Approvals - How to request an approval Video
In this video, you will learn about how to search and find what you need using Microsoft 365. The video covers the usage of OneDrive, Yammer, and Delve to help you access and organize your documents, collaborate with colleagues, and discover relevant information.
This will help you stay updated on the latest updates, reports, and modifications made by your coworkers, even when working remotely.
Microsoft 365 provides a cloud-based environment for communication, collaboration, and file storage.
By using the search tools available in OneDrive, you can easily find relevant content, including documents, people, conversations, and videos.
Yammer is a useful tool for sharing updates and information with your colleagues, while Delve helps you discover information that is most interesting to you by gathering content from different sources, such as OneDrive and SharePoint sites.
By following the steps and tips provided in this video, you can enhance your productivity and make the best use of Microsoft 365 for your work.
- 2:20
- 2562 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2455 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 5255 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1515 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6993 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14616 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 3091 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5330 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5314 times
-
Create and modify a group
- 2:19
- Viewed 5255 times
-
Join a group
- 1:34
- Viewed 3955 times
-
Accessing applications from a group
- 1:59
- Viewed 3879 times
-
Creating a group
- 2:38
- Viewed 3790 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3579 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3550 times
-
Work together on the same document
- 1:07
- Viewed 3487 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3463 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3251 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3230 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3098 times
-
Having a conversation within a group
- 3:21
- Viewed 3048 times
-
Creating a personalized permission level
- 2:46
- Viewed 3048 times
-
Targeting content using a specific audience
- 3:35
- Viewed 3034 times
-
Checking the granted shares
- 2:27
- Viewed 3008 times
-
Remove a member from a group
- 0:29
- Viewed 3006 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 3005 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2935 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2893 times
-
Creating a permission group
- 3:53
- Viewed 2860 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2840 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2820 times
-
Back up and saving notes
- 0:32
- Viewed 2746 times
-
How to approve a request
- 1:30
- Viewed 2743 times
-
Use and create a template
- 2:40
- Viewed 2732 times
-
Access to your recent documents
- 1:14
- Viewed 2684 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2470 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2382 times
-
Use Adobe sign
- 1:20
- Viewed 2301 times
-
Engaging and animating a group
- 1:55
- Viewed 2001 times
-
Create a team using a template
- 1:03
- Viewed 1990 times
-
Edit and enhance messages
- 1:57
- Viewed 1918 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1744 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1731 times
-
Interact in conversations
- 1:30
- Viewed 1695 times
-
Create a team and add members
- 1:37
- Viewed 1598 times
-
Creating or Joining a Team
- 1:11
- Viewed 1581 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1504 times
-
Manage a meeting
- 2:08
- Viewed 1384 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1324 times
-
Overview of conversations
- 1:02
- Viewed 1320 times
-
Private and small group chats
- 2:03
- Viewed 1312 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1305 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1303 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1229 times
-
Take notes in meetings
- 0:35
- Viewed 1228 times
-
Create a SharePoint site
- 2:58
- Viewed 1183 times
-
Interact in a conversation
- 2:03
- Viewed 1166 times
-
File Management
- 1:04
- Viewed 1166 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1144 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1141 times
-
Create a document library
- 1:56
- Viewed 1141 times
-
Posting in a Channel
- 2:15
- Viewed 1125 times
-
Create Approval Templates
- 2:06
- Viewed 1124 times
-
Managing Teams and Channels
- 2:15
- Viewed 1120 times
-
Creating a Channel
- 2:05
- Viewed 1112 times
-
Make a New Approval Request
- 1:26
- Viewed 1104 times
-
Store files in conversations
- 1:38
- Viewed 1098 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1085 times
-
Create a SharePoint Lists
- 2:18
- Viewed 1046 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1034 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 1006 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 976 times
-
Work together on the same document
- 1:48
- Viewed 970 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 941 times
-
Use Templates for Document Creation
- 1:03
- Viewed 938 times
-
Manage Document Approval
- 0:56
- Viewed 927 times
-
Use version history
- 1:57
- Viewed 919 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 917 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 915 times
-
Customise my site Homepage
- 3:03
- Viewed 913 times
-
Open and work on a document
- 2:42
- Viewed 898 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 897 times
-
Rename and find a document
- 2:00
- Viewed 894 times
-
Add and Explore Workflows
- 1:35
- Viewed 875 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 866 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 822 times
-
Make a File Request
- 01:24
- Viewed 620 times
-
The Bcc Field in Detail
- 01:53
- Viewed 528 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 475 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 423 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 397 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 389 times
-
Create an appointment or meeting
- 01:44
- Viewed 378 times
-
Create a Meeting Poll
- 02:48
- Viewed 374 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 372 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 350 times
-
Respond to a meeting
- 01:00
- Viewed 345 times
-
Share a task list
- 03:10
- Viewed 343 times
-
Manage Teams online meeting options
- 01:56
- Viewed 332 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 330 times
-
Create a task from a message
- 02:00
- Viewed 323 times
-
Open a Shared Calendar
- 01:29
- Viewed 316 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 315 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 313 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 312 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 309 times
-
Share Your Calendar
- 01:54
- Viewed 308 times
-
Use a Shared Mailbox
- 01:18
- Viewed 304 times
-
Calendar Delegation Setup
- 01:21
- Viewed 302 times
-
Share a document securely with Outlook
- 02:21
- Viewed 295 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 292 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 285 times
-
View Other Calendars
- 00:50
- Viewed 283 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 277 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 253 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 247 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 281 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 325 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 264 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 387 times
