Approvals in Microsoft Teams | Full Tutorial

Поділитися
Вставка
  • Опубліковано 8 січ 2025

КОМЕНТАРІ • 220

  • @KevinStratvert
    @KevinStratvert  4 роки тому +4

    Watch next ⏩ A playlist of all Microsoft Teams videos with the top tips & tricks: ua-cam.com/play/PLlKpQrBME6xJ4Mxv00syl8iOSgL-GVLMG.html

    • @shareen1970
      @shareen1970 3 роки тому

      Hi Kevin. May I know can we add in "approval date" column instead of "created date"?

  • @EihabFitness
    @EihabFitness 4 роки тому +13

    Teams is growing rapidly! we just have to keep catching up. Thanks Kevin

  • @charlieroberts7186
    @charlieroberts7186 4 роки тому +6

    Seriously your videos have helped us out so much in my office! Please keep these coming.

  • @SavageGothamChess
    @SavageGothamChess 4 роки тому +3

    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.

  • @berntlie6799
    @berntlie6799 4 роки тому +7

    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 :-)

    • @davidadams421
      @davidadams421 4 роки тому +1

      You can do all that in Power Automate.

    • @berntlie6799
      @berntlie6799 4 роки тому

      @@davidadams421 I'll see if I can find a youtube video on that. (Sounds like I need to build it from scratch?)

    • @davidadams421
      @davidadams421 4 роки тому

      @@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.

  • @AMV_Suomi
    @AMV_Suomi 4 роки тому +8

    Microsoft should thank you for the tutorials you're making! Really helpful! Keep it up!

  • @herwigsyen804
    @herwigsyen804 4 роки тому +4

    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.

  • @koneill151
    @koneill151 3 роки тому +1

    It is really helpful to see the steps for Power Automate spelled out so clearly - Thank you!

  • @kaeldrarhiannon
    @kaeldrarhiannon 8 місяців тому

    I'm 3 years late to this, but your explanation has helped me so much. Thank you!

  • @gotNoBrain2009
    @gotNoBrain2009 4 роки тому +6

    Please make video for approval with power automate, especially everyone must approve and dynamic approvers

  • @ameercader
    @ameercader 4 роки тому +1

    Kevin thanks for the informative video. Can't wait to see more on power automate and powerapps 👍👍

  • @olukayodeolabanji7305
    @olukayodeolabanji7305 3 роки тому

    Kevin, the Tech Pro, your videos are amazingly unique!

  • @nonamelee
    @nonamelee 4 роки тому +1

    Thank you Kevin! I was really waiting for this functionality.

  • @TheWhataman00
    @TheWhataman00 3 роки тому +5

    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.

    • @CoastlineOceanOutfitters
      @CoastlineOceanOutfitters Рік тому

      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.

  • @yogibearstie
    @yogibearstie 4 роки тому

    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

  • @findthetruth3021
    @findthetruth3021 4 роки тому +1

    You are amazing wow. Please make more videos on power automate for different tasks.

  • @DIYNate
    @DIYNate 3 роки тому +1

    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

  • @lw7196
    @lw7196 3 роки тому +1

    @Kevin
    Please make more power automate videos. I know there is so much to unleash with this tool but it can be complex

  • @zghaboos
    @zghaboos 4 роки тому +9

    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

    • @andrewmitchell3553
      @andrewmitchell3553 4 роки тому

      That's true. For anything requiring audits, I'll be looking to use Power Automate to log the approval data to a database.

  • @nataliaradtke3373
    @nataliaradtke3373 4 роки тому +2

    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.

  • @zulmiramdy
    @zulmiramdy 3 роки тому +4

    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?

  • @beyondginger3051
    @beyondginger3051 3 роки тому

    Just found out your Channel! Valuable and informative content. Thank you for creating helpful videos.

  • @SatishSharma-ne6mm
    @SatishSharma-ne6mm Рік тому

    Hi,
    I found your stuff very explanatory. Thanks for your efforts

  • @SivaKumar-rt8ct
    @SivaKumar-rt8ct 3 роки тому

    This is a fantastic video ! Thank you @Kevin !

  • @andrewmitchell3553
    @andrewmitchell3553 4 роки тому

    Fantastic intro to this new feature, thanks. It's directly relevant for us.

  • @RohanZohan21
    @RohanZohan21 4 роки тому

    The more i watched your videos , you really made me want to buy your Kevin Cookies now! Marketing next level! xD

    • @KevinStratvert
      @KevinStratvert  4 роки тому +1

      My grand plan is to use this UA-cam channel to eventually launch my cookie company 😂

  • @royceblack4074
    @royceblack4074 4 роки тому +1

    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?

  • @bansaripandya2635
    @bansaripandya2635 3 роки тому +1

    @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.

  • @Aalok464
    @Aalok464 4 роки тому

    Today 1:30. Anyhow nice video. Congrats for 500k subscribers in advance.

  • @PhilWaud
    @PhilWaud 4 роки тому +10

    Hi Kevin, is there a way of adding a whole team to an approval without having to add them one at a time?

