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Creating Workflows
Creating Workflows
Best practices and advanced features to create your workflows in Manifestly.
16 articles in this collection
Written by
Philip Crawford
Can I use my own secure document store?
Some organizations have their own cloud based document storage solution and want to collect and share files in checklists. Here's how.
Written by
Philip Crawford
Updated this week
Using variables in Workflow step details
Variables act as placeholders for information in the step details that can then display dynamic data based on the checklist run.
Written by
Philip Crawford
Updated this week
Using Checklist Webhooks for Automations
With Manifestly you can integrate with other services using web hooks in your checklists and steps.
Written by
Philip Crawford
Updated this week
The difference between Workflows and Checklists
Workflows are your standard processes - think of that as the Standard Process. Checklists are instances of the workflow where work gets done
Written by
Philip Crawford
Updated this week
Creating a Workflow - Video Overview
How to create a new workflow in Manifestly that you can then use on the web, in Slack, or on your mobile device.
Written by
Philip Crawford
Updated this week
Best practices for creating useful workflows.
Use section headings to organize your worfklows and links, videos, and images to add process documentation.
Written by
Philip Crawford
Updated this week
Embedding links, images, videos, and files in a workflow.
Step details can contain links to other documents, images, videos, and event attachments such as forms and spreadsheets.
Written by
Philip Crawford
Updated this week
Role based assignments
Using roles, you can assign steps in your workflows to a role and then assign people to a role on a checklist by checklist basis.
Written by
Philip Crawford
Updated this week
Set Due Dates on Steps
Relative due dates can be set in a workflow or specific due dates can be set within a checklist run when working on the checklist.
Written by
Philip Crawford
Updated this week
How to collect data with your checklists
You can require your users to enter data, upload images, or attach files to specific workflow steps.
Written by
Philip Crawford
Updated this week
Understanding workflow expected duration.
Use the expected duration for a workflow and our system will automatically calculate a due date each time the workflow is used.
Written by
Philip Crawford
Updated this week
Importing Workflows
Quickly import your existing workflows into Manifestly.
Written by
Philip Crawford
Updated this week
Folders? Using tags to organize checklists?
Tags are flexible folders. Use tags to organize workflows and checklist runs so you can find them faster in the future.
Written by
Philip Crawford
Updated this week
Conditional Logic in Workflows
How to have sections and steps be conditional based on data or the completion of previous steps in the workflow.
Written by
Philip Crawford
Updated this week
Configuring Business Days
Use the Business Days setting to exclude weekends from due date calculations.
Written by
Philip Crawford
Updated this week
How to delete a Workflow.
Written by
Philip Crawford
Updated this week
