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- Click the blue + button and in the menu that appears, choose “Create a New Workflow”.
- Select “Add to New Project” and enter “Purchase Order” as the name. Click Next.
- Enter “Purchase Order Approval” in the name field and anything you want in the Description. Click Next.
- Change the Step Name from “Step 1” to “Employee”.
- Click the blue + button twice. Change the step names from “Step 2” and “Step 3” to “Manager” and “Finance”, respectively.
- Click Finish.
The screen should look like the image below (click the image to zoom).
| Tip |
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Both steps are assigned to your email address by default. We'll leave them as is for now. You can also route workflow steps to users or roles |
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