Tallyfy

Getting Started with Tallyfy

The Tallyfy modules allow you to create, update, manage, and delete tasks, processes, and comments in your Tallyfy account.

Prerequisites

  • A Tallyfy account

In order to use Tallyfy with Integromat, it is necessary to have a Tallyfy account. You can use your Google or Microsoft accounts or create a Tallyfy account at tallyfy.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Tallyfy to Integromat

To connect your Tallyfy account to Integromat you need to obtain the API Key from your Tallyfy account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Tallyfy account.

2. Click your Profile Icon > Settings > Integrations.

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2. Click VIEW YOUR API ACCESS TOKEN.

tallyfy.png

4. Copy the Acess Token and Organization ID to your clipboard.

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5. Go to Integromat and open the Tallyfy module's Create a connection dialog.

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6. In the Connection name field, enter the connection name.

7. In the Access Token field, enter the access token copied in step 4.

8. In the Organization ID field, enter the organization ID copied in step 4 and click Continue.

tallyfy2.png

The connection has been established.

Process

Launch a Process

Creates a new process.

Connection Establish a connection to your Tallyfy account
Name of the Process Enter the name of the process.
Blueprint Select the category appropriate for the process you want to create.
Partner Onboarding
Prospect Name Enter the partner name.
Company Name Enter the company name associated with the partner. 
Job Title/Position Enter the position of the partner in the company.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guest.

Step Deadline: Determine the channel of inquiry

Enter the date by when you should decide the mode of inquiry with the partner. 

Channel of inquiry

Select the inquiry mode of the partner:

  • Partner inquiry form on website
  • Email/Phone call
Enter link to the partner application form Enter the URL address of the partner's application.
Notes from inquiry Enter the information received from the partner's inquiry.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send partner application form Enter the date by when the partner application should be sent.
Insert link to filled-in application form Enter the link to the partner's application form.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Review Applications

Enter the date by when the partner's application must be reviewed.

Tentative meeting date and time Enter the tentative date to meet the partner for discussing the application.
Points/questions to discuss in the meeting Enter the questions to discuss in the meeting with the partner.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Schedule meeting to determine fit for the partnership

Enter the date on which the meeting a meeting will be scheduled with the partner for discussing the possibility of partnership. 

Date and time of the meeting Enter the date and time of the meeting in YYYY-MM-DD HH:MM:SS format.
Enter the Meeting Link Enter the URL address to join the meeting.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Approve the application

Enter the date by when the partner's application must be approved for onboarding.

Does this prospect fit the requirements

Select the option:

  • Yes - please prepare the partner agreement
  • No - can't accept as a partner, see the notes below
Notes

Enter any additional information you want to notify about the partner's application.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send email to prospect stating reason rejection

If the partner's application is rejected, enter the reasons for rejection.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send partner agreement to partner

Enter the date by when the partner's agreement should send to the partner.

Upload link to partner agreement Add the URL address link to the partner agreement.
User

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Request approval on partner agreement

Enter the date by when you should request the partner's approval on the agreement.

Enter approval information

Select the approval information:

  • Approve
  • Request Changes
Notes Enter any additional information you want to notify about the partner's approval on the agreement.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Review feedback and update agreement

Enter the date by when the assignee should review the partner's feedback on the agreement and update it.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send agreement to partner for signature

Enter the date by when you should send the agreement to the partner for his/her signature.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send signed agreement to Director for signature

Enter the date by when you should send the partner's signed agreement to the Director for signature.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send introduction and reference material to partner

Enter the date by when the onboarding introduction and reference material should be sent to the partner.

Checklist for task Select the checklist for the task.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Setup tool access for new partner Enter the date by when the partner should be given access to the required tools.
Checklist for task Select the checklist for the task.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guest

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Complete 1 month check-in with a partner. Enter the date by when you should complete the one-month onboarding process with the partner.
Checklist Select the checklist options for the task.
Notes Enter any additional information about the partner's onboarding process that you want to notify.
Employee Onboarding
Employee First Name Enter the employee's first name.
Employee Last Name Enter the employee's second name.
Hiring Manager Enter the name of the hiring manager.
Department Enter the department name to which the employee belongs to.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: HR-Setup employee on HR and payroll systems and send welcome email Enter the date by when the employee's data should be set up on the company's HR and payroll system and should send a welcome email to the employee.
Employee ID Enter the Employee ID.
Personal Email Enter the employee's personal email address. 
Address Enter the employee's residential address.
Phone Enter the employee's phone number. 
Date of Birth Enter the employee's date of birth in YYYY-MM-DD format.
SSN Enter the employee's Social Security Number. 
Immigration Status

Select the immigration status of the employee:

  • US Citizen
  • Foreign National 
Gender

Select the gender of the employee:

  • Male
  • Female
Emergency Contact Name Enter the emergency contact person name for the employee.
Emergency Contact Phone Enter the employee's emergency contact phone number.
Other Information Enter any additional information about the employee.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT Department  - order, provision IT, and telephone equipment Enter the date by when the employee's IT equipment and telephone equipment must be ordered.
Please select what has been setup Select the equipment that has already been set up for the employee.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Office Manager -  provision desk, car parking and office keys Enter the date by when employee provisions such as desk, car parking, and office keys must be provisioned. 
Please mark what has been done Select the options that were already been provisioned.
What is the assigned car parking post Enter the details of the employee car parking post. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT Department - Create user accounts Enter the date by when the employee user account must be created.
Select the accounts that have been set up Select the accounts that have already been set up. For example, email.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Assignees: HR - Welcome employee and run induction Enter the date by when the employee induction program must be completed.
Start Date Enter the employee joining data.
Employee Bio Enter the details of the employee biodata.
Employee Resume for Database Enter the details of the employee resume in the company's database.
HR Induction Schedule Enter the details of the employee HR induction schedule.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT Department - Train employee on IT systems Enter the date by when the IT department must complete the IT systems training for the employee. 
IT Onboarding Select the IT courses completed for the employee.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Hiring Manager - Job Role and Roadmap Enter the date by when the HR manager should define the job role and roadmap for the employee.
First Week Tasks Select the first-week tasks for the employee.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: HR - Close Onboarding Enter the date by when the HR must close the employee onboarding process.
HR and IT onboarding sign-off complete

Select whether HR and IT teams have completed the employee onboarding:

  • Yes
  • No
Hiring Manager onboarding sign-off complete

Select whether the hiring manager has completed employee onboarding:

