Approvals in Microsoft Teams | Full Tutorial

[@KevinStratvert]

Watch next ⏩ A playlist of all Microsoft Teams videos with the top tips & tricks: kzbin.info/aero/PLlKpQrBME6xJ4Mxv00syl8iOSgL-GVLMG

[@shareen1970]

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

[@charlieroberts7186]

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

[@berntlie6799]

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]

You can do all that in Power Automate.

[@berntlie6799]

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

[@davidadams421]

@@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.

[@SavageGothamChess]

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.

[@AlexanderOnce]

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

[@herwigsyen804]

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]

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

[@TheWhataman00]

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]

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.

[@gotNoBrain2009]

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

[@ameercader]

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

[@olukayodeolabanji7305]

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

[@nonamelee]

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

[@findthetruth3021]

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

[@VictorIsiborReviews]

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

[@nataliaradtke3373]

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.

[@DIYNate]

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

[@EihabFitness]

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

[@dv64villa]

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.

[@zghaboos]

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]

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

[@andrewmitchell3553]

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

[@SivaKumar-rt8ct]

This is a fantastic video ! Thank you @Kevin !

[@renjusamuel4882]

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

[@zulmiramdy]

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?

[@RohanZohan21]

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

[@KevinStratvert]

My grand plan is to use this KZbin channel to eventually launch my cookie company 😂

[@brianlee6639]

Great explanation, and the cookies are terrifying.

[@victoranderson1264]

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?

[@jbwise2002]

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.

[@shaungeorge2274]

Great Video

[@luisangel15]

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

[@rlucio8365]

Is their an option for signature

[@jeremytang2192]

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

[@neo778]

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

[@kunleamusat9942]

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.

[@paulacampos8054]

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.

[@shobhanamuralidharan7819]

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]

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

[@bradysmith5133]

kevin fs hard. Thanks Kev!

[@titorugamba]

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.

[@mihajakin]

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?

[@ChristopherKeen]

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.

[@Just0757]

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?

[@icell_maricell]

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

[@puneethh.s.8957]

Please make a video on power automate & troubling techniques

[@briancnc]

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.

[@1ltsiapnog551]

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.

[@driver288]

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?

[@HiltonT69]

OMFSM, Sriracha Mint sounds like *HEAVEN*. I may need to find a real recipe for this...

[@MultiChris7777]

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.

[@annalissaong4715]

Very helpful! Can I share approved documents with compliance/audit?

[@hmmmmm2555]

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.

[@LauraLuisaRosenberg]

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?

[@antokgutomtigang9655]

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.

[@jonatasxavier]

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?

[@kaitcho2910]

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?

[@anjudr9228]

I am unable to add approvals app in Teams. It says app May not exist or your organisation may have disallowed you from using it.

[@jamietan8002]

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

[@MImran-pu5vp]

Hi. Kindly explain "Reassign" option in Approval App

[@samuelkamaloni]

If an auditor comes to my organisation to audit compliance etc.. how can I pull out a report from all approvals I've got in the past?

[@gajabathiarjuntg2390]

Thanks Kevin that's a very useful tutorial. Can please tell how did you get that white color in the navigation bar.

[@KevinStratvert]

Teams public preview. Check out tip #10 in this video: kzbin.info/www/bejne/j6C7kIJoedCYptU

[@gajabathiarjuntg2390]

@@KevinStratvert Thanks

[@andregriffiths2033]

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

[@DaHooka]

very kind information transport!

[@yrmediaclub]

Please make another video on power app

[@tanyasaran7193]

Please make a video on best free adobe creative cloud alternatives it would be really nice because I need photo editor

[@dennishalili9123]

can you make a video on how to use MS To-Do as IT Ticketing System? user > send IT Request > IT Team Receive an email thru IT Group Email > Using MS PowerAutomate, the request automatic add into every IT Personnel in their MS To-Do, once the IT Personnel tick the completed, then automatic send an email reply message to that user that the request is already done. is it possible in MS To-Do with the help of MS Power Automate? thanks

[@ngiapingpang4162]

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

[@Mindwiper]

Hello! Thanks for your videos. A question: What about private channels? Can i send an approve request to someone outside the private channel?

[@seanshadow]

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

[@seunfaturiyele6790]

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

[@ArtandLifestyle-t4z]

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

[@hasandijayasundara7105]

Mytems sharepoint recoding canot open. Error msg is running windows network diagnostics. How to fix pls.

[@petar14]

we are using it in school

[@petar14]

i mean our teachers use it

[@melissabeach2359]

Is there a way to create a Task for someone in Teams after everyone has approved something in Approvals in Teams?

[@melk48111]

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

[@davelittle2741]

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?

[@mstootable]

How do I see exactly when it was approved ie. (date and/or time) Jan. 24, 2021 at 3:30pm

[@JonneytheKidd]

Approvals doesn't show up in my search???

[@pureownageeeee]

Is this accesible / supported through PowerApps?

[@adorotheo4527]

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!

[@JCtheMusicMan_]

😂 Sriracha mint. A Hot new cookie!

[@koraegis]

How can I get a consultation for our flow idea 💡 😃

[@seang2012]

I want to create an invoice approval flow in teams but the approver needs to select a GL account from another list along with the approval. How would I do that?

[@dds360]

connecting approvals and Devops please

[@CDigitalDEV]

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

[@armaningo]

In addition to the approval - i want my approvers to sign off a document that I have shared in one drive or sharepoint. How can I do that?

[@postskeetclarity]

Did you ever get a solution?

[@SunChasingJourney]

This is useless, if you have only 2 options, is there any way to send the request back for more details?

[@andreyru9221]

Is there a way to auto notify people that a certain request has been approved in the Teams app? thank you

[@tanishkaachaturvedi2173]

bestiee thankuuuu

[@kewlheadkewlhead4038]

Available on academic/school license?

[@KI_Burgberg_DE]

why can't I easily forward my approval to someone else (e.g. HR department)?

[@habeebayesh3754]

Hi , still cannot use Microsoft Teams on my pc for personal use ???

[@evelynleechin2708]

How can I serch for the past approval? I no see any serch bar in this approva apps.

[@onexl001]

good information

[@Maurici0GP]

Hi! I'm wondering, when I upload a file to the approvals request, where is it saved? in the cloud or in a sort of local file in my pc :( ?

[@kylebrown4710]

Kevin, thanks for the vid. I'm setting up a check request approval flow in Teams and in a perfect world, the approver put's their initials on the attached pdf (check Request). Any suggestions on how to do this? In approvals on the left, there is a column that lists "Approvals, Adobe Sign, DocuSign". Can I leverage those somehow?

[@postskeetclarity]

I'm looking for the same thing. Did you find a solution?

[@Rorryy999]

Hi @KevinStratvert could you please tell me how to get "more information" status?

[@MihaiSoare1995]

How can i delete approved requests though?

[@SThomas2024]

How do I share the approvals with different departments ?

[@francinesteininger8645]

How to delete test approvals?

[@nick271085]

Is there a way to ask for approval on a document that lives on onedrive or sharepoint, to attach I'd have to download first? Anyone know a way?

[@KevinStratvert]

You can paste a link in the details. Alternatively, you can use the power automate flow featured at the end. Let me know if that helps!

[@nick271085]

@@KevinStratvert Think I got it thanks! Made a SharePoint list with links to various docs, a flow then sends over to my manager for approval. Thanks!

[@mr_supreme1862]

Bonjour

[@caramelsoz4272]

Im just here coz youre handsome