Step 1 - Workflow Wizard

Next

1. Click the blue + button and in the menu that appears, choose “Create a New Workflow”.
2. Select “Add to New Project” and enter “Purchase Order” as the name. Click Next.
3. Enter “Purchase Order Approval” in the name field and anything you want in the Description. Click Next.
4. Change the Step Name from “Step 1” to “Employee”.
5. Click the blue + button twice. Change the step names from “Step 2” and “Step 3” to “Manager” and “Finance”, respectively. Note that both steps are assigned to your email address.
6. Click Finish.

The screen should look like the image below (click the image to zoom).

Next