Sample templates

How to access and use sample templates

Tallyfy offers ready-made template examples in our libraries. These can help you quickly set up common processes based on standard ways of working. You can then change them to fit your exact needs.

Benefits of using sample Templates

• Get started fast: Set up processes quickly without starting from zero.
• Use good examples: Learn from well-designed workflow examples.
• Be consistent: Helps keep your processes similar across your company.
• Learn how templates work: See real examples to understand how to build your own.
• Save time: Set up common processes faster.

Finding sample Templates

You can find Tallyfy’s sample templates in two main places:

1. Tallyfy’s Public Template Library

   • Go to Tallyfy’s Public Library ↗.
   • Look through templates organized by category (like HR, Marketing, etc.).
   • Preview any template before you decide to use it.
   • Click to import a template directly into your Tallyfy account.

2. Inside Your Tallyfy Account

   • Go to the Templates section in Tallyfy.
   • Click Import or New Template.
   • Choose the Sample Templates option.
   • Browse the available categories and choose a template.

Template categories available (Examples)

Marketing

• New Email Campaign
• Facebook Ad Creation
• Social Media Posting

Human resources (HR)

• Employee Onboarding
• Vacation Request
• Performance Review

Product management

• Website Update Request
• Product Idea Submission
• Feature Development Steps

General office tasks

• Planning Regular Events
• Daily/Weekly Team Tasks
• Weekly/Monthly Reporting

Finance

• Pricing Discount Approval
• Internal Purchase Request
• Expense Claim Request

Sales

• Sales Lead Qualification
• Client Proposal Process
• Contract Review

IT/Support

• Internal Support Request
• Issue Tracking
• Request for System Access

Onboarding (Clients, Partners, etc.)

• Tenant Onboarding (for property)
• Partner Onboarding
• Client Onboarding

Changing a sample Template to fit your needs

Once you import a sample template into your account:

1. Look through the steps and overall flow.
2. Change step names and descriptions to use your company’s wording.
3. Update who is assigned to tasks to match your team.
4. Add or remove steps if needed.
5. Change the form fields to collect the information you need.
6. Adjust deadlines based on how long things should take for you.
7. Test the template by launching a test process.

Tips for organizing your templates

• Put templates into folders based on department or type of process.
• Use clear and consistent names for your templates.
• Add tags to make templates easier to find and filter.
• Write down any important changes you made to sample templates so others understand.

Related articles

Documenting > Templates

Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.

Templates > Create a template

Tallyfy offers multiple ways to create reusable process templates including starting from scratch using AI assistance or uploading existing documents while enabling exact imports through manual HTML conversion for compliance needs.

Templates > Organize templates into folders

Template folders provide a structured organization system for storing and managing workflow blueprints separately from running processes while enabling quick access and logical grouping based on departments functions or types.

Introduction

Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.