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  3. Manifestly + Slack Startup Guide

Manifestly + Slack Startup Guide

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.

First: The difference between Workflows and Checklist Runs

Workflows are your standard recurring processes such as Customer On-boarding, New Rental Listing, Weekly IT Tasks, etc

Checklists are unique instances when you use these workflows. Checklists are a fresh start of the workflow where you do the work of completing tasks.

Step 1: Create a Workflow

Use Sections

Good workflows utilize sections to organize all steps into relevant groups.

Use short step titles

Titles of the workflow steps should be short and this is especially important if your team will use your workflows on Slack. You can put the details of the steps (links, text, videos) in the step content.

Step 2: Checklist Runs: Using your Workflows

Now that you have a workflow, it’s time to switch over to Slack and use it.

Step 3: 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 checklists that they have been invited to. This role is primarily used for people outside your organization such as clients and contractors. A detailed review of external user role is here. Limited users do not count against your subscription.

Departments

Use departments to organize your team on the team management page.

Step 4: Recurring Checklists

If your organization has checklists that recur on a calendar basis such as every day or every week, use the recurring checklists feature to set those up.

Step 5: Tracking Assignments and Late checklists

Checklist Runs Page

The checklist runs page can be used to view all your in-progress checklist 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 checklist run or export data. Read more on using the checklist runs page.

Notifications

Each user in the system can adjust their notifications for both email and Slack. These notifications are sent for new checklist assignments, late checklists, late checklists steps, and when you are mentioned in a comment. More on customizing your notifications.

Weekly Email

Our system sends a weekly email containing high-level information of the status and completion of checklists in your account. This can be turned off if you wish.

Reporting

High level reporting is available on the reports tab. Overview here:

Step 6: Integrations

Integrations with 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.

Updated on November 23, 2021

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