How To
How to Write a Standard Operating Procedure + 10 Free SOP Templates
General SOP for any niche and business: https://manifestlychecklists.ai/checklists/e1c34eab-7240-4c47-9399-35197d1eef10 SOP for Accounting: https://manifestlychecklists.ai/checklists/d495044b-8941-48b8-9140-b2b17394757a SOP for Advertising: https://manifestlychecklists.ai/checklists/65cad56a-4ea1-43b7-93c2-4af21d08125a SOP for Consulting: https://manifestlychecklists.ai/checklists/533b15ad-509a-4302-a644-d619034bd07a SOP for E-Commerce: https://manifestlychecklists.ai/checklists/1f09e1cd-282a-4832-89d7-14fd87c22062 SOP for financial services: https://manifestlychecklists.ai/checklists/716ef412-b3c0-4a15-a4bd-605e754f74a5 SOP…
Dec 19, 2023
Uncategorized
10+1 Best Workflow Management Software 2024 For Maximum Efficiency
Introduction What Should You Look for in Workflow Management Software? Honest Software Comparison: monday.com Kintone Pneumatic Workflow Wrike Next Matter Process Street Smartsheet Kissflow Workflow Lucidchart Jotform Enterprise Workflow Software…
Dec 19, 2023
How To
What is a Workflow
What Is a Workflow What is a Workflow: Overview The history and evolution of workflows Why are workflows important What is a workflow process What are the major differences between…
Dec 18, 2023
How To
Ultimate Client Onboarding Guide: Steps, Strategies, FREE Templates
The world of client interaction is a dynamic ecosystem of constant flux. Every interaction serves as a stepping stone that can potentially transform an interested prospect into a permanent customer.…
Jul 17, 2023
How To
5 Steps for How to Write a Proposal in 2023
Do you struggle with how to write a proposal that will get you noticed and increase your chances of winning contracts? Look no further! In this comprehensive guide, we’ll cover…
Jun 13, 2023
How To
Operational Level Agreement & Service Level Agreement: OLA vs. SLA Guide
In any organization, providing excellent service is crucial for success and customer satisfaction. Two essential tools to ensure this are Operational Level Agreements (OLAs) and Service Level Agreements (SLAs). While…
Jun 12, 2023
Uncategorized
Manifestly Recognized As Top Business Process Management Software by Software Advice
We’re thrilled to share that Manifestly has been named a top-rated software solution in the newly released Software Advice’s FrontRunners Report for Top Business Process Management Software of 2023. This…
May 01, 2023
Latest Features
Manifestly Latest Features Q1 – 2023
Manifestly has been busy this year, releasing new features that aim to make workflow management more efficient and effective. Here are the five new features that Manifestly has released this…
Apr 27, 2023
Latest Features
Revolutionize Your Workflows with Manifestly Checklists and OpenAI ChatGPT-4 Integration
Discover the Future of Workflow Optimization through AI-Powered Suggestions and Automation Have you ever wished you could streamline your workflows and boost productivity effortlessly? Well, the future of workflow management…
Apr 20, 2023
Latest Features
New Feature: Global Search Across All Records
You can now easily search for a record in Manifestly from any page in Manifestly. Either click into the search box in the upper right of every page or type…
Apr 20, 2023
Latest Features
Enhance Your Workflow Management by Embedding in Notion
Introduction to Notion Notion has become a popular choice for knowledge management, project planning, and team collaboration, offering a versatile platform to organize and streamline your work. However, when it…
Apr 19, 2023
How To
300 New Free Checklist Templates
We’ve added hundreds of new workflow templates to use with the Manifestly service, from IT checklists, Accounting, customer onboarding, employee onboarding and more. There are new templates within the following…
Feb 03, 2023
Property Management
Property Management Preventive Maintenance Checklist
Introduction to preventative maintenance for property management In this blog post, we will be outlining the steps you need to take in order to maintain your client’s property and prevent…
Jan 26, 2023
How To
Process Standardization: A Complete Guide
What is Business Process Standardization? Business process standardization also referred to as Business Process Management (BPM) is the process of making processes repeatable and predictable. This is done through a…
Jan 05, 2023
IT Admin
Ultimate Server Maintenance Checklist [Updated for 2023]
In order for computer networks to function smoothly, and avoid downtime or losing data, you need to check servers for a range of performance criteria regularly. For organizations that have…
Jan 03, 2023
Property Management
Annual Rental Property Inspection Checklist (with template)
Annual or bi-annual rental property inspections by a property manager can result in a higher return on investment and reduce your risk of loss.
