Process templates

Annual Budgeting and Financial Forecasting

A complete workflow for creating annual budgets and financial forecasts that actually get used. Takes 2-3 weeks to compl...

App Integration Documentation

You know that moment when an integration breaks and nobody remembers how it was set up? This template fixes that. You'll...

BANT Lead Qualification Workflow

Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...

Client Content Approval

Time estimate: 2-10 days depending on revision rounds | Difficulty: Easy | Best for: Marketing agencies, content teams, ...

Client Invoice Processing & Billing Workflow

A ready-to-use Tallyfy template that walks you through processing client invoices from start to payment collection. You'...

Client Onboarding

Estimated Time: 6-8 weeks (full cycle) Difficulty: Moderate Team Size: 1-2 people A structured client onboarding workfl...

Contract Review & Legal Approval Workflow

A complete Tallyfy template for reviewing proposals and contracts through legal, finance, and executive approval stages....

Contract Review & Legal Approval Workflow

A complete Tallyfy template for reviewing proposals and contracts through legal, finance, and executive approval stages....

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...

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...

Employee Onboarding

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Employee Onboarding - Pre-Start

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Employee Performance Review & Evaluation Workflow

**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 3-5 people (HR, managers, executives) A s...

Event Booth Setup & Lead Capture Workflow

Event Booth Setup & Lead Capture Workflow Run a smooth event day from start to finish with this end-to-end booth setup ...

Exit Interview Form

EMPLOYEE EXIT INTERVIEW PURPOSE: The intent of this Exit Interview is to ensure that any employee is informed of his/he...

Expense Claim Request

Use this blueprint to process approvals on expense claims from your employees. Blueprint - Expense Claim Request (Sampl...

Extended Leave & Sabbatical Request Workflow

Estimated Time: 3-5 business days Difficulty: Medium Team Size: 4-6 people (employee, manager, HR, executive) A thoroug...

Facebook Ad Creation

This process walks you through creating a Facebook Ad from start to finish. With a few tweaks, you can also use it to pl...

Firewall and Security

If your network doesn't have proper firewall rules, you're basically leaving the front door open. This process walks you...

Internal Purchase Order Request

Estimated Time: 3-7 business days | Difficulty: Beginner | Team Size: 2-4 people | Roles: Employee, Finance Manager, CFO...

Internal Support Request

Issue Tracking

Use this blueprint to manage how issues are reported and resolved for your product or app....

IT Access Setup

When someone new joins your team or changes roles, you don't want them sitting around waiting for logins. This process g...

IT Equipment Assignment & Tracking

Standardized workflow for provisioning, configuring, and tracking company equipment for new and existing employees.Requi...