  • Yes
  • No
Leasing - Tenant Onboarding
Property Name Enter the property name. 
Property Address Enter the property address.
Property Manager Name Enter the property manager's name. 
Tenant Name Enter the tenant name. 
Tenant Contact Number Enter the tenant's contact number. 
Tenant Contact Mail Enter the tenant's mail address.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Enter property details Enter the date by which the assignee must enter the property details.
Property Code/ID Enter the Property ID.
Sqft Enter the property area in Sq. ft.
Rent per Sq.ft. Enter the rent of the property per Sq. ft. 
Amount for security deposit Enter the security deposit amount for the property.
Availability from date Enter the date from when the property is available for rent.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Enter tenant details Enter the date by which the assignee must enter the tenant details.
Tenant Address Enter the tenant address. 
Expected Move-In Date Enter the date when the tenant is expected to move into the property. 
Occupation Enter the tenant's profession. 
Employer Name Enter the tenant employer's name.
Employer Address Enter the tenant employer address. 
Emergency Contact Name Enter the tenant's emergency contact name.
Relationships Enter the relationship of emergency contact with the tenant.
Emergency Contact Number Enter the tenant's emergency contact number.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Complete background check for tenant Enter the date by which the assignee must complete the background check of the tenant.
Upload background check report Enter the link to the tenant's background check report.
Notes Enter any additional information about the tenant's background information.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guest

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Provide information to create lease agreement Enter the date by when the assignee must provide the information for preparing the tenant's lease agreement.
Lease Type

Select the lease type:

  • Residential
  • Commercial
Lease Start Date Enter the lease start date.
Lease Duration Enter the duration of the lease. 
Option to Review

Select the lease review option:

  • Non-renewable
  • Renewable
Rent Amount per Month Enter the rent of the property of the month.
Notice period for move out (in days) Enter the notice period to provide before moving out of the property. 
Clauses Enter any clauses mentioned in the lease agreement.
Changes/Repairs Required?

Select whether there are changes or repairs required for the property:

  • Yes
  • No
Notes Enter any additional information in the lease agreement.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Create lease agreement Enter the date by when the assignee must create the lease agreement.
Link to Lease Agreement Enter the URL address link to access the lease agreement.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guest

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Review lease (internal) Enter the date by when the lease agreement must be reviewed internally.
Approve Lease?

Select whether the lease agreement is approved:

  • Yes
  • No 
Notes Enter any additional information about lease agreement approval.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Update lease agreement Enter the date by when the assignee must update the lease agreement with any changes suggested.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send lease agreement to tenant Enter the date by when the assignee must send the lease agreement to the tenant.
Notes Enter the additional information which you want to notify about the lease agreement.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Collect security deposit and 1st month's rent Enter the date by when the assignee must collect the security deposit and first-month rent.
Check Number for Reference Enter the check number.
Reference ID for First Month Rent Enter the Reference ID for the first month's rent amount.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Issue work order for changes/repairs and installations Enter the date by when the assignee must issue an order to perform the changes, repairs, or installations.
Input work order Enter the details of the input work order.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Complete work order Enter the date by when the assignee must complete the work order.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Prepare for move-in Enter the date by when the assignee must complete the preparation for the tenant's move-in.
Checklist for task Select the checklist for the task. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests  

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Conduct a post move-in check in and feedback visit  Enter the date by when the assignee must complete the post move-in check-in feedback visit.
Feedback Notes Enter the feedback notes collected from the tenant.
Client Onboarding
Company Name Enter the company name. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Gather Basic Information Enter the date by when the assignee must collect the basic information of the client.
Primary Contact First Name Enter the contact's first name. 
Primary Contact Last Name Enter the contact's last name. 
Primary Contact E-Mail Address Enter the contact's email address. 
Primary Contact Phone Number Enter the contact's phone number.
Preferred Method of Communication:

Enter the contact's preferred mode of communication:

  • E-mail
  • Phone
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send Welcome E-Mail Enter the date by when the assignee must send a welcome e-mail.
Include the following in the welcome E-Mail Select the information to include in the e-mail.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Conduct a Kick-Off Call Enter the date by when the assignee must conduct a kick-off call for onboarding.
What are the required outcomes? Enter the details of the outcome of the call.
What are the primary use cases? Enter the use cases for onboarding.

What are some successful milestones we should keep in mind?

Enter the details of the important milestones for the onboarding.

Other notes

Enter any additional information about the onboarding

Date of the first-month follow-up call

Enter the date of the first month's onboarding follow-up call.

Phone Number For Follow-Up Call

Enter the phone number to reach out for the follow-up. 

Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Conduct a first-month check-in Call

Enter the date by when the assignee must conduct a first-month check-in call.

Have the milestones been successfully met?

Select whether the milestones were successfully met:

  • Yes
  • No

Notes from the follow-up call

Enter the information from the follow-up call.

User

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Request Feedback

Enter the date by when the assignee must request feedback from the client.

On a scale of 1 (poor) to 5 (excellent), how would you rate your user experience?

Select the rating provided by the client.

Would you recommend our product to others?

Select whether the client would like to recommend the product to others:

  • Yes
  • No
Do you have any other feedback or feature requests you would like to see implemented in the future? Enter the details of the recommendation and suggestions from the client.

Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Request a Customer Testimonial

Enter the date by when the assignee must request a customer testimonial.
Include the following in the testimonial request email: Select the options to include the testimonial request email.
Issue Tracking
Reported By (Name) Enter the name of the person who reported the issue. 
Contact Email Enter the reporter's email address.
What is the issue? Enter the details of the issue. 
Notes Enter the additional information about the issue.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Determine channel of reporting Enter the date by when the assignee must determine the mode of reporting.
Who reported the issue?

Select appropriate for the reporter:

  • Internal Employee (QA/Employee)
  • External Agent (Client/Partner)
When was this issue reported? Enter the date of the issue reported.
Summarize the issue Enter the summary of the issue.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Check for duplicate/similar bugs Enter the date by when the assignee must check for any duplicate or similar bugs to the reported one.
Is this is a new bug?

Select whether this is a new bug?

