USERS > How do I set up an internal approval process?
Do you have processes that require your team members to approve internal actions? In Tallyfy lingo, that means you need to assign users to a task that requires information and decisions made in other tasks or processes.
We'll go through a common example: Expense Claim Approvals
Watch this and you'll learn how to set this Internal Approval Process up in Tallyfy:
Expense Claim Process
- Create steps to capture details about the expense claim:
- Set up an approval step where the approver/manager gets to review the details in order to approve or reject the claim:
- Add rules to steps that are based on the approval/rejection:
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