How to use Approvals in Teams - Best Practices

[@LordAdmiralLee]

The request for a promotion is gold! Great video Doc.

[@efficiency365]

Thanks. Some fun while we learn... 😎 Check out my other best practices videos as well. Efficient Tasks Management - kzbin.info/www/bejne/rH2poYqMm7qZh5o Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Word Tables Best Practices - The ultimate guide - kzbin.info/www/bejne/q5audHuug7qCoaM Cheers. Doc.

[@LordAdmiralLee]

@@efficiency365 I've probably watched all these already 😂 you've been a great help. I'm a much better Business user now thanks to your vids. Keep up the great work.

[@efficiency365]

Thanks Lord Admiral Lee 🙏 If you find my content useful, please spread the word. Everyone deserves to be more efficient. There is a shortage of good, useful and authoritative content. I am trying to fill the gap.

[@YareMusic444]

I hope you can help me. I've been looking over the internet but can't find a satisfying answer. I get the gist of the approvals app. But there are a lot more complexities around the approvals. For example: How can I share an approved document with a third person? Say I have a request for one department, but I have to have the approval of another department in orther to get it processed. How can I do this with teams? (The first department doesn't approve, only processes the request). Another question: How can I be sure that my team uses the approved document and not a differnet copy? How does Teams "mark" a document as approved? A third: If a document needs multiple layers of approval, must I restart all over with the approval process if one link rejects it and requests a change? I know it's a lot, but I'm trying to move my department away from paper approvals and into Teams...

[@efficiency365]

Teams Approvals is to be used for simple approvals which are currently happening using Email and chat. For more complex requirements use Power Automate Approvals. Everything you have asked for and more can be done using Power Automate.

[@vsrblr]

other than Approve and Reject is there a way to referback to the requester for changes?

[@efficiency365]

Thanks @vsrblr Yes. You can have custom responses. Enable the Custom Responses button and add your responses. If you want more options, then you will have to use Power Automate approvals (which are separate from Teams Approvals). Check out my other best practices videos as well. Efficient Tasks Management - kzbin.info/www/bejne/rH2poYqMm7qZh5o Task Apps Comparison: kzbin.info/www/bejne/jJq6e3ywgrWEkMk Teams Meeting - Agenda, Action Points, Notes - kzbin.info/www/bejne/oWHXaZKjg9CAetk Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs OneDrive Best Practices Part 1 - kzbin.info/www/bejne/emi9o5mmnbxnrNE Part 2 - kzbin.info/www/bejne/pHfbZ4yHrchgmJY Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Cheers. Doc.

[@charudattakulkarni9799]

Thank you Dr. for wonderful video. Is two step approval possible with this app? (Required BY - Verified By.... Approved By (Real life scenario)

[@efficiency365]

Yes. Add two or more people names and choose that they have to approve in the order of names added.

[@charudattakulkarni9799]

@@efficiency365 Thank you.

[@guymauve0]

Thanks. Need a part 2 with some business examples 😅

[@efficiency365]

Just look at the 24 templates. All are real business scenarios...from there you will get more ideas related to your context.

[@christiner2843]

I have just found your channel and it is amazing!! For this video, the closed captions are for another video 😊 fyi.

[@efficiency365]

Thanks Christine R. for pointing out the wrong captions. Just added the correct captions 🙏 Check out my other best practices videos as well. Efficient Tasks Management - kzbin.info/www/bejne/rH2poYqMm7qZh5o Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Word Tables Best Practices - The ultimate guide - kzbin.info/www/bejne/q5audHuug7qCoaM Cheers. Doc.

[@LilEdith711]

Great now I’ll have to convince my boss to do approvals this way instead of emails

[@efficiency365]

Thanks Edith Celedon. Check out my other best practices videos as well. Efficient Tasks Management - kzbin.info/www/bejne/rH2poYqMm7qZh5o Microsoft Teams - 15 Best Practices - kzbin.info/www/bejne/jWm4l6uVr9N-rqs Smart and Effective Email - 5 powerful ways - kzbin.info/www/bejne/bH-od4aDpq2ah6c Outlook Calendar Best Practices : Part 1 - kzbin.info/www/bejne/favWgqGbmM90h9E and Part 2 - kzbin.info/www/bejne/ppLHfHturthoedU OneNote - Best Practices - kzbin.info/www/bejne/o16XcoxnmLKcbtU Microsoft 365 Best Practices - kzbin.info/www/bejne/oYemkIyZgZqCmLc Word Tables Best Practices - The ultimate guide - kzbin.info/www/bejne/q5audHuug7qCoaM Cheers. Doc.

[@vram1974]

How do people keep up with all the stuff being crammed in Microsoft applications these days? It's like every app they make needs a CompTIA cert attached to it.

[@efficiency365]

There are lots of features. Why? Watch this video : kzbin.info/www/bejne/np28qoqNq6l8ebc