Workflow Solutions for Every Need

Pick the workflow solution that fits your operational challenge - from onboarding to compliance to approvals. Each is built around a repeatable process you can document, track and improve.

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Workflow & Process

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Compliance & Finance

Popular process templates

Free templates other teams use. Copy one into Tallyfy and change any step.

Internal Purchase Order Request
15 steps
Example run: 1 of 15 done
  1. Done: Submit PO request
  2. In progress: Review PO under $10k
  3. Waiting: Generate PO number
+12 more steps See template
Employee Onboarding
8 steps
Example run: 1 of 8 done
  1. Done: Set up payroll
  2. In progress: Order equipment
  3. Waiting: Prepare workspace
+5 more steps See template
Client Onboarding
6 steps
Example run: 1 of 6 done
  1. Done: Gather basic info
  2. In progress: Send welcome email
  3. Waiting: Kickoff call
+3 more steps See template
Browse all templates

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