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

Document how your business apps connect and share data. This Tallyfy template captures integration details, data flows, ...

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 comprehensive Tallyfy template for processing client invoices from start to payment collection. This workflow covers g...

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 comprehensive Tallyfy template for reviewing proposals and contracts through legal, finance, and executive approval st...

Daily/Weekly Tasks

Use this blueprint to delegate and manage daily and weekly tasks for various departments. All steps in the blueprint as...

Employee Onboarding

Run this process every time a new employee is being integrated into the company....

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 Execute flawless event day operations with this comprehensive booth setup and...

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 compreh...

Facebook Ad Creation

This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blueprint to map ad cre...

Firewall and Security

Run this process everytime you want to give a basic structure for a "Firewall & Security" Subject to employees...

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 better manage issue report and resolve process for your product/app....

IT Access Setup

IT Equipment Assignment & Tracking

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

Leasing - Tenant Onboarding