Tallyfy

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:

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:

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:

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 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:

Gender

Select the gender of the employee:

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:

Hiring Manager onboarding sign-off complete

Select whether the hiring manager has completed employee 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:

Lease Start Date

Enter the lease start date.

Lease Duration

Enter the duration of the lease.

Option to Review

Select the lease review option:

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:

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:

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.

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:

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:

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:

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.

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:

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?

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:

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.

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:

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.

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

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 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.

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: 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:

Discount information if any

Add any additional information about the discount.

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: 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:

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: 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:

If not approved, please include notes here

Enter the reasons for not approving the discount.

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: Discount was approved!

Enter the date by when the assignee must approve the proposed discount.

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: 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.

First name

Enter the first name of the employee.

Last name

Enter the last name of the employee.

Employee number

Enter the employee 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: 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:

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

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.

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 manager approval

Enter the date by when the assignee must approve the expense claim.

Do you Approve?

Select whether the expense is approved:

If not approved, please add notes here.

Enter the reason for not approving the expense claim 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 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:

Notes

Enter the details for not approving 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: 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:

If not approved, please add the details here.

Enter the reason for not approving 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: 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

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: 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.

Company Name

Enter the company name whose proposal or contract is being reviewed.

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 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.

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 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.

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 Quote

Enter the date by when the quote must be sent to the client.

Email Sent?

Select whether the email has been sent:

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: 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:

Customer Response

Enter the response from the customer.

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: 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

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: Proposal accepted/declined?

Enter the date by when the assignee must accept or reject the proposal.

Proposal accepted?

Select whether the proposal is accepted:

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: 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.

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: 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

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 request

Enter the date by when the assignee must close the request.

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.

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 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.

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 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

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 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.

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 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

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: 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:

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

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 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

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: 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

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 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.

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.

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 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:

Objective of this event

Enter the purpose of the event.

Notes

Enter any additional information about the event.

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 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.

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: 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:

Notes

Enter any additional information about the event.

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 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

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 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

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 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

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: Design print and promotional materials if required

Enter the date by when the assignee must print the brochures, and any other campaign materials.

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: Confirm details with vendors

Enter the date by when the assignee must confirm the event details with the vendors.

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 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

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/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

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: 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

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 final invoices to accounting

Enter the date by when the assignee must send the final invoices to the accounting department.

Users

Add the users who is assigned the partner:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

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

Add the users who is assigned the partner:

Value

Select users.

Guests

Add the guests who will be watching the task:

Value

Select the guests.

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.

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

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: 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

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 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:

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: 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

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: 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

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 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

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: 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

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: 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

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 draft webpage (Project Manager)

Enter the date by when the assignee must review the draft webpage.

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 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:

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

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: 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

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: 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

Add the guests who will be watching the task:

Value

Select the guests.

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

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: 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

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: 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

Add the guests who will be watching the task:

Value

Select the guests.

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

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: 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

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: 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

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 technical review

Enter the date by when the assignee must complete the technical review of the feature.

Approve technical requirements?

Select whether the requirements are approved:

Review Notes

Enter any additional information about the review.

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 technical requirements as requested

Enter the date by when the assignee must update the changes in the technical requirements.

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: 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.

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: 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.

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:

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:

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:

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:

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.

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.

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:

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.