Manifestly

Manifestly is a workflow management software designed to handle recurring tasks, standard operating procedures (SOPs), workflows, and checklists. According to the vendor, Manifestly caters to businesses of all sizes, from small enterprises to large corporations. It is used by various professionals and industries, including IT consultants/owners, systems leads, operations managers, and business owners, as well as any profession or industry that requires efficient management of recurring tasks and process automation.

Key Features

Recurring Workflow Management: According to the vendor, Manifestly provides an easy-to-use editor to create workflows for any simple or complex process. Users can import workflow steps from spreadsheets or word documents and take advantage of advanced features such as conditional logic, role-based assignments, due dates, reminders, data collection, and embedded media.

Assign, Schedule, and Automate Checklists: Users can assign workflows manually, schedule recurring instances, or integrate with other systems. Workflows can be scheduled to repeat daily, weekly, or monthly. Importing runs using a spreadsheet automates the assignment process, and webhooks can update other systems when a step is completed in Manifestly.

Track Checklist Task Progress: Manifestly allows users to track the progress of tasks and receive customized status notifications. Detailed time expectations can be configured for each task or process, and summary views provide a bird's-eye view of runs for a workflow. Customizable reminders and notifications help track task progress and process conformance.

Organize Your Team: Manifestly provides the ability to create departments to separate workflows, assignments, and staff for privacy and security. Three permission levels (admin, user, limited user) ensure appropriate access and editing rights. SAML SSO ensures a secure sign-in process matching enterprise systems.

Communicate, Audit, & Improve Workflows: Manifestly offers tools to track tasks in real-time, view reports, and audit trails of actions. Searchable activity logs help with process auditing, and comments and mentions allow real-time communication of task status within a checklist. A built-in process improvement system helps identify workflow improvement opportunities, and detailed reports can be exported to a business intelligence tool.