USERS > How do I set up an internal approval process?
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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
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Create steps to capture details about the expense claim:
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Set up an approval step where the approver/manager gets to review the details in order to approve or reject the claim:
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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.