Teams - Create Approval Templates Video
Explore how to create approval templates in Microsoft Teams to facilitate the approval request process within your team. Discover how to choose from a variety of pre-designed templates to meet your specific needs.
- 2:06
- 1105 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2180 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4869 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1328 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6744 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14261 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2937 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5138 times
-
Protect a document shared by password
- 1:41
- Viewed 9748 times
-
Viva Connections in Microsoft Teams
- 0:58
- Viewed 3462 times
-
Create and manage team channel
- 1:51
- Viewed 3460 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3391 times
-
Restrict a folder/document to certain members of your team
- 1:49
- Viewed 3293 times
-
How to search a file in all channels
- 0:29
- Viewed 3276 times
-
Restrict a document to reading only
- 1:03
- Viewed 3262 times
-
How to set quiet hours
- 0:32
- Viewed 3069 times
-
Viva Connections for your colleague
- 0:30
- Viewed 2826 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2742 times
-
Define your status message
- 2:13
- Viewed 2730 times
-
Join a meeting as a participant
- 2:13
- Viewed 1955 times
-
Pin a channel to your favorites
- 1:04
- Viewed 1907 times
-
Create a team using a template
- 1:03
- Viewed 1886 times
-
Edit and enhance messages
- 1:57
- Viewed 1877 times
-
Plan a meeting based on a conversation
- 1:28
- Viewed 1762 times
-
Synchronize only one channel
- 0:56
- Viewed 1719 times
-
Customize notifications
- 2:05
- Viewed 1661 times
-
Interact in conversations
- 1:30
- Viewed 1661 times
-
Schedule private or team meetings
- 2:17
- Viewed 1658 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1641 times
-
Find content and people
- 0:59
- Viewed 1638 times
-
Start an instant meeting
- 1:33
- Viewed 1605 times
-
Presentation of different tools in a meeting
- 1:47
- Viewed 1576 times
-
Responding or Reacting to a Message
- 1:01
- Viewed 1564 times
-
Add channels and tabs
- 1:40
- Viewed 1557 times
-
Create a team and add members
- 1:37
- Viewed 1533 times
-
Automatically record a meeting
- 1:12
- Viewed 1531 times
-
View events
- 2:21
- Viewed 1507 times
-
Creating or Joining a Team
- 1:11
- Viewed 1502 times
-
Edit photo in Teams
- 0:42
- Viewed 1469 times
-
Manage accessibility settings
- 1:33
- Viewed 1463 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1458 times
-
Create, manage and set up a breakout room
- 2:15
- Viewed 1442 times
-
Create private and shared channels
- 1:52
- Viewed 1407 times
-
Manage a meeting
- 2:08
- Viewed 1329 times
-
Use Microsoft Whiteboard in meetings
- 1:40
- Viewed 1307 times
-
Overview of conversations
- 1:02
- Viewed 1290 times
-
Finding and Installing Teams for Mobile
- 0:57
- Viewed 1282 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1276 times
-
Respect your right to disconnect with Insights
- 2:26
- Viewed 1269 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1266 times
-
Introduction to Teams
- 1:25
- Viewed 1261 times
-
Private and small group chats
- 2:03
- Viewed 1260 times
-
Manage your teams
- 2:38
- Viewed 1259 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1257 times
-
Set up and customize your teams
- 2:02
- Viewed 1257 times
-
Change application settings
- 2:53
- Viewed 1255 times
-
Set up breakout rooms before the meeting
- 1:35
- Viewed 1240 times
-
Chancing Your Status
- 0:40
- Viewed 1227 times
-
Presentation of the desktop application
- 2:16
- Viewed 1219 times
-
Share content in meetings
- 2:44
- Viewed 1219 times
-
Schedule Message Delivery
- 0:58
- Viewed 1217 times
-
Send an Email to a Team
- 0:38
- Viewed 1215 times
-
Apply a Specific Policy to a User
- 1:22
- Viewed 1207 times
-
Interface Overview
- 1:10
- Viewed 1203 times
-
Take notes in meetings
- 0:35
- Viewed 1202 times
-
Invite external guests
- 1:19
- Viewed 1194 times
-
Manage privacy settings
- 1:00
- Viewed 1189 times
-
Enabling Subtitles During a Meeting
- 1:28
- Viewed 1183 times
-
Use a background image during a video call
- 1:19
- Viewed 1173 times
-
Starting a Conversation
- 0:53
- Viewed 1152 times
-
Interact in a conversation
- 2:03
- Viewed 1145 times
-
Understand the differences between Connectors, Applications and Tabs
- 1:40
- Viewed 1144 times
-
Generate a presence report
- 1:23
- Viewed 1141 times
-
File Management
- 1:04
- Viewed 1140 times
-
Isolate a conversation window
- 0:50
- Viewed 1139 times
-
Use and co-edit files
- 2:06
- Viewed 1130 times
-
Get feedback from your coworkers with Forms questionnaires
- 2:08
- Viewed 1125 times
-
Generate automatic translations and transcriptions in a meeting
- 1:58
- Viewed 1125 times
-
Finding Help?
