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Creating Workflows
Creating Workflows
Best practices and advanced features to create your workflows in Manifestly.
13 articles in this collection
Written by
Philip Crawford
The difference between Workflows and Checklists
In Manifestly, workflows are your standard processes. Each time you use a workflow, that's a checklist.
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.
Written by
Philip Crawford
Updated over a week ago
Best practices for creating useful workflows.
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.
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.
Written by
Philip Crawford
Updated over a week ago
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.
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.
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.
Written by
Philip Crawford
Updated over a week ago
Importing Workflows
Quickly import your existing workflows and checklists into Manifestly.
Written by
Philip Crawford
Updated over a week ago
Folders? Using tags to organize checklists?
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.
Written by
Philip Crawford
Updated over a week ago
Configuring Business Days
Use the Business Days setting to exclude weekends from due date calculations.
Written by
Philip Crawford
Updated over a week ago
How to delete a Workflow.
Written by
Philip Crawford
Updated over a week ago
