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A Quick Introduction to Tallyfy
New to Tallyfy? Anything new can be strange and unfamiliar at first.The good news is - Tallyfy will help you (personally...
Other Tallyfy Support
Other templates
35 templates available
Browse workflow templates designed for the Other industry. Each template is ready to use and customize for your specific needs.
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Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps in the blueprint as f...
9 steps 8 automations
Other TaskManagement
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Employee Onboarding
Run this process every time a new employee is being integrated into the company....
5 steps
Other HR
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Employee Onboarding
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
8 steps 7 automations
Other HR
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Internal Purchase Order Request
Use this blueprint to submit and track approval for purchases required for your business.Take a look at the entire bluep...
15 steps 3 fields 14 automations
Other purchasing
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New Hire Orientation
Run this process every time a new employee is being oriented into the company...
10 steps
Other HR
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Purchase Request SOP
Example ProcurementStandard Operating Procedures 1.Title:Standard Requisition2.Policy6130: Purchasing Reference: Purpose...
Other purchasing
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Sales Order Template
[Company Name] Sales order #[100]Date: [Pick the date] To:[Name][Company Name][Street Address][City, ST ZIP Code][Phone ...
Other ordermanagament sales
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Standard Invoice Template
[Your Company] [Select Date]Invoice #1234Bill ToShip ToCustomer[Customer Name] [Company]Customer ID#[Customer ID]Address...
Other sales Invoice
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Vacation Request
Use this blueprint to accept, track and approve vacation requests from employees, contractors or freelancers....
6 steps
Other HR
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Weekly/Monthly Reporting
Use this blueprint to create and track weekly and monthly reports....
8 steps 2 fields 8 automations
Other TaskManagement
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Client Visits
Run this process everytime you want to give a basic structure for "Customer Visits" Subject to employees...
3 steps 1 fields
Other Client
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Communication Styles
Run this process everytime you want to give a basic structure for Communication Styles Subject to employees...
4 steps
Other communication
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Company Culture
Run this process every time you want to talk about your company's culture and why it's important to you and your team....
1 steps
Other companyrelated
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Company Equipment
Run this process everytime you want to give a basic structure for a "Company Equipment" Subject to employees...
2 steps
Other equipment
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Complaint Process
Run this process every time you want to take your staff through a complaint investigation procedure...
5 steps
Other Support customersucess
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Customer Escalations
Run this process everytime a customer is not pleased with an employee interaction and wants someone at a higher level wi...
4 steps 4 fields
Other Support
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Customer Testimonials
Run this process everytime you want to give a basic structure for "Customer Testimonials" Subject to employees...
4 steps
Other testimonial
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Decision making hierarchy
Run this process every time you want to take your employee through the company's decision making hierarchy...
3 steps
Other about
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Discounts and Volume Pricing
Run this process everytime you want to give a basic structure for a "Discounts & Volume Pricing" Subject to employees...
2 steps
Other discounts
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Estimates
Run this process everytime you want to give a basic structure for a "Estimates" Subject to employees...
6 steps
Other estimations
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Google Analytics
Run this process everytime you want to give a basic structure for a "Google Analytics" Subject to employees...
1 steps
Other data analytics
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Help Desk Requests
Run this process everytime you want to give a basic structure for a "Help Desk Requests" Subject to employees...
4 steps
Other Support
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Invoice Request Form
6 fields
Other Invoice
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Meeting agendas
Run this process every time you want to take an employee through how to create a meeting agenda...
1 steps
Other meeting admin
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Mission, Vision and Values
FancyBeans Mission, Vision & ValuesOUR MISSION To inspire and nurture the human spirit – one person, one cup and o...
Other branding about
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New Equipment Purchasing
Run this process everytime you want to give a basic structure for a "New Equipment Purchasing" Subject to employees...
4 steps
Other purchasing Approval
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Ordering Business Cards
Run this process everytime you want to give a basic structure for a "Ordering Business Cards" Subject to employees...
4 steps
Other print businesscards
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Ordering Supplies
Run this process every time you want to order supplies...
6 steps
Other officesupplies admin
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Phone and Email Scripts
Run this process everytime you want to give a basic structure for a "Phone & Email Scripts" Subject to employees...
2 steps
Other communication
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Preferred Vendor List
Run this process everytime you want to give a basic structure for a "Preferred Vendor List" Subject to employees...
1 steps 1 fields
Other vendors
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Printing
Run this process everytime you want to give a basic structure for a "Printing" Subject to employees...
2 steps
Other print
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Proposals
Run this process everytime you want to give a basic structure for a "Proposals" Subject to employees...
2 steps
Other proposal
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Termination Process
Run this process every time you want to start an employment termination process...
8 steps
Other HR
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The Company Blog
Run this process everytime you want to give a basic structure for "The Company Blog" Subject to employees...
3 steps
Other about
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