Manager Reviews
Run this process every time you want to write a manager review...
6 steps
4 fields
Human Resources reviews
Process templates
Step-by-step workflow templates to standardize your business processes
Marketing Collateral & Promotional Materials Workflow
A complete Tallyfy template for creating, approving, and distributing marketing collateral and promotional materials. Es...
6 steps
Sales promotional
Marketing Content Approval Workflow
Type: Content Approval Process Steps: 15 tasks Duration: 5-7 business days Best For: Marketing teams, content agencies, ...
15 steps
Information Technology Approval
Medical Insurance Billing and Claims Processing
A complete workflow for medical practices to handle insurance billing from patient check-in through payment collection. ...
9 steps
6 fields
Insurance billing
Meeting agendas
Run this process every time you want to take an employee through how to create a meeting agenda...
6 steps
Other meeting admin
Monthly Bank Reconciliation
End-of-month reconciliation of general ledger accounts to statements and sub-ledgers. Covers key accounts, variance inve...
4 steps
2 fields
Banking
Monthly Sales Tax Filing Workflow
**Estimated Time:** 10-15 hours over 2 weeks | **Difficulty:** Intermediate | **Team Size:** 1-2 people (Accounting/Fina...
8 steps
Accounting tax
Multi-Tier Purchase Approval Authority Matrix Workflow
A structured Tallyfy template for routing purchase requests through appropriate approval tiers based on dollar amount th...
8 steps
2 fields
Manufacturing Approval
New Account KYC Verification
Customer identification and due diligence for new account opening. Satisfies CIP requirements under 31 CFR 1020.220. Tak...
3 steps
3 fields
Banking
New Equipment Purchasing
Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subject to employees...
9 steps
Other purchasing Approval
Night Drop Processing
Morning procedure for retrieving and processing overnight deposits from the night drop box. Requires dual control for op...
3 steps
3 fields
Banking
NSF/Overdraft Decision
Workflow for reviewing items presented against insufficient funds. Covers pay/return decisions based on customer history...
3 steps
4 fields
Banking
OFAC Sanctions Screening
Workflow for screening transactions and customers against OFAC sanctions lists. Covers hit resolution and escalation. Ta...
3 steps
3 fields
Banking
Office Waste Management & Recycling Procedures
Estimated Time: 30 days (ongoing program) Difficulty: Moderate Team Size: 1-3 (Facilities Manager + Sustainability Coord...
9 steps
Information Technology files
Ordering Business Cards
Run this process everytime you want to give a basic structure for a "Ordering Business Cards" Subject to employees...
9 steps
Other print businesscards
Ordering Supplies
Run this process every time you want to order supplies...
11 steps
Other officesupplies admin
Outbound Sales Prospecting & Follow-Up Workflow
Estimated Time: 2-3 weeks per prospect sequence Difficulty: Intermediate Team Size: 1-3 (SDR, Account Executive, Sales M...
8 steps
1 fields
Sales outbound
Paid Advertising Campaign Strategy and Launch Workflow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 2-5 people A comprehensive workflow for p...
10 steps
Sales advertisement
Podcast Episode Production and Publishing Workflow
Estimated Time: 5-7 days per episode Difficulty: Intermediate Team Size: 1-3 people (Host, Audio Editor, Marketing Coord...
12 steps
Media Production podcast
Positive Pay Exception Review
Daily review of checks flagged by positive pay for mismatches. Covers research, customer contact, and pay/return decisio...
3 steps
3 fields
Banking
Preferred Vendor Evaluation and Approval Workflow
## Overview A structured process for evaluating, approving, and maintaining a list of preferred vendors. This workflow e...
6 steps
1 fields
Other vendors
Pricing Approval Workflow
Pricing Approval Workflow A structured workflow for reviewing, approving, and implementing pricing changes. This proces...
6 steps
2 automations
Accounting pricing
Print Production & Quality Control Workflow
A comprehensive Tallyfy template for managing print production jobs from request to delivery. This workflow ensures cons...
7 steps
1 automations
Other print
Product Packaging & Shipping Operations Workflow
**Estimated Time:** 4-8 hours per order | **Difficulty:** Beginner | **Team Size:** 1-3 people A standardized workflow ...
11 steps
4 fields
Transportation/Logistics shipping
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