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

1
Create steps to capture details about the expense claim:
2
Set up an approval step where the approver/manager gets to review the details in order to approve or reject the claim:
3
Add rules to steps that are based on the approval/rejection:

Feeling a little overwhelmed? Don't worry, we're here to help! Check out our Expert Services here.

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