Manifestly Checklists is a workflow automation platform designed to help teams manage and automate recurring tasks, SOPs, and checklists. It offers a no-code/low-code environment, making it accessible to users without extensive programming knowledge. Key features include conditional logic, role-based assignments, due dates and reminders, data collection, customizable dashboards, SAML SSO, workflow scheduling, and integrations via webhooks and API.
Key Features:
- Workflow Automation: Automate recurring tasks and processes.
- Conditional Logic: Implement complex workflows with branching logic.
- Role-Based Assignments: Assign tasks based on roles for clear responsibilities.
- Due Dates & Reminders: Set deadlines and send reminders to ensure timely completion.
- Data Collection: Gather necessary information through customizable forms.
- Integrations: Connect with tools like Slack, Microsoft Teams, Notion, Salesforce, and Zapier.
- Customizable Dashboards: Track progress and performance with visual dashboards.
Use Cases:
- Employee Onboarding: Streamline the onboarding process for new hires.
- Customer Onboarding: Guide new customers through the initial setup and training.
- IT Administration: Automate routine IT tasks and maintenance procedures.
- Marketing Campaigns: Manage and track marketing activities and deliverables.
- Operations Management: Standardize operational procedures and ensure consistency.
- **Accounting and Financial Services: Automate financial reporting and compliance tasks.
Manifestly targets businesses of all sizes looking to improve efficiency, accountability, and consistency in their recurring workflows.