  • @luisangel15
    @luisangel15 4 роки тому +3

    What is the best app for an approval flow? I mean analyst then team managers then ceo

  • @boele0707
    @boele0707 3 роки тому

    Exactly what I needed to know! You are a life saver!

  • @dv64villa
    @dv64villa Рік тому

    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.

  • @renjusamuel4882
    @renjusamuel4882 4 роки тому +1

    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

  • @stephaneenglish4661
    @stephaneenglish4661 4 роки тому +1

    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).

  • @MarciusMGSouza
    @MarciusMGSouza 4 роки тому +1

    Nice and clear explanation.

  • @victoranderson1264
    @victoranderson1264 3 роки тому +3

    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?

  • @yanaandsophia
    @yanaandsophia 4 роки тому +1

    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?

  • @seang2012
    @seang2012 4 роки тому +6

    Where are the approvals and attachments with them stored? We need to keep a record of them for audits.

    • @asancheze21
      @asancheze21 4 роки тому +1

      Hi Sean! At least on my case and by looking at my own Teams app, it seems that the files are stored in your individual Sharepoint. If you open the details of any approval request with an attachment, you will see the route of the stored file.

    • @richardhoy6215
      @richardhoy6215 3 роки тому +1

      There's an approvals table in dataverse which you may be able to query - the likelihood is that you can only see items you've created, which may not suit an audit. Someone with elevated permissions should be able to retrieve the info though.

  • @yanapostushna1323
    @yanapostushna1323 8 місяців тому

    Thanks for the helpful information!

  • @paulacampos8054
    @paulacampos8054 3 роки тому +1

    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.

  • @gillianquigley2905
    @gillianquigley2905 2 роки тому

    This is a really good tutorial and easy to understand.

  • @excelworx8712
    @excelworx8712 4 роки тому +1

    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.

  • @tedbozarth8300
    @tedbozarth8300 4 роки тому +1

    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

  • @kunleamusat9942
    @kunleamusat9942 3 роки тому +1

    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.

  • @ronencapelouto6733
    @ronencapelouto6733 3 роки тому

    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?

  • @brianlee6639
    @brianlee6639 2 роки тому

    Great explanation, and the cookies are terrifying.

  • @briancnc
    @briancnc 3 роки тому

    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.

  • @kaitcho2910
    @kaitcho2910 3 роки тому

    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?

  • @MultiChris7777
    @MultiChris7777 3 роки тому

    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.

  • @aussiebriggsfamily
    @aussiebriggsfamily 4 роки тому +1

    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?

  • @Just0757
    @Just0757 Рік тому

    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?

  • @hmmmmm2555
    @hmmmmm2555 2 роки тому

    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.

  • @neo778
    @neo778 4 роки тому

    Never heard of this app, but it‘s simple and helpfull - brilliant!

  • @titorugamba
    @titorugamba 3 роки тому +2

    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.

  • @nnnnayyan
    @nnnnayyan 9 місяців тому

    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)

  • @LauraLuisaRosenberg
    @LauraLuisaRosenberg 4 місяці тому

    Hello Kevin, thank you for your content. I have a question to the approval user role. If I install the Center of Excellence (CoE) in a separate environment, and a Maker who doesn't have permission to access this environment receives an approval request from the CoE Toolkit, which means they are assigned the Approval User Security Role, can they then see or read data in the CoE environment/ see the env in general? Is there a way to prevent this?

  • @icell_maricell
    @icell_maricell 2 роки тому +1

    could we download all data in this approval to be excel ??

  • @mohunrr
    @mohunrr 4 роки тому +4

    I am monitoring online sessions and would like to know how much duration each participant has spent. Could you do a video on that? Thanks.

    • @samassisi5868
      @samassisi5868 4 роки тому

      You're from india

    • @gajabathiarjuntg2390
      @gajabathiarjuntg2390 4 роки тому

      ua-cam.com/video/JHHN3d5vw60/v-deo.html
      By this you can get a clear idea.

    • @mohunrr
      @mohunrr 4 роки тому

      @@samassisi5868 Yes.

    • @mohunrr
      @mohunrr 4 роки тому

      @@fredmueller3383 There is some way of converting this into the percentage of time each participant was in the session, that's what I am looking for!! Teams has a feature through which this can be done but unable to figure out.

    • @samassisi5868
      @samassisi5868 4 роки тому

      @@mohunrr 8 found from you name

  • @mihajakin
    @mihajakin Рік тому

    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?

  • @edravtv4367
    @edravtv4367 10 місяців тому

    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.

  • @VictorIsiborReviews
    @VictorIsiborReviews 4 роки тому +1

    Hello Kevin,
    i’m a fellow UA-camr based in Nigeria and I also motivate and inspire people on MY UA-cam CHANNEL.
    I really admire and support your work here,keep it up.

  • @sgoel29
    @sgoel29 4 роки тому +1

    How did you get your highlight bigger. On my PC it’s really small.

  • @ebook2factorauthentication
    @ebook2factorauthentication 2 роки тому

    Thank you. What's all using ?

