Edit your workflow without disrupting the team

Improve a workflow in a private Draft while everyone keeps running the stable Published version. Publish the Draft when it's ready — and keep a full version history you can restore at any time. Runs are always created from the published workflow.

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Available on the Enterprise plan. See pricing · About Enterprise

Vendor Onboarding — Versions
Add security review step Draft
Q3 process update Published Jul 14, 2026 Published
Initial version Apr 2, 2026

Stop editing a live workflow mid-run

When a workflow is always changing under people's feet, edits land while teams are partway through a run — and a mistake is instantly everyone's problem. Versioning gives every change a safe place to happen before it goes live.

Editing in place
  • Changes hit active runs the moment you save
  • A half-finished edit confuses people mid-task
  • No clean way to undo or see what changed
With versioning
  • Work in a private Draft; the team runs the Published version
  • Publish once, deliberately, when it's ready
  • Full history — restore any earlier version

Draft, test, publish — in three steps

1

Create a Draft

From your workflow, create a Draft and give it a name. Manifestly clones the current Published version into a private copy for you to work on — the live version keeps running untouched.

2

Edit and test privately

Change steps, assignments, reminders, and logic in the Draft. Start test runs against it — they're ephemeral and walled off from your real integrations, so nothing leaks out while you experiment.

3

Publish it

When the Draft is ready, publish it. It becomes the new Published version, the previous one moves into your history, and every new run uses the update from that moment on.

Two lanes: one to run, one to build

At any moment your workflow has one Published version that everyone runs, and — when you want to make changes — one Draft you're building next. New runs always come from the Published version, so work in progress never reaches your team until you decide it's ready.

  • The Published version stays stable while you edit the Draft.
  • Runs already in flight keep their original structure — nothing changes underneath them.
  • One Draft at a time keeps changes deliberate — edit, publish, or discard it before starting the next.
Published version Live
Collect vendor details
Manager approval
Add to payment system
Every new run starts from here
Draft — “Add security review” Private
Collect vendor details
Security & data review new
Manager approval
Add to payment system

Test the Draft without side effects

Runs you start against a Draft are ephemeral — kept separate from your real work. By default their outward-facing integrations are switched off, so a test run can't fire a webhook, ping Slack, send notifications, or kick off another workflow. Walk the new process end to end, then throw the test away.

  • Notifications, reminders, webhooks, Slack, and automations stay off unless you opt in.
  • Ephemeral runs stay out of your standard run lists and reports.
  • Need to test one integration for real? Enable just that feature for the test run.
Test run of Draft Ephemeral
Outward integrations for this run
Notifications
Slack messages
Webhooks
Automations
Off by default — flip on only what you want to test.

A full history, and a way back

Every published version is snapshotted and kept. Open the version dashboard to see what was published and when — and if a change doesn't work out, restore an earlier version to make it the Published one again. New runs pick up the restored version; runs already in progress are left as they are.

  • Each version is stored as a complete snapshot of the workflow.
  • Creating and publishing versions is recorded in the workflow's activity.
  • Restore rolls a past version back to Published in one click.
Version history
Q3 process update Published Jul 14, 2026 Published
Reorder approval steps Published May 30, 2026
Initial version Published Apr 2, 2026

Every workflow, in one of three states

DraftPrivate, being edited PublishedLive — runs come from here PreviousKept in history, restorable

Turn it on where it helps

  • Enable versioning across the whole account, or turn it on for individual departments.
  • Only one Draft exists per workflow at a time — you can't create a Draft of a Draft.
  • Drafts stay private to the people working on them until published.
  • Discard a Draft and the workflow rolls straight back to its current Published version.
Account-wide versioning on
Every department gets Draft and Published versions
Compliance dept
versioning enabled
Field ops dept
versioning enabled

Where teams reach for versioning

Regulated processes

Onboarding, compliance, and audit procedures that must stay stable while they're in use.

Refine the procedure in a Draft, publish deliberately, and keep every prior version on record.

Continuous improvement

Recurring workflows you tweak often as the team finds better ways to work.

Trial a change in a Draft, test it end to end, and restore the old version if it doesn't pan out.

High-volume operations

Workflows with many runs going at once, where an in-place edit would ripple everywhere.

Publish updates on your schedule while runs already in flight finish on the version they started with.

Workflow versioning, answered

Workflow versioning is part of the Manifestly Enterprise plan. See the pricing page or read more about Enterprise. It can be turned on for your whole account or for specific departments.

They keep the structure they started with — nothing changes underneath a run already in flight. Only runs created after you publish use the new version.

No — a workflow has at most one Draft at a time. You edit, publish, or discard that Draft before starting a new one, and you can't create a Draft of a Draft. This keeps changes deliberate and easy to follow.

Yes. Runs started against a Draft are ephemeral: by default their outward integrations — notifications, reminders, webhooks, Slack messages, and automations — are switched off, and they're kept out of your standard run lists. You can opt a specific feature in if you need to test it for real.

Yes. Every published version is snapshotted and kept in the version history. Restore an earlier one to make it the Published version again — new runs use it, while runs already in progress are left unchanged.

Discarding a Draft throws away its changes and returns the workflow to its current Published version. Nothing your team is running is affected.

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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Workflow Versioning

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