- 0:56
- Viewed 1121 times
-
Retrieve items saved in a breakout room
- 0:40
- Viewed 1119 times
-
Manage team files
- 1:28
- Viewed 1113 times
-
Disabling Conversation Notifications
- 0:27
- Viewed 1112 times
-
Following your activities and your team's activities
- 1:26
- Viewed 1108 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1104 times
-
Posting in a Channel
- 2:15
- Viewed 1103 times
-
Managing Teams and Channels
- 2:15
- Viewed 1090 times
-
Make a New Approval Request
- 1:26
- Viewed 1082 times
-
Sharing Content in a Meeting
- 0:41
- Viewed 1081 times
-
Enabling Mobile Notifications
- 1:28
- Viewed 1079 times
-
Store files in conversations
- 1:38
- Viewed 1078 times
-
Searching for Items or People
- 0:30
- Viewed 1076 times
-
Understand and Secure Information Sharing in Instant Messaging
- 2:38
- Viewed 1076 times
-
Register as a Participant in a Teams Webinar
- 1:05
- Viewed 1075 times
-
Creating a Channel
- 2:05
- Viewed 1056 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1004 times
-
Analyze Team Dynamics
- 1:19
- Viewed 958 times
-
Start and Manage Your Event with Multiple People
- 1:20
- Viewed 931 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 923 times
-
Use Viva Insights in Conversations
- 0:53
- Viewed 921 times
-
Use Templates for Document Creation
- 1:03
- Viewed 912 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 907 times
-
Manage Document Approval
- 0:56
- Viewed 906 times
-
Use Commands and Keyboard Shortcuts
- 1:29
- Viewed 905 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 898 times
-
Participate in a Town Hall
- 0:53
- Viewed 894 times
-
Moderate the Chat During a Town Hall
- 1:26
- Viewed 890 times
-
When and Why to Use Town Hall
- 1:38
- Viewed 884 times
-
Test Your Event with the Green Room
- 1:52
- Viewed 881 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 874 times
-
Differentiate Between Meeting Types
- 1:38
- Viewed 870 times
-
Manage Privacy in Private Channels
- 2:34
- Viewed 863 times
-
Plan and Launch a Town Hall
- 2:15
- Viewed 859 times
-
Restrict a Document to Certain Team Members
- 1:50
- Viewed 853 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 852 times
-
Manage Conversation Options
- 1:35
- Viewed 845 times
-
Add and Explore Workflows
- 1:35
- Viewed 845 times
-
Communicate Behind the Scenes
- 0:56
- Viewed 842 times
-
End the Event and Gather Statistics
- 1:10
- Viewed 840 times
-
Start and Manage Your Event Alone
- 1:56
- Viewed 839 times
-
Prepare Your Webinar with Microsoft Teams
- 3:13
- Viewed 837 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 835 times
-
Secure Teams Upon Creation
- 2:57
- Viewed 835 times
-
Filter Your Document Display
- 1:10
- Viewed 826 times
-
Add Interactivity to Your Teams Webinar
- 2:02
- Viewed 826 times
-
Secure a Shared Document with a Password
- 1:28
- Viewed 824 times
-
Ensure Your Webinar Options Before Launching
- 1:09
- Viewed 819 times
-
Restrict a Document to Read-Only
- 0:58
- Viewed 817 times
-
Customize the Display of the Function Panel
- 0:45
- Viewed 795 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 429 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 418 times
-
The New Calendar
- 03:14
- Viewed 382 times
-
Create an appointment or meeting
- 01:44
- Viewed 333 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 310 times
-
Create a call group
- 01:15
- Viewed 310 times
-
Manage Teams online meeting options
- 01:56
- Viewed 304 times
-
Assign a delegate for your calls
- 01:08
- Viewed 304 times
-
Respond to a meeting
- 01:00
- Viewed 302 times
-
Manage voicemail messages
- 01:55
- Viewed 280 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 259 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 259 times
-
Support third-party apps during calls
- 01:53
- Viewed 230 times
-
Sections
- 02:34
- Viewed 218 times
-
Block unwanted calls
- 01:24
- Viewed 211 times
-
Customizing Views
- 03:25
- Viewed 210 times
-
Manage a call group in Teams
- 02:01
- Viewed 206 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 201 times
-
Add participants quickly and securely
- 01:37
- Viewed 192 times
-
Disable all call forwarding
- 01:09
- Viewed 191 times
-
Manage simultaneous calls
- 01:52
- Viewed 190 times
-
Configure call privacy and security settings
- 02:51
- Viewed 189 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 189 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 187 times
-
Manage advanced call notifications
- 01:29
- Viewed 187 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 184 times
-
Manage calls on hold
- 01:20
- Viewed 182 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 182 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 180 times
