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Using Checklists

Using Checklists

Using assignments, due dates, comments, and data to get the most out of your checklists.

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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.
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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
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Written by Philip Crawford
Updated over a week ago

Using a Checklist - Video Overview

A quick overview of the checklist runs page.
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Written by Philip Crawford
Updated over a week ago

View 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.
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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.
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Written by Philip Crawford
Updated over a week ago

Keyboard shortcuts

Quick access to the most common tasks when using a checklist.
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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.
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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.
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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.
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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.
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Written by Philip Crawford
Updated over a week ago

Can I schedule a checklist to run every business day?

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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.
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Written by Philip Crawford
Updated over a week ago

Can I receive notifications when a checklist is late?

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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, Mobile, or Email.
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Written by Philip Crawford
Updated over a week ago

Naming your checklist runs

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Written by Philip Crawford
Updated over a week ago

Can I schedule a checklist run in the future?

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