Dec 30, 2022
Latest Features
7 New Manifestly Features in 2022
We continued to make Manifestly Checklists a better product in 2021 utilizing customer feedback and ideas submitted. Below are some highlights of new features we've released over the past year.
Nov 20, 2022
Latest Features
Salesforce Integration – Beta Release
The Manifestly integration with Salesforce is now available via request. If you want to integrate your Manifestly account with your Salesforce account, this Manifestly Salesforce app let’s you: Create buttons…
Nov 18, 2022
Human Resources
Checklist for Onboarding New Employees (with a Template)
Employee onboarding is an essential part of the employee lifecycle and is the foundation on which future success will be built. Read more on the best practices of employee onboarding.
Nov 17, 2022
Latest Features
Webhooks: New Events and Custom Payloads
New Events We’ve added two new events to our webhook capabilities for when a run is late and when a step is late. The following events can now be utilized…
Nov 14, 2022
Latest Features
Due dates for steps based on date data collection fields
Up to now you’ve been able to set the due dates of steps based on the run start, run completion, and the previous step. Now you can set a step’s…
Sep 07, 2022
Latest Features
Microsoft Teams Integration – Live in the Teams AppSource
The Manifestly integration with Microsoft Teams has been approved by Microsoft and is now in the Teams AppSource Marketplace. If you want to integrate your checklists and workflows with Microsoft Teams,…
Aug 24, 2022
Latest Features
Workflow Automation: Run Workflow on Step Completion
Set up a workflow automation to create and assign a new run based on a completed a step in a different workflow. You can even pass data from the originating…
Jun 14, 2022
Latest Features
Microsoft Teams Integration – Now in Beta
Use Manifestly Checklists right within the Microsoft Teams app. The beta version of our Microsoft Teams integration is now live. Watch the video below or visit our help center for more…
May 09, 2022
Latest Features
Undo Accidental Deletes of Workflows and Runs
Have you ever accidentally deleted a Workflow or a Run? Now you can undo those deletes. To do this, go to the activities page within the reporting section. Reports tab…
May 02, 2022
Human Resources
The Complete Job Interview Checklist for Employers
Continuing with our series of posts to make the most of Checklists for Human Resources, this post focuses on the interview process. Employee recruitment and selection is one of the most important HR processes for the success of an organization.
Apr 04, 2022
Latest Features
Copy sections between workflows
The workflow step copy feature now lets you copy a section or step from one workflow into another. You can use this feature to duplicate an entire section or step…
Mar 09, 2022
Latest Features
Manifestly Checklists moved from native mobile apps to a Progressive Web App. Here’s why.
Speed. The development cycle and approval of native mobile apps is much slower than on the web where we control everything in the deployment and approval process. With PWAs, we can deploy more features, faster.
Jan 10, 2022
Latest Features
11 New Manifestly Features in 2021
We continued to make Manifestly Checklists a better product in 2021 utilizing customer feedback and ideas submitted. Below are some highlights of new features we've released over the past year.
Jan 06, 2022
Integrations
Using Tray.io to integrate Manifestly Checklists with thousands of other SaaS companies
Manifestly can be integrated with thousands of other services using integration platforms such as Tray.io. In this example we show how easy it is to use Tray.io’s service along with…
Dec 29, 2021
Integrations
SSO with SAML – Azure AD, Auth0, Okta and more
Manifestly’s latest feature is Single Sign On with SAML. Our customers can now configure SSO for authenticating users into Manifestly, no longer being dependent on usernames and passwords in our…
Dec 20, 2021
Human Resources
HR Checklist for Onboarding Remote Employees
Manifestly Checklists provides a remote employee onboarding workflow to ensure success with your new employee hires.
