Production operations workflow for Tallyfy

Deliver print jobs right the first time

Reprints waste time and money. This workflow catches issues before they become expensive mistakes with pre-flight checks, proof approvals, and quality sampling throughout the production run.

7 steps

1 automations

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Run this workflow in Tallyfy

Import this template into Tallyfy and assign print operators to setup and production tasks while routing cost approvals to managers for jobs exceeding budget thresholds

Configure day-based deadlines across the 5-day production timeline with 1 automation for approval routing and form fields to capture job specifications and quality check results

Track each print job in real-time through Tallyfy from initial setup through pre-flight verification, cost approval, proof checks, production sampling, and delivery confirmation

Import this template into Tallyfy

Process steps

Initial Print Job Setup

1 day from previous step

task

Set up the print job environment and confirm your equipment is ready to go. Check printer status, load the right paper stock, and make sure ink or toner levels are high enough for the job. Open the document and use Ctrl+P (PC) or Cmd+P (Mac) to get into print settings.

Configure Print Properties

1 day from previous step

task

Open Print Properties to set up your job. Choose paper size, orientation, color mode (color or black-and-white), print quality, and number of copies. If you need double-sided printing, turn on duplex mode. Save your settings as a preset so you don't have to reconfigure everything for recurring job types.

Submit Print Request

1 day from previous step

task

Fill in the print request form with all the details you need: quantity, paper size (A4, Letter, etc.), paper weight and type, color or black-and-white, single or double-sided, binding requirements, and your delivery deadline. Attach the print-ready file in PDF format. Add any special instructions for finishing work like lamination, folding, or cutting.

Review File and Specifications

2 day from previous step

task

Do a pre-flight check on your submitted files. Verify resolution (minimum 300 DPI for print), bleed settings (typically 3mm), embedded fonts, and color profile (CMYK for commercial print). Cross-check the specs against what the requester actually needs. Flag any issues now before you head into production - catching problems here saves you from costly reprints later.

Get Cost Approval If Needed

3 day from previous step

task

For jobs that go over budget thresholds or need external vendors, put together a cost estimate. Break it down with itemized pricing for materials, labor, and finishing. Submit it for manager approval along with supporting quotes. Keep a record of the approval so you have an audit trail if you need it later.

Print and Quality Check

4 day from previous step

task

Run a proof print for visual inspection. Check color accuracy against your specifications, verify alignment and registration, and inspect for print defects like streaks, banding, or smudges. Once the proof looks good, run the full production job. Sample every 50-100 copies during the run to keep quality consistent.

Deliver and Confirm Completion

5 day from previous step

task

Package the completed print job carefully to avoid damage during delivery. Hand it off to the requester and get their sign-off confirmation. Write down the final job details - how many copies were produced, which materials you used, and any variances from the original spec. Archive the job files in case you need to reprint later, then close the request in the system.