Daily/Weekly Tasks
Keep your team's daily and weekly tasks on track across departments with this template. Here's what the steps look like...
9 steps
8 automations
Other TaskManagement
Other templates
Workflow templates designed for the Other industry. Each template is ready to use and customize for your specific needs.
Employee Onboarding
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
5 steps
Other HR
Employee Onboarding
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
8 steps
7 automations
Other HR
Getting Started with Tallyfy - Quick Start Guide
Reading Time: 5 minutes Best For: New Tallyfy users, team leads, and anyone setting up their first workflow What You'll ...
Other Tallyfy Support
Internal Purchase Order Request
Estimated Time: 3-7 business days | Difficulty: Beginner | Team Size: 2-4 people | Roles: Employee, Finance Manager, CFO...
15 steps
3 fields
14 automations
Other purchasing
IT Equipment Assignment & Tracking
Standardized workflow for provisioning, configuring, and tracking company equipment for new and existing employees.Requi...
6 steps
Other equipment
New Hire Orientation
Use this process whenever you're bringing a new employee into the company. It'll help you stay on track from day one....
15 steps
Other HR
PTO & Vacation Request Approval Workflow
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...
11 steps
5 automations
Other HR
Purchase Request SOP
Your go-to guide for requesting purchases. You'll find out when you need approval, what the spending limits are for your...
Other purchasing
Sales Order Template
Use this document to record your sales orders consistently every time. It covers all the fields you'll need: customer in...
Other ordermanagament sales
Standard Invoice Template
Your go-to invoice template, covering everything you'll need: company details, invoice number, date, customer info, line...
Other sales Invoice
Team Status Report Workflow (Weekly/Monthly)
A simple workflow for pulling together your team's status reports on a weekly or monthly basis. You'll collect the data,...
13 steps
2 fields
8 automations
Other TaskManagement
Accounts Payable Invoice Request Form
Accounts Payable Invoice Request Form Simplify your vendor invoice submission and approval process with this structured...
5 steps
6 fields
Other Invoice
B2B SaaS Customer Testimonial Collection Workflow
A proven 8-step workflow for collecting high-converting customer testimonials across all channels. Designed for B2B SaaS...
8 steps
Other marketing
Blog Post Creation & Publishing Workflow
A complete content production workflow for the content team. Estimated time: 3-5 days from topic selection to publicatio...
10 steps
2 automations
Other about
Client Visits
Use this every time you need a solid structure for planning and following up on client visits. It keeps the whole team o...
7 steps
1 fields
Other Client
Communication Styles
Run this process when you want to walk employees through the basics of communication styles...
6 steps
Other communication
Company Culture
Your company culture isn't what's on the wall poster - it's how people actually behave when no one's watching. Use this ...
6 steps
Other companyrelated
Customer Complaint Escalation Process for Service Teams
Structured process for handling escalated customer complaints when issues require manager or specialist intervention. Co...
8 steps
4 fields
3 automations
Other Support
Customer Complaint Resolution Workflow
A ready-to-use Tallyfy template for handling customer complaints professionally to protect your reputation and improve r...
7 steps
2 automations
Other Support customersucess
Decision making hierarchy
Not sure who should approve something? This walks you through your company's chain of command - from your direct manager...
5 steps
Other about
Discounts and Volume Pricing
Use this when you need to set up or review discount structures and volume pricing for your customers. Whether it's a one...
2 steps
Other discounts
Employee Offboarding & Termination Workflow
Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Cov...
15 steps
Other HR
Estimates
Use this when you need to build a solid cost estimate for a project or proposal. It walks you through the whole thing - ...
6 steps
Other estimations
Google Analytics
Let's be honest -- most teams install Google Analytics and then forget about it. This process helps you set it up right ...
6 steps
Other data analytics
Help Desk Requests
Run this when someone on your team hits a tech problem they can't solve on their own. You'll log what's going wrong, fig...
9 steps
Other Support
Meeting agendas
Use this process whenever you want to walk someone through creating a solid meeting agenda. A good agenda isn't just a l...
6 steps
Other meeting admin
Mission, Vision and Values
Your mission is why you exist. Your vision is where you're headed. Your values are how you work together - and they're n...
Other branding about
New Equipment Purchasing
Use this process whenever you need to walk through a new equipment purchase from start to finish. It covers everything f...
9 steps
Other purchasing Approval
Ordering Business Cards
Need new business cards? This template walks you through the whole process - from filling out your request form to getti...
9 steps
Other print businesscards
Ordering Supplies
Use this process whenever you need to order supplies for your team or office. If you're not sure where to start, follow ...
11 steps
Other officesupplies admin
Preferred Vendor Evaluation and Approval Workflow
## Overview A structured process for evaluating, approving, and maintaining a list of preferred vendors. This workflow h...
6 steps
1 fields
Other vendors
Print Production & Quality Control Workflow
Use this Tallyfy template to manage your print production jobs from request all the way through to delivery. It keeps qu...
7 steps
1 automations
Other print
Sales Proposal Creation & Approval Workflow
Use this template to build winning sales proposals with the right approval steps in place. It's designed for sales reps,...
7 steps
1 automations
Other proposal
Sales Script Development and Approval Workflow
Estimated Time: 10 days Difficulty: Intermediate Team Size: 2-4 people You'll use this process to build, test, and roll...
7 steps
Other communication
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