Workflows are your standard processes. 

Each time you use a workflow, that's a checklist. 


Let's say you have a standard process for onboarding your clients. In Manifestly, that would be a Client Onboarding workflow.

And then each time you use that Client Onboarding workflow, that is a unique checklist, where you check items off. Each checklist starts as a clean slate of the workflow and is specific to that client being onboarded - for example the Tesla - Client Onboarding checklist - as seen in this image.

Workflow Settings 

All settings you make in the workflow, such as data collection, assignments, expected duration are then the settings in each checklist of that workflow. 

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