Free workflow templates
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Popular processes
The process templates people open most on tallyfy.com.
Procedure
Example
Internal Purchase Order Request
1Submit Purchase Order Request Form
2Finance Manager: Review Standard Purchase Order (Under $10k)
3Update Procurement System Status to Rejected
4Notify Employee: Purchase Order Rejected
5Generate Official Purchase Order Number (Standard PO)
+10 more steps
Procedure
Example
Employee Onboarding
1HR - Set up payroll and send welcome email
2IT - Order equipment and set up workstation
3Office Manager - Prepare physical workspace
4IT - Create accounts and system access
5HR - Welcome meeting and company orientation
+3 more steps
Procedure
Example
Client Onboarding
1Gather Basic Information
2Send Welcome E-Mail
3Conduct a Kick-Off Call
4Conduct a 1 month check-in Call
5Request Feedback
+1 more steps
Procedure
Example
Client Content Approval
1Gather content requirements
2Create Draft 1
3Approve Draft 1
4Create Draft 2
5Approve Draft 2 (Client)
+10 more steps
Procedure
Example
Sales Discount Approval & Pricing Exception Workflow
1Submit account information
2Proposed discount amount
3Manager - review proposed discount
4Senior Manager - review proposed discount
5Discount was approved!
+6 more steps
Procedure
Example
Team Status Report Workflow (Weekly/Monthly)
1Weekly B2B Sales report
2Review and sign-off weekly sales report
3Weekly Finance report
4Review and sign-off weekly finance report
5Monthly B2B Sales report
+8 more steps
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