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.
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Other workflow customization features
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.
Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, even collect signatures.
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.
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.
Other Manifestly features
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.
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.
Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.