Approvals in Microsoft Teams | Full Tutorial
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- čas přidán 26. 06. 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"?
Teams is growing rapidly! we just have to keep catching up. Thanks Kevin
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.
Seriously your videos have helped us out so much in my office! Please keep these coming.
Thank you Kevin! I was really waiting for this functionality.
It is really helpful to see the steps for Power Automate spelled out so clearly - Thank you!
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 thanks for the informative video. Can't wait to see more on power automate and powerapps 👍👍
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
This is a fantastic video ! Thank you @Kevin !
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.
Kevin, the Tech Pro, your videos are amazingly unique!
Exactly what I needed to know! You are a life saver!
I'm 3 years late to this, but your explanation has helped me so much. Thank you!
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
Just found out your Channel! Valuable and informative content. Thank you for creating helpful videos.
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.
Microsoft should thank you for the tutorials you're making! Really helpful! Keep it up!
Never heard of this app, but it‘s simple and helpfull - brilliant!
Nicely done video (easy to understand and straightforward). Would you be able to do one on Power Apps for audit?
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.
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
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?
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.
Thanks for the helpful information!
Hi,
I found your stuff very explanatory. Thanks for your efforts
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?
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.
You are amazing wow. Please make more videos on power automate for different tasks.
Nice and clear explanation.
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?
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.
@Kevin
Please make more power automate videos. I know there is so much to unleash with this tool but it can be complex
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 CZcams channel to eventually launch my cookie company 😂
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, 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 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.
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.
Today 1:30. Anyhow nice video. Congrats for 500k subscribers in advance.
Please make video for approval with power automate, especially everyone must approve and dynamic approvers
My boss is gonna receive a lot of request for approvals :D
Realy like the power automate part.
very kind information transport!
Hello Kevin,
i’m a fellow CZcamsr based in Nigeria and I also motivate and inspire people on MY CZcams CHANNEL.
I really admire and support your work here,keep it up.
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.
Great Video
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.
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?
Very helpful! Can I share approved documents with compliance/audit?
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?
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 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)
Thanks for your video.
Is it possible to assign the approval automaticially to the manager of the applicant?
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?
😂 Sriracha mint. A Hot new cookie!
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
kevin fs hard. Thanks Kev!
Can you do a part 2 about the new steps on the power automate for the approval responses?
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?
OMFSM, Sriracha Mint sounds like *HEAVEN*. I may need to find a real recipe 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?
Thank you. What's all using ?
good information
What is the best app for an approval flow? I mean analyst then team managers then ceo
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?
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?
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 :( ?
bestiee thankuuuu
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?
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?
Hey Kevin please make a tutorial on PowerApps
@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.
How did you get your highlight bigger. On my PC it’s really small.
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?
Great explanation, and the cookies are terrifying.
Hi, do you know what about the mail to outlook? is it disabled by default when you start to use approvals for teams?
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.
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.
Please make a video on power automate & troubling techniques
👍👍👍❤️❤️❤️
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.
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 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!
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: czcams.com/video/YoX_O2Dkeps/video.html
@@KevinStratvert Thanks
Hi Kevin, can I attach more than 1 document in Teams approvals without having to set up a Power Automate flow?
Hi Kevin, How about Approval in SPO? Do u have video on that? Appreciate it
Hello Kevin,
Please make a video on online payments for business
Good video. However, I’m pretty underwhelmed by the app. It doesn’t do anything I couldn’t customise in a Sharepoint list and it excludes some basic functions which used to be built-into the Sharepoint 2010 approvals workflow. For example, without setting up a complex Power Automate solution, I can’t see how to simply set up an approval to be triggered by a major revision on the document, which holds off the major version until the approval has taken place.
I’ve got a test approval on my list and I can’t even see a way of deleting that, or of tagging it as related to a particular project document library.
In short, this app is not ready for any practical, working world scenario (outside of marketing choc chip cookies).
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 !
Great vid! Can you add "approval" in a private channel?
Good afternoon Kevin, we are having trouble in making approval request even we follow your step by step process on how to make approval request in teams.
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
is there some sort of an admin level overview of all approvals requests sent? i would like to see historical submission of approvals, even those submitted by other employees.
Hi . Can approvals be used within a team rather than assigned to one user . I'd like to set up a teams copy approval , with the approval functionality
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.
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
Is there any feature to auto approve all requests for accessing control of shared screen?
I want to create an invoice approval flow in teams but the approver needs to select a GL account from another list along with the approval. How would I do that?