Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments. All steps in the blueprint as...
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....
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 administrators, operations managers Outcome: Create your first...
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
Run this process every time a new employee is being oriented into the company...
15 steps
Other HR
PTO & Vacation Request Approval Workflow
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) Streamline PTO and vacation reques...
11 steps
5 automations
Other HR
Purchase Request SOP
Standard operating procedure for requesting purchases. Covers when approval is needed, spending limits by role, preferre...
Other purchasing
Sales Order Template
Standard template for documenting sales orders. Includes all required fields: customer info, products/services, quantiti...
Other ordermanagament sales
Standard Invoice Template
Official invoice template with all required elements: company details, invoice number, date, customer info, line items, ...
Other sales Invoice
Team Status Report Workflow (Weekly/Monthly)
Standardized workflow for collecting, reviewing, and distributing team status reports on weekly or monthly cadences. Est...
13 steps
2 fields
8 automations
Other TaskManagement
Accounts Payable Invoice Request Form
Accounts Payable Invoice Request Form Streamline your vendor invoice submission and approval process with this structur...
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 testimonial
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
Run this process everytime you want to give a basic structure for "Customer Visits" Subject to employees...
7 steps
1 fields
Other Client
Communication Styles
Run this process everytime you want to give a basic structure for Communication Styles Subject to employees...
6 steps
Other communication
Company Culture
Run this process every time you want to talk about your company's culture and why it's important to you and your team....
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 structured Tallyfy template for handling customer complaints professionally to protect your reputation and improve ret...
7 steps
2 automations
Other Support customersucess
Decision making hierarchy
Run this process every time you want to take your employee through the company's decision making hierarchy...
5 steps
Other about
Discounts and Volume Pricing
Run this process everytime you want to give a basic structure for a "Discounts & Volume Pricing" Subject to employees...
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
Run this process everytime you want to give a basic structure for a "Estimates" Subject to employees...
6 steps
Other estimations
Google Analytics
Run this process everytime you want to give a basic structure for a "Google Analytics" Subject to employees...
6 steps
Other data analytics
Help Desk Requests
Run this process everytime you want to give a basic structure for a "Help Desk Requests" Subject to employees...
9 steps
Other Support
Meeting agendas
Run this process every time you want to take an employee through how to create a meeting agenda...
6 steps
Other meeting admin
Mission, Vision and Values
Our mission defines why we exist. Our vision describes where we are going. Our values guide how we work together. These ...
Other branding about
New Equipment Purchasing
Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subject to employees...
9 steps
Other purchasing Approval
Ordering Business Cards
Run this process everytime you want to give a basic structure for a "Ordering Business Cards" Subject to employees...
9 steps
Other print businesscards
Ordering Supplies
Run this process every time you want to order supplies...
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 e...
6 steps
1 fields
Other vendors
Print Production & Quality Control Workflow
A comprehensive Tallyfy template for managing print production jobs from request to delivery. This workflow ensures cons...
7 steps
1 automations
Other print
Sales Proposal Creation & Approval Workflow
Use this Tallyfy template to create winning sales proposals with proper approvals. Estimated time: 2-4 hours per proposa...
7 steps
1 automations
Other proposal
Sales Script Development and Approval Workflow
Estimated Time: 10 days Difficulty: Intermediate Team Size: 2-4 people A structured sales enablement process for creati...
7 steps
Other communication
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