Teams - Create Approval Templates Tutorial

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.

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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

résultat(s)
00:00:02
As the Honor of a Times Channel,
00:00:04
You Have The Option To Believe
00:00:06
A template for a team.
00:00:07
Only members can use it
00:00:10
For there approval request.
00:00:11
By cliquing on New template you
00:00:14
Have two options for creating a
00:00:16
template directly from the template.
00:00:19
Orfeed Teams provides Thousand
00:00:21
Of template with predefined
00:00:24
requests like gift application.
00:00:27
Verification letter.
00:00:30
Upon reimbursement.
00:00:32
O select create from scratch.
00:00:34
If the offered template don't feat your neds,
00:00:37
Choose the team to witche the
00:00:38
Template will be attached.
00:00:42
And click we give.
00:00:45
Nowlet's Move on to configure the template,
00:00:47
Give the template and explicit name.
00:00:51
The category and the description if necessary
00:00:56
Click on next here we will out Phone.
00:01:00
The layout of the Template Behaviour's the sime
00:01:02
Way is a form in the forms application.
00:01:05
Layout is complete. Click on next.
00:01:09
Here we will configure the workflow that your
00:01:12
Template Will Follower File Attachment If
00:01:15
The Collaborator is Required to Attache
00:01:18
A file like a quiet for example require
00:01:21
Responses in the side author, alhouse,
00:01:23
Specifying and Autor of Validation for
00:01:27
Example: My supervisor has to validate
00:01:29
The Request Before It Move to the
00:01:32
service manager for final approval.
00:01:35
It is possible to configure multiple
00:01:37
Approves at the same level in witchc.
00:01:39
Only One Approved Is Neated To
00:01:41
Move to the next level.
00:01:43
The Approves Can't Be Configate
00:01:46
At this request?
00:01:48
Requied makes the Commitmentary
00:01:52
Click on preview.
00:01:55
If you are satisfied with the
00:01:57
Layout you can click on publish.

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résultat(s)
00:00:02
Como a honra de um Times Channel,
00:00:04
Tem a opção de acreditar
00:00:06
Um modelo para uma equipa.
00:00:07
Apenas os membros podem utilizá-lo
00:00:10
Para lá pedido de aprovação.
00:00:11
Ao clicar em Novo modelo,
00:00:14
Tem duas opções para criar um
00:00:16
modelo diretamente do modelo.
00:00:19
Orfeed Teams disponibiliza Milhares
00:00:21
De modelo com predefinido
00:00:24
pedidos como aplicação de presente.
00:00:27
Carta de verificação.
00:00:30
Mediante reembolso.
00:00:32
O selecciono criar a partir do zero.
00:00:34
Se o modelo oferecido não atender às suas necessidades,
00:00:37
Escolha a equipa para bruxar o
00:00:38
O modelo será anexado.
00:00:42
E clique em nós damos.
00:00:45
Agora vamos seguir em frente para configurar o modelo,
00:00:47
Dê o modelo e o nome explícito.
00:00:51
A categoria e a descrição, se necessário
00:00:56
Clique no próximo aqui vamos sair Telefone.
00:01:00
O layout do Comportamento do Template é o mesmo
00:01:02
O caminho é um formulário na aplicação de formulários.
00:01:05
O layout está completo. Clique em Avançar.
00:01:09
Aqui vamos configurar o fluxo de trabalho que o seu
00:01:12
O modelo seguirá o anexo do ficheiro se
00:01:15
O Colaborador é obrigado a anexar
00:01:18
Um ficheiro como um silencioso, por exemplo, requer
00:01:21
Respostas no autor secundário, alhouse,
00:01:23
Especificação e Autor de Validação para
00:01:27
Exemplo: O meu supervisor tem de validar
00:01:29
O Pedido Antes de Passar para o
00:01:32
gestor de serviços para aprovação final.
00:01:35
É possível configurar vários
00:01:37
Aprova ao mesmo nível em bruxa.
00:01:39
Apenas Um Aprovado Está Aprovado
00:01:41
Passar para o nível seguinte.
00:01:43
Os Aprovados Não Podem Ser Configurados
00:01:46
A este pedido?
00:01:48
Requied torna o Comité
00:01:52
Clique em pré-visualizar.
00:01:55
Se estiver satisfeito com o
00:01:57
Layout onde pode clicar em publicar.

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résultat(s)
00:00:02
Come onore di un Times Channel,
00:00:04
Hai la possibilità di credere
00:00:06
Un modello per una squadra.
00:00:07
Solo i membri possono usarlo
00:00:10
Per la richiesta di approvazione.
00:00:11
Facendo clic su Nuovo modello,
00:00:14
Hai due opzioni per creare un
00:00:16
modello direttamente dal modello.
00:00:19
Orfeed Teams fornisce Thousand
00:00:21
Di modello con predefinito
00:00:24
richieste come la richiesta di un regalo.
00:00:27
Lettera di verifica.
00:00:30
Al momento del rimborso.
00:00:32
O seleziona Crea da zero.
00:00:34
Se il modello offerto non soddisfa le tue esigenze,
00:00:37
Scegli la squadra per cambiarli
00:00:38
Il modello verrà allegato.
00:00:42
E fai clic su «diamo».
00:00:45
Passiamo ora alla configurazione del modello,
00:00:47
Assegna il modello e il nome esplicito.
00:00:51
La categoria e la descrizione, se necessario
00:00:56
Fai clic su Avanti qui usciremo Telefono.
00:01:00
Il layout del comportamento del modello è lo stesso
00:01:02
Way è un modulo presente nell'applicazione Forms.
00:01:05
Il layout è completo. Fai clic su Avanti.
00:01:09
Qui configureremo il tuo flusso di lavoro
00:01:12
Il modello seguirà il file allegato se
00:01:15
Il collaboratore è tenuto a collegare
00:01:18
Un file come un silenzioso, ad esempio, richiede
00:01:21
Risposte nell'autore secondario, alhouse,
00:01:23
Specificazione e autore della convalida per
00:01:27
Esempio: il mio supervisore deve convalidare
00:01:29
La richiesta prima che passi a
00:01:32
responsabile del servizio per l'approvazione finale.
00:01:35
È possibile configurarne più
00:01:37
Approva allo stesso livello in witchc.
00:01:39
È necessario un solo approvato
00:01:41
Passa al livello successivo.
00:01:43
Le approvazioni non possono essere configurate
00:01:46
A questa richiesta?
00:01:48
Requied assume l'impegno
00:01:52
Fai clic sull'anteprima.
00:01:55
Se sei soddisfatto del
00:01:57
Layout puoi fare clic su pubblica.