  • Yes - New issue
  • No - Old issue/troubleshooting topic
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send helpful notification to client Enter the date by when the assignee must send a notification to the client about the issue.
Body of the email to be sent Enter the email message sent to the client. 
Screenshot for reference Enter the link to the screenshot of the issue for reference.
Links to related support article(s) Enter the URL address of the support articles related to the issue.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Create a new ticket Enter the date by when the assignee must create a ticket for the issue.
Describe the issue in detail Enter the details of the issue.
Enter issue number/URL Enter the Issue ID or URL link of the issue ticket.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Prioritize and assign Enter the date by when the assigned must prioritize the issue and assign it to fix.
Priority Select the priority of the issue. 
Owner Enter the details of the assignee to whom the ticket is assigned.
Severity Enter the severity of the issue.
Status Enter the status of the issue. 
Version to fix it in Enter the version of the product in which the issue fix is available. 
Application Enter the application details. 
Module Enter the module where the issue is fixed. 
Category Enter the category details of the issue. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send confirmation to client Enter the date by when the assignee must send the confirmation to the client about the fix.
Expected turn around time (in days) Enter the number of days required to fix the issue.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Fix issue Enter the date by when the assignee must fix the issue.
Notes Enter any additional information about the issue.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send to QA team for testing Enter the date by when the assignee must send the fix to the QA team for testing.
Why was the issue occurring and how was it fixed? Enter the details information about the causes for the issue and method to fix it.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Review and approve fix Enter the date by when the assignee must review and approve the fix.
Is the issue resolved?

Select whether the issue is resolved:

  • Yes - issue resolved
  • Not yet - please see the notes
Approval Notes Enter the details about the issue fix and reasons if it is not fixed.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Review feedback and fix issue Enter the date by when the assignee must review the feedback and fix the issue. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send notification to the client Enter the date by when the assignee must send the notification to the client about the fix.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send notification to team member/QA Enter the date by when the assignee must send the notification to the team members or QA.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Close ticket Enter the date by when the assignee must close the ticket.
Feedback from client/team member Enter the feedback from the client or the team member about the service.
Link to updated support article for this issue Enter the URL address link to the updated support article related to the issue.
Internal Support Request
Request By: Full Name Enter the full name of the requestor. 
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Describe IT support request Enter the date by when the assignee must provide the details of the IT support request.
Request by: Full Name Enter the full name of the requestor.
What is this request about?

Select the option for the request:

  • Access to a system
  • New hardware or software
  • Troubleshoot
Please describe your request Enter the details of the request.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT manager - review support request and confirm priority Enter the date by when the assignee must review the request and provide the severity of the request.
What is the SLA response? Select the priority of the request.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT manager - review access to a system request Enter the date by when the assignee must review the access to a system request.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT manager - review new hardware or software request Enter the date by when the assignee must review the hardware or software request.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: IT manager - review troubleshooting request Enter the date by when the assignee must review the troubleshooting request.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Priority 1 support request - 1 hour response Enter the date when the assignee must complete the priority 1 request and respond to the requestor.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Priority 2 support request - 4 hour response Enter the date when the assignee must complete the priority 2 request and respond to the requestor.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Priority 3 support request - 8 hour response  Enter the date when the assignee must complete the priority 3 request and respond to the requestor.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Configure access to system and inform user(s) Enter the date by when the assignee must configure the access to a system and inform the user.
Please provide details of what was configured Enter the details of the configuration.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Order new hardware/software and inform user(s) Enter the date by when the assignee must order the new hardware or the software and inform the requestor.
Please provide details of hardware/software ordered Enter the details of the hardware or software ordered.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Assign IT personnel to troubleshooting request Enter the date by when the assignee must assign an IT person to troubleshoot the request.
Pricing Discount Approval
Client/Account Name Enter the client's name or account name. 
Name of account manager requesting approval Enter the name of the account manager who approves the request. 
Type of discount requested Enter the details of the discount requested.
Users

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Step Deadline: Submit account information Enter the date by when the assignee must submit the client or account information.
Account information Enter the details of the account information.
Proposed discount Enter the discount amount proposed by the client.
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Step Deadline: Proposed discount amount Enter the date when the assignee must propose a new discount amount to the client.
What is the total discount? Enter the total discount amount.
What is the percentage discount? Select the percentage of the discount amount.
Discount Type

Select the discount type:

  • Referral
  • Trail
  • Customer application
  • Other
Discount information if any Add any additional information about the discount.
Users

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Step Deadline: Manager - review proposed discount Enter the date by when the assignee must review the proposed discount.
Manager, do you approve the discount?

Select whether the discount is approved:

  • Yes
  • No
Users

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Step Deadline: Senior Manager - review proposed discount Enter the date by when the assignee must review the proposed discount.
Senior manager, do you approve the discount amount?

Select whether the discount is proposed:

  • Yes
  • No
If not approved, please include notes here Enter the reasons for not approving the discount.
Users

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Step Deadline: Discount was approved! Enter the date by when the assignee must approve the proposed discount.
Users

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Step Deadline: Sorry, discount not approved. Enter the date by when the assignee must send a note to the client that the proposed discount is not approved.
Expense Claim Request
First name Enter the first name of the employee.
Last name Enter the last name of the employee.
Employee number Enter the employee number.
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Step Deadline: File your claim Enter the date by when the assignee must file the expense claim. 
First name Enter the first name of the employee.
Last name Enter the last name of the employee.
Date of purchase/expense Enter the date when the item was purchased for which the expense claim is being submitted.
Add more details here Enter the details of the expenses. 
Attach receipt Enter the URL address link to the receipt.
How much is the total claim for?

Select the option for the expense amount:

  • <=$1000
  • >$1000
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Step Deadline: Select your department Enter the date by when the assignee must select the employee department.
Which department do you work in? Select the department to which the employee belongs to. 
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Step Deadline: Sales manager approval Enter the date by when the assignee must approve the expense claim.
Do you Approve?

Select whether the expense is approved:

  • YES
  • NO
If not approved, please add notes here. Enter the reason for not approving the expense claim request.
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Step Deadline: IT manager approval Enter the date by when the assignee must approve the expense claim request. 
Do you approve?

Select whether the expense claim request is approved:

  • Yes
  • No
 Notes Enter the details for not approving the request.
Users

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Step Deadline: HR manager approval Enter the date by when the assignee must approve the expense claim request.
Do you approve?

