Recurring Workflow Features

Workflows

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.

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

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

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

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

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.

Assign and Automate

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.

Assign, Schedule, and Automate

Integrate with our API and WebHooks

Our integration options let you connect any event in any open software system with your recurring workflows in Manifestly so that nothing falls-through-the-cracks and your systems are fully integrated.

Assign, Schedule, and Automate

Automations with Zapier

Our Zapier app helps you connect 1,000 of online systems with your Manifestly Checklists to ensure your data is connected. You'll...never miss a thing (again).

Assign, Schedule, and Automate

Import Runs

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.

Track Checklist Status

Track task progress

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming checklists within your regular calendar.

Track task progress

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.

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.

Track task progress

Reminders & Notifications

You can fully customize your notifications for several different events such as late workflow runs, new assignments checklist completion and have these notifications sent to Slack or Email.

Track task progress

Reporting & Data Exports

View realtime reports of exactly what steps are done, what are left, and with summary views across checklists. Our data export feature gives you all the detailed data from your checklists runs in a format easily imported into a spreadsheet or business intelligence tool.

Organize Your Team

Organize Your Team

Departments & Locations

Use departments to organize teams and workflows as well as maintain security by keeping checklists and activity private from your whole organization.

Organize Your Team

Permissions

Control access and abilities in the system using user permisson roles. Admins, Users, and Limited Users all have different rights levels.

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.

Organize Your Team

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.

Communicate and Improve

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.

Communicate, Audit, & Improve

Built in Process Improvement

Built-in process improvement tools to help your team continually improve the workflows important for your organization. Your team will become more efficient with checklists.

Communicate, Audit, & Improve

Searchable Account Activity Logs

Every action taken - who completed a task, entered data, started and finished a checklist and more is stored in the cloud, forever, making it easy to audit who did what and when on previous checklists and tasks.

Integrations