-
Customize your voicemail greeting
- 02:17
- Viewed 180 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 180 times
-
Use call delegation
- 01:07
- Viewed 179 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 172 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5085 times
-
Create and modify a group
- 2:19
- Viewed 4869 times
-
Join a group
- 1:34
- Viewed 3851 times
-
Accessing applications from a group
- 1:59
- Viewed 3755 times
-
Creating a group
- 2:38
- Viewed 3659 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3488 times
-
Work together on the same document
- 1:07
- Viewed 3433 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3391 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3364 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3174 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3158 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3009 times
-
Targeting content using a specific audience
- 3:35
- Viewed 2983 times
-
Creating a personalized permission level
- 2:46
- Viewed 2969 times
-
Checking the granted shares
- 2:27
- Viewed 2950 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2936 times
-
Remove a member from a group
- 0:29
- Viewed 2925 times
-
Having a conversation within a group
- 3:21
- Viewed 2917 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2884 times
-
Creating a permission group
- 3:53
- Viewed 2796 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2792 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2781 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2742 times
-
Use and create a template
- 2:40
- Viewed 2673 times
-
Access to your recent documents
- 1:14
- Viewed 2651 times
-
Back up and saving notes
- 0:32
- Viewed 2635 times
-
How to approve a request
- 1:30
- Viewed 2629 times
-
How to request an approval
- 2:20
- Viewed 2439 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2401 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2332 times
-
Use Adobe sign
- 1:20
- Viewed 2255 times
-
Engaging and animating a group
- 1:55
- Viewed 1923 times
-
Create a team using a template
- 1:03
- Viewed 1886 times
-
Edit and enhance messages
- 1:57
- Viewed 1877 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1703 times
-
Interact in conversations
- 1:30
- Viewed 1661 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1641 times
-
Create a team and add members
- 1:37
- Viewed 1533 times
-
Creating or Joining a Team
- 1:11
- Viewed 1502 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1458 times
-
Manage a meeting
- 2:08
- Viewed 1329 times
-
Overview of conversations
- 1:02
- Viewed 1290 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1276 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1266 times
-
Private and small group chats
- 2:03
- Viewed 1260 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1257 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1211 times
-
Take notes in meetings
- 0:35
- Viewed 1202 times
-
Interact in a conversation
- 2:03
- Viewed 1145 times
-
File Management
- 1:04
- Viewed 1140 times
-
Create a SharePoint site
- 2:58
- Viewed 1127 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1104 times
-
Posting in a Channel
- 2:15
- Viewed 1103 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1103 times
-
Managing Teams and Channels
- 2:15
- Viewed 1090 times
-
Create a document library
- 1:56
- Viewed 1089 times
-
Make a New Approval Request
- 1:26
- Viewed 1082 times
-
Store files in conversations
- 1:38
- Viewed 1078 times
-
Creating a Channel
- 2:05
- Viewed 1056 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1040 times
-
Create a SharePoint Lists
- 2:18
- Viewed 1006 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1004 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 984 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 939 times
-
Work together on the same document
- 1:48
- Viewed 932 times
-
Use Templates for Document Creation
- 1:03
- Viewed 912 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 907 times
-
Manage Document Approval
- 0:56
- Viewed 906 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 898 times
-
Customise my site Homepage
- 3:03
- Viewed 877 times
-
Use version history
- 1:57
- Viewed 875 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 874 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 868 times
-
Open and work on a document
- 2:42
- Viewed 861 times
-
Rename and find a document
- 2:00
- Viewed 857 times
-
Add and Explore Workflows
- 1:35
