different system
Manifestly has an ID field on the checklist run that can be utilized for this. You can add/edit this property (called externalID) by going to the checklist run settings. From the checklist runs list page, choose the settings gear. This field can also be set directly from another system, without human intervention, using a Zapier [...]
Naming your checklist runs
For regularly scheduled checklists... Leave the name blank and we'll populate the run name with the current date. This is useful for checklists like Daily Opening or Weekly Review type checklists. If your checklist is not tied to a calendar date, like New Employee... For other checklists, like New Client Onboarding, you'd want to use [...]
Start a new checklist run from completing a step in a different checklist
Often times you might want to create a new checklist run after a step in a different checklist is completed. For example, let's say you have a New Tenant Application Checklist for an apartment listing and when you complete a step and answer Yes to that step, you want to automatically start an Onboard Tenant [...]
Manifestly has several keyboard shortcut keys to help make working on your checklists even easier. The keys are: j - move down k - move up x - complete step c - comment on the step a - assign step s - skip a step v - view step details w - indicate you're working [...]
Using Manifestly on your mobile device
Manifestly works just as well in a browser on your smart phone or tablet as it does on the desktop by utilizing progressive web app (PWA) technology to shrink and fit the interface into whatever device you are using. On your mobile device, our web site looks like an application you have downloaded, but the [...]
Collapse sections of a checklist
Each section heading has a cog where you can: collapse/expand the section complete every step skip every step Did this answer your question?
Process Improvement with Workflow Feedback
What better time to give feedback on a process than when you just complete it? Whenever a person completes a checklist run, our system will prompt them for feedback on that workflow. This prompt to give workflow feedback happens on the web, Slack, and mobile. In Slack, you'll receive this DM from the ManifestlyBot. As [...]
How to delete or archive a checklist
You can delete a checklist run (or archive it) by going to the checklist runs page, and then choosing the option from the 'Actions' button. Delete will permanently delete the checklist run. Archive will remove it from the in-progress list of checklists that need to be worked on, but you won't lose the historical record [...]
Can I update a checklist run with changes to the workflow?
You bet! If you started a checklist run (or more), but noticed there is a step missing, you can update the workflow and that will add the changes to the checklist run. This works if you're adding steps, changing title/description, removing steps, changing the order, whatever. Here's How Simply go to the worklows page and [...]
Can I skip a step, but still complete the checklist?
Yes. When you would like to skip a step, but have the system recognize that the task is done, you can utilize the skip feature. This is often done when the step is not applicable for this particular checklist run. Here's a quick video showing how it's done. Notice that by skipping the step, it [...]
Create a new checklist run automatically on step completion
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.