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
Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments. All steps in the blueprint as follows: Sample BP-DailyWeekly tasks.png 85.7 KB DownloadView full size Here is a pdf copy of the blueprint: Tallyfy-Sample BP-Daily_Weekly Tasks.pdf
9 steps 8 automations
Process steps
1
Select your department function
1 hours from previous step
Pick your department from the dropdown. This routes you to the right daily and weekly checklist for your role - no need to wade through tasks that do not apply to you.
Form fields in this step
Department Name
2
Daily tasks - Office Admin
1 days from previous step
Run through your daily office admin tasks here. Check off each item as you go - supplies ordered, mail sorted, phones covered. If something goes wrong or you need to flag an issue, drop it in the notes field so nothing falls through the cracks.
Form fields in this step
Task checklist
Notes
3
Daily tasks - Accounting
1 days from previous step
Work through your daily finance checklist. Review bank transactions, process invoices, handle expense reports. If you spot anything unusual or hit a snag, note it down - your future self and your team will thank you.
Form fields in this step
Task checklist
Notes
4
Daily tasks - Marketing (Social Media)
1 days from previous step
Your daily social media and marketing tasks live here. Check engagement, schedule posts, respond to comments. Use the notes field to capture any trends worth acting on or campaigns that need attention.
Form fields in this step
Task checklist
Any cases/negative reviews to escalate?
Notes
5
Daily tasks - HR
1 days from previous step
Handle your daily HR items - review applicants, answer employee questions, process time-off requests. When something needs escalation or follow-up, make a note of it. Consistency here makes everyones life easier.
Form fields in this step
Task checklist
Notes
6
Weekly tasks - Office Admin
1 weeks from previous step
Time for the weekly office admin review. Order supplies that are running low, file paperwork that has piled up, schedule the meetings that need scheduling. Anything that slipped through during the week? Catch it here.
Form fields in this step
Task checklist
Notes
7
Weekly tasks - Accounting
1 weeks from previous step
Wrap up your week with these finance tasks. Reconcile accounts, review outstanding invoices, prep reports. This is where you catch things before they become bigger problems next month.
Form fields in this step
Task checklist
Notes
8
Weekly tasks - Marketing
1 weeks from previous step
End-of-week marketing check-in. Review campaign performance, adjust schedules for next week, note what worked and what didnt. Good records now save headaches during quarterly reviews.
Form fields in this step
Task checklist
Enter link to weekly SEO report here
Update notes from weekly sales and marketing meeting
Other notes
9
Weekly tasks - HR
1 weeks from previous step
Your weekly HR wrap-up. Review open positions, follow up on pending approvals, update employee records. Use the notes to flag anything that needs attention from leadership before Monday rolls around.
Form fields in this step
Task checklist
Notes
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