Sample Templates

How to access and use sample templates

Tallyfy provides pre-built template libraries to jumpstart your process implementation with industry-standard workflows that can be customized to your specific needs.

Benefits of sample templates

• Quick start - Implement processes without building from scratch
• Best practices - Leverage professionally designed workflow patterns
• Standardization - Ensure consistent process design across your organization
• Learning tool - Understand template construction through real examples
• Time savings - Deploy common processes in minutes instead of hours

Accessing sample templates

Tallyfy’s sample templates are available through multiple channels:

1. Public Template Library

   • Visit Tallyfy’s Public Library ↗
   • Browse templates by category
   • Preview templates before importing
   • Import directly to your organization

2. Within Your Tallyfy Account

   • Navigate to Templates section
   • Click Import or New Template
   • Select Sample Templates from the options
   • Choose from the available template categories

Available template categories

Marketing processes

• New Email Campaign - Structured workflow for planning, creating, and launching email campaigns
• Facebook Ad Creation - Step-by-step process for creating and approving Facebook advertisements
• Social Media Posting - Approval and scheduling workflow for social media content

Human Resources processes

• Employee Onboarding - Comprehensive new hire integration process
• Vacation Request - Standardized time-off request and approval flow
• Performance Review - Structured employee evaluation process

Product Management processes

• Website Update - Workflow for requesting, approving, and implementing website changes
• Product Idea - Idea submission and evaluation process
• Feature Development - Structured workflow for new feature implementation

General Administration processes

• Plan Regular Events - Event planning and execution workflow
• Daily/Weekly Tasks - Recurring task management process
• Weekly/Monthly Reporting - Standardized reporting workflow

Finance processes

• Pricing Discount Approval - Multi-level discount authorization workflow
• Internal Purchase Order Request - Equipment and supply purchase approval process
• Expense Claim Request - Employee expense submission and reimbursement flow

Sales processes

• Sales Lead Qualification - Lead evaluation and progression workflow
• Client Proposal Process - Structured proposal creation and approval
• Contract Review - Legal document review and approval workflow

IT/Support processes

• Internal Support Request - Help desk ticket management process
• Issue Tracking - Bug and issue resolution workflow
• System Access Request - User access provisioning process

Onboarding processes

• Leasing - Tenant Onboarding - Property management tenant setup process
• Partner Onboarding - Business partner integration workflow
• Client Onboarding - New customer setup and welcome process

Customizing sample templates

After importing a sample template:

1. Review the template structure and flow
2. Modify step titles and descriptions to match your terminology
3. Adjust assignments to reflect your team structure
4. Add or remove steps as needed for your specific requirements
5. Update form fields to capture your required information
6. Modify deadlines to reflect your timeline expectations
7. Test the customized template with a sample process

Template organization best practices

For effective template management:

• Group templates by department or function
• Use consistent naming conventions
• Add descriptive tags for easier filtering
• Create folders for different process categories
• Document customizations made to sample templates

Related articles

Documenting > Templates

Tallyfy templates function as reusable blueprints that enable standardized business processes through step-by-step workflows and document formats while ensuring consistent execution across organizations.

Templates > Create a template

Tallyfy enables template creation through three methods: building from scratch manually entering steps using AI assistance to generate structure or uploading existing documents which get automatically converted into digital workflow templates.

Templates > Publish a template

Users with administrator permissions can make their workflow templates publicly accessible through a URL link while maintaining security of sensitive data and task details.

Features > Explain it once

The platform enables creation of standardized process templates through AI assistance document digitization multilingual support responsive design compliance tracking continuous improvement framework maintenance scheduling analytics integration and conditional logic capabilities.