Select whether the request is approved:

  • Yes
  • No
If not approved, please add the details here. Enter the reason for not approving the request.
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Step Deadline: Claim not approved Enter the date by when the assignee must send the note to the employee for not approving the expense claim reimbursement.
Users

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Step Deadline: Reimburse claim Enter the date by when the assignee must reimburse the expense amount.
Payment confirmation number Enter the payment confirmation number of the expense reimbursed.
Amount Reimbursed Enter the amount reimbursed to the employee. 
Proposal/Contract Review
Company Name Enter the company name whose proposal or contract is being reviewed.
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Step Deadline: Collect information Enter the date by when the assignee must collect the information about the proposal.
First Name Enter the first name of the contact person for the proposal. 
Last Name Enter the last name of the contact person.
Another Name Enter if there is another name for the contact person.
Title Enter a name for the proposal.
Email Enter the contact email address. 
Mobile Enter the contact mobile number.
Work Phone Enter the work phone number. 
Address Enter the contact address of the company or contact person. 
Reasons for a New System Enter the reason for creating the proposal. 
Current Pain Points Enter the challenges in the present system. 
Current Provider(s) If Any? Enter details of the suppliers of the new system. 
How will we help transition from old system? Enter the process of the migration from the old system to the new system. 
Date agreed with customer to present proposal Enter the date when the proposal is presented to the customer.
Other information/notes on proposal request Enter any other information about the proposal.
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Step Deadline: Prepare quote/proposal Enter the date by when the assignee must prepare a quote for the proposal.
Attach proposal here Enter the URL link to the proposal.
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Step Deadline: Send Quote Enter the date by when the quote must be sent to the client.
Email Sent?

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  • Yes
  • No
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Step Deadline: Proposal meeting

Enter the date by when the assignee must complete the proposal meeting.

Date of the meeting Enter the date of the meeting. 
Is a proposal variation required?

Select whether any variations required in the variation:

  • Yes
  • No
Customer Response Enter the response from the customer. 
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Step Deadline: Quote Variation Enter the date by when the assignee must complete the quote validation.
Attach updated proposal Enter the URL address to the updated proposal.
Users

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Step Deadline: Proposal accepted/declined? Enter the date by when the assignee must accept or reject the proposal.
Proposal accepted?

Select whether the proposal is accepted:

  • Yes
  • No
Users

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Step Deadline: Acceptance Enter the date by when the assignee must send the signed proposal.
Attach signed and acknowledged proposal Enter the URL address link to the signed and acknowledged proposal. 
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Step Deadline: Declined / No Indication Enter the date when the assignee must send a note to the customer about declining the proposal 
Reasons for declining the proposal Enter the reason for declining the proposal.
Users

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Step Deadline: Close request Enter the date by when the assignee must close the request.
Weekly/Monthly Reporting
Employee Name Enter the name of the employee whose weekly or monthly reporting status is being created.
Report for Enter the reporting mode of the employee. For example, Weekly.
Department Enter the department name to which the employee belongs to. 
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Step Deadline: Weekly B2B Sales report Enter the date by when the assignee must submit the weekly B2B report.
To be reviewed by (Manager name) Enter the manager's name who should review the sales report.
Report 'from' date Enter the start date of the sales report. 
Report 'to' date Enter the end date of the sales report.
Number of outbound calls Enter the number of outbound calls.
Sales volume by Channel Enter the sales volume channel.
Revenue closed by rep Enter the amount of deal closed by the sales representative. 
Upsell and cross-sell rates Enter the rate amount for upselling and cross-selling.
Avg. Customer lifetime value Enter the customer lifetime value.
Client meetings attended by rep Enter the representative name who attended the client meetings.
Lead-to-Opportunity ratio by rep for the week Enter the lead-to-opportunity probability ratio for the week.
Opportunity-to-win ratio by rep for the week Enter the opportunity-to-win probability ratio for the week.
Lead conversion ratio Enter the conversation ratio with the lead.
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Step Deadline: Review and sign-off weekly sales report Enter the date by when the assignee must review and sign-off the weekly sales report.
Notes Enter any additional information about the sales report review.
Users

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Step Deadline: Weekly Finance report Enter the date by when the assignee must prepare the weekly finance report.
KPIs included in the report Select the KPIs included in the report.
Report 'From' Date Enter the start date of the report.
Report 'To' Date Enter the end date of the report.
Upload link to weekly expense report Enter the URL address to the weekly expense report.
Upload link to last week's report Enter the URL address to the previous week's report.
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Step Deadline: Review and sign-off weekly finance report Enter the date bu when the assignee must review and sign-off the weekly finance report. 
Notes Enter any additional information about the finance report.
Users

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Step Deadline: Monthly B2B Sales report Enter the date by when the assignee must prepare the monthly B2B sales report. 
Report to be reviewed by Enter the name of the person who reviewed the report. 
Monthly Revenue Enter the monthly revenue amount.
Demo/sales booking by rep Enter the representative name who has performed the demo and dales booking. 
Avg. new deal size Enter the details of the deal.
Did we have churns this month?

Select whether there are any churns in the month:

  • Yes
  • No
If yes, please mention client names and account details Enter the client names and their account details with churns.
New MMR Enter the details of the new MMR.
Upload link to data visuals report Enter the URL address to the data visuals report.
Expansion MRR (upsell, new RR from existing customers)

Enter the MRR details. 

Users

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Step Deadline: Review and sign-off monthly sales report Enter the date by when the assignee must review and sign-off the monthly sales report.
Notes Enter any additional information about the sales report.
Users

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Step Deadline: Monthly Finance Report Enter the date by when the assignee must prepare the monthly finance report. 
Report 'From' date Enter the start date of the report.
Report 'To' date Enter the end date of the report. 
Upload link to Income Statement Enter the URL address to the income statement. 
Upload link to Cash Flow Statement Enter the URL address of the cash flow statement.
Upload link to Balance Sheet Enter the URL address of the balance sheet.
Checklist of KPIs Reported for the Month Select the KPIs for the sales report.
Users

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Step Deadline: Review and sign-off monthly finance report Enter the date by when the assignee must review and sign off the finance report.
Notes Enter any additional information about the finance report.
Plan Regular Events
Event Name Enter the name of the event.
Tentative Event Date Enter the tentative date when event is scheduled.
Notes Enter the details of the event.
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Step Deadline: Enter objective and category for event Enter the date by when the assignee must enter the category and objective of the event. For example, Charity event. 
Enter type of event

Select the event type:

