The quick start guide for setting up Manifestly.
You can also schedule a personalized 30 minute demo for your organization.
The difference between Workflows and Runs
Standard recurring processes (SOPs) such as New Employee On-boarding, New Rental Listing, Weekly IT Tasks, etc. Workflows say how the work should be done.
Instances of a workflow. Runs are where you do the work of completing tasks and are a fresh start of the workflow each time.
Step 1: Creating Workflows
Some tips to help you create easy to use and maintain workflows that can scale as your process changes and grows.
Good workflows utilize sections to organize steps. This is especially important for longer workflows.
Keep step titles Short
Long step title? Put those details in the content for the step where can include links, images and videos.
Expected Duration and Due Dates
You can set an expected duration for a workflow. When the workflow is used, the system will auto-calculate the due date and then send late notifications if the runs is not completed in time.
You can also set expected durations for individual steps. Again, the actual due dates will be calculated each time the workflow is used. (How to set due dates on steps.)
If you set an assignment in the workflow, that person will be assigned each time the workflow is used and they’ll be notified of their new assignments.
You can use Role Based assignments to give your team more flexibility when there are multiple people who perform the same tasks, depended on the specific run.
You can collect data within a workflow step. You can have people enter data, choose from a list, upload an image, and upload a file. You can make this data collection required or optional.
Our full list of help center videos on creating and editing workflows.
Step 2: Using Workflows (runs)
Naming the Run
The first option is the name of the run. This helps your team refer to each run specifically. For example, an employee onboarding run would use the name of the employee for the name of the run. For runs that are related to the current date, leave the name blank and the system will use the date it was started. Details here.
You can invite other people to join you on the run. People you add to the run will receive an email with a link to the run.
You can work on runs right within a Slack channel. See this article for details.
Step 3: Manage Your Team
There are 3 different permissions you can assign to people in your account.
Have the ability to add and delete users and create, edit and delete workflows. They have access to all features for your account, with exceptions related to departments below.
Can view all workflows and use them for new runs. They can’t edit workflows nor add or delete users.
They can work on runs they’ve been assigned, but can’t create new runs like Users can. Limited users cannot see anything other than the runs that they have been invited to. A detailed review of limited user role is here.
Limited users do not count against your subscription.
Step 4: Scheduling Recurring Runs
If you have runs that happen every day, week, or month you can set a schedule to launch and assign a workflow based on this schedule.
Step 5: Keeping Track of Tasks
You can fully customize your dashboard in Manifestly. Dashboard items to track tasks.
The runs page can be used to view all your in-progress runs as well as those that have been completed. You can filter the list based on workflow, status, participants, and even tags. This is where you would go to delete or archive a run or export data.
Similar to the runs page, the assignments page shows you the next level of detail where you can see individual tasks that are assigned to each person.
Each user in the system can adjust their notifications for email, web push, and Slack. These notifications are sent for new run assignments, late runs, late run steps, and when you are mentioned in a comment.
Our system sends a weekly email containing high-level information of the status and completion of runs in your account. This can be turned off if you wish.
High level reporting on the reports tab. Overview here:
Step 6: Integrations
Manifestly integrates well with all the major integration platforms such as Workato, Tray.io, Zapier, Power Automate, and more.
Manifestly has an app within Zapier to help non developers create complex integrations between Manifestly and 1000s of other services.
There are several recipes we’ve created to help you start integrating Manifestly with other online systems on our Zapier-Manifestly Checklists integration page.
We have several videos on integrating with Zapier in our Zapier Video showcase.
We also have a full and open API that is included in all subscriptions.
Manifestly web hooks are an easy way to use an integration platform such as Workato, Automate.io, and even Zapier to integrate Manifestly with other software systems.
Read more on using web hooks to integrate Manifestly with other systems.