Operations task management workflow for Tallyfy

Keep every department on track with standard checklists

Recurring tasks get missed when they live only in people's heads. This Tallyfy template provides department-specific daily and weekly checklists for admin, accounting, marketing, and HR - routing each employee to their relevant tasks.

9 steps

8 automations

Import into Tallyfy Preview steps

Other TaskManagement

Run this workflow in Tallyfy with people, AI, and conditions

Daily/Weekly Tasks Run #2,481 Running now

1 done . 1 running . 7 to go

Status	Step	Assignee
Status: Completed	1. Select your department function	TM Team member
Status: Active	2. Daily tasks - Office Admin why this works	Claude AI agent
Status: Waiting	3. Daily tasks - Accounting	TM Team member
Status: Conditional	4. Daily tasks - Marketing (Social Media) why this works	Claude AI agent
+ 5 more steps below

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Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

Select your department function

1 hours from previous step

task

Pick your department from the dropdown. This routes you to the right daily and weekly checklist for your role - no need to wade through tasks that don't apply to you.

Form fields in this step

Department Name

Daily tasks - Office Admin

1 days from previous step

task

Run through your daily office admin tasks here. Check off each item as you go - supplies ordered, mail sorted, phones covered. If something goes wrong or you need to flag an issue, drop it in the notes field so nothing falls through the cracks.

Form fields in this step

Task checklist

Notes

Daily tasks - Accounting

1 days from previous step

task

Work through your daily finance checklist. Review bank transactions, process invoices, handle expense reports. If you spot anything unusual or hit a snag, note it down - your future self and your team will thank you.

Form fields in this step

Task checklist

Notes

Daily tasks - Marketing (Social Media)

1 days from previous step

task

Your daily social media and marketing tasks live here. Check engagement, schedule posts, respond to comments. Use the notes field to capture any trends worth acting on or campaigns that need attention.

Form fields in this step

Task checklist

Any cases/negative reviews to escalate?

Notes

Daily tasks - HR

1 days from previous step

task

Handle your daily HR items - review applicants, answer employee questions, process time-off requests. When something needs escalation or follow-up, make a note of it. Consistency here makes everyone's life easier.

Form fields in this step

Task checklist

Notes

Weekly tasks - Office Admin

1 weeks from previous step

task

Time for the weekly office admin review. Order supplies that are running low, file paperwork that has piled up, schedule the meetings that need scheduling. Anything that slipped through during the week? Catch it here.

Form fields in this step

Task checklist

Notes

Weekly tasks - Accounting

1 weeks from previous step

task

Wrap up your week with these finance tasks. Reconcile accounts, review outstanding invoices, prep reports. This is where you catch things before they become bigger problems next month.

Form fields in this step

Task checklist

Notes

Weekly tasks - Marketing

1 weeks from previous step

task

End-of-week marketing check-in. Review campaign performance, adjust schedules for next week, note what worked and what didn't. Good records now save headaches during quarterly reviews.

Form fields in this step

Task checklist

Enter link to weekly SEO report here

Update notes from weekly sales and marketing meeting

Other notes

Weekly tasks - HR

1 weeks from previous step

task

Your weekly HR wrap-up. Review open positions, follow up on pending approvals, update employee records. Use the notes to flag anything that needs attention from leadership before Monday rolls around.

Form fields in this step

Task checklist

Notes