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Creating Workflows

Creating Workflows

Best practices and advanced features to create your workflows in Manifestly.

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14 articles in this collection
Written by Philip Crawford

Using Checklist Webhooks for Automations

With Manifestly you can integrate with other services using web hooks in your checklists and steps.
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Written by Philip Crawford
Updated over a week ago

The difference between Workflows and Checklists

In Manifestly, workflows are your standard processes. Each time you use a workflow, that's a checklist.
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Written by Philip Crawford
Updated over a week ago

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.
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Written by Philip Crawford
Updated over a week ago

Best practices for creating useful workflows.

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Written by Philip Crawford
Updated over a week ago

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.
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Written by Philip Crawford
Updated over a week ago

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.
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Written by Philip Crawford
Updated this week

Set Due Dates on Workflow Steps

Relative due dates (task durations) set within workflows will create specific due dates every time the workflow is used.
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Written by Philip Crawford
Updated over a week ago

How to collect data with your checklists

You can require your users to enter data, upload images, or attach files to specific workflow steps.
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Written by Philip Crawford
Updated over a week ago

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.
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Written by Philip Crawford
Updated over a week ago

Importing Workflows

Quickly import your existing workflows and checklists into Manifestly.
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Written by Philip Crawford
Updated over a week ago

Folders? Using tags to organize checklists?

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Written by Philip Crawford
Updated over a week ago

Conditional Logic in Workflows

How to have sections and steps be conditional based on data or the completion of previous steps in the workflow.
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Written by Philip Crawford
Updated over a week ago

Configuring Business Days

Use the Business Days setting to exclude weekends from due date calculations.
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Written by Philip Crawford
Updated over a week ago

How to delete a Workflow.

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Written by Philip Crawford
Updated over a week ago