Workflow Templates for Manifestly Onboarding: Getting started with Manifestly

A step with conditional logic.

Completing this step will trigger conditional logic to show the next steps in this Run.

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

This step has a data collection field of Yes/No which is used to display the next two steps using the conditional logic feature

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

There are ten different data types you can choose from. The data type of this step is "choose from list".

Manifestly can be integrated with any system on the web via webhooks or our api

Integrate using:

These links are in the QuickStart Guide, but you can open the integrations help page here.

The difference between workflows and runs, an important starting point

Workflows are the standard list of steps to complete. Runs, this current page, are when you use a workflow.

You can add other people to this run using the 👤+ icon in the upper left of this page

Click the three vertical dots to the right to see the menu to assign, set due date, set reminder and more

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

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

Completing this step will send an automated email (to you)

Create your first workflow

Open the Manifestly QuickStart guide in a separate tab

Getting started with Manifestly