SOP & Checklist Features Coming in 2026

New Features in 2026 to Make your SOPs and Checklists Even More Powerful

Ad Hoc Tasks in Workflow Runs

Sometimes work doesn't go exactly as planned. Soon you'll be able to add tasks on the fly to any active run—without editing the underlying workflow.

Respond in real time: Add steps as needs arise during a run.
Keep workflows clean: Ad hoc tasks live in the run, not the template.
Maintain accountability: Assign, track, and complete ad hoc tasks just like any other step.

Perfect for handling exceptions, one-off requests, or unexpected work that surfaces mid-process.

Updated Content Editor

Building workflows is about to get easier. We're upgrading the content editor with new formatting options and a more intuitive editing experience.

Richer formatting: More control over how instructions and documentation appear.
Improved usability: A cleaner interface for faster workflow creation.
Better consistency: Tools to help keep your SOPs polished and professional.

Whether you're writing a quick checklist or detailed process documentation, the new editor will help you do it faster.

AI Workflow Reviews

Let AI help you build better workflows. New AI-powered reviews will analyze your workflows and offer suggestions—plus generate visual diagrams of your conditional logic.

Automated analysis: Get feedback on workflow structure, completeness, and potential issues.
Visual conditional logic: See a graphical representation of how your workflow branches and flows.
Faster optimization: Identify gaps and improvements without manual review.

Complex workflows with multiple conditions can be hard to follow. AI reviews make them easy to understand and improve.

Global Data Sources and Tokens

Define data once, use it everywhere. Global data sources let you create reusable values and tokens that stay consistent across all your workflows.

Centralized management: Update a value in one place and it updates everywhere.
Dynamic tokens: Insert global data into step instructions, notifications, and more.
Reduced errors: No more copying and pasting the same information into multiple workflows.

Ideal for company-wide standards, contact information, policy details, or any data your team references repeatedly.

External Data Sources

Connect your workflows to the systems where your data already lives. New data fields will pull information directly from sources outside Manifestly.

Live data: Populate fields with real-time information from external systems.
Fewer manual entries: Reduce data entry and the errors that come with it.
Seamless integrations: Connect to CRMs, ERPs, databases, and other tools your team uses.

Your workflows will stay in sync with the rest of your business—automatically.

Multiple Data Elements Per Step

Capture more information without adding more steps. Soon you'll be able to add multiple data fields to a single step.

Streamlined workflows: Collect related data points together instead of spreading them across steps.
Better organization: Group fields logically for easier completion and review.
Flexible data capture: Mix field types—text, numbers, dates, dropdowns—in one step.

Build cleaner workflows that capture everything you need without unnecessary complexity.

Private Workflows

Some processes need tighter access control. Private workflows let you restrict visibility to only the people who need it.

Controlled access: Limit who can view, edit, or run sensitive workflows.
Confidential processes: Keep HR, legal, or executive workflows out of general view.
Flexible permissions: Share with specific users or roles without exposing to the whole team.

Perfect for onboarding, investigations, compensation reviews, or any process that requires discretion.

Help Shape What's Next

These features are on our roadmap for 2026, and your input helps us prioritize. Have ideas or feedback? We want to hear from you.

Share your thoughts through our Feature Feedback Form.

Want to see what we shipped recently? Check out our quarterly updates:

Ready to see Manifestly in action? Schedule a free, personalized demo with our team.

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