- Viewed 845 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 835 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 660 times
-
Make a File Request
- 01:24
- Viewed 552 times
-
The Bcc Field in Detail
- 01:53
- Viewed 440 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 406 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 377 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 365 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 351 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 348 times
-
Create an appointment or meeting
- 01:44
- Viewed 333 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 325 times
-
Create a Meeting Poll
- 02:48
- Viewed 322 times
-
Share a task list
- 03:10
- Viewed 317 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 306 times
-
Manage Teams online meeting options
- 01:56
- Viewed 304 times
-
Create a task from a message
- 02:00
- Viewed 304 times
-
Respond to a meeting
- 01:00
- Viewed 302 times
-
Open a Shared Calendar
- 01:29
- Viewed 294 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 282 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 280 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 274 times
-
Share a document securely with Outlook
- 02:21
- Viewed 270 times
-
Calendar Delegation Setup
- 01:21
- Viewed 269 times
-
Use a Shared Mailbox
- 01:18
- Viewed 269 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 269 times
-
Share Your Calendar
- 01:54
- Viewed 264 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 264 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 264 times
-
View Other Calendars
- 00:50
- Viewed 257 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 237 times
-
Introduction to PowerBI
- 00:60
- Viewed 225 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 220 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 223 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 237 times
-
Introduction to Planner
- 00:56
- Viewed 223 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 229 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 227 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 325 times
-
Introduction to Sway
- 01:53
- Viewed 279 times
-
Introducing to Word
- 01:00
- Viewed 219 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 206 times
-
Create a call group
- 01:15
- Viewed 310 times
-
Use call delegation
- 01:07
- Viewed 179 times
-
Assign a delegate for your calls
- 01:08
- Viewed 304 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 182 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 172 times
-
Manage advanced call notifications
- 01:29
- Viewed 187 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 259 times
-
Block unwanted calls
- 01:24
- Viewed 211 times
-
Disable all call forwarding
- 01:09
- Viewed 191 times
-
Manage a call group in Teams
- 02:01
- Viewed 206 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 184 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 180 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 201 times
-
Manage voicemail messages
- 01:55
- Viewed 280 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 310 times
-
Customize your voicemail greeting
- 02:17
- Viewed 180 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 189 times
-
Manage simultaneous calls
- 01:52
- Viewed 190 times
-
Support third-party apps during calls
- 01:53
- Viewed 230 times
-
Add participants quickly and securely
- 01:37
- Viewed 192 times
-
Configure call privacy and security settings
- 02:51
- Viewed 189 times
-
Manage calls on hold
- 01:20
- Viewed 182 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 180 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 187 times
-
Action Function
- 04:18
- Viewed 185 times
-
Search Function
- 03:42
- Viewed 235 times
-
Date and Time Function
- 02:53
- Viewed 226 times
-
Logical Function
- 03:14
- Viewed 348 times
-
Text Function
- 03:25
- Viewed 246 times
-
Basic Function
- 02:35
- Viewed 207 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 247 times
-
Introduction to Power Fx
- 01:09
- Viewed 235 times
-
The New Calendar
- 03:14
- Viewed 382 times
-
Sections
- 02:34
- Viewed 218 times
-
Customizing Views
- 03:25
- Viewed 210 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 418 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 249 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 186 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 229 times
Objectifs :
This video aims to guide users through the process of creating a template for approval requests within a team environment. It covers the steps for selecting, configuring, and publishing templates to streamline approval workflows.
