Turn multi-level approvals into trackable processes
Complex approvals slow things down when people can’t see the status, requirements, or next steps. Tallyfy turns these into trackable workflows with clear visibility and accountability.
Design kick-off forms
Start with the right information upfront:
Identify required data - determine what’s needed before approval can begin.
Build a concise kick-off form - include only essential fields so it’s easy to submit.
Pick the right field types - use appropriate form field types (dropdowns, file uploads, etc.).
Add field guidance - explain what info is needed and why.
Set validation rules - use field validation to catch bad data early.
Break down approval steps
Divide approvals into distinct steps:
Map the full process - list every step from start to finish.
Define the sequence - set which approvals come first.
Identify stakeholders - decide who approves or gives input at each stage.
Include policy requirements - add company policies to step instructions.
Plan parallel vs. sequential - decide which steps can run at the same time and which must follow an order.
Each step in Tallyfy can be a standard task or an approve/reject task with clear action buttons.
Approval workflow visualization
Here’s how a typical purchase approval flows through decision points and assignments.
What to notice:
High-value purchases (over $10,000) automatically route to CFO approval for financial oversight
Reviews go to specialists based on purchase category - software triggers a privacy review, hardware goes to IT, services go to procurement
Invalid data loops back to the submitter for correction (shown with dashed lines)
Set up conditional visibility
Not every step applies in every situation. Use rules to show only what’s relevant:
Identify decision points - find where the process splits based on conditions.
Use Power Automate’s approval features to handle formal sign-offs that extend beyond Tallyfy’s built-in task assignments - requesting approvals and updating Tallyfy processes based on the outcomes.
Tallyfy lets you build multi-level approval chains where rejections at any stage automatically reopen earlier steps for corrections using approve/reject task types and status action rules that handle sequential sign-offs through managers and executives while also supporting conditional routing based on field values and parallel approvals across multiple teams simultaneously.
Tallyfy connects form submissions directly to trackable workflows with email verification, conditional branching, field validation, and document generation - creating complete processes rather than isolated data collection.
Tallyfy ensures task and approval completion through automated reminders clear task definitions escalation paths bundling related work comment-based follow-ups personal communication context explanations and recognition strategies to prevent delays and maintain workflow accountability.