  • Team lunch
  • Board meeting
  • Team retreat
  • Tradeshow
  • Fundraising
  • Company Holiday Party 
  • Quarterly/Reporting Meet
  • Conference/Seminar
Objective of this event Enter the purpose of the event.
Notes Enter any additional information about the event.
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Step Deadline: Create event management team Enter the date by when the assignee must create a new event management team.
Names of team members Enter the team member's names.
Responsibilities Enter the responsibilities of each team member. 
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Step Deadline: Decide event attributes Enter the date by when the assignee must decide the attributes of the event.
Approximate capacity Enter the approximate audience capacity expected in the event. 
Location Enter the place where the event is taking place. 
Types of vendor, if required Select the vendors for the event.
Allocated Budget Enter the amount allocated for the budget.
Point of contact for event Enter the contact person details for the event. 
Hotel booking required? Select whether the attendees need hotel booking for the event:
  • Yes
  • No
Notes Enter any additional information about the event.
Users

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Step Deadline: Determine program schedule and details. Enter the date by when the assignee must decide the program schedule and details. 
Who will host this event? Enter the company or person name who is hosting the event.
What material do we need to prepare for this event? Enter the details of the materials or items required for the event. 
Enter sample welcome speech here: Enter the welcome speech for the event.
Notes Enter any additional information about the event schedule.
Users

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Step Deadline: Send request to vendors, if applicable Enter the date by when the assignee must send the event plan request to the vendors.
Task Checklist Select the checklist tasks.
Users

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Step Deadline: Create event invitation Enter the date when the assignee must create the event invitation. 
Upload link to the document Enter the URL address to the invitation document.
Users

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Step Deadline: Design print and promotional materials if required Enter the date by when the assignee must print the brochures, and any other campaign materials.
Users

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Step Deadline: Confirm details with vendors Enter the date by when the assignee must confirm the event details with the vendors. 
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Step Deadline: Get approval on all event details from Director/Group Head Enter the date by when the assignee must get approvals for all the event details from the director or group head.
Feedback/Notes Enter the feedback from the directors or group head about the event.
Users

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Step Deadline: Publish/send invitation to attendees Enter the date by when the assignee must publish and send the invitation to the attendees. 
Task Checklist Select the tasks. 
Users

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Step Deadline: Procure items required for the event Enter the date by when the assignee must procure the items required for the event. 
Item Details Enter the details of the items procured. 
Users

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Step Deadline: Send final invoices to accounting Enter the date by when the assignee must send the final invoices to the accounting department. 
Users

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Step Deadline: Perform a complete check of set up pre-event Enter the date by when the assignee must perform a complete check of the event preparations.
Notes Enter any additional information about the pre-event check.
Users

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Step Deadline: Create post-event report/write up Enter the date by when the assignee must create a post-event report.
Upload link to document Enter the URL address to the report. 
Website Update
Webpage needed Enter the webpage details. 
Account name Enter the account name whose website is being created or updated. 
Client Contact Enter the customer contact name. 
Client Email Address Enter the customer email address. 
Users

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Step Deadline: Define business objective (Project Manager) Enter the date by when the assignee must define the use case for the project. 
Objective Enter the objective of the website update.
Basic features and functionality Enter the basic features and functionalities of the product to update the website.
Users

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Step Deadline: Approve plan for new webpage (Client) Enter the date by when the assignee must approve the plan for the new webpage.
Notes Enter any additional information about the webpage. 
Upload any screenshots Enter the URL address or link to the uploaded screenshots.
Approval?

Select whether the plan is approved:

  • Yes
  • No
Users

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Step Deadline: Consider clients feedback and update objective if needed (Project Manager) Enter the date when the assignee must collect the feedback and update the objective of the project.
Users

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Step Deadline: Plan web page position in sitemap (Project Manager) Enter the date by when the assignee must plan the webpage position on the website. 
Consider and take notes of the following Select the items for which the assignee must collect the feedback.
Notes for webpage sitemap Enter any additional information on the website. 
Final URL of page Enter the URL address of the webpage. 
Users

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Step Deadline: Determine SEO Strategy for Web Page (Project Manager) Enter the date by when the assignee must define the SEO strategy for the webpage. 
SEO Strategy Enter the details of the SEO strategy for the webpage.
Users

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Step Deadline: Plan web page content and design elements (Project Manager) Enter the date by when the assignee must plan the content and design elements plan for the webpage. 
Link to content document Enter the URL address to the webpage content document. 
Design Elements Enter the details of the webpage design elements. 
Color Schemes Enter the details fo the color schemes selected for the webpage. 
Wireframe or Mockups Enter the wireframes or mockups of the webpage. 
Users

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Step Deadline: Draft webpage (Website designer) Enter the date by when the assignee must complete the draft webpage.
Add link to draft web page Enter the URL address to the draft webpage. 
Users

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Step Deadline: Review draft webpage (Project Manager) Enter the date by when the assignee must review the draft webpage.
Users

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Step Deadline: Approve webpage draft (Client) Enter the date by when the assignee must approve the webpage draft. 
Feedback Enter the feedback on the webpage draft.
Upload any files or screenshots Enter the link to the uploaded files or screenshots. 
Approval?

Select whether the webpage is approved:

  • Yes
  • No
Product Idea
Idea/Feature Name Enter the name for the idea or the feature.
Usecase Enter the details of the use case.
Core team members Enter the names of the core team members.
Tentative release date Enter the tentative date when the new feature is being planned to release.
Users

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Step Deadline: Define product/feature opportunity, problems Enter the date by when the assignee must define the feature problem, and the benefit opportunity. 
Current problem in the market/product Enter the details of the problem existing in the market.
Possible solutions to offer Enter the possible solution to the problem.
Users

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Step Deadline: Define user stories Enter the date by when the assignee must define the user stories.
User Profile 1 Enter the user profile details.
User Requirement 1 Enter the user requirements for the profile.
User Profile 2 Enter the user profile details. 
User Requirement 2 Enter the user requirements for the profile.
User Profile 3 Enter the user profile details.
User Requirement 3 Enter the user requirements for the profile. 
Enter link to user story reference document Enter the URL address to the user story reference document. 
Users Enter the user profile details. 
Guests

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Step Deadline: Conduct market research Enter the date bu when the assignee must conduct the market research for the feature. 
Checklist of attributes to pick target audience Select the items in the checklist for the target audience.
Enter link to survey questions Enter the URL address of the survey. 
Instructions for conducting focus groups Enter the instructions for the focus groups to perform the survey. 
Channels/Tools to use to conduct secondary research Enter the details of the social media channels or tools used for conducting secondary research for the targeting audience. 
Enter notes on competitive landscape/competitor products and features Enter the details of the competitor products in the market similar to the new feature or product that is being planned. 
Suggested price for product or feature update Enter the price details decided for the product or the feature update.
Enter link to research report Enter the URL address to the market research report.
Users

