Utilize User Permissions to Control Access

Manifestly has three role based permission groups to help you control who can add and edit workflows and assignments.

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Other features to enhance collaboration

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

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

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

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.

Workflow 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

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

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

Import Workflows

Easily import your existing workflow steps from a word document or spreadsheet.

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.

Recurring Workflows

Content Variables

Utilize variables in your content, titles, email templates, and web hooks to customize the content for each run.

Trusted by organizations big and small for their recurring checklists

Customizable Workflow Software to Ensure Your Team's Success

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