Dec 02, 2021
Human Resources
HR Checklist for Recruiting, Selecting, and Hiring Employees for Remote Jobs
Work from home is quickly becoming the new normal. In fact, “work from home” and “flexible working hours” have become a huge trend in Human Resource Management.
Nov 04, 2021
Latest Features
New Feature: In Progress step status
Mark a step as “in progress” to let everyone know what is currently being worked on in a checklist run. You can also set up dashboard widgets to keep track…
Sep 10, 2021
Human Resources
HR Checklists for Employees Returning to Work After Covid-19
The black swan has taken a toll on people and businesses all over the world. In this context, many organizations have shifted to remote working as a measure to curb…
Aug 21, 2021
Latest Features
New Feature: Web push notifications
Subscribe to web push notifications as an alternative, or in addition to email or Slack notifications. Clicking the notification takes you directly to the checklist and the list of notifications…
Aug 06, 2021
Latest Features
New Feature: Dynamic Content Variables
Variables in workflows can be used to create templates of content in your workflows that become specific content each time your team uses the workflow. Combine data collection forms with…
Jun 16, 2021
How To
The difference between checklists and to-do lists
We talk with everyone we meet about checklists. Everyone. What we’ve found is a common misunderstanding about the subtle difference between checklists and to-do lists. And if you’re selling checklist…
Jun 02, 2021
Latest Features
New Feature: Checklist Run Links
Manifestly Checklists New Feature: Checklist Run Links Google Single Sign On
May 11, 2021
Latest Features
New Feature: Install Manifestly on Your Desktop
Manifestly Checklists New Feature: Install Manifestly on Your Desktop Google Single Sign On
Apr 24, 2021
Latest Features
New Feature: Additional Data Collection Types
Manifestly Checklists New Feature: Additional Data Collection Types Google Single Sign On
Mar 30, 2021
Latest Features
New Feature: Single Sign On with Google SSO
Manifestly Checklists New Feature: Single Sign On with Google SSO Google Single Sign On
Mar 05, 2021
Latest Features
New Feature: Bulk Import Checklist Runs from a Spreadsheet
Manifestly Checklists New Feature: Bulk Import Checklist Runs from a Spreadsheet Import checklist runs from a spreadsheet
Feb 09, 2021
How To
Review Manifestly and Receive a $20 Gift Card
As we kick off 2021, we’d like your input on how to make 2021 an amazing year. Review Manifestly on Capterra – and receive a $20 gift card. Customer reviews…
Jan 24, 2021
Latest Features
New Feature: Collect date input in checklist steps
You can now collect dates in your step data collection inputs. In the near future, you’ll be able to use these dates to drive due dates of other steps and…
Dec 18, 2020
Latest Features
New Feature: Collect long-form text input in checklist steps
There’s a new option for collecting data on steps. With the long-form text input, the field on the checklist run will be a text area. This is important for those…
Sep 07, 2020
Latest Features
We’ve Updated the Manifestly Checklist Slack Integration
We’ve updated our Slack integration to take advantage of Slack’s newest features. This update provides more capability for: Entering due dates in Slack steps and checklist runs Commenting and replying…
Aug 14, 2020
IT Admin
Monthly Server Maintenance Checklist Example
Server maintenance is a tricky thing. There is a lot you need to keep an eye on. You can't miss a single task, or the consequences can be devastating.
Jul 15, 2020
Property Management
PowerHouse Property Management: I needed a way to keep track of all the moving parts
PowerHouse Property Management provides a knowledgeable service that lets its customers meet their objectives in the industry.
Jun 15, 2020
IT Admin
How to prevent cyber attacks on your home office
This checklist will help you set up better defenses against the cyber attacks that could potentially target you or other members of your team.
May 06, 2020
Property Management
Checklists: The simple secret to avoiding bad tenants
In this article, we will be covering how the right checklist will help you make sure that all your applicants go through the same tenant screening process.
