Free workflow templates

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Popular processes

The process templates people open most on tallyfy.com.

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
Client Content Approval
15 steps
Example run: 1 of 15 done
  1. Done: Gather requirements
  2. In progress: Create draft 1
  3. Waiting: Approve draft 1
+12 more steps See template
Sales Discount Approval & Pricing Exception Workflow
11 steps
Example run: 1 of 11 done
  1. Done: Submit account information
  2. In progress: Proposed discount amount
  3. Waiting: Manager - review proposed discount
+8 more steps See template
Team Status Report Workflow (Weekly/Monthly)
13 steps
Example run: 1 of 13 done
  1. Done: Weekly B2B Sales report
  2. In progress: Review and sign-off weekly sales report
  3. Waiting: Weekly Finance report
+10 more steps See template
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