One workflow that adapts to every run

Stop maintaining a separate workflow for every scenario. With conditional logic, steps and whole sections appear only when they apply — driven by the data your team collects or the steps they complete. Everyone sees exactly what they need, and nothing they don't.

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Support Ticket — Run Live

Categorize the request

Issue typeHardware

Shown because Issue type is Hardware

Run hardware diagnostics

Arrange replacement part

Hidden for this run

Reset software configuration

One smart workflow beats six brittle ones

Copying a workflow for every variation — by region, by product, by yes-or-no answer — means every edit has to be made in every copy. Conditional logic folds those branches into a single workflow that reveals the right steps at run time.

Without conditional logic

A separate workflow per scenario to keep in sync
Everyone wades through steps that don't apply
People skip or guess, and quality slips

With conditional logic

One workflow, edited once, that branches itself
Only the relevant steps ever appear in a run
Clear, focused runs your team can trust

Add a rule in three steps

Pick what controls it

Choose a step or a workflow field to drive the rule. A step controls things once it's completed; a field controls them by the value someone enters or selects.

Set the condition

Compare the collected data — equal to, greater than, before a date, includes a choice, is blank, and more — or simply require that the controlling step is completed.

Choose what it shows

Point the rule at the step or section to reveal, and check off as many steps as you like. In a run those steps stay hidden until the condition is met.

Rules you can read like a sentence

You never touch a formula. Pick a source, an operator, and a value, and Manifestly restates the rule back to you in plain language before you save it — so what you built is exactly what you meant.

The editor offers only the operators that make sense for the field's type.
A live “in words” summary confirms the rule as you build it.
Manifestly blocks circular rules, so a step can never depend on itself.

New rule

Step or field that controls the display Priority

where Priority

must be equal to

value High

when field: Priority

equal to: High

displays the section: Escalation & approval

Branch on the data you already collect

Every data field you add to a step or workflow can drive a rule. Once a teammate answers, Manifestly evaluates the condition and reveals the steps that fit — a number over a threshold opens an approval, a “No” opens a remediation section, a past-due date surfaces a follow-up.

You can also gate purely on completion: a step stays hidden until the controlling step is checked off.

Purchase Request — Run

Enter purchase amount

Amount (USD)$8,400

completing: Enter purchase amount

with value for ‘Amount’ greater than: 5000

displays: Route to finance for approval

Route to finance for approval

Compare any field, the way that field works

The condition editor adapts to the field type — text and choices compare by value, numbers and dates compare by size and time, and any field can be checked for whether it's filled in.

Operators

equal to does not equal includes greater than greater than or equal to less than less than or equal to before after is blank is not blank

Numbers and dates unlock the comparison operators; lists and choices add includes; dates read as before and after.

Field types you can branch on

Short textvalue match Choose from listsingle or multi Numberthresholds Date & timebefore / after Email & URLvalue match Data Table choicevalue match

File, image, and signature fields drive rules by whether they're filled in.

Reveal a single step — or a whole section

Point a rule at one step, or at a section header to show or hide everything beneath it at once. And a single condition can control several steps: set it up once from the controlling step and check off every step it should reveal.

Show or hide an entire section from one rule on its header.
Fan one condition out to many steps in a single pass.
Rules survive workflow duplication and JSON export, import, and shared-workflow sync.

QuestionDoes the site need an on-site visit?

= Yes

reveals this whole section

Section: On-site visit

Schedule the technician

Confirm access and safety check

Capture site photos

Predictable at run time, transparent afterward

Conditional steps stay out of the way until they're needed, then appear the moment the condition is satisfied — and the change is written to the run's activity so you always know why a step showed up.

Hidden steps don't clutter the run or count against progress until they apply.
Every reveal is recorded in the run activity for a clean audit trail.
The editor validates rules up front, so values always fit the field they compare.

Escalation approval hidden

Priority set to “High”

Escalation approval now shown

Activity: “Step became applicable when Priority was set to High.”

Where teams branch their workflows

Support & triage

The category chosen at intake decides which resolution steps appear.

Pick “Hardware” → the diagnostics and replacement steps show; the software steps stay hidden.

Approvals & finance

A dollar amount over a threshold opens an extra sign-off.

Amount greater than $5,000 → a finance-approval step appears before the request can close.

Onboarding & HR

Role and location reveal the paperwork that actually applies.

Role is “Remote” → skip the badge and desk steps, show the equipment-shipping section.

Conditional logic, answered

A rule can be driven by a step — it takes effect once that step is completed — or by a data field, where it takes effect based on the value someone enters or selects. You can also require both: the step is completed and its collected data matches your condition.

Equal to and does not equal for any field; greater than / less than (and their “or equal to” variants) for numbers; before and after for dates; includes for lists and choices; and is blank / is not blank for any field. The editor only shows the operators that fit the field's type.

Yes. Set the condition up once from the controlling step and check off every step it should reveal. You can also point a rule at a section header to show or hide all the steps beneath it at once.

It stays out of the run until its condition is met, so it doesn't clutter the view or weigh on progress. The moment the condition is satisfied it appears, and the change is recorded in the run's activity.

No. Manifestly validates each rule and blocks circular dependencies — a step can't control itself, control its own parent, or form a loop through other rules.

Yes. Conditional rules travel with the workflow through duplication, JSON export and import, and shared-workflow sync, so your branching logic stays intact wherever the workflow goes.

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