Creating an Approval Chain
How to Create an Approval Chain Template
- Navigate to the Approvals Tab:
- Go to the Admin module and select the "Approvals" tab.
- Locate the Chains panel and click the "+Add" button.
- Define the Approval Chain:
- In the dialogue box, enter the Name of the chain, along with an optional Description and Location.
- Add Stages:
- To specify approvers, click the orange "add a new stage" text.
- For each stage, provide specific instructions and add multiple approvers if needed.
- 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.
You have now successfully created an Approval Chain, which can be easily integrated into new tickets in Chekhub!