Recurring Workflow Features
From conditional logic to our Slack and Microsoft Teams integrations to the "Bird's-eye" summary view, Manifestly provides the features you need to stay on top of your organization's recurring checklists & tasks.
Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or sections in the workflow.
Relative Due Dates
Relative due dates set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.
Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, even collect signatures.
Role Based Assignments
Assign steps in your workflows to a role and then assign people to a role on a checklist by checklist basis, giving you more control over recurring assignments.
Embed Links, Videos, and Images
Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a checklist of what to do, but also a document of how a process should be done.
With a workflow automation you can set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.
Assign and Automate
Schedule Recurring Runs
Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on checklist activity, such as when a checklists has started.
Integrate with our API and WebHooks
Our integration options let you connect any event in any open software system with your recurring workflows in Manifestly so that nothing falls-through-the-cracks and your systems are fully integrated.
Automations with Zapier
Our Zapier app helps you connect 1,000 of online systems with your Manifestly Checklists to ensure your data is connected. You'll...never miss a thing (again).
Import 200 workflow runs at time using our spreadsheet importer. Set custom start and due dates as well as assign participants, add tags, Slack channel and more.
Track Checklist Status
Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming checklists within your regular calendar.
Bird's-eye View of Tasks
Track task progress and work on multiple checklists all on one summary page that highlights assignments, late checklists, and late tasks.
Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.
Reminders & Notifications
You can fully customize your notifications for several different events such as late workflow runs, new assignments checklist completion and have these notifications sent to Slack or Email.
Reporting & Data Exports
View realtime reports of exactly what steps are done, what are left, and with summary views across checklists. Our data export feature gives you all the detailed data from your checklists runs in a format easily imported into a spreadsheet or business intelligence tool.
Organize Your Team
Departments & Locations
Use departments to organize teams and workflows as well as maintain security by keeping checklists and activity private from your whole organization.
Control access and abilities in the system using user permisson roles. Admins, Users, and Limited Users all have different rights levels.
Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.
Organize with Tags
Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work and more.
Communicate and Improve
Comments & Mentions
Collaborate with your team within a checklist without relying on emails or other communication methods. You can also add Manifestly directly to Slack.
Built in Process Improvement
Built-in process improvement tools to help your team continually improve the workflows important for your organization. Your team will become more efficient with checklists.
Searchable Account Activity Logs
Every action taken - who completed a task, entered data, started and finished a checklist and more is stored in the cloud, forever, making it easy to audit who did what and when on previous checklists and tasks.
Work on checklists within Slack.
Slack integration details
Work on checklists within Microsoft Teams.
Teams integration details
Connect Manifestly with 1000+ apps.
Zapier app details