Workflow Automations

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

Recurring Workflows

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.

Recurring Workflows

Data Collection

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

Recurring Workflows

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.

Recurring Workflows

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.

Recurring Workflows

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 sections in the workflow.

Other Manifestly features

Assign, Schedule, and Automate

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.

Track task progress

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.

Organize Your Team

SAML SSO

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

Communicate, Audit, & Improve

Comments & Mentions

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

Trusted by organizations big and small for their recurring checklists

Customizable Workflow Software to Ensure Your Team's Success

With Manifestly, your team will Never Miss a Thing.

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