Workflows and approvals

The approval engine behind every module, from a live run on a claim to building your own template.

9 lessons 41 minutes

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1. 01 What a workflow is in Teralo A live run on a progress claim: the chips across the top, who acted, and when. 4 min
2. 02 Where workflows live Every capable module's Workflows tab, at both organisation and project level. 4 min
3. 03 Organisation templates and project copies Shape belongs to the organisation, approvers belong to the project. 5 min
4. 04 The builder Canvas, blocks, paths, the happy path, and the reject lane that loops back. 6 min
5. 05 Decision and Task blocks Outcomes, required notes, and assignment by person, permission or field. 5 min
6. 06 Notify, Wait, If, Switch, Set status and End Audience, subject and message; timers and the sweep; terminal actions. 6 min
7. 07 Binding a template to a module Defaults, inheritance, and locking an organisation default in place. 4 min
8. 08 Approving from My Items and from email The approver's side, including response attachments. 4 min
9. 09 Drafting a workflow from a description The builder's plain-English draft, then editing what it produced. 3 min