Manifestly

Manifestly is a comprehensive workflow and checklist management platform built to give teams greater control over their recurring tasks and standard operating procedures (SOPs). Inspired by "The Checklist Manifesto," the tool is designed to eliminate guesswork and ensure critical processes are executed correctly every time. It serves a wide range of departments, including IT, HR, operations, accounting, and marketing, by turning complex procedures into simple, actionable checklists.

The platform excels at standardizing workflows like employee onboarding, customer onboarding, property management, and IT administration. By providing a clear, step-by-step guide for every task, Manifestly helps teams maintain high standards of quality and consistency. It is SOC2 certified, ensuring data security, and trusted by thousands of customers worldwide for its reliability and robust feature set.

How to use Manifestly

Using Manifestly is a straightforward process designed for clarity and efficiency. First, you create a workflow template, which serves as your master checklist or SOP. In this template, you define all the necessary steps, assign them to specific roles or individuals, and set relative due dates. You can enrich steps with detailed instructions, images, videos, and links. Advanced features like conditional logic allow you to create dynamic workflows that adapt based on user input or completed tasks. Once the template is ready, you can launch a "run" of the workflow. Runs can be initiated manually, scheduled to recur daily, weekly, or monthly, or triggered automatically by events in other systems through integrations like Zapier. As team members work through their assigned tasks, their progress is tracked in real-time. Managers can monitor status from a centralized dashboard, view detailed activity logs, and receive notifications for late or upcoming tasks, ensuring full visibility and control over all ongoing processes.

Core Features of Manifestly

• Workflow Customization: Create dynamic workflows with conditional logic, relative due dates, and data collection fields (text, file uploads, signatures). Embed images, videos, and links to provide rich context.
• Automation & Scheduling: Schedule recurring checklist runs on a daily, weekly, or quarterly basis. Automate workflow creation and assignments using thousands of integrations via Zapier, plus a native API and webhooks.
• Task Assignment & Roles: Assign tasks to specific individuals or use role-based assignments for flexibility in recurring work. The "Initiator Role" automatically assigns tasks to the person who starts the workflow run.
• Progress Tracking & Reporting: Get a bird's-eye view of all ongoing work with summary pages and customizable dashboards. Track late tasks, view assignments on a calendar (Google & Outlook integration), and export detailed reports for auditing and analysis.
• Integrations: Seamlessly connect with tools your team already uses, including Slack, Microsoft Teams, Google Calendar, Microsoft Outlook, and over 1,000 other apps through Zapier.
• Security & Team Management: Organize teams by departments, control access with user permissions, and ensure security with SAML SSO (Okta, Azure AD, etc.). The platform is SOC2 Certified.
• Communication & Auditing: Collaborate within tasks using comments and mentions. A searchable activity log records every action, providing a permanent, auditable trail of who did what and when.

Use Cases for Manifestly

Manifestly is versatile and can be applied to any recurring business process. Common use cases include:

• Employee Onboarding: Ensure every new hire has a consistent and thorough onboarding experience, from IT setup to HR paperwork and initial training.
• Customer Onboarding: Guide new customers through setup and implementation processes smoothly, improving customer satisfaction and retention.
• IT Administration: Manage routine IT tasks like server maintenance, user account provisioning, and security audits with precision.
• Accounting & Finance: Standardize processes for month-end closing, payroll processing, and expense report approvals.
• Real Estate & Property Management: Manage property turnover checklists, maintenance routines, and tenant onboarding/offboarding procedures.
• Marketing Operations: Streamline content creation workflows, campaign launches, and social media posting schedules.

Advantages of Manifestly

The primary advantage of Manifestly is its ability to enforce consistency and accountability, ensuring that teams "Never Miss a Thing." It transforms abstract SOPs into live, interactive workflows, reducing errors and improving efficiency. The powerful automation and integration capabilities save significant time by eliminating manual task creation and reminders. With robust tracking, reporting, and a complete audit log, managers gain unparalleled visibility into their team's operations. Furthermore, its SOC2 certification provides peace of mind regarding data security, making it a trustworthy choice for businesses of all sizes.

Pricing and Plans

Manifestly offers a straightforward pricing structure with a 14-day free trial. The plans are designed to scale with your team's needs.

• Business Plan: Priced per user, per month (with a discount for annual billing). This plan includes all core features such as unlimited checklists, conditional logic, Zapier integration, calendar integration, and reporting.
• Enterprise Plan: Custom pricing for larger organizations or those with specific needs. It includes all features of the Business plan, plus SAML SSO, advanced security controls, custom onboarding support, and a dedicated account manager.

Specific pricing details are available on the Manifestly website.