Approvals in Microsoft Teams | Full Tutorial
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- Опубликовано: 28 май 2024
- In this step-by-step tutorial, learn how to use the NEW Approvals app in Microsoft Teams. The Approvals app is available as a personal app for all Microsoft Teams users. The Approvals app provides a simple way to bring auditing, compliance, accountability, and workflows to both structured and unstructured Approvals in Teams. Learn how to kick off approvals directly within the Approvals app, from a channel or chat, and from another app or service, such as SharePoint, by using Power Automate.
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⌚ Timestamps
0:00 Introduction
0:39 Add Approvals app
1:32 Approvals app layout
2:51 New approval request in app
5:55 Respond to request for approval
7:09 New approval request in chat or channel
7:43 Respond to request in chat or channel
8:20 New request through SharePoint & Power Automate
13:38 Wrap up
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Hi Kevin. May I know can we add in "approval date" column instead of "created date"?
I noticed this new app called approvals when i was trying to open Shifts. I never knew what this was but now I know what it is. Very useful and such a timely tutorial.
Teams is growing rapidly! we just have to keep catching up. Thanks Kevin
I'm 3 years late to this, but your explanation has helped me so much. Thank you!
Seriously your videos have helped us out so much in my office! Please keep these coming.
It is really helpful to see the steps for Power Automate spelled out so clearly - Thank you!
Approvals -- exactly what I need!!!
I just need 4 small improvements:
1. I need to be able to set a deadline for people to approve, and the possibility that when the deadline of approval is passed -- the request defaults to *approved* (or, some may also want to default to reject).
2. It would also be nice if -- when everyone has approved -- the acceptance is immediately sent out, without waiting for the deadline.
3. It would be nice if it were possible to send approval message to a third person (which I can specify), together with some message.
4. The approvals must be stored somewhere, so that one has a legally binding approval which can be documented.
Please, please :-)
You can do all that in Power Automate.
@@davidadams421 I'll see if I can find a youtube video on that. (Sounds like I need to build it from scratch?)
@@berntlie6799 Not sure what you mean by 'build it from scratch', I mean if you send an email you must add recipients, add a subject, add a body etc Same thing with Power Automate, you tell it to send an alert, you tell tell it who it should send the alert to etc. There's no code or anything, all drag and drop. And there a literally hundreds of out-of-the-box templates to either use or build upon. And for info, the Approvals app discussed in this video is basically just a Power Automate flow with a skin. As Kevin suggests in his video, using Power Automate to create your approval flow actually gives you far more customisation opportunities; the approvals app is just a watered-down version of Power Automate. I'm sure Kevin has done a video on Power Automate but to get started just visit flow.microsoft.com.
Thank you Kevin! I was really waiting for this functionality.
Thanks Kevin! I would like to see more about using it with Power Automate like being able to choose who in the company should approve that specific request if others than Patty could approve it.
Kevin, the Tech Pro, your videos are amazingly unique!
Microsoft should thank you for the tutorials you're making! Really helpful! Keep it up!
Kevin thanks for the informative video. Can't wait to see more on power automate and powerapps 👍👍
This is a fantastic video ! Thank you @Kevin !
Great video as always, Kevin! You continue to help me get smarter and figure out things with Microsoft. This was great on the Teams approvals feature and a good taste of Power Automate! Thanks, sir!
- DIYNate
Just found out your Channel! Valuable and informative content. Thank you for creating helpful videos.
Exactly what I needed to know! You are a life saver!
Fantastic intro to this new feature, thanks. It's directly relevant for us.
Terrific. My work group is moving divisions from one that uses a terrible approval system to one keeping track via Excel 😳. Now I just need 48 hour days to create this automated process
Hi,
I found your stuff very explanatory. Thanks for your efforts
Thanks for the helpful information!
Please make video for approval with power automate, especially everyone must approve and dynamic approvers
Hi Kevin, Great video. Didn't need a cookie to put a smile on my face, just your video 🙂Have you made any videos on asset management using Powerapps and Sharepoint lists? Thanks.
