Approvals - How to request an approval Tutorial
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
- 2347 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1679 times
-
Copilot - Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4426 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1095 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6435 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 13804 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2645 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 4877 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 4898 times
-
Create and modify a group
- 2:19
- Viewed 4426 times
-
Join a group
- 1:34
- Viewed 3752 times
-
Accessing applications from a group
- 1:59
- Viewed 3656 times
-
Creating a group
- 2:38
- Viewed 3524 times
-
Work together on the same document
- 1:07
- Viewed 3400 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3375 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3344 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3219 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3133 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3047 times
-
Targeting content using a specific audience
- 3:35
- Viewed 2936 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 2922 times
-
Creating a personalized permission level
- 2:46
- Viewed 2922 times
-
Checking the granted shares
- 2:27
- Viewed 2880 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2876 times
-
Remove a member from a group
- 0:29
- Viewed 2872 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2834 times
-
Having a conversation within a group
- 3:21
- Viewed 2820 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2762 times
-
Creating a permission group
- 3:53
- Viewed 2741 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2691 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2653 times
-
Use and create a template
- 2:40
- Viewed 2639 times
-
Access to your recent documents
- 1:14
- Viewed 2600 times
-
Back up and saving notes
- 0:32
- Viewed 2561 times
-
How to approve a request
- 1:30
- Viewed 2514 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2364 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2273 times
-
Use Adobe sign
- 1:20
- Viewed 2237 times
-
Engaging and animating a group
- 1:55
- Viewed 1857 times
-
Edit and enhance messages
- 1:57
- Viewed 1851 times
-
Create a team using a template
- 1:03
- Viewed 1819 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1677 times
-
Interact in conversations
- 1:30
- Viewed 1624 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1541 times
-
Create a team and add members
- 1:37
- Viewed 1455 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1432 times
-
Creating or Joining a Team
- 1:11
- Viewed 1412 times
-
Manage a meeting
- 2:08
- Viewed 1272 times
-
Overview of conversations
- 1:02
- Viewed 1271 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1249 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1240 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1229 times
-
Private and small group chats
- 2:03
- Viewed 1215 times
-
Take notes in meetings
- 0:35
- Viewed 1188 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1186 times
-
File Management
- 1:04
- Viewed 1120 times
-
Interact in a conversation
- 2:03
- Viewed 1113 times
-
Create a SharePoint site
- 2:58
- Viewed 1097 times
-
Create Approval Templates
- 2:06
- Viewed 1086 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1080 times
-
Posting in a Channel
- 2:15
- Viewed 1078 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1077 times
-
Managing Teams and Channels
- 2:15
- Viewed 1070 times
-
Create a document library
- 1:56
- Viewed 1061 times
-
Make a New Approval Request
- 1:26
- Viewed 1059 times
-
Store files in conversations
- 1:38
- Viewed 1051 times
-
Creating a Channel
- 2:05
- Viewed 1034 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1017 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1016 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 985 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 982 times
-
Create a SharePoint Lists
- 2:18
- Viewed 975 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 959 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 937 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 914 times
-
Work together on the same document
- 1:48
- Viewed 904 times
-
Use Templates for Document Creation
- 1:03
- Viewed 889 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 884 times
-
Manage Document Approval
- 0:56
- Viewed 882 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 872 times
-
Use version history
- 1:57
- Viewed 853 times
-
Customise my site Homepage
- 3:03
- Viewed 853 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 851 times
-
Open and work on a document
- 2:42
- Viewed 838 times
-
Rename and find a document
- 2:00
- Viewed 832 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 829 times
-
Add and Explore Workflows
- 1:35
- Viewed 821 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 810 times
-
Make a File Request
- 01:24
- Viewed 483 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 411 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 378 times
-
The Bcc Field in Detail
- 01:53
- Viewed 349 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 328 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 323 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 319 times
-
Create an appointment or meeting
- 01:44
- Viewed 305 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 302 times
-
Create a Meeting Poll
- 02:48
- Viewed 294 times
-
Share a task list
- 03:10
- Viewed 292 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 284 times
-
Create a task from a message
- 02:00
- Viewed 282 times
-
Respond to a meeting
- 01:00
- Viewed 276 times
-
Manage Teams online meeting options
- 01:56
- Viewed 272 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 272 times
-
Open a Shared Calendar
- 01:29
- Viewed 260 times
-
Use a Shared Mailbox
- 01:18