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Step Deadline: Brainstorm solutions and ideas to build Enter the date by when the assignee must provide ideas to build the product or feature.
Priority 1 features list Enter the first priority features list.
Priority 2 features list Enter the second priority features list.
Priority 3 features list Enter the third priority features list.
Users

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Step Deadline: Define MVP features Enter the date by when the assignee must define the minimum viable product features of the product or the update.
Technical features Enter the technical feature details.
UI/UX features Enter the details of the UI/UX features required for the feature or the product.
Enter link to features document Enter the URL address to the feature documents.
Users Enter the first priority features list. 
Guests

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Step Deadline: Draft designs Enter the date by when the assignee must complete the design draft of the feature.
Upload link to project folder or GitHub ticket Enter GitHub ticket folder details of the project.
Users

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Step Deadline: Draft requirements Enter the date by when the assignee must define the draft requirements. 
Technical specifications - Functionalities Enter the technical functionalities of the feature.
Technical specifications - UI/UX Enter the details of UI/UX features.
Technical specifications - Servers Enter the server details.
Users

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Step Deadline: Finalize user story, design,and requirements Enter the date by when the assignee must finalize the user story, design, and requirements.
Final draft of user story Enter the final draft of the user story. 
Final design requirements Enter the details fo the design requirements.
Team members assigned to this project Enter the names fo the team members assigned to develop or build the feature.
Budget information Enter the budget amount for the project.
Timeline and project milestones Enter the important timelines and project milestone for the project.
Users

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Step Deadline: Conduct technical review Enter the date by when the assignee must complete the technical review of the feature.
Approve technical requirements?

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  • Yes
  • No 
Review Notes Enter any additional information about the review.
Users

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Step Deadline: Update technical requirements as requested Enter the date by when the assignee must update the changes in the technical requirements.
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Step Deadline: Develop product/feature/fix Enter the date by when the assignee must develop the feature.  
Link to GitHub to track development Enter the URL address of the GitHub for tracking the feature development.
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Step Deadline: Test Enter the date by when the assignee must test the feature.
Upload link to detailed QA/QC plan Enter the URL address to the detailed QA plan. 
Notes Enter any additional information about the feature testing QA plan.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Release and test Enter the date by when the assignee must test and release the feature.
Upload link to test log Enter the URL address to the test log. 
Upload link to feature log Enter the URL address to the feature log.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: Market product/feature update Enter the date by when the assignee must create a market product or feature update.
Upload link to email sequence content Enter the URL address to the file containing email content.
Upload link to social media content and schedule Enter the URL address to the file or document containing social media content and the schedule.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: Inform Users Enter the date by when the assignee must inform the users about the product. 
Upload link to email content for feature update and announcement Enter the URL address of the document or file containing email content for the feature update and the announcement.  
Vacation Request
Employee Name Enter the employee name.
Employee Type Enter the employment type. For example, permanent.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: Submit leave request details Enter the date by when the employee must submit the leave request.
Full name Enter the employee's full name. 
Employee ID (if full-time) Enter the Employee ID.
What type of leave request is this?

Select the leave request type:

  • Annual leave request
  • Extra leave request
First day of leave Enter the start date of the leave.
Last day of leave Enter the end date of the leave. 
Total number of working days you will be off Enter the total number of days leave.
Share reasons for your leave Enter the reason for applying the leave. 
Attach any support documentation Enter the links to files or documents related to the leave.
Which department do you work in? Enter the employee's department name.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: Sales/Marketing Manager - Approve or reject leave request Enter the date by when the assignee must approve or reject the leave request.
Approved?

Select whether the leave request is approved:

  • Yes
  • No 
If 'Yes', please confirm you have done the following Select the tasks performed on approval.
If 'No', please share reason and suggestions for next steps. Enter the details of the next steps to perform on rejecting the leave request.  
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: IT Manager - Approve or reject leave request Enter the date by when the assignee must approve or reject the leave request. 
Approved?

Select whether the leave request is approved:

  • Yes
  • No 
If 'Yes', please confirm you have done the following Select the tasks performed on approval.
If 'No', please share reason and suggestions for next steps. Enter the details of the next steps to perform on rejecting the leave request.
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: HR Manager - Approve or reject leave request Enter the date by when the assignee must approve or reject the leave request.
Approved?

Select whether the leave request is approved:

  • Yes
  • No 
If 'Yes', please confirm you have done the following Select the tasks performed on approval.
If 'No', please share reason and suggestions for next steps Enter the details of the next steps to perform on rejecting the leave request.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Leave request approved Enter the date by when the assignee must send a notification to the employee that the leave request is approved.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guest

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Leave request not approved Enter the date by when the assignee must a notification to the employee that the leave request is not approved.
Sales Lead Qualification
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Enter prospect details Enter the date by when the assignee must enter the lead prospect details.
First name Enter the first name of the lead.
Last name Enter the last name of the lead.
Phone number Enter the phone number of the lead. 
Email Enter the email address of the lead. 
Company Name Enter the company name to which the lead belongs to. 
Industry Select the industry to which the company belongs to.
If 'Other', please describe below If you are selecting industry as others, enter the industry details of the company. 
Use case / Requirement Enter the use case or the requirement of the lead.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Qualify prospect Enter the date by when the assignee must qualify the prospect. 
Select criteria application to the prospect Select the criteria for the prospect.
What is the deal size? Select the deal size. 
Users

Add the users to whom the task is assigned:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Does not qualify - Refer to partners Enter the date by when the assignee must send a note to the prospect for not qualifying the criteria.
What is the annual contract value? Enter the annual contract amount of the deal. 
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Prospect qualifies - Call prospect Enter the date by when the assignee must call the qualified prospect.
New Email Campaign
Client Name Enter the client's name.
Client Email Address Enter the client's email address.
Tentative Email Campaign Date Enter the tentative date of the email campaign.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Gather objective and requirements (Account Manager) Enter the date by when the assignee must gather the requirements for the email campaign.
Campaign Objective Enter the details of the campaign objective.
Content by Enter the name of the person who will b providing the content for the email campaign.
How many emails will be sent in this campaign? Enter the number of emails that will be sent in this campaign. 
Email Management Tool Info Enter the name of the email management tool.
Contact list to be use Enter the email address mail list to which the campaign email must be send to.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Prepare write up for the email campaign (Account Manager) Enter the date by when the assignee must prepare the email content for the campaign.
Insert link to document for email content Enter the URL address of the document containing email content.
OR upload email content here Add the email content here.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Obtain Email Copy (Account Manager) Enter the date by when the assignee must obtain the email copy.
Insert link to document with email content Enter the URL address to the email content document. 
OR Upload file with email content Enter the email content.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Review Emails Internally (Account Manager) Enter the date by when the assignee must review the emails internally.
Emails approved?