This is a really good tutorial and easy to understand.
Been following you for a little while now (right before you left Microsoft), absolutely love your content and the format in which you present it. What if you did a series on using the new Approval app and Power Automate linking them to different services for different purposes, ex: Using Approval with MS Forms for submitting simple Purchase Orders for approval.
Wow the example you put is EXACTLY why I am looking into approvals and landed on this video. I want to use microsoft forms and power automate for this.
Nicely done video (easy to understand and straightforward). Would you be able to do one on Power Apps for audit?
Never heard of this app, but it‘s simple and helpfull - brilliant!
Hi Kevin,
Thanks for the awesome video on Approvals.
The approvals work-flow in my company is complicated, and I believe same would be the case with most other companies.
Firstly, I need the approval requests to be numbered in a serial manner with no duplication. Serial numbers should be centrally generated and has to increment by 1 irrespective of the user. This is to help in filing, referencing in other documents and for future reference.
The actual process of initiating the approval request and sending it to the approver, seeing its status etc. are just fine.
The approval requester should be able to include names of people to whom the approval goes to once it is approved. This could be edited by the approver. Further, once approved, the receiver should be able to forward the same to others in the organisation.
The approval should be printable by everyone receiving it.
There should be a log of pending and approved requests for certain people to see (not everyone).
Is there any app to do all these, or is the Approval app customizeable to include these functions.
Finally, the app should be able to work on mobile devices.
Today 1:30. Anyhow nice video. Congrats for 500k subscribers in advance.
@Kevin
Please make more power automate videos. I know there is so much to unleash with this tool but it can be complex
Kevin, I have definitely enjoyed your video. I did not realize Teams had the new Approvals feature. I have been testing this week and love what the Approvals feature. I have a question for you. I seems the Approvals only allows for one attachment to be used. Does the Approvals attachment only allow for one attachment? If so, I wonder if Microsoft will update the Approval to allow for multiple attachments?
Thanks! Could you compare/contrast the features of FORMS and APPROVALS apps so we might better know which to select for any given process? Specifically, as we move to asynchronous decision-making in our teams/committees, which app is best for collecting votes from committee members? Has APPROVALS rendered FORMS irrelevant?
You are amazing wow. Please make more videos on power automate for different tasks.
Great work Kevin. Question for you: How do I do a multi-level approval process using forms as the source of info? I dont wish for my clients to submit their requests in a folder. I want them submitting straight to forms and then get the power automate to retrieve this info; I have 2 directors to approve.
Hello Kevin, thanks so much for this content, it is very helpful!! One question: At the Overview within the Approvals App (where you see all sent and received approvals etc.), is it possible to customize this overview to directly see details of the approval (e.g. budget and budget sharte/TCV etc.)? Or is that only possible with additional programming? Best regards Christian
The more i watched your videos , you really made me want to buy your Kevin Cookies now! Marketing next level! xD
My grand plan is to use this RUclips channel to eventually launch my cookie company 😂
Nice and clear explanation.
Hi Kevin, You can add a video on how to add a file (excel/powerpoint/etc) that only you and people you assign can edit. The rest can only view it.
Thanks for the tutorial... been enjoying your channel- was hanging out for the release of Approvals for some time... but was quickly disappointed when giving it a go.
From what I can see, you can only attach a file (which assumes it doesn’t already reside on a Teams doc library) and then seems to add to your personal one drive. So if I attach a file that is already in a doc library... I now have 2 copies!
Silly not to also have the ability to “attach” or imbed a link in the notes section.
Any thoughts/ideas?
Hi Kevin, nice information! is there any function to make it hierarchy approval process in Teams? Let's say A need approval of B where the final approval is C. Does A have to make two approval process or can A make 1 approval that answer such process in teams approval?
