Templates in Tallyfy serve as reusable workflow blueprints that capture every step and decision point in business processes and when launched they automatically assign tasks send reminders and track progress while enabling organizations to document their best practices once and run them consistently thousands of times with the ability to improve based on real data and feedback.
Sample templates
You can import ready-made templates from Tallyfy’s library in just a few clicks - they cover everything from employee onboarding to sales processes. These templates give you a massive head start.
Why build from scratch? The templates come from real companies who’ve refined these workflows over years. You get their best practices instantly. Just import, tweak for your team, and you’re ready to go.
Here’s what you need to know about finding and using them.
Let’s be honest - nobody wants to stare at a blank template. Sample templates solve that problem:
- Faster setup: Launch your first process in minutes, not hours
- Learn best practices: See how successful companies structure their workflows (it’s like having a consultant show you what works)
- Stay consistent: Every department uses the same proven process structure
- Understand templates: The best way to learn? Start with working examples
- Save time: Deploy significantly faster compared to building from zero
Think of it this way: you wouldn’t code a CRM from scratch when you could customize Salesforce. Same principle here.
Two places to grab templates - pick whichever’s easier for you:
-
Tallyfy’s Public Template Library
- Head to Tallyfy’s Public Library ↗
- Templates are sorted by category - HR, Marketing, you name it
- Preview everything before importing (no surprises)
- One click imports it straight to your account. Done.
-
Inside Your Tallyfy Account
- Go to Templates in your dashboard
- Click Import or New Template
- Pick Sample Templates
- Browse categories and grab what you need
Both ways get you the same templates. The public library’s great for browsing before you commit - the in-app option’s faster if you know what you want.
- New Email Campaign for marketing communications
- Facebook Ad Creation for social media advertising
- Social Media Posting for content management
- Employee Onboarding for new hire processes
- Vacation Request for time-off management
- Performance Review for employee evaluations
- Website Update Request for content changes
- Product Idea Submission for innovation tracking
- Feature Development Steps for product enhancement
- Planning Regular Events for recurring activities
- Daily/Weekly Team Tasks for routine operations
- Weekly/Monthly Reporting for status updates
- Pricing Discount Approval for pricing decisions
- Internal Purchase Request for procurement processes
- Expense Claim Request for reimbursement workflows
- Sales Lead Qualification for prospect evaluation
- Client Proposal Process for deal progression
- Contract Review for agreement management
- Internal Support Request for help desk processes
- Issue Tracking for problem resolution
- Request for System Access for security management
- Tenant Onboarding (for property management)
- Partner Onboarding for business relationships
- Client Onboarding for customer success
That’s 20+ templates covering pretty much every department. If you can’t find what you need here, you’ve got a really unique business.
Got your template imported? Perfect. Now make it yours:
- Review the workflow - does the flow make sense for your team?
- Rename steps to match your company’s language (we say “Manager Review”, maybe you say “Supervisor Approval”)
- Fix the assignments - replace the generic roles with your actual people
- Add or cut steps as needed - no template is sacred
- Update the form fields to capture your specific data
- Adjust deadlines - what takes us 2 days might take you 1 hour
- Always run a test - launch a dummy process before going live
After importing a few templates, things can get messy fast. Here’s how to stay organized:
- Create folders by department or process type - whatever makes sense for your team
- Name templates clearly: “Employee Onboarding v2” beats “HR Process 3”
- Tag everything - you’ll thank yourself when you’re searching through 50+ templates
- Document major changes - add a note like “Added legal review step for California compliance”
Trust me, spending 5 minutes organizing now saves hours of hunting later. Nothing worse than knowing you have the perfect template somewhere but can’t find it.
Tallyfy lets you create reusable process templates through three methods - building from scratch for total control or using AI assistance or uploading existing documents like Word or PDF files which get automatically optimized and restructured into trackable digital workflows.
Tallyfy offers multiple template import methods including AI document conversion from Word/PDF files PowerPoint playbook migration flowchart conversion from images template copying between accounts and API-based bulk operations that can convert complex documents into working workflows within seconds while maintaining structure and enabling dynamic conditional logic to replace multiple static files with single smart templates.
These tutorials guide new users through setting up Tallyfy in under 30 minutes by teaching them to create organizations and templates and launch their first automated workflows with practical tips for team adoption and trial evaluation.
Was this helpful?
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks