See whose approval it is waiting on, on the diagram.

The form, the task, and the approval are one flow.

• Building the flow

  You put a start, a form, a task, and an end in order. The approver can be a named person, the employee’s manager, or someone the requester picks. If the amount crosses a line you set, you can add another approval step. Once it is published, the team uses that process.

• Forms

  You add text, a date, an amount, a file, and a choice to the form. You decide which field is required. A completed form is recorded as a request.

• Tasks

  Work that is yours sits as waiting, in progress, and done. You drag the card to start it or to finish it.

Build it, tie the form, and publish.

Whose approval it is waiting on is not read out of a message.

1. 01

   Put the steps in order

   The approver can be a named person, the manager, or someone the requester picks.

2. 02

   Add the form

   You decide the text, date, amount, and file fields.

3. 03

   Publish

   Once it is published, the team uses that process.