All Collections
Using Checklists
Using Checklists
Using assignments, due dates, comments, and data to get the most out of your checklists.
20 articles in this collection
Written by
Philip Crawford
Archiving old checklist runs
You can archive or delete checklist runs in bulk. This helps you keep your account clean if needed.
Written by
Philip Crawford
Updated over a week ago
Can I associate a checklist run with an ID of a record in a different system?
Use the externalID field to associate any checklist run in Manifestly with an associated record in a different system
Written by
Philip Crawford
Updated over a week ago
Using a Checklist - Video Overview
A quick overview of the checklist runs page.
Written by
Philip Crawford
Updated over a week ago
Work on Multiple Checklist Runs on the Same Page
Use the checklist run summary page to view status and work on multiple checklist runs at the same time.
Written by
Philip Crawford
Updated over a week ago
Can I assign people to specific tasks?
Assignments are a big part of Manifestly Checklists. You can set them in workflows or checklist runs as well as use role based assignments.
Written by
Philip Crawford
Updated over a week ago
Keyboard shortcuts
Quick access to the most common tasks when using a checklist.
Written by
Philip Crawford
Updated over a week ago
Collapse sections of a checklist
You can easily collapse and expand entire sections of your checklist to help you focus on the tasks at hand.
Written by
Philip Crawford
Updated over a week ago
What can 'external' users see in the checklist?
You have the ability to hide all but their assigned tasks.
Written by
Philip Crawford
Updated over a week ago
How long is account activity available?
The activity in your account is stored for the life of your subscription. This includes all checklist activity and uploaded documents.
Written by
Philip Crawford
Updated over a week ago
Process Improvement with Workflow Feedback
Manifestly helps your team's continuous improvement processes by prompting for ideas to improve the workflow after every checklist run.
Written by
Philip Crawford
Updated over a week ago
Can I schedule a checklist to run every business day?
Written by
Philip Crawford
Updated over a week ago
Adding Steps to a Checklist in progress
There are times you might want to add, edit, and delete steps without updating the workflow.
Written by
Philip Crawford
Updated over a week ago
Can I receive notifications when a checklist is late?
Written by
Philip Crawford
Updated over a week ago
Notifications Overview
You can fully customize your notifications for several different events and have them sent to Slack or Email.
Written by
Philip Crawford
Updated over a week ago
Naming your checklist runs
Written by
Philip Crawford
Updated over a week ago
Can I schedule a checklist run in the future?
Written by
Philip Crawford
Updated over a week ago
How do I delete or archive a checklist run?
Delete is a permanent removal of the checklist run from your account. Archive let's you keep it for reporting later.
Written by
Philip Crawford
Updated over a week ago
Can I update a checklist run with changes to the workflow?
Update all in-progress checklist runs with updates to the workflow.
Written by
Philip Crawford
Updated over a week ago
How to publish a workflow to share with the world.
You can publish your workflows to share them on your website for others to see and use.
Written by
Philip Crawford
Updated over a week ago
Can I skip a step, but still complete the checklist?
How to skip steps within a checklist.
Written by
Philip Crawford
Updated over a week ago