-
Introduction to Sway
- 01:53
- Viewed 342 times
-
Introducing to Word
- 01:00
- Viewed 246 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 234 times
-
Create a call group
- 01:15
- Viewed 413 times
-
Use call delegation
- 01:07
- Viewed 200 times
-
Assign a delegate for your calls
- 01:08
- Viewed 380 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 204 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 206 times
-
Manage advanced call notifications
- 01:29
- Viewed 212 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 340 times
-
Block unwanted calls
- 01:24
- Viewed 249 times
-
Disable all call forwarding
- 01:09
- Viewed 230 times
-
Manage a call group in Teams
- 02:01
- Viewed 251 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 202 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 206 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 225 times
-
Manage voicemail messages
- 01:55
- Viewed 342 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 377 times
-
Customize your voicemail greeting
- 02:17
- Viewed 202 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 263 times
-
Manage simultaneous calls
- 01:52
- Viewed 228 times
-
Support third-party apps during calls
- 01:53
- Viewed 282 times
-
Add participants quickly and securely
- 01:37
- Viewed 213 times
-
Configure call privacy and security settings
- 02:51
- Viewed 211 times
-
Manage calls on hold
- 01:20
- Viewed 216 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 220 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 208 times
-
Action Function
- 04:18
- Viewed 209 times
-
Search Function
- 03:42
- Viewed 257 times
-
Date and Time Function
- 02:53
- Viewed 270 times
-
Logical Function
- 03:14
- Viewed 416 times
-
Text Function
- 03:25
- Viewed 268 times
-
Basic Function
- 02:35
- Viewed 226 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 270 times
-
Introduction to Power Fx
- 01:09
- Viewed 267 times
-
The New Calendar
- 03:14
- Viewed 456 times
-
Sections
- 02:34
- Viewed 238 times
-
Customizing Views
- 03:25
- Viewed 232 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 523 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 288 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 201 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 271 times
Objectifs :
This tutorial aims to introduce users to the Microsoft Teams app called Approvals, explaining its functionalities, how to access it, and how to create and manage approval requests effectively.
Chapitres :
-
Introduction to Microsoft Teams Approvals
In this tutorial, we will explore the new app from Microsoft Teams called Approvals. This app is designed to streamline workflows by structuring requests sent to the next in line or higher management, making the approval process seamless. -
Accessing the Approvals App
There are several ways to access the Approvals app, but we will focus on accessing it through the Teams application. Additionally, you can chat with the person you are requesting approval from. Once you locate the app, it is advisable to pin it to your Teams interface to ensure easy access in the future. -
Creating an Approval Request
To create a new approval request, click on 'New Approval Request.' You will have three options: a basic request, adding a signature via DocuSign, or using a template in Approvals. If your interface appears differently, you may be using the classic view; simply click to switch to the new layout. -
Filling Out the Approval Request
For a basic request, such as an incoming purchase, it is essential to name the approval request clearly. This name will serve as the first point of reference for the approver. For example, you might name it 'Purchase Data Project' to inform your manager about the request's purpose. If the purchase is significant, you can add multiple recipients and require responses from all. For less critical requests, you can select just one approver. -
Adding Details and Attachments
While additional details are optional, they can be included if necessary. If there is a budget associated with the request, you can attach it for reference. If your approval process involves multiple steps, you can utilize the 'Custom Responses' option to outline these steps. -
Tracking Approval Status
Once you have sent your approval request, you will have access to a list of approvals that will provide updates on the status of your request. This feature allows you to monitor the progress and ensure timely follow-ups.
FAQ :
What is the Approvals app in Microsoft Teams?
The Approvals app in Microsoft Teams is a tool that helps users create, manage, and track approval requests within a structured workflow, making the approval process seamless.
How do I access the Approvals app in Teams?
You can access the Approvals app through the Teams app option or by chatting with a colleague. It is recommended to pin the app for easy access.
What types of approval requests can I create?
You can create basic approval requests, add signatures using DocuSign, or use templates for more complex requests.
Can I add multiple approvers to a request?
Yes, if the purchase is significant, you can add multiple people to the approval request and require responses from all recipients.
What should I include in an approval request?
It is important to include a clear name for the approval request, any necessary details, and attachments such as budgets if applicable.
How can I track the status of my approval requests?
Once you send an approval request, you can view a list of approvals in the app that will provide updates on the status of your requests.
Quelques cas d'usages :
Purchase Approval Process
In a corporate environment, employees can use the Approvals app to streamline the purchase approval process. By creating a structured request with necessary details and attachments, employees can ensure that their requests are reviewed and approved efficiently by the relevant managers.
Project Budget Approval
Project managers can utilize the Approvals app to seek approval for project budgets. By attaching budget documents and specifying approvers, they can facilitate a clear and organized review process, ensuring that all necessary stakeholders are involved.
Document Signing Workflow
Organizations can implement a document signing workflow using the Approvals app in conjunction with DocuSign. This allows for quick approvals of contracts and agreements, reducing the time spent on manual signatures and enhancing productivity.
Custom Approval Processes
Teams can create custom approval processes for various scenarios, such as hiring new employees or approving marketing campaigns. By defining specific responses and steps, organizations can tailor the approval workflow to meet their unique needs.
Glossaire :
Microsoft Teams
A collaboration platform that combines workplace chat, video meetings, file storage, and application integration.
Approvals
A feature within Microsoft Teams that allows users to create, manage, and track approval requests in a structured workflow.
Power Automate
A cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, and collect data.
Approval Request
A formal request sent to a manager or designated approver to seek permission for a specific action, such as making a purchase.
DocuSign
An electronic signature technology that allows users to sign documents digitally, streamlining the approval process.
Custom Responses
Options that allow users to define specific actions or feedback required from approvers in the approval process.
Attachment
A file that can be added to an approval request to provide additional information, such as a budget or supporting documents.