Manifestly: New Features!
Workflow Management by Embedding Manifestly Checklists in Notion
Manifestly is a powerful checklist and task management tool designed specifically for managing recurring workflows. And now, with the ability to embed Manifestly within Notion, you can supercharge your productivity by combining the best of both platforms. In this blog post, we'll explore the benefits of integrating Manifestly with Notion and how this powerful combination can revolutionize the way you manage your tasks and processes.
OpenAI ChatGPT-4 Integration
The new Manifestly Checklists feature harnesses the power of OpenAI ChatGPT-4 to suggest workflow steps, sections, and titles with unparalleled accuracy.
You can now easily search for a record in Manifestly from any page in Manifestly. Either click into the search box in the upper right of every page or type the slash / key that will automatically put your cursor in the search box
File Import of Workflows
You can now import workflows with steps and their descriptions directly from a spreadsheet.
New Web Hook Events and Custom JSON
With two new events to connect with web hooks and the ability to define custom JSON payloads using content variables in the payload, our web hooks are the most powerful on the market. You can connect with any other online service to update databases and trigger other events.
Salesforce Integration - Beta Release
We have created a Salesforce integration that lets you launch workflow runs in Manifestly simply by clicking a button within Salesforce. We’ve also greatly improved the ability to update records in Salesforce when a Run or Step is completed in Manifestly.
Set due dates for steps based on date data collection fields
Use step data collection to drive due dates in your runs.
Microsoft Teams Integration - Live in the Microsoft App Source marketplace.
The Manifestly Checklists integration with Microsoft Teams is now in the Teams AppSource Marketplace.
Automatically create a new run on step completion
You can set up a workflow automation to automatically create a new run whenever a step in a different workflow is completed.
Microsoft Teams Integration - Beta
Utilize the Manifestly Checklists service right within Microsoft Teams. Configure notifications into MS Teams as well.
Copy Sections and Steps
Copy a section or step from one workflow into another workflow.
SSO with SAML
Configure your account to use SSO for authenticating users into Manifestly Checklists. Our SAML offering works with Okta, Auth0, Azure AD, and any other SAML based SSO provider.
Custom Signup URL
Make inviting people to Manifestly the easy way, simply share a link and anyone with that link can simply sign up to join your account.
In Progress Step Status
Mark a step as "in progress" to let your teammates know what you're working on in a checklist run. View this list of in-progress steps on your dashboard and assignments page.
Web Push Notifications
Subscribe to web push notifications as an alternative, or in addition to email or Slack notifications. Clicking the notification takes you directly to the checklist and the list of notifications is fully customizable.
Variables in workflows can be used to create templates of content in your workflows that become specific content each time your team uses the workflow.
Checklist Run Links
Use checklist run links to partially automate the creation of new checklist runs with standard choices for participants and data collection settings.
You can implement SSO using Google with Manifestly. Simply activate Google SSO and set the domain to limit sign ins to your account. After activated, people will only be able to sign into Manifestly using your organization's Google sign in process.
Import Multiple Checklist Runs from a Spreadsheet
You can import up to 200 checklist runs at one time. Set custom start and due dates as well as assign participants, add tags, Slack channel and more.
Customize your user invitation message
Create a custom message for when you invite people in your organization to Manifestly.
Install Manifestly as an application on your desktop
Install Manifestly Checklists as an application on your desktop
Date Data Types: Collect dates in your checklists
New data collection type of date lets your team collect dates within your checklists.
Signature Data Types: Collect signatures in your checklists
New data collection type of signature lets your team collect signatures or have people initial a step in your checklists.
Paragraph Data Types: Collect long-form data in your checklists
New data collection type of paragraph makes it easier to collect long-form text input in your checklists.
Workflow Editor Updates
We've made some small changes to workflow editing to make things easier.
Conditionally hide or display sections and steps based on the data or completion of a different step in the workflow.
Comment Notifications in Slack Channels
A new setting in Slack will send comments on checklists into the channel where the checklist is being worked on.
Descriptive Text for Section Headings
Now you can add descriptive text to section headings in workflows, providing more directions for how people should use your workflows.
Customized Dashboard Items
Customize your dashboard by adding widgets to display your assignments, late checklist runs, comments, for either you or your team.
Role Based Assignments
We've improved the assignments of steps within a workflow. Now you can assign to a Role instead of a specific person. This allows you more flexibility in workflow step assignment.
Expand, Collapse, Complete, Skip Entire Section
Complete or skip a section of steps with one click.
Updated Checklist Run Page
We've updated the checklist runs page to be cleaner and have a better user experience.
Using the keys j,k,x,a,c, and s you can quickly navigate and complete checklist steps without lifting your hands from your keyboard.
Improved Workflow Editing
We've improved the workflow editing to make it easier to add assignments, due dates, and step details.
Step Data for File Uploads and Images
You can now collect images and files on a checklist step.
Editing Assignments in Bulk
Now you can create and edit assignments in bulk on one page for both templates and checklist runs. This page is specific for assigning tasks and will speed up the process for you to create or update assignments.
The new Multi-Checklist Run Summary
The new Multi-Checklist Run Summary gives detailed checklist status of multiple checklist runs all on one page. Now you can view the detailed status of multiple checklist runs all within one view. This view will show incomplete steps, late steps, late runs, and who is assigned to incomplete checklists and steps. It's the fastest way to see a high level view of your workflows if your team has multiple in-progress checklist runs all at the same time.
Assignments Tab: Manage All Checklist Assignments
The assignments tab lets you view and change assignments for all people in your account from one central place. You can filter by person or the status of their assignment to view late steps and steps that have upcoming due dates.
Automatically Archive Completed Checklists in the Cloud
You can automatically store all your completed checklists to the cloud service of your choice. By using Zapier, you can integrate Manifestly with Dropbox, Google Drive, and more.
Collecting Step Data: Constrain Data to a List of Values
Collect data with your checklists and constrain the choices to a list.
See Your Completed Checklists in Slack
Thanks to your feedback, we've made our Slack manifestlybot even smarter.