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Using Tallyfy’s sample templates

Section titled “Using Tallyfy’s sample templates”

Import ready-made templates from Tallyfy’s public library in a few clicks. They cover everything from employee onboarding to sales processes. Instead of starting from a blank template, you’ll get proven workflows to customize for your team.

Why use sample templates

Section titled “Why use sample templates”
  • Faster setup - launch your first process in minutes, not hours
  • Learn by example - see how successful companies structure their workflows
  • Stay consistent - every department uses the same proven process structure

Finding sample templates

Section titled “Finding sample templates”

Visit Tallyfy’s Public Library ↗ to browse templates. You can filter by type, industry, and topic. Preview any template before importing, then import it to your account with one click.

Available template categories

Section titled “Available template categories”

Marketing templates

Section titled “Marketing templates”
  • New Email Campaign for marketing communications
  • Facebook Ad Creation for social media advertising
  • Social Media Posting for content management

HR templates

Section titled “HR templates”
  • Employee Onboarding for new hire processes
  • Vacation Request for time-off management
  • Performance Review for employee evaluations

Product management templates

Section titled “Product management templates”
  • Website Update Request for content changes
  • Product Idea Submission for tracking new ideas
  • Feature Development Steps for product enhancement

General office templates

Section titled “General office templates”
  • Planning Regular Events for recurring activities
  • Daily/Weekly Team Tasks for routine operations
  • Weekly/Monthly Reporting for status updates

Finance templates

Section titled “Finance templates”
  • Pricing Discount Approval for pricing decisions
  • Internal Purchase Request for procurement processes
  • Expense Claim Request for reimbursement workflows

Sales templates

Section titled “Sales templates”
  • Sales Lead Qualification for prospect evaluation
  • Client Proposal Process for deal progression
  • Contract Review for agreement management

IT/Support templates

Section titled “IT/Support templates”
  • Internal Support Request for help desk processes
  • Issue Tracking for problem resolution
  • Request for System Access for security management

Onboarding templates

Section titled “Onboarding templates”
  • Tenant Onboarding (for property management)
  • Partner Onboarding for business relationships
  • Client Onboarding for customer success

Customizing sample templates

Section titled “Customizing sample templates”

After importing a template, make it yours:

  1. Review the workflow - does the flow make sense for your team?
  2. Rename steps to match your company’s language
  3. Fix the assignments - replace generic roles with your actual people
  4. Add or cut steps as needed
  5. Update the form fields to capture your specific data
  6. Adjust deadlines to match your team’s pace
  7. Run a test - launch a dummy process before going live

Organizing imported templates

Section titled “Organizing imported templates”
  • Create folders by department or process type
  • Name templates clearly - “Employee Onboarding v2” beats “HR Process 3”
  • Tag templates so they’re easy to find later
  • Document major changes with notes like “Added legal review step for California compliance”
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