procedure
Weekly/Monthly Reporting
Use this blueprint to create and track weekly and monthly reports....
8 steps 2 fields 8 automations
Other TaskManagement
Daily/Weekly Tasks
Use this blueprint to delegate and manage daily and weekly tasks for various departments.All steps in the blueprint as follows:Sample BP-DailyWeekly tasks.png 85.7 KB DownloadView full sizeHere is a pdf copy of the blueprint:Tallyfy-Sample BP-Daily_Weekly Tasks.pdf
9 steps 8 automations
Process steps
1
Select your deparment function
1 hours from previous step
Please select your department function to track your daily and weekly tasks
Form fields in this step
Department Name
2
Daily tasks - Office Admin
1 days from previous step
This step shows a checklist for daily tasks for an office admin. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
3
Daily tasks - Accounting
1 days from previous step
This step shows a checklist for daily tasks for Finance Manager/Controller. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
4
Daily tasks - Marketing (Social Media)
1 days from previous step
This step shows a checklist for daily tasks for Digital Marketing Manager. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Any cases/negative reviews to escalate?
Notes
5
Daily tasks - HR
1 days from previous step
This step shows a checklist for daily tasks for HR Manager/Executive. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
6
Weekly tasks - Office Admin
1 weeks from previous step
This step shows a checklist for weekly tasks for Office Admin. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
7
Weekly tasks - Accounting
1 weeks from previous step
This step shows a checklist for weekly tasks for Finance Manager/Controller. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
8
Weekly tasks - HR
1 weeks from previous step
This step shows a checklist for weekly tasks for Digital Marketing Manager. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Enter link to weekly SEO report here
Update notes from weekly sales and marketing meeting
Other notes
9
Weekly tasks - HR
1 weeks from previous step
This step shows a checklist for weekly tasks for HR Manager/Executive. Use the notes form field to mention issues, escalations or notes in general.
Form fields in this step
Task checklist
Notes
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