The Manifestly Slack integration lets you create complex workflows and then use those workflows right within the Slack interface.
The primary features in Slack are where you work on checklist runs and manage your users. The rest of the Manifestly features are in the web app and this is where we'll begin this startup guide.
First: The difference between
Workflows are your standard recurring processes such as New Employee On-boarding, New Rental Listing, Weekly IT Tasks, etc
Checklists are unique instances when you use these workflows. Checklists are a fresh start of the workflow where you do the work of completing tasks.
Step 1: Create a Workflow
Sections with Header Steps
Good workflows utilize sections to organize all steps into relevant groups.
Use short step titles. Put additional details in the step content.
Titles of the workflow steps should be short. This is especially true if your team will use your workflows on Slack.
Too many workflows too soon
We recommend you choose 1 or 2 important processes. Learn the system, gain acceptance in your organization, and then broaden their use from there.
Too many steps
If your team members feel like the checklists are a burden, you will have a more difficult time gaining acceptance. Start small, and have your team iteratively improve the workflows.
Our full list of help center videos on creating and editing workflows.
Step 2: Checklist Runs: Using your Workflows
Now that you have a workflow, it's time to switch over to Slack and use it.
Step 3: Manage Your Team
There are 3 different roles you can assign to people in your account.
Admins: Have the ability to add and delete users, as well as create, edit and delete workflows. They have access to all features for your account, with exceptions related to departments below.
Users: Cannot edit workflows nor add or delete users, but they can see all the workflows within the department they are in.
Limited: Cannot see anything other than the checklists that they have been invited to. This role is primarily used for people outside your organization such as clients and contractors. A detailed review of external user role is here. Limited users do not count against your subscription.
Step 4: Schedule a Recurring Checklist
Step 5: Keeping Track of Tasks and Late items
Checklist Runs Page
The checklist runs page can be used to view all your in-progress checklist runs as well as those that have been completed. You can filter the list based on workflow, status, participants, and even tags. This is where you would go to delete or archive a checklist run or export data.
Each user in the system can adjust their notifications for both email and Slack. These notifications are sent for new checklist assignments, late checklists, late checklists steps, and when you are mentioned in a comment.
Our system sends a weekly email containing high-level information of the status and completion of checklists in your account. This can be turned off if you wish.
High level reporting on the reports tab. Overview here:
Step 6: Integrations
Integrations with Zapier
There are several recipes we've created to help you start integrating Manifestly with other online systems on our Zapier-Manifestly Checklists integration page.
We have several videos on integrating with Zapier in our Zapier Video showcase.
We also have a full and open API.
Manifestly web hooks are an easy way to use an integration platform such as Workato, Automate.io, and even Zapier to integrate Manifestly with other software systems.
Read more on using web hooks to integrate Manifestly with other systems.