Getting Started with Workflow Editing
In this guide, you’ll learn how to create and edit workflows using Manifestly’s workflow editor. You’ll discover how to structure sections and steps, assign tasks, set due dates, and use conditional logic and other features.
Four ways to create a new workflow
- Enter steps manually
- Import from a document
- Use one of our pre-built templates
- Generate with AI
Plan your workflow structure
- Give the workflow a title.
- Type in the sections and the steps within those sections.
- To outline first, create all sections using the Insert Section button.
- You can always resort sections and steps or insert new ones at any time.
Add and organize steps
- Add steps to the data collection section using short step titles.
- If a step title is long or you need more details, use the Step Details feature later to expand it.
Configure each step
Data and assignments
For each step, configure details such as data collection and due dates. The first data field is typically a name using the short text data type. There are 10 data types to choose from, and only a few are shown here.
Step details
- Each step can include additional details such as text, images, embedded videos, and files.
- You can add a link to supporting documentation for the step.
Assign steps
- Assign a step to a person or a role. For example, you can assign to the run initiator—the person who creates the run.
- You can select multiple steps and assign them in bulk.
Relative due dates
Set relative due dates so the workflow creates specific due dates every time you use it. You can base these on the run start, a previous step, or a date collected within the workflow.
Conditional logic
Conditional logic helps tailor the workflow based on user input. For example, a data collection step can identify what hardware a new employee needs. In the IT section, desktop setup and laptop setup can be made dependent on the choices from the first section, so those steps only appear when the corresponding hardware options were selected above.
Conditional logic is a powerful feature that lets you tailor what happens next based on decisions in earlier steps.