Workflow Solutions for Every Need
Pick the workflow solution that fits your operational challenge - from onboarding to compliance to approvals. Each is built around a repeatable process you can document, track and improve.
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Workflow & Process
Work Management
Approvals
Process
Onboarding & Training
Popular process templates
Free templates other teams use. Copy one into Tallyfy and change any step.
Procedure
Example
Internal Purchase Order Request
1Submit Purchase Order Request Form
2Finance Manager: Review Standard Purchase Order (Under $10k)
3Update Procurement System Status to Rejected
4Notify Employee: Purchase Order Rejected
5Generate Official Purchase Order Number (Standard PO)
+10 more steps
Procedure
Example
Employee Onboarding
1HR - Set up payroll and send welcome email
2IT - Order equipment and set up workstation
3Office Manager - Prepare physical workspace
4IT - Create accounts and system access
5HR - Welcome meeting and company orientation
+3 more steps
Procedure
Example
Client Onboarding
1Gather Basic Information
2Send Welcome E-Mail
3Conduct a Kick-Off Call
4Conduct a 1 month check-in Call
5Request Feedback
+1 more steps
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