How do I set up an approval process?

You may have a process where specific people need to approve a process (or need be assigned a task to approve) which depend on information collected, and decisions made in other tasks.

Here is an example of a common Expense Claim Approval process:

This is a  video walking you through the creation of the above Expense Claim Approval template and starting the process in Tallyfy:

Tallyfy Rules from Tallyfy on Vimeo.

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