Using Checklists

Checklist run links

Checklist Run Links to quickly create new checklist runs with standard settings such as a group of participants or data choices

Written by Philip Crawford
Updated over a week ago

Import checklist runs from a spreadsheet

Import up to 200 checklist runs at a time. Set custom start and due dates as well as assign participants, add tags, Slack channel and more.

Written by Philip Crawford
Updated over a week ago

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