- Viewed 245 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 244 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 238 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 238 times
-
Calendar Delegation Setup
- 01:21
- Viewed 230 times
-
View Other Calendars
- 00:50
- Viewed 229 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 228 times
-
Share a document securely with Outlook
- 02:21
- Viewed 221 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 220 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 220 times
-
Share Your Calendar
- 01:54
- Viewed 217 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 206 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 96 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 62 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 66 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 82 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 77 times
-
Copilot at the service of project reports
- 02:36
- Viewed 67 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 66 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 108 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 70 times
-
Project mode
- 01:31
- Viewed 72 times
-
Create an agent for a team
- 01:53
- Viewed 120 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 122 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 68 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 122 times
-
Copilot Studio agent settings
- 01:33
- Viewed 65 times
-
Add new actions
- 01:54
- Viewed 118 times
-
Create a first action
- 01:59
- Viewed 116 times
-
Manage topics
- 01:51
- Viewed 95 times
-
Manage knowledge sources
- 01:11
- Viewed 65 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 112 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 172 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 175 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 179 times
-
Introduction to Planner
- 00:56
- Viewed 186 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 174 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 182 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 248 times
-
Introduction to Sway
- 01:53
- Viewed 158 times
-
Introducing to Word
- 01:00
- Viewed 178 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 160 times
-
Create a call group
- 01:15
- Viewed 225 times
-
Use call delegation
- 01:07
- Viewed 144 times
-
Assign a delegate for your calls
- 01:08
- Viewed 222 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 147 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 153 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 184 times
-
Block unwanted calls
- 01:24
- Viewed 150 times
-
Disable all call forwarding
- 01:09
- Viewed 157 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 142 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 137 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 159 times
-
Manage voicemail messages
- 01:55
- Viewed 208 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 225 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 136 times
-
Manage simultaneous calls
- 01:52
- Viewed 146 times
-
Support third-party apps during calls
- 01:53
- Viewed 179 times
-
Add participants quickly and securely
- 01:37
- Viewed 142 times
-
Configure call privacy and security settings
- 02:51
- Viewed 140 times
-
Manage calls on hold
- 01:20
- Viewed 149 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 140 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 149 times
-
Draft a Service Memo
- 02:33
- Viewed 195 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 183 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 268 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 237 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 96 times
-
Other Coaches
- 01:45
- Viewed 195 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 181 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 172 times
-
Configure a Copilot Agent
- 02:39
- Viewed 167 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 164 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 182 times
-
Process text
- 01:03
- Viewed 170 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 179 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 202 times
-
Create an image with Copilot
- 00:42
- Viewed 297 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 194 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 192 times
-
Chat with Copilot
- 00:50
- Viewed 180 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 275 times
-
Data Privacy in Copilot
- 00:43
- Viewed 194 times
-
Access Copilot
- 00:25
- Viewed 299 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 207 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 199 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 193 times
-
Generate the email for the recipient
- 00:44
- Viewed 185 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 202 times
-
Date and Time Function
- 02:53
- Viewed 183 times
-
Logical Function
- 03:14
- Viewed 276 times
-
Text Function
- 03:25
- Viewed 211 times
-
Basic Function
- 02:35
- Viewed 176 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 200 times
-
Introduction to Power Fx
- 01:09
- Viewed 177 times
-
The New Calendar
- 03:14
- Viewed 300 times
-
Sections
- 02:34
- Viewed 186 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 298 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 155 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 188 times
-
Use the narrative Builder
- 01:31
- Viewed 235 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 195 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 205 times
-
Share a document with copilot
- 00:36
- Viewed 196 times
-
Configurate a page with copilot
- 01:47
- Viewed 195 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 208 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 236 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 300 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 370 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 350 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.