Quick task lists for the work that isn't a workflow

Not everything needs a template. QuickLists are lightweight, ad hoc task lists for one-off to-dos and quick collaborative projects — right alongside your recurring runs, with the same due dates, reminders, assignments, comments, and data collection.

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Available on the Enterprise plan. See pricing · About Enterprise

Booth setup — Trade show QuickList
Confirm shipping dates with vendor
DR
Print updated banner & signage
Due Fri Reminder
AK
On-site
Assemble booth & test A/V
3 subtasks 2
Log badge scans at end of day
Collect data

Not every task deserves a whole workflow

Recurring processes belong in a workflow. But the one-off punch list, the quick shared to-do, the personal follow-ups — those don't need a template. QuickLists give that work a home in Manifestly instead of a sticky note or a stray spreadsheet.

Where it used to live
  • Sticky notes and scattered docs
  • A throwaway workflow no one reuses
  • Tasks with no owner, due date, or trail
With QuickLists
  • A list you spin up in seconds
  • Due dates, reminders, and assignees
  • Right beside your recurring runs

From idea to shared list in three steps

1

Start a list

Give it a name and choose whether it's private to you or shared with your team. No template, no recurrence — just a list, ready in seconds.

2

Add your tasks

Type them one at a time, group them under sections, or paste a whole batch at once — one task per line. Drag to reorder as priorities shift.

3

Assign, track, complete

Set due dates, assign owners, and check tasks off as they're done. Clear the finished ones out with one click when the list is a living to-do.

Every task is as capable as a workflow step

A QuickList is lightweight to create, but the tasks in it are not thin. Each one can carry the same details you rely on inside a run — so a quick list never means giving up dates, ownership, or accountability.

  • Set a due date and layer on reminders so nothing quietly slips.
  • Assign a task to a teammate on a shared list and drop comments right on it.
  • Add notes, tags, and subtasks to break bigger items down.
  • Turn on data collection to capture a value or answer as the task gets done.
Assemble booth & test A/V
Note: power drops are on the north wall — bring the long extension.
Due Thu 9:00 Reminder 1d before 2 comments
on-site Collect: setup photo
AK
Subtasks
Unpack crates
Raise banner frame
Test monitor & sound

Build the list as fast as you can think of it

Capture tasks however they come to you. Add them one at a time, keep things organized with section headers, or dump a whole brain-dump in at once — every line becomes its own task. Then drag them into the order that makes sense.

Add a task Add a section Import tasks Drag to reorder
Import tasks
Paste your tasks — one per line
Book the venue
Send invites to the team
Order catering
Confirm A/V & parking
Draft the run-of-show
becomes
Book the venue
Send invites to the team
Order catering
Confirm A/V & parking
Draft the run-of-show

Keep it to yourself, or share it with the team

When you create a QuickList you choose how it's shared. A private list is your own space for personal to-dos. Make it public and it becomes a collaborative list — teammates join in, and you can assign individual tasks to the people who own them.

  • Private — visible only to you, for your own running to-do list.
  • Public — shared with your team so everyone sees the same list and can be assigned tasks.
  • Once teammates have joined a shared list, it stays shared — no one's tasks vanish behind a switch back to private.
Private list

Only you can see it.

Prep 1:1 notes
Follow up with legal
DR AK PS
Public list

Shared — tasks assigned to owners.

Order cateringDR
Confirm A/VAK

Everything you can add to a task

Due date Reminder Assignee Notes Comments Tags Subtasks Data collection

What teams keep in a QuickList

One-off projects

The trade-show setup, the office move, the launch punch list — work that happens once and doesn't warrant a template.

Spin up a shared list, assign owners, and check tasks off as the event comes together.

Personal to-dos

Your own running list of follow-ups and reminders, private to you and always at hand.

Keep a private list with due dates and reminders so nothing personal falls through.

Quick team collaboration

A shared list for the week's ad hoc tasks — who's doing what, without standing up a whole process.

Make it public, assign tasks, and let comments keep the conversation on the task itself.

QuickLists, answered

A workflow is a reusable template you run over and over for a recurring process. A QuickList is a lightweight, one-off list — there's no template and no recurrence. You just name a list and start adding tasks, so it's ideal for work that happens once.

QuickLists are part of the Manifestly Enterprise plan. See the pricing page or read more about Enterprise.

Yes. Use Import Tasks and paste your list — each line becomes its own task, and you can drop them all under a section. You can also add tasks one at a time and drag them into the order you want.

A task can have a due date, reminders, an assignee (on shared lists), notes, comments, tags, subtasks, and data collection — the same building blocks you use on steps inside a run.

You decide when you create it. A private list is visible only to you. A public list is shared with your team so everyone can see it and be assigned tasks. Once other people have joined a shared list, it stays shared so no one loses access.

Check a task off and it's marked complete. A QuickList is never “finished,” so it works as a living to-do list — and when the completed items pile up, you can clear them out in one step to keep the list focused.

Other Features

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.
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.
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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Sheraton logo
Foxconn logo
Coldwell logo
Plural Sight logo
BDO logo
KW logo
UT Austin logo

QuickLists for Ad Hoc Task Management

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