A sign-off nothing can skip

Add a required sign-off to any workflow step to ensure work is reviewed before it moves forward. Assign the person who owns the decision, and keep every approval and rejection on the record.

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Purchase Request — Run Live
Submit purchase request
Amount: $8,400
Approve $8,400 purchase
Approver: Jordan Lee, Finance Lead
Approve Reject
Locked until approved
Send purchase order to vendor

Sign-off shouldn't live in your inbox

When approval happens over email or a side channel, the decision is disconnected from the work — there's no guarantee it happened before the next step started, and no record tied to the run.

Without Workflow Approvals
  • Sign-off happens in a side channel, disconnected from the run
  • Work can move forward before anyone confirms it was reviewed
  • No record of who approved what, or when
With Workflow Approvals
  • The run won't advance until the approver signs off
  • Rejections send work back with a reason, not into a black hole
  • Every decision is timestamped right on the run

Set up a sign-off in three steps

1

Require a sign-off

Mark any step as an approval step. The person doing the work can't check it off themselves — it waits for a decision from the approver.

2

Assign the approver

Assign by name, email address, or role, so accountability lands on the person who actually owns the decision.

3

Approve or reject

Approving unlocks the rest of the run. Rejecting sends the step back to the original assignee with your comment attached.

Only the right person can sign off

Approval steps are assigned the same way as any other step — to a specific person, by email address, or to a role — so accountability travels with who owns the decision, not whoever happens to be free.

  • Assign by name, email address, or role — swap the approver without rebuilding the workflow.
  • Approvers see what's waiting on them the moment a run reaches that step.
  • Reassign an approval step at any time if ownership changes mid-run.
Assign approver
Approve this step by Role
Role Finance Lead
or assign directly jordan@company.com
waiting on: Jordan Lee, Finance Lead
since: Aug 6, 9:02 AM

Rejections send work back, not into a black hole

A rejected step doesn't just fail silently. Manifestly reopens the step for the original assignee, attaches the approver's comment explaining what needs to change, and holds the run there until it's resubmitted and approved.

Every rejection and resubmission stays in the run's activity, so there's no confusion about why work bounced back.

New Vendor Onboarding — Run
Approve vendor W-9
Rejected by Priya Shah, Compliance
comment: Missing the signed W-9 — please attach and resubmit.
Reopened for Dana Ruiz

Fits wherever your workflow needs a checkpoint

Put a sign-off on a single step or an entire section, and pair it with the rest of your workflow — conditional logic, due dates, and role-based assignment.

Where to require a sign-off
Any stepa single checkpoint A whole sectiongate everything beneath it Paired with due datesapprovals can run late too Paired with conditional logiconly require it above a threshold
Who can sign off
A named personassigned directly An email addressfor outside collaborators A role on the runwhoever holds it Reassigned mid-runif ownership changes

A permanent record of every decision

Every approval and rejection is written to the run's activity — who decided, when, and why — so you have an audit trail without chasing anyone down after the fact.

  • Approvals and rejections are timestamped and attributed automatically.
  • Approved something by mistake? Retract it to reopen the step.
  • Comments on the decision stay attached to the run for good.
Run activity
2:14 PM — Jordan Lee approved “Approve $8,400 purchase”
2:15 PM — “Send purchase order to vendor” unlocked
4:02 PM — Purchase order sent to vendor

Where teams put a sign-off in place

Finance & purchasing

A spend threshold routes the request to whoever owns that budget.

Amount over $5,000 → requires the finance lead's sign-off before the vendor is contacted.

Compliance & quality

A reviewer signs off before work is marked complete.

A batch record doesn't close until the quality lead approves it.

People & HR

Offer letters and policy exceptions get a documented sign-off.

An offer step waits for HR leadership's approval before it goes to the candidate.

Workflow Approvals, answered

Whoever is assigned as the approver — a specific person, an email address, or a role — can approve or reject the step. The person completing the rest of the work can't sign off on their own step.

The step reopens for the original assignee with your comment attached, explaining what needs to change. The run pauses there until it's resubmitted and approved.

Yes. Add as many approval steps as your process needs, in any order, and each one is tracked and recorded independently.

Yes. By default, the steps that come after stay locked until the approval is resolved, so nothing moves forward without sign-off.

Yes. Retract an approval to reopen the step if it was approved in error.

Every approval, rejection, comment, and retraction is written to the run's activity log with a timestamp and the approver's name, so you have a complete audit trail.

Other Features

Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

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.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.
Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.
Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

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

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.
Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.
Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows

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Add Accountable Sign-Off To Every Workflow

With Manifestly, your team will Never Miss a Thing.

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