Select whether the emails are approved:

  • Yes
  • No
Notes for approval Enter any additional information about the approval.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Edit Emails (Account Manager) Enter the date by when the assignee must edit the email addresses. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send for Client Approval (Account Manager) Enter the date by when the assignee must send the campaign details to the client for approval.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Edit Emails (Account Manager) Enter the date by when the assignee must edit the emails.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Resend for Client Approval (Account Manager) Enter the date by when the assignee must resend the campaign details for client approval.
Notes Enter any additional information about the approval. 
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Get Client Final Approval (Account Manager) Enter the date by when the assignee must get the client approval.
Emails approved?

Select whether the emails are approved:

  • Yes
  • No
Notes Enter any additional information about the approval.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Final internal review (Account Manager) Enter the date by when the assignee must perform the final internal review for the email campaign.
Notes Enter t eh additional information
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Setup email in tool (Account Manager) Enter the date by when the assignee must set up the email in the tool.
Setting up the email campaign in tool Select the options for setting up the email campaign in the tool. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send test email (Account Manager) Enter the date by when the assignee must send a test mail.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Schedule email campaign (Account Manager) Enter the date by when the assignee must schedule the email campaign.
What date did we finalize on? Enter the details or schedule of the email campaign.
Users

Add the users to whom the task is assigned:

Value

Select users. 

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Launch email campaign on scheduled date (Account Manager) Enter the date by when the assignee must launch the email campaign.
Social Media Posting
Post Topic Enter the topic name which you want to post.
Post type Enter the post details.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.  

Step Deadline: Share content Enter the date by when the assignee must share the post content. 
What is the objective of sharing this content? Enter the objective or the purpose for sharing this content. 
What will be the content? Enter the content of the post.
Attach any files Enter any reference links to document or files related to the post.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Select platforms you would like to publish it on Enter the date by when the assignee must select the platforms to publish the post. For example, Instagram.
Which platforms would you like to post on? Select the platforms for publishing the post.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: LinkedIn Enter the date by when the assignee must enter the details to publish the post on LinkedIn.
Paid advertising?

Select whether this post is paid advertising:

  • Yes
  • No
Budget? Enter the budget details for publishing the post.
When should this be published? Enter the date when this post must be published on LinkedIn.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Twitter Enter the date by when the assignee must enter the details to publish the post on Twitter. 
Paid advertising?

Select whether this post is paid advertising:

  • Yes
  • No 
Budget? Enter the budget details for publishing the post. 
When should this be published? Enter the date when this post must be published on Twitter.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Facebook Enter the date by when the assignee must enter the details to publish the post on Facebook. 
Paid advertising?

Select whether this post is paid advertising:

  • Yes
  • No 
Budget? Enter the budget details for publishing the post. 
When should this be published? Enter the date when this post must be published on Facebook.
Users Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Instagram Enter the date by when the assignee must enter the details to publish the post on Instagram. 
Paid advertising?

Select whether this post is paid advertising:

  • Yes
  • No
Budget? Enter the budget details for publishing the post.
When should this be published? Enter the date when this post must be published on Instagram.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Publish on LinkedIn Enter the date by when the assignee must publish the post on LinkedIn. 
Screenshot Enter the link to the screenshot of the published post. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Publish on Twitter Enter the date by when the assignee must publish the post on Twitter. 
Screenshot Enter the link to the screenshot of the published post.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

 
Step Deadline: Publish on Facebook Enter the date by when the assignee must publish the post on Facebook. 
Screenshot Enter the link to the screenshot of the published post. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests 

Step Deadline: Publish on Instagram Enter the date by when the assignee must publish the post on Instagram. 
Screenshot Enter the link to the screenshot of the published post.
Daily/Weekly Tasks
Office Location/Center Name Enter the office location or name.
Employee Name Enter the employee name whose weekly or daily tasks you are creating.
Date (mm-dd-yyyy) Enter the date for which you are creating tasks.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Select your department function Enter the department work or function details. 
Department Name Enter the department name.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Daily tasks - Office Admin Enter the date by when the assignee must enter the daily tasks for the employee.
Task checklist Select the tasks.
Notes Enter any additional information about the tasks.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Daily tasks - Accounting Enter the date by when the assignee must enter the daily tasks for the employee. 
Task checklist Select the tasks.
Notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Daily tasks - Marketing (Social Media) Enter the date by when the assignee must enter the daily tasks for the employee. 
Task checklist Select the tasks. 
Any cases/negative reviews to escalate? Enter the details of the negative reviews to escalate.
Notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Daily tasks - HR Enter the date by when the assignee must enter the daily tasks for the employee.
Task checklist Select the tasks. 
Notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

 
Step Deadline: Weekly tasks - Office Admin Enter the date by when the assignee must enter the weekly tasks for the employee.
Task checklist Select the tasks.
Notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Weekly tasks - Accounting Enter the date by when the assignee must enter the weekly tasks for the employee.
Task checklist Select the tasks. 
Notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Weekly tasks - HR Enter the date by when the assignee must enter the weekly tasks for the employee. 
Task checklist Select the tasks. 
Enter link to weekly SEO report here Enter the URL address to the weekly SEO report.
Update notes from weekly sales and marketing meeting Enter the notes from the weekly sales and the marketing meeting.
Other notes Enter any additional information about the tasks. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Weekly tasks - HR Enter the date by when the assignee must enter the weekly tasks for the employee. 
Task checklist Select the tasks. 
Notes Enter any additional information about the tasks. 
Internal Purchase Order Request
Employee Name Enter the employee name.
Employee Department Enter the department name to which the employee belongs to.
Employee Email Address Enter the employee email address.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Submit the request for purchase order (Employee) Enter the date by when the assigned must submit the request.
PO Date Enter the purchase order date.
Date of requested delivery for item/s Enter the date when the order items were requested for delivery.
Location for delivery Enter the address for delivery.
Purpose of this purchase Enter the purpose for purchasing the items.
Vendor name Enter the vendor name from whom you are purchasing the order.
Vendor ID in the system Enter the Vendor ID available in the system.
Vendor contact name Enter the contact person's name of the vendor.
Vendor address Enter the vendor's address.
Vendor contact email Enter the email address of the vendor.
Vendor contact phone Enter the phone number of the vendor.
Purchase Items Enter the details of purchasing items. 
PO total value Enter the total amount of the purchase.
Payment terms Enter the terms agreed for the payment. 
Delivery terms Enter the terms agreed for delivering the items.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guest