Excellent tutorial, thanks. One of my biggest frustrations with SharePoint and Teams , is having approval that stays with the document. In this tutorial, you had to add documents via 'attach' , I presume that means you have another instance of the document? or can you link to an existing document? Also if you move the document, do you lose the approval? If so, is there any way to have approval history reside with the document?
Thanks again.
Thank you. What's all using ?
Wonder when they will be able to provide the list of approvals, say for auditing purposes. Right now, this is as good as saying "approved" via email
That's true. For anything requiring audits, I'll be looking to use Power Automate to log the approval data to a database.
Thank you Kelvin for the brilliant information always.. Please i would like to know if there is an app that one can use for action points and minutes of meetings on Teams...Thank you.
Thanks for sharing! I'm wondering if you could create a deep link that navigate to one individual approval within teams? (not the approvals tab, but the item inside it)
Hello Kevin, thank you for the video! It was awesome. I was wondering if cascading approvals (going to the next approver after one approves) is possible in Teams Approvals right now. If yes, do you know how we can do it? Thank you in advance.
very kind information transport!
Very helpful! Can I share approved documents with compliance/audit?
Thanks for this intro to approvals. What about recurring things that need to be approved - can this be set up so the request is the same and can be used multiple times by different people? For example a check request for a clients case or expense reimbursement.
Thisnis great. Would be even better if you could generate the approval request directly from files stored in a tram channel or create a request from files on one-drive instead just uploading the files to start the approval.
Can you do a part 2 about the new steps on the power automate for the approval responses?
Realy like the power automate part.
Hey Kevin. Nice tutorial, I created my first Power Automate Flow that actually works. Do you have an idea how I could make a flow that has a response that can be changed in the future? So for example: I want to have three responses: Pending, Approved and Denied. If I choose Pending, I want to change it in the future to Approved or Denied. Is this possible?
Hello! Thanks for your videos. A question: What about private channels? Can i send an approve request to someone outside the private channel?
Thanks for your video.
Is it possible to assign the approval automaticially to the manager of the applicant?
Great Video
What is the best app for an approval flow? I mean analyst then team managers then ceo
kevin fs hard. Thanks Kev!
great video kevin. whilst giving it a try, i notice that in Teams channels where i have only given access to certain people, the icon for approvals isn't there when i start a conversation. its fine for channels where everyone can make a post. is there a reason for this?
Hi Kevin good day how about editing existing file and make new revision are also applicable both microsoft teams when current file is on the sharepoint be in approval?
Thanks was very good implemented. Say if I am using a excel workbook and after approval I would like to automatically lock it for further updates, is there a way?
How did you get your highlight bigger. On my PC it’s really small.
Where are the approvals and attachments with them stored? We need to keep a record of them for audits.
Hi Sean! At least on my case and by looking at my own Teams app, it seems that the files are stored in your individual Sharepoint. If you open the details of any approval request with an attachment, you will see the route of the stored file.
There's an approvals table in dataverse which you may be able to query - the likelihood is that you can only see items you've created, which may not suit an audit. Someone with elevated permissions should be able to retrieve the info though.
Great vid! Can you add "approval" in a private channel?
My boss is gonna receive a lot of request for approvals :D
Very simple and simplistic. Any solution here for an Approval Flow? so first from Unit Manager, up to department director, Vice President and finally President?
Kevin - Have you heard anything about updates on this app? Microsoft said they were going to release the next rev. in april or so which allowed for custom approval templates and expanded functionality like adobe sign. I've seen they have implemented adobe sign but not the custom templates they show on their demo video. Thanks.
Hi Kevin. Is there a way to automate the saving of chats from teams channel to a workbook? I tried to do it by power automate but no luck.
What happens if I send an approval request to someone that does not yet have the app installed? Do they get a notification and help getting setup? thanks
Intresting vid! But if i have a doc library that require approval of documents, how do I choose approvers and how many responses I need?
Hi Kevin, is there a way of adding a whole team to an approval without having to add them one at a time?
Hi, I had same question. Did u find out?
