Launch a whole batch of runs from one spreadsheet

When it's time to kick off the same workflow for a long list — every store, every new hire, every client — don't start them one at a time. Upload a spreadsheet and Manifestly creates up to 200 runs at once, each with its own name, dates, and people.

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new-store-openings.csv 200 rows max
workflow_id checklist_run_name start_date due_date participants
4821Open — Denver09/02/202609/16/2026dana@acme.co
4821Open — Austin09/09/202609/23/2026priya@acme.co
4821Open — Boise09/16/202609/30/2026alex@acme.co
4821Open — Reno09/23/202610/07/2026jordan@acme.co
Each row becomes its own scheduled run of the same workflow.

Skip the “start a run… repeat 80 times”

Onboarding a class of new hires, rolling out to every location, or scheduling a quarter of client reviews shouldn't mean clicking Start run over and over and re-typing the same details. Put the whole list in a spreadsheet and import it in one pass.

One run at a time
  • Start, name, and schedule each run by hand
  • Re-assign the same people again and again
  • Easy to fat-finger a date or miss one
Import a spreadsheet
  • Up to 200 runs created in a single import
  • Dates, people, tags, and Slack set per row
  • Every row is validated before it goes live

From spreadsheet to live runs in three steps

1

Upload your file

Fill in a row per run using the standard column headers, then upload the CSV and pick the date format your spreadsheet uses. Grab the run import template so your columns line up.

2

Preview & fix

Manifestly reads every row and shows you exactly what it found — the record count, the parsed dates and people, and any errors or warnings. Nothing is created yet.

3

Import

Once every row checks out, confirm the import. Each row starts a run of its workflow — named, scheduled, assigned, tagged, and wired to Slack, all at once.

One row, one run — and every detail comes along

Each column controls one thing about the run it creates. Fill in what you need and leave the rest blank.

workflow_idWhich workflow to run. Every row points at a published workflow you're allowed to start.
checklist_run_nameThe name this run shows up under, so a batch of identical workflows stays easy to tell apart.
start_dateWhen the run should begin. Leave it blank to start right away, or set a future date to schedule it.
due_dateWhen the run is expected to be complete, so it lands on the right due-date reports.
participantsEmail addresses, comma-separated, of the people who should be on the run.
tagsComma-separated tags applied to each run, so you can filter and report on the whole batch.
slack_channelThe Slack channel this run posts its updates to.
external_idYour own reference — a ticket, case, or order number — stored on the run to tie it back to your systems.
<Role> roleAny column ending in “role” assigns that workflow role to a person by email — e.g. an Approver role column.

See exactly what will happen — before it does

Uploading doesn't create anything. Manifestly parses your file into a preview: the total record count, and every row spelled out with its interpreted dates, participants, and roles. Rows are checked one by one so mistakes surface while they're still easy to fix.

  • A row with a problem — an unknown workflow, a mis-typed role, a date that doesn't match your format — is flagged with a clear message.
  • Softer issues, like a participant email that isn't a user yet, come back as warnings rather than blockers.
  • If anything fails, fix the file and re-evaluate — or upload a fresh one. The import only runs when you say so.
Preview of importRecord count: 4
Open — Denver
Starts Sep 2, 2026 · due Sep 16 · dana@acme.co
Ready
Open — Austin
Starts Sep 9, 2026 · due Sep 23 · priya@acme.co
Warning
User not found — priya@acme.co will be invited on import.
Open — Boise
Due date: not a valid date. Expected format: MM/DD/YYYY
Fix
enabled once every row is valid

Dates the way your spreadsheet already writes them

Tell Manifestly which date format your file uses and it reads start_date and due_date accordingly — no reformatting a column of dates by hand. Dash, slash, and dot separators are all interchangeable, and unambiguous YYYY-MM-DD dates are recognized automatically.

  • Give each run a future start_date to schedule it, or leave it blank to begin immediately.
  • Picked the wrong format? Switch it and re-evaluate the same file — no re-upload needed.
DD/MM/YYYY31/01/2026 MM/DD/YYYY01/31/2026 DD-MMM-YY31-Jan-26 YYYY-MM-DDauto-detected

Put the right people on every run

List participants by email to add them to a run. Need to fill a specific spot — the approver, the reviewer, the site lead? Add a column named for that role and drop in the person's email; Manifestly assigns them to the matching workflow role. Emails that aren't users yet are invited as the import runs.

participants Approver role Reviewer role Owner role
Row → run assignments
checklist_run_nameparticipantsApprover roleReviewer role
Open — Denverdana@acme.cosam@acme.colee@acme.co
Open — Austinpriya@acme.cosam@acme.colee@acme.co
The Approver role and Reviewer role columns map straight onto the roles defined in the workflow.

Made for the big, repeatable rollouts

New-hire onboarding

Start an onboarding run for every person in the incoming class in one go.

One row per hire → each gets a named run, a start date on their first day, and their manager assigned.

Multi-site rollouts

Run the same opening or audit workflow across every location on a staggered schedule.

One row per site → staggered start dates and the local lead assigned to each run.

Client & account work

Schedule a quarter of client reviews or renewals from your CRM export.

One row per account → due dates and an external_id that links each run back to the record.

Importing runs, answered

Up to 200 runs in a single import. Each row in your spreadsheet becomes one run.

A CSV with a header row. The importer expects specific column names — workflow_id, checklist_run_name, start_date, due_date, external_id, participants, tags, and slack_channel, plus any role columns you add. Download the run import template so your headers match.

No. Uploading builds a preview only. Manifestly evaluates every row and shows the record count, the parsed values, and any errors or warnings. Runs are created only after you review the preview and confirm the import.

Choose DD/MM/YYYY, MM/DD/YYYY, or DD-MMM-YY when you upload. Dash, slash, and dot separators are interchangeable, and YYYY-MM-DD is recognized automatically. If you pick the wrong one, switch the format and re-evaluate the same file.

List email addresses in the participants column to add people to a run. To fill a specific workflow role, add a column named for that role (for example Approver role) and put the person's email in it. Emails that aren't users yet are invited as the import runs.

The preview flags it with a clear message — an unknown or unstartable workflow, a role that doesn't exist, or a date that doesn't match your chosen format. Fix the file and re-evaluate, or upload a corrected one. The import only proceeds when every row is valid.

Account admins. Each row also has to point at a workflow the importing admin is allowed to start.

Other Features

Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.
Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Business Calendars

Attach a holiday calendar to a workflow to keep due dates and reminders off weekends and holidays. When a date lands on a day off, snap it to the next or previous business day — and move or skip recurring runs that fall on one.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

Organize with Tags

Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work, and more.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.
Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.

Reminders

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.
Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.
Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows

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Import Workflow Runs from a Spreadsheet

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