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Leveraging Checklists for Organizational Success.

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Manifestly New Features Q1 – 2023

Five new features Manifestly released in Q1 2023 to help you get the most from your recurring workflows.

Articles

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

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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

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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

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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

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Latest Features

Manifestly New 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

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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

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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 10, 2023

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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…

Mar 09, 2023

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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

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Property Management

Property Management Preventive Maintenance Checklist

Preventive maintenance is essential to property managers as it can help to identify and fix potential problems before they become bigger, more costly problems.

Jan 26, 2023

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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 12, 2023

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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

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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

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Latest Features

New Manifestly Features in 2022

We continued to make Manifestly Checklists a better product in 2022 utilizing customer feedback and ideas submitted. Below are some highlights of new features we've released over the past year.

Nov 20, 2022

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Integrations

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

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Human Resources

Employee Onboarding Best Practices (with a Checklist 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

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Latest Features

Webhooks: New Events and Custom JSON 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

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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

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Integrations

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Latest Features

New Feature: Checklist Run Links

Manifestly Checklists New Feature: Checklist Run Links Google Single Sign On

May 11, 2021

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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

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Latest Features

New Feature: Additional Data Collection Types

Manifestly Checklists New Feature: Additional Data Collection Types Google Single Sign On

Mar 30, 2021

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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

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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

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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

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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

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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

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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

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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

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Success Stories

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Success Stories

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

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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

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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

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Success Stories

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

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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

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Success Stories

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

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Get a handle on your important recurring checklists.

With Manifestly, your team will Never Miss a Thing.