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Review PO request (<10000)(Finance Manager) Enter the date by when the assignee must review the purchase order.
Approve PO

Select whether the purchase order was approved:

  • Approve
  • Reject
Approval notes Enter any notes for approving the purchase order. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Update PO status in the system to 'Rejected' (Finance Manager) Enter the date by when the assignee must update the purchase order status as rejected in the system.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Email employee about PO application 'Rejected' status (Finance Manager) Enter the date by when the assignee must send an email to the employee about the purchase order status.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Generate PO (Finance Manager)

Enter the date by when the assignee must generate the PO.

PO Number Enter the purchase order number. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Enter the required information into the Procurement System (Finance Manager) Enter the date by when the assignee must enter the information in the procurement system.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Update PO status in the system to 'Approved' (Finance Manager) Enter the date by when the assignee must update the purchase order status as rejected in the system.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send email to employee about PO application 'Approved' status Enter the date by when the assignee must send an email to the employee about the purchase order status.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Send request to CFO for PO approval (>10000) Enter the date by when the assignee must send the purchase order st to the CFO for approval. 
Approve PO request

Select whether the purchase order was approved:

  • Approve
  • Reject
Notes Enter any notes for approving the purchase order. 
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Update PO status in the system to 'Rejected' Enter the date by when the assignee must update the purchase order status as rejected in the system.
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send email to employee about PO application 'Rejected' status Enter the date by when the assignee must send an email to the employee about the purchase order status.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Step Deadline: Generate PO (Finance Manager) Enter the date by when the assignee must generate the PO. 
PO Number Enter the PO number. 
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Enter the required information into the Procurement System (Finance Manager) Enter the date by when the assignee must enter the information in the procurement system.
Users

Add the users to whom the task is assigned:

Value

Select users.  

Guests

Add the guests who will be watching the task:

Value

Select the guests.

Enter the date by when the assignee must update the purchase order status as approved in the system
Users

Add the users to whom the task is assigned:

Value

Select users.   

Guests

Add the guests who will be watching the task:

Value

Select the guests. 

Step Deadline: Send email to employee about PO application 'Approved' status Enter the date by when the assigned must send an approval email to the employee.
Process Notes Enter any additional information about the process that you want to notify.

Update a Process

Updates the selected process. 

Connection Establish a connection to your Tallyfy account
Blueprint
Select the process category you want to update.
Process Select the process you want to update and update the required fields.

Archive a Process

Archives a process.

Connection Establish a connection to your Tallyfy account
Process to archive
Select the process you want to archive.

Get a Process

Returns process data.

Connection Establish a connection to your Tallyfy account.
Process Select the process whose details you want to retrieve.

Task

Create a Task

Creates a task.

Connection Establish a connection to your Tallyfy account
Task Name Enter a name for the task.
Users Add the users to whom you want to assign the task.
Deadline Enter the date by when the task should be completed.
Description Enter the details of the task.
Guests

Add the guests:

Value

Enter the email address of the guest. 

Change a Task's Assignees

Changes a task's assignees.

Connection Establish a connection to your Tallyfy account
Process Select the process whose task assignee's you want to change.
Task Select the task whose assignees you want to change.
Users

Add the users to whom you want to assign the task:

Value

Select users.

Guests

Add the guest whom you want to watch the task:

Value

Enter the guest's email address.

Change a Task's Deadline

Changes a task's deadline.

Connection Establish a connection to your Tallyfy account
Process Select the process whose task deadline you want to change.
Task Select the task whose deadline you want to change.
New deadline Enter a new date by which the task must be completed.

Complete a Task in a Process

Completes a task in a process.

Connection Establish a connection to your Tallyfy account
Process Select the process whose task you want to mark as complete.
Task Select the task you want to mark as complete.

Delete a Task

Deletes a task.

Connection Establish a connection to your Tallyfy account
Delete a Task Select the task you want to delete.

Get a Task

Reads a task's information.

Connection Establish a connection to your Tallyfy account
Get a Task Information Select the task whose information you want to retrieve.

Find a Task in a Process

Finds a task in a process.

Connection Establish a connection to your Tallyfy account.
Process Select the process whose task you want to find. 
Status

Select the status of the task you want to find:

  • Complete
  • Has Problem
  • Overdue
  • Due Soon
  • Active
  • Active and Visible
  • Incomplete
  • Inprogress
  • Not Started
Sort

Select the option to sort the tasks:

  • Position
  • Reversed Position
  • Deadline
  • Reversed Deadline
Owners

Add the owners of the task you want to find:

Value

Select users.

Guests

Add the guests of the task you want to find:

Value

Enter the email address of the guests.

Limit Enter the maximum number of tasks Integromat should return during one scenario execution cycle.

Comment

Add a Comment

Adds a comment, issue, or resolves issue.

Connection Establish a connection to your Tallyfy account.
Task Select the task to which you want to add a comment.
Action

Select the appropriate option:

  • Add comment
  • Add issue
  • Resolve issue
Content Add the comment text, issue details, or issue resolving comments.

Update a Comment

Updates comment's content.

Connection Establish a connection to your Tallyfy account
Task Select the task to which you want to add a comment.
Comment

Select the comment you want to update.

Content Add the comment text, issue details, or issue resolving comments.

Delete a Comment

Deletes a comment from the task.

Connection Establish a connection to your Tallyfy account.
Task Select the task to which you want to add a comment.
Comment

Select the comment you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection Establish a connection to your Tallyfy account.
URL

Enter a path relative to https://api.tallyfy.com/. For example: /me

For the list of available endpoints, refer to the Tallyfy API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - Get Tasks

The following API call returns all the tasks from your Tallyfy account:

URL:
/organizations/{org_id}/tasks

Method:
GET

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Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 2 tasks were returned:

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