@Kevin Stratvert I have one quick question here. Can we customize this approval app? for example can I add a date field or any drop-down field? Is there any option available like using flow or power apps can we customize these Team Approval Apps.
Thanks for the video Kevin! I made an approval for documents, that all the staff is using, but the card is always sent from me. Its a automated cloud flow, from a Sharepoint list, can I get the card to bring the name of the user that included the item?
Hi Kevin, as always, a great video and really clear ideas. I have some colleagues who need an approval process for their SharePoint site. they will be uploading files that will need approval by different but in each case specific people in the organisation. To explain. File A needs approval by Susan. However, file B needs approval by Hank (but not anyone else). Is there a way that that this can be created. That way my colleagues can share an approvals folder and send the approval request to the appropriate person in the organisation. Using SharePoint they'll be able to monitor progress together. Fingers crossed there's an answer you can point me towards. Maurice
😂 Sriracha mint. A Hot new cookie!
Hello Kevin,
i’m a fellow RUclipsr based in Nigeria and I also motivate and inspire people on MY RUclips CHANNEL.
I really admire and support your work here,keep it up.
Hi Kevin, How about Approval in SPO? Do u have video on that? Appreciate it
Is their an option for signature
Excuse me Mr.Kevin Stratvert can you plz make a video in which you can screen recorder your laptop screen with using your phone as a camera
Hi, do you know what about the mail to outlook? is it disabled by default when you start to use approvals for teams?
Great explanation, and the cookies are terrifying.
Hi! I'm wondering, when I upload a file to the approvals request, where is it saved? in the cloud or in a sort of local file in my pc :( ?
OMFSM, Sriracha Mint sounds like *HEAVEN*. I may need to find a real recipe for this...
So when are you going to approve the KCC T-shirts to be sold?
Please make a video on power automate & troubling techniques
Hey Kevin please make a tutorial on PowerApps
Hey, is there a way to show the requestor's name? As this is an automated Flow, run only user is not possible. Therefore, requestor's name is the name of the flow's owner, which is not useful at all.
Thanks Kevin that's a very useful tutorial. Can please tell how did you get that white color in the navigation bar.
Teams public preview. Check out tip #10 in this video: ruclips.net/video/YoX_O2Dkeps/видео.html
@@KevinStratvert Thanks
If it’s in a channel, does everyone in the channel see the approval request or it just seen by those involved?
can you advise how to upload more than one attachments using this approvals in MS Teams?
Hi Kevin, can I attach more than 1 document in Teams approvals without having to set up a Power Automate flow?
Would it be possible to send an approval request to a chanel email adress instead of a people ? In that cas it would be easier to manage a Team and create chanel per group of responsabilities. Thanks for your feedback !
Hi Kevin , how the created by user gets notified once approver approves item on Teams , is there any way to update the item automatically on the list and send email to created by user ?
Hi, can you have a simple flow setup eg: Create an approval request (using template) and submit for approval, it gets approved, and then an email is sent to a non-member of the team site? - It seems as though "Approvals" cant be used as a trigger, it has to start with Sharepoint or Forms?
Is there a way to update ones that have already been approved. Say you initially got approved for a vacation but wanted to update the date and get approved again. Thank you!
is there any way to delete request from the list?
I want to start the workflow when I set a field to “pending approvals” vs kicking off the approval flow when a new line is created. How would I do that?
We end up going back and forth with Sales and sometimes we don’t have all the information the approves would need initially when creating the new line
Is there any feature to auto approve all requests for accessing control of shared screen?
bestiee thankuuuu
Can you please do a video for multi step approvals for a Leave Request. We have multiple leaders and leave requires 2 managers to approve. I want to build it in SP with a Calendar that will update with the leave approved on the calendar. Right now we have to put the leave in the calendar, send an email wait for our 1st manager to approve then go back into SP and change it from pending to approved before the manager will go into our leave system to approve the leave. I want to make it so that the 2nd manager will get an email or a Teams alert saying it is approved.
good information