Workflow as a Standard Operating Procedure
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.
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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.
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.
Other Manifestly features
Import 200 workflow runs at time using our spreadsheet importer. Set custom start and due dates as well as assign participants, add tags, Slack channel and more.
Bird's-eye View of Tasks
Track task progress and work on multiple checklists all on one summary page that highlights assignments, late checklists, and late tasks.
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.