Workflow Templates: Getting started with Manifestly

First Section

This workflow run is to introduce you to the Manifestly features. If you'd like to skip this and create your own workflow, do that here: create new workflow

A step with conditional logic.

Click it to complete it, which will show the other steps in this Run.

Understanding Workflows

This step has a due date setting to be due 20 minutes after the run was started. If the step is late, you'll get a notification

Continue completing steps to learn the basic Manifestly workflow features.

A step with a data collection field of Yes/No which is used to show the next section of this workflow

Try changing your answer to see the conditional logic in action.

We assigned this step to you by using a role.

You can see all outstanding assignments here.

Understanding Runs

A quick video on the relationship between workflows and runs (and an example of embedding videos)

You can add another person to this run using the +👤 icon in the upper right of this page

You can assign any step to another person using the avatar image to the right

Assigning will send them a notification, but assigning yourself will not send a notification.

When commenting on a step, if you @mention the person they'll receive a notification with your comment

Tracking Progress

Your team can customize your notification settings

Read more here: Notifications overview

Summary views. View and work on multiple runs in progress at the same time.

Read the help article on summary run views.

Exporting detailed data and viewing custom reports

More here: Reports and filtering the Runs page

User Management and Pricing

Use departments to separate workflows and people for more privacy

You can create as many departments in Manifestly as you want. They help with team management and keeping private things private. More in our help center: Organize users into departments.

Understand pricing and the 3 different user permissions levels