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Feature Requests

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  1. There are times when there are checklists that are close but not exactly the same. The use case for this is new hire onboarding. Right now one can create copies of checklists, one for each employee role, but then the tasks in those have to be maintained separately. It would be great to be able to create and maintain a list of tasks, which could then be added to different checklists. Updating the task in the library would then update all the tasks in each different checklist, easing maintenance.

    20 votes
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  2. Enhance Text Editor In Text Based Step Details
    We like to add context to steps by including task information in the text based step details. However, the text editor is very limited making it difficult to present text in a easily consumable fashion. Specifics:
    --Multi-level lists. No way to indent a list entry to allow for a nested list
    --No ability to change font color to accentuate specific text
    --Pasting pre-formatted results in all formatting being stripped. Further, pasting text and then reformatting as a list results in a single bullet. Unsure what is being done to paragraph markers/line breaks…

    15 votes
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  3. The ability to set the order of operation or have a task take precedence before the completion of following tasks. Give a prompt that the previous task must be completed before completing this tasks.

    11 votes
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    1 comment  ·  Admin →
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  4. Ability to add new users to existing checklist runs, ie new hire, or reassignment, but in bulk. Add that new user to 20 checklists at once.

    10 votes
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  5. Sometimes when using the conditional formatting, steps are reused for other sections. Is it possible to add a feature to duplicate a step so users don't have to create a step in a checklist from scratch? This would save time, instead of having to create a new one and reformat it entirely if it mostly resembles another one.

    9 votes
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    1 comment  ·  Admin →
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  6. A lot of our workflows begin when data is released on x business day of the month. I've worked around this by starting the task on the 1st of the month and setting the step(s) due date based on business days, but I would prefer to set checklist recurrence by business days.

    9 votes
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    under review  ·  1 comment  ·  Admin →
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  7. Being able to forward an email to an inbox within the app with the body of the email in the notes section and auto-attaching any email attachements

    8 votes
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  8. 7 votes
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  9. Ability to assign one off assignment/task to people outside of a normal checklist run. That way any random task that is not normally on a checklist is not forgotten if it’s open on the manifestly. It would be great if they pop up with a status like new/pending/complete.

    Also be able to view those one off task as assigned by me and assigned to.

    7 votes
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  10. It would be helpful for people who are not actively working the checklist see the progress being made quickly and efficiently.

    It would be great if people who are not working the checklist could see what sections are completed (or percentage of the section that is actively being completed) and the overall checklist percentage in a better way.

    An idea would be a wheel with each section making up the wheel. Another color could show completed sections and the active section could read "section 5 38% completed" and the title read "checklist 93% completed". It could also include skipped steps…

    5 votes
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  11. Currently, tasks can only be set as due after a previous date

    If I manually set a task date, I'd like to set tasks as relative to that.

    ie

    STEP 29 - Complete Project Signoff (due 7 days before PROJECT COMPLETION DUE DATE)
    STEP 30 - PROJECT COMPLETION DATE (12/12/12)

    4 votes
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  12. 4 votes
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  13. The "Dashboard" is fine but hard to know how other employees have it configured. If there were a simple "Inbox" (Process.st and MetaTask have this) then there's no question about tasks and due dates assigned to a person. That and one off tasks and you'll be hands down the best in the market.

    4 votes
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    planned  ·  1 comment  ·  Admin →
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  14. When applying conditional logic on a task, from a task that requires data collection, allow multiple answers to condition the task.

    For example: Step one requires you to answer "a", "b", or "c".
    Step two is applicable to both "b" and "c" being answered in step one. Right now, only one of the answers can condition step two.

    Hopefully that makes sense. :)

    4 votes
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  15. When our re occurring checklist run its automatically add the month and day. It would be useful if this includes the year as well. We are manually adding the year on each checklist we run at the moment.

    4 votes
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    planned  ·  0 comments  ·  Admin →
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  16. Images in the checklist item are great, but when users click on them, they are taken to the image. It would be great to have the ability to linkify the images, so that when users click on the image, they are taken to a that resource.

    4 votes
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  17. In a process you quite often just need to describe something, give a background etc. Now there is no obvious way to do this. A simple solution to this would be to allow converting the standard "checkbox-row" to a text row (without checkbox).

    The above is currently the most common request from the members of our team.
    Thanks!

    3 votes
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  18. The designation to change text to a heading for import workflow with an asterisk is great. Expanding this to be able to import a list of conditional steps/ formatting for steps (bold,italic,underline,etc) would be beneficial.

    Essentially a basic "code" that would allow users to import workflows with all the manifestly capability, rather than having to do conditionals in Manifestly.

    3 votes
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  19. Have automatic steps that send e-mail with ability to use variables.

    Even though this is achievable by zapier, we prefer as clients to use a $30 bugdet to buy users for manifestly instead of paying for a third-party tool for a functionality that can be easily built.

    Also, from a business perspective we understand that Manifeslty should try to keep that income for them instead of giving it away to Zapier. :D

    Hope this is well received!

    3 votes
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  20. We had a situation where someone edited a workflow and completely written over it due it. If I had a weekly backup of workflows that were generated into a PDF file, that would make us feel so much more at peace.

    3 votes
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