Due Dates, Assignments, and Notifications
By setting due dates and assignments for checklists or individual steps, the system will send email and Slack notifications to account admins and the checklist owners of their late tasks. You can easily keep track of exactly what is being done and what is late.
No more dependence on long email threads. Team members collaborate and communicate directly in the checklist. Use comments to leave notes and @mentions for person to person direct messaging.
Automatically launch, schedule and assign checklists based on events in your other systems. Manifestly integrates with over 500 cloud based services including Slack, SalesForce, GitHub, Zendesk and many more. Read More
Visibility & Accountability
Your management dashboard shows exactly who is doing what and the status of every process - in real time. View a calendar of upcoming scheduled checklists. Receive email and Slack notifications when a checklist is not completed in time as well as scheduled checklists that need to be started.
Reporting & Searchable History
Receive a weekly report on checklist usage including late checklist runs, new improvement ideas, and times used. Every checklist run, every action taken, and every comment is stored in the cloud with an easy way to search for the historical record of who did what.
Assign checklists to external people such as contractors and virtual assistants. Invite clients and contractors to collaborate on checklist runs without risk of them viewing your private processes. They only see what you want them to see.
Our Slack integration allows your teams to complete checklist runs without ever leaving Slack. Receive notifications on assignments, late checklist runs and more, delivered personally to each Slack user. Watch a video and read more about the Slack Integration.
Detailed Process Documentation & SOPs
Are you creating Standard Operating Procedures?
Each step in your checklist can be as detailed as you want, and along with an easy HTML editor, your process documentation can include:
- Links to online documents
- File attachments
Detailed Feature List
Use our templates as a starting point, import or create your own to get started.
Use departments to keep checklists and activity private from your whole organization.
Schedule daily, weekly, quarterly checklists to ensure recurring tasks are accomplished.
Delegate checklist runs to people outside your organization with complete control over their access.
Comments & Mentions
Collaborate with peers within the checklist, without depending on emails and other communication channels.
Manifestly integrates with over 300 cloud based services including Slack, SalesForce, GitHub, & Zendesk.
Every action is stored in the cloud. Know who did what, when, and what action is next.
Built-in process improvement tools to help your team continually improve the checklists important for your organization.
Notifications & Reports
As an admin, you get immediate notification of any late checklist runs as well as a weekly report of account metrics.
Assign specific steps within checklists so everyone know who should be doing what.
Collect data with your checklists. Use optional or required data on steps.
Folders & Tags
Easily organize your checklist templates and control accessibility through the use of tags.
What our customers are saying...
Drag-and-drop simple enables continuous improvement of our checklists. Highly recommended!
— Will Swayne
Just what we were looking for to automate IT runbooks. It's worth its weight in gold.
— Roger Hoffman