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Creating Workflows

Creating Workflows

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

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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.
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Written by Philip Crawford
Updated over a week ago

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.
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Written by Philip Crawford
Updated over a week ago

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

Workflows are your standard processes - think of that as the Standard Process. Checklists are instances of the workflow where work gets done
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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.

Use section headings to organize your worfklows and links, videos, and images to add process documentation.
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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 over a week ago

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.
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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 into Manifestly.
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Written by Philip Crawford
Updated over a week ago

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.
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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