See every run of a workflow at a glance

When the same workflow is running for a dozen customers, projects, or periods at once, the summary view lines them all up in a single grid — steps down the side, runs across the top — so you can see what's done, what's late, and who's on the hook without opening a single run.

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Client Onboarding — runs in progress Summary View

Step	ACAcmedue Aug 12	GXGlobexdue Aug 8	INInitechdue Aug 15	UMUmbrelladue Aug 18
Send welcome packet
Provision accounts
Kickoff call
Assign success manager				N/A
30-day check-in

Stop chasing status one run at a time

Opening ten runs to find the two that are behind doesn't scale. The summary view turns "how are all our onboardings going?" into a single screen you can read in seconds — and the late ones stand out on their own.

Without a summary view

Open each run separately to check on it
Late steps hide until someone complains
"Who's handling this one?" over and over

With the summary view

Every active run in one scannable grid
Overdue steps flagged in red automatically
Highlight a person to see their tasks

From a pile of runs to one clear picture

Open the summary view

From any workflow, jump to its runs in progress. Every active run of that workflow lines up as a column, with the workflow's steps down the left — header steps and substeps included.

Read the grid

Each cell shows where that step stands in that run — done, overdue, still to do, skipped, or not applicable — and every run carries its own on-time, due-soon, or overdue status up top. Hover any cell for the assignee, the due date, and any data collected.

Act right there

Complete a step, assign it, set a due date, or skip it without leaving the grid — or complete one step across every visible run at once. The view refreshes as work happens.

Every status, colour-coded

The grid speaks in glances. Each step cell tells you where that step stands in that run, and every run carries its own overall status — on time, due soon, or overdue — so the columns that need attention pull your eye immediately. Steps that a run's conditional logic turned off simply read N/A, so you're never chasing work that doesn't apply.

A step, in each run

Completed

Overdue

Still to do

Skipped

N/A Not applicable

The run overall

On time

Due soon

Overdue

Globex — Kickoff call is overdue

Assigned to Priya Shah · due Aug 8

Hover any cell for the detail behind it:

Who it's assigned to
The step's due date
Any data captured on that step

Spot one person's work across every run

Pick a teammate from Highlight assignments and their steps light up right across the grid — so a manager can see everything on one person's plate, and each teammate can zero in on what's theirs. Every run also shows its participants, tags, and settings up top, so context is always one glance away.

Highlight any account member — their assigned steps stand out in every column at once.
See participants and tags per run without opening it.
Reassign or set a due date on a step straight from its cell.

Highlight assignments PS Priya Shah

Step	Acme	Globex	Initech
Send welcome packet
Kickoff call
Assign success manager
30-day check-in

Highlighted cells are the steps assigned to Priya across all three runs.

Move a step forward everywhere at once

Sent the same reminder to every client today? Use the row's complete this step in all visible runs action and Manifestly ticks it off across the whole grid in one go. Runs where the step is already done, still needs data, or is out of your permission are safely left as-is.

Complete one step across every run currently shown.
Filter first, then bulk-complete only the runs that match.
Steps that require data or aren't yours to complete are skipped, never forced.

Bulk complete a step

Step	Acme	Globex	Initech	Umbrella
Send welcome packet
Kickoff call

One click marked "Send welcome packet" done in all four runs.

Show exactly the runs you care about

Sort the columns and filter the grid down to the runs that matter right now.

Sort the columns

Order runs by when they started, when they're due, or by title — ascending or descending — so the most urgent columns sit up front.

Sort by Started Sort by Due Sort by Title

Filter the runs

Narrow to just the runs you need — by title, when they started, late status, who a step is assigned to, tags, department, or Slack channel.

Late only Assigned to Tags Started after Department

Always the live picture

The grid reflects work as it happens. As teammates complete steps — in the app, over email, in Slack or Teams — their cells update, so the summary view is a status board you can leave open, not a snapshot you have to refresh in your head.

Cells reflect completions and due-date changes as they come in.
Lots of runs? Paging keeps the grid fast and readable.
Header steps collapse so you can focus on one section at a time.

A teammate checks off "Kickoff call" in the run — the cell flips to green in the summary view without anyone reloading anything.

Made for work that runs many at a time

Client & employee onboarding

A dozen onboardings running side by side, each at its own stage.

One grid shows which new accounts are on track and which are stuck on a step.

Recurring close & reviews

The monthly close or a weekly review running across teams or entities.

See at a glance who has finished this period's steps and who is behind.

Multi-location rollouts

The same procedure at every store, site, or franchise.

Highlight one regional manager to see just their locations' progress.

Summary views, answered

It's a grid of every in-progress run of a single workflow. The workflow's steps run down the left and each active run is a column, so one screen shows where every run stands step by step — done, overdue, still to do, skipped, or not applicable — with each run's overall on-time, due-soon, or overdue status shown at the top of its column.

Overdue steps show in red, and each run carries its own status — on time, due soon (amber), or overdue (red) — so the runs needing attention stand out on their own. You can also filter the grid to "late only" to show just the runs that are behind.

Yes. Choose a person under Highlight assignments and the steps assigned to them light up across every run in the grid. Each run also shows its participants, so you can see who's involved without opening it.

Yes. Each step row has a "complete in all visible runs" action that marks that step done across every run currently shown. Runs where the step is already complete, still needs data, or is outside your permissions are left untouched.

Yes. Sort the columns by start date, due date, or title, and filter by title, start date, late status, assigned user, tags, department, or Slack channel to focus on the runs that matter right now.

The view reflects work as it happens — as steps are completed and due dates change, the cells update. For workflows with many active runs, the grid pages the columns so it stays fast and readable.

Other Features

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.

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.

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