  • @andregriffiths2033
    @andregriffiths2033 2 роки тому

    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

  • @GlennBolang
    @GlennBolang 2 роки тому

    For office documentation, can we print the approval so the administrator can have a hard copy for the approval?

  • @shobhanamuralidharan7819
    @shobhanamuralidharan7819 4 роки тому +1

    This is very interesting. We can store requests in SharePoint lists and get them approved. Can you help with what kind of licenses of MS 365 we will need to run PowerApps. Can you cover this in one of your sessions?

    • @andikurniawan7332
      @andikurniawan7332 4 роки тому

      Let me help to answer ur question. fyi license powerapps have 2 type , which is as addon standalone for powerapps or include in O365 or M365 license. Thanks

  • @Alynrochelle87
    @Alynrochelle87 3 роки тому

    Can you do a part 2 about the new steps on the power automate for the approval responses?

  • @ChristopherKeen
    @ChristopherKeen 4 роки тому

    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.

  • @driver288
    @driver288 4 роки тому

    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?

  • @jonatasxavier
    @jonatasxavier Рік тому

    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?

  • @aramschwartz4502
    @aramschwartz4502 Рік тому

    So when are you going to approve the KCC T-shirts to be sold?

  • @1ltsiapnog551
    @1ltsiapnog551 3 роки тому

    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.

  • @jozefbulat
    @jozefbulat 4 роки тому +3

    My boss is gonna receive a lot of request for approvals :D

  • @jbwise2002
    @jbwise2002 4 роки тому

    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.

  • @jeremytang2192
    @jeremytang2192 3 роки тому

    Nicely done video (easy to understand and straightforward). Would you be able to do one on Power Apps for audit?

  • @dominiquegazano7071
    @dominiquegazano7071 4 роки тому

    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 !

  • @piotrredzko5850
    @piotrredzko5850 4 роки тому +1

    is there any way to delete request from the list?

  • @jamietan8002
    @jamietan8002 2 роки тому

    can you advise how to upload more than one attachments using this approvals in MS Teams?

  • @ngiapingpang4162
    @ngiapingpang4162 3 роки тому

    Hi Kevin, How about Approval in SPO? Do u have video on that? Appreciate it

  • @melk48111
    @melk48111 3 роки тому

    Hi Kevin, can you create a approval request via Azure Logic App?

  • @TJ_Thunk_It
    @TJ_Thunk_It 4 роки тому

    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.

  • @antokgutomtigang9655
    @antokgutomtigang9655 11 місяців тому

    I am an admin in M365 and I am trying to create an org wide form but I am getting an error saying "Your account is not enabled to create an org-wide template" Please contact your admin to add you into "Approvals App admin team". I am in the teams admin portal but I do not see where the approvals app admin team is.

  • @alancoppin219
    @alancoppin219 3 роки тому

    Hi Kevin, can I attach more than 1 document in Teams approvals without having to set up a Power Automate flow?

  • @rlucio8365
    @rlucio8365 4 роки тому +1

    Is their an option for signature

  • @seanshadow
    @seanshadow 2 роки тому

    If it’s in a channel, does everyone in the channel see the approval request or it just seen by those involved?

  • @rsb8653
    @rsb8653 3 роки тому

    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

  • @yellowboat8773
    @yellowboat8773 2 роки тому

    The problem with all thes microsoft apps is they don't play well together. We need an "approval button" in like planner, tasks, sharepoint that syncs with this

  • @mervemall151
    @mervemall151 2 роки тому

    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.

  • @seunfaturiyele6790
    @seunfaturiyele6790 7 місяців тому

    Thanks, Can i share the link to the approval requested on Outlook mail of Teams Chat

  • @adorotheo4527
    @adorotheo4527 4 роки тому

    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!

  • @tanujasingh7184
    @tanujasingh7184 4 роки тому +1

    Hey Kevin please make a tutorial on PowerApps

  • @stefanspath1322
    @stefanspath1322 4 роки тому

    Thanks for your video.
    Is it possible to assign the approval automaticially to the manager of the applicant?

  • @CDigitalDEV
    @CDigitalDEV 3 роки тому

    Hi, do you know what about the mail to outlook? is it disabled by default when you start to use approvals for teams?

  • @amunkhufu
    @amunkhufu 2 роки тому

    Great vid! Can you add "approval" in a private channel?

  • @davelittle2741
    @davelittle2741 3 роки тому

    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?

  • @ArtandLifestyle-t4z
    @ArtandLifestyle-t4z 5 місяців тому

    can we map approval to particular teams channel so that it maintains a connectivity to that channel and group people can see

  • @Gerry_Jarcia
    @Gerry_Jarcia Рік тому

    kevin fs hard. Thanks Kev!

  • @ahmedsamy680
    @ahmedsamy680 3 роки тому

    Hello Kevin,
    My guest users in my team cant see the approval app and the ellipses. Can you give me a suggestion

  • @MImran-pu5vp
    @MImran-pu5vp 3 роки тому

    Hi. Kindly explain "Reassign" option in Approval App