Chapitres :
-
Introduction to Template Creation
As a member of the Honor of a Times Channel, you have the option to create a template for your team's approval requests. This feature allows for efficient management of requests by providing predefined templates or the ability to create one from scratch. -
Choosing a Template
To start, click on 'New Template.' You will have two options: - Create a template directly from an existing one. - Select from thousands of predefined templates provided by the team, which include common requests such as gift applications or verification letters. If none of the offered templates meet your needs, you can choose to create one from scratch. -
Configuring the Template
Once you select or create a template, you need to configure it. Begin by giving your template a clear and explicit name, selecting a category, and adding a description if necessary. Click 'Next' to proceed. -
Designing the Layout
In this step, you will design the layout of the template. The layout functions similarly to a form in the forms application. After completing the layout, click 'Next' to continue. -
Setting Up the Workflow
Next, you will configure the workflow that your template will follow. If file attachments are required, specify the necessary files, such as receipts. You can also designate an author for validation, for example, your supervisor must validate the request before it moves to the service manager for final approval. It is possible to configure multiple approvals at the same level, where only one approval is needed to advance to the next stage. -
Finalizing the Template
After configuring the workflow, click on 'Preview' to review your template. If you are satisfied with the layout and settings, you can click 'Publish' to finalize the template.
FAQ :
What is a template in the context of approval requests?
A template is a pre-designed format that team members can use to create their approval requests, ensuring consistency and saving time.
How do I create a new template?
To create a new template, click on 'New template' and choose either to create from an existing template or from scratch.
What should I include when configuring a template?
When configuring a template, you should provide an explicit name, category, and description if necessary, and then set up the layout and workflow.
Can I attach files to my approval request?
Yes, you can attach files to your approval request if required, such as supporting documents or evidence.
What is the role of a supervisor in the approval process?
The supervisor is responsible for validating the request before it moves to the service manager for final approval.
Is it possible to have multiple approvals at the same level?
Yes, you can configure multiple approvals at the same level, but only one approval is needed to move to the next level.
Quelques cas d'usages :
Creating a New Approval Request Template
A project manager needs to create a new approval request template for team members to request budget increases. By using the template feature, they can ensure all necessary information is collected consistently.
Streamlining File Attachments in Requests
A team member is required to submit a reimbursement request with receipts attached. By utilizing the file attachment feature in the template, they can easily include all necessary documentation.
Implementing a Multi-Level Approval Process
A company wants to implement a multi-level approval process for project proposals. By configuring the workflow in the template, they can ensure that proposals are reviewed by both a supervisor and a service manager.
Using Predefined Requests for Efficiency
An HR team uses predefined requests for common applications like leave requests. This saves time and ensures that all necessary information is included without starting from scratch.
Ensuring Compliance with Validation Steps
A compliance officer needs to ensure that all requests are validated by a supervisor before final approval. By setting up the validation step in the workflow, they can maintain compliance and oversight.
Glossaire :
Template
A pre-designed format or structure that can be used to create documents or requests. In this context, it refers to a form that team members can use for approval requests.
Approval Request
A formal request submitted by a team member seeking permission or approval for a specific action or resource.
Workflow
A sequence of processes through which a piece of work passes from initiation to completion. In this context, it refers to the steps that an approval request follows.
File Attachment
The process of including a file with a request or document. This is often required for supporting documentation.
Validation
The process of checking or confirming that something is correct or meets certain criteria. In this context, it refers to the approval process by a supervisor.
Service Manager
The individual responsible for overseeing service delivery and ensuring that requests are handled appropriately.
Predefined Requests
Standardized requests that have been set up in advance, allowing users to select them without needing to create a new request from scratch.