The Manifestly Slack integration lets you create complex workflows and then use those workflows right within the Slack interface.
In Slack you can use these workflows as well as manage your team. The only people who count toward your Manifestly subscription are the people you add to Manifestly.
Most of your account setup is done within the Manifestly web app, where you will create and customize your workflows, set up recurring schedules, and implement things like SSO or API integrations.
Once you have your workflows ready, your team can use those within Slack.
Workflows vs Runs
Workflows are your standard recurring processes such as Customer Onboarding, New Employee Orientation, Weekly IT Tasks, etc
Runs are unique instances when you use these workflows. Runs are a fresh start of the workflow where you do the work of completing tasks.
Create a Workflow
Use sections
Sections help organize the steps within workflows. All but the shortest workflows will benefit from grouping steps into sections.
Short step titles and put details in the step content section
Titles of the workflow steps should be short and this is especially important if your team will use your workflows in Slack. Put details like links and other step descriptions in the details of the steps (links, text, videos).
The following video is a deep dive into creating workflows in Manifestly.
Runs: Using your Workflows
Now that you have a workflow, it’s time to create a workflow run. Runs can be created in the web app or within Slack. Your users can work on runs in both since it is the same data for each interface.
Manage Your Team
Roles
There are 3 different roles you can assign to people in your account.
Admins
Have the ability to add and delete users, as well as create, edit and delete workflows. They have access to all features for your account, with exceptions related to departments below.
Users
Cannot edit workflows nor add or delete users, but they can see all the workflows within the department they are in.
Limited
Cannot see anything other than the runs that they have been invited to. This role is primarily used for people who do not use Manifestly on a daily basis. Limited users are free, but they are limited to 6 runs per month.
Departments
Use departments to organize your workflows and teams on the team management page. Departments are big barriers to keep activities and information separated within your organization.
Recurring Runs
If you have runs that recur on a calendar basis such as every day or every week, use the recurring runs feature to set those up.
Tracking Assignments and Late runs
Within Slack, the Manifestly App has a home tab where you can quickly access all existing runs and assignments, as well as create new runs. Find the Manifestly app within the Apps section in the lower left of the navigation.
Runs Page
Within the web app, 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. Read more on using the runs page.
Notifications
Each user in the system can adjust their notifications for both email and Slack. These notifications are sent for new run assignments, late runs, late run steps, and when you are mentioned in a comment. More on customizing your notifications.
Inbox tab
On the Manifestly web app there is an Inbox Page which is a powerful way to view all your work. There’s nothing like it in the Slack interface just yet since Slack does not have these kinds of capabilities.
Reporting
High level reporting is available on the reports tab. Overview here:
Integrations
Integrations using Zapier
API
We also have a full and open API with no additional fee.
Integrate with any other system using web hooks
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.