Creating an Approval Chain

How to Create an Approval Chain Template

  1. Navigate to the Approvals Tab:
    • Go to the Admin module and select the "Approvals" tab.
    • Locate the Chains panel and click the "+Add" button.
  2. Define the Approval Chain:
    • In the dialogue box, enter the Name of the chain, along with an optional Description and Location.
  3. Add Stages:
    • To specify approvers, click the orange "add a new stage" text.
      Screen Shot 2024-05-28 at 12.18.47 PM
    • For each stage, provide specific instructions and add multiple approvers if needed.
  4. Complete the Approval Chain:
    • To add more steps to an existing stage, use the "+Chain" button.
    • To add a new stage, click the "+Stage" button.
    • Once all stages are defined, click the checkmark to save.Screen Shot 2024-05-28 at 12.30.17 PM
You have now successfully created an Approval Chain, which can be easily integrated into new tickets in Chekhub!