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résultat(s)
00:00:02
Являясь честью канала «Таймс»,
00:00:04
У вас есть возможность поверить
00:00:06
Шаблон для команды.
00:00:07
Его могут использовать только участники
00:00:10
Для получения запроса на одобрение.
00:00:11
Нажав на Новый шаблон, вы
00:00:14
У вас есть два варианта создания
00:00:16
шаблон прямо из шаблона.
00:00:19
Orfeed Teams предоставляет тысячу
00:00:21
Или шаблон с предопределенными настройками
00:00:24
такие запросы, как заявка на подарок.
00:00:27
Подтверждающее письмо.
00:00:30
При возмещении.
00:00:32
Я выбираю «Создать с нуля».
00:00:34
Если предложенный шаблон не соответствует вашим потребностям,
00:00:37
Выберите команду, которая поведет их в колдовство
00:00:38
Шаблон будет прикреплен.
00:00:42
И нажмите «Мы даем».
00:00:45
Теперь перейдем к настройке шаблона,
00:00:47
Дайте шаблону и явное имя.
00:00:51
Категория и описание, если необходимо
00:00:56
Нажмите «Далее», здесь мы выйдем на экран «Телефон».
00:01:00
Макет поведения шаблона тот же
00:01:02
Способ — это форма в приложении форм.
00:01:05
Макет завершен. Нажмите «Далее».
00:01:09
Здесь мы настроим рабочий процесс, который вы используете
00:01:12
Шаблон будет следовать вложенному файлу, если
00:01:15
Сотруднику необходимо прикрепить
00:01:18
Например, такой файл, как тихий, требует
00:01:21
Ответы на стороне автора, а также
00:01:23
Указание и автор валидации для
00:01:27
Пример. Мой руководитель должен подтвердить
00:01:29
Запрос, прежде чем он будет передан в
00:01:32
менеджер по обслуживанию для окончательного утверждения.
00:01:35
Можно настроить несколько
00:01:37
Утверждает на одном уровне в witchc.
00:01:39
Требуется только одно одобрение
00:01:41
Перейдите на новый уровень.
00:01:43
Утверждения не могут быть конфискованы
00:01:46
По этому запросу?
00:01:48
Обязательное означает обязательство
00:01:52
Нажмите на кнопку «Предварительный просмотр».
00:01:55
Если вас устраивает
00:01:57
Макет вы можете нажать на кнопку «Опубликовать».

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résultat(s)
00:00:02
Como honor de un canal del Times,
00:00:04
Tienes la opción de creer
00:00:06
Una plantilla para un equipo.
00:00:07
Solo los miembros pueden usarla
00:00:10
Para su solicitud de aprobación.
00:00:11
Al hacer clic en Nueva plantilla,
00:00:14
Tienes dos opciones para crear una
00:00:16
plantilla directamente desde la plantilla.
00:00:19
Orfeed Teams ofrece mil
00:00:21
De plantilla con predefinido
00:00:24
solicitudes como la solicitud de regalos.
00:00:27
Carta de verificación.
00:00:30
Tras el reembolso.
00:00:32
O selecciona crear desde cero.
00:00:34
Si la plantilla ofrecida no se ajusta a tus necesidades,
00:00:37
Elige el equipo al que derrotar
00:00:38
Se adjuntará la plantilla.
00:00:42
Y haga clic en regalamos.
00:00:45
Ahora pasemos a configurar la plantilla,
00:00:47
Proporcione a la plantilla un nombre explícito.
00:00:51
La categoría y la descripción si es necesario
00:00:56
Haga clic en el siguiente enlace para ver el teléfono.
00:01:00
El diseño de la plantilla Behaviour es el mismo
00:01:02
Way es un formulario en la aplicación de formularios.
00:01:05
El diseño está completo. Haga clic en Siguiente.
00:01:09
Aquí configuraremos el flujo de trabajo que su
00:01:12
La plantilla seguirá al archivo adjunto si
00:01:15
El colaborador debe adjuntar
00:01:18
Un archivo como un silencioso, por ejemplo, requiere
00:01:21
Respuestas del autor secundario, Alhouse,
00:01:23
Especificación y autor de la validación para
00:01:27
Ejemplo: Mi supervisor tiene que validar
00:01:29
La solicitud antes de pasar al
00:01:32
gerente de servicio para su aprobación final.
00:01:35
Es posible configurar varios
00:01:37
Aprueba al mismo nivel en witchc.
00:01:39
Solo uno aprobado es igual a
00:01:41
Pasa al siguiente nivel.
00:01:43
Las aprobaciones no se pueden configurar
00:01:46
¿A petición suya?
00:01:48
Required hace que el compromiso
00:01:52
Haga clic en la vista previa.
00:01:55
Si está satisfecho con la
00:01:57
Diseño en el que puede hacer clic en publicar.

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