Apr 29, 2020
How To
Top Tips and Benefits of Working from Home
If you're working from home for the first time, in this article we're sharing some tips to help you will stay productive no matter where you’re working from
Apr 16, 2020
Property Management
How to build the perfect eviction checklist
In this article, we will be discussing an eviction checklist. This will help reduce the awkwardness of the process, and it will help you avoid mistakes.
Apr 09, 2020
Feature
Step Data for File Uploads and Images
You can now collect images and files on a checklist step. Your users can be required to upload these in order to complete a step.
Oct 31, 2019
Property Management
Manifestly has a booth at NARPM 2019!
From 15 October to 18 October 2019, the National Association of Residential Property Managers is holding its 31st Annual NARPM® Convention & Trade Show in Phoenix, Arizona. Whatever the scale…
Oct 12, 2019
Property Management
3 Steps for ​a Successful Property Inspection
Property inspections are present at every major phase of rental property management. They’re performed when a tenant moves out, before a new tenant moves in, after work is done on…
Sep 19, 2019
Property Management
Manage Multiple Rental Property Listings with a Paperless Checklist System
The problem with managing multiple properties isn’t one of volume—it’s in the special attention that every property demands. Your townhouse on 123 Fake Street is vastly different from the condo…
Sep 03, 2019
Property Management
The Move-out Checklist Property Managers Need to Download Now
The move-out dream of some tenants is to have a forgetful property manager. If tenants can leave without the condition of a property being checked, somebody else will have to…
Aug 01, 2019
Marketing
Richard Tubb, IT Business Growth Expert: Checklists are a Superpower
Richard Tubb provides knowledge and tactics to help people grow their IT business by freeing up their time, and concentrating on increasing profits. Richard Tubb, a UK based IT growth…
May 05, 2019
IT Admin
Enel X – 430 Workflows and Counting
A global company in the energy industry uses Manifestly checklists to avoid making errors and ensures their IT department coninuously improves.
Apr 26, 2019
Property Management
12 Ways Property Maintenance Checklists Help You Manage Multiple Properties
Property maintenance checklists are a necessity for property managers. Learn 12 ways they help you manage for success.
Apr 24, 2019
How To
Checklist Users Share a Better Alternative to Process Street
Manifestly is a less-expensive alternative to Process Street. It’s also simpler to use and easier to integrate.
Mar 15, 2019
Human Resources
Your HR Termination Checklist: Why You Need One and What to Include
Learn why an HR termination checklist is important and what to include, along with insights from two HR experts and a checklist template.
Mar 08, 2019
IT Admin
An Adorable Success Story
Adorable.io A high-end software development firm located in Madison, Wisconsin. Two years ago, Jim Remsik started Adorable.io, a software consulting business. In just a little over 2 years, they have gone…
Jan 12, 2019
How To
Integrate Your CRM with Manifestly Checklists
Launch and assign checklists in Manifestly automatically based on updates in your CRM system — helping your team to Never Miss a Thing.
Sep 20, 2018
Slack
Intercom Customer Support in Slack
At Manifestly, engaging in conversations with our users is crucial for us. To do this, we use (and ?) Intercom. Through these conversations, we learn what people love. We see what we…
Jun 22, 2018
Marketing
The Roman Candle
The Roman Candle is a Wisconsin based pizzeria with each location as unique as its surrounding neighborhood. The Roman Candle was born 11 years ago with their first location on…
Feb 09, 2018
Awards
Manifestly Awarded 2017 Great User Experience Award
Finances Online is the fastest growing independent review platform that ranks and reviews B2B SaaS solutions. Focused on helping business owners find the best solutions and products to meet theirneeds,…
Oct 22, 2017
Marketing
Cilliers CPA – Full Service Accountants
Cilliers CPA is a full-service Accounting firm licensed in Scottsdale, Arizona. Founded in 2006, Cilliers is not your typical accounting firm. The staff at Cilliers CPA love helping their clients, and having…
Oct 19, 2017
