Creating Workflows

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

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12 articles in this collection
Written by Philip Crawford

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
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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

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 over a week ago

Set Due Dates (Task Durations) on Workflow Steps

Relative due dates 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 attache files to specific checklist 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 steps that are sometimes necessary, sometimes not necessary.
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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