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Teams - Create an Approval Template Tutorial

Create an approval template in Microsoft Teams. The video walks through selecting Create or manage templates, browsing ready-made templates by category (Activity, Administration, Records, Attendance, Finance, Order management), and choosing to create from scratch. It covers configuring scope (teamwide), naming the template, assigning a category and description, designing the form with questions and mandatory fields, and setting a three-step workflow with up to 10 approval levels. Finally, it shows preview, publish, and how to locate or edit the template later.

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Available in Microsoft365

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a purchase request for example,

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it is not necessary to start from scratch each time.

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An approval template allows you to preconfigure the form,

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approvers,

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and rules once and for all

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so that each team member can then generate their request in a few clicks.

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Let's take a look at how to create an approval template in Microsoft Teams.

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In the approval app,

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click create or manage templates at the bottom of the left pane.

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Teams first offers a store of ready to use templates.

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Click View More to see the templates by category.

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Activity for day to day operational requests and team actions.

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Administration for internal processes,

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records,

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and organizational tasks.

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Attendance to track presence,

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absences,

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and time-related requests.

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Finance to authorize budget

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expense or payment matters

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and order management for purchasing,

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procurement

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and order related activities validations.

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These templates can be used as is

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for a more specific need

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click create from scratch.

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You'll have to choose the type of approval you need.

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The org wide

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whether it should be accessible to all users,

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specific people,

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whether it should apply only to chosen people,

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whether it should be reserved for members of a specific team's team.

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In our case we choose teamwide

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and then select the marketing team before clicking done.

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The configuration then takes place in 3 steps.

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First,

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the basic settings,

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which allows you to name the template.

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Here,

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marketing team purchase request

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assign it a category,

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finance in our example,

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and add a description for future approvers.

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Click next to continue.

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Step two,

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form design

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works on the same principle as Microsoft Forms.

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You add the questions that the applicant will have to answer as a choice,

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free text or date.

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Specifying whether each is mandatory,

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it is this form that structures the information

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collected for each request based on this template.

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Step 3

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workflow settings defines the rules to be applied.

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You can make file attachment mandatory

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and then require responses in the assigned order

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with up to 10 levels of approvers.

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For each level

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you let the requester freely enter the approver's name

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or impose it directly if you prefer that it cannot be edited.

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You can also make comments mandatory

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once these settings have been made,

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click preview to check the final rendering before clicking publish.

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The model is now available.

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Marketing team members can use it directly to create a new request,

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and teams even offers to share its link with

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your teammates so they can easily find it.

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To find or edit it later,

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go back to create

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or manage templates,

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then choose the name of the relevant team in the drop down menu.

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Your template appears ready to be opened and re-edited

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step by step before clicking cancel or save.

Mandarine AI: WHAT YOU SHOULD KNOW

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