Workflows List Page

The Workflows List Page is your starting point for creating, editing, and using Manifestly workflows. It lists all the workflows you have access to and provides quick access to summaries, run lists, and management actions.

What you see on the Workflows List Page

• You see all workflows you have access to in your account.
• For each workflow, you can see:
  • The workflow title
  • The department it belongs to
  • Whether there are runs in progress
• Each workflow provides access to both a summary link and a runs list.

Viewing and filtering workflow runs

Summary view

Click the summary link to see a consolidated view of all runs for that workflow. This gives you an overview of activity for the workflow.

List view and filtering

Click the list view to filter the runs page based on this workflow, showing all in-progress runs for the workflow.

Managing a workflow on the Workflows page

Workflow actions and status

• On the workflow row, you may see a tag (for example, Ops) indicating its category.
• There are buttons for Use, Workflow, Edit, and View for quick actions.

Settings

Click Settings to change the workflow's name and description.

Tags

Go to the Tags tab to change the workflow's tags. This tab also provides detailed information for using the workflow with integrations to other services. If you use Zapier or another integration platform, you may want the IDs shown here to wire up your integrations.

More options

Click More to access additional editing options such as assignments, conditional logic, reminders, webhooks, and more.

History

You can view the history of a workflow to see all changes that have ever occurred on it.

Advanced workflow capabilities

• Scheduling
• Workflow runs to recur
• Importing runs from a spreadsheet
• Create run links
• Other workflow capabilities

Filtering, sorting, and quick access

• To filter by tags on this page, click a tag—the same effect as the tag filter at the top.
• Filter by department.
• Sort by:
  • Title
  • Created at date
  • Last updated date

Navigation and quick access from the Workflows page

• Go directly to the page where you manage recurring scheduled runs.
• Go directly to manage the roles you use within your workflows.
• Manage departments from a dedicated link.

That is an overview of the Manifestly Workflows page. Use these sections to view, filter, configure, and manage your workflows efficiently.