Approvals - How to approve a request 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 improve your productivity and stay updated with the latest updates and publications.
- 1:30
- 2761 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2551 times
-
Copilot (licence) - Use Copilot with Right-Click
- 02:50
- Viewed 1523 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 5473 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1610 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 7121 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14803 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 3168 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5436 times
-
Create and modify a group
- 2:19
- Viewed 5473 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 5436 times
-
Join a group
- 1:34
- Viewed 4013 times
-
Accessing applications from a group
- 1:59
- Viewed 3923 times
-
Creating a group
- 2:38
- Viewed 3851 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3640 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3619 times
-
Work together on the same document
- 1:07
- Viewed 3520 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3488 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3291 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3251 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 3158 times
-
Having a conversation within a group
- 3:21
- Viewed 3100 times
-
Creating a personalized permission level
- 2:46
- Viewed 3082 times
-
Targeting content using a specific audience
- 3:35
- Viewed 3062 times
-
Checking the granted shares
- 2:27
- Viewed 3038 times
-
Remove a member from a group
- 0:29
- Viewed 3029 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 3027 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2972 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2931 times
-
Creating a permission group
- 3:53
- Viewed 2882 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2858 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2838 times
-
Back up and saving notes
- 0:32
- Viewed 2773 times
-
Use and create a template
- 2:40
- Viewed 2748 times
-
Access to your recent documents
- 1:14
- Viewed 2694 times
-
How to request an approval
- 2:20
- Viewed 2598 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2481 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2410 times
-
Use Adobe sign
- 1:20
- Viewed 2314 times
-
Engaging and animating a group
- 1:55
- Viewed 2029 times
-
Create a team using a template
- 1:03
- Viewed 2008 times
-
Edit and enhance messages
- 1:57
- Viewed 1933 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1787 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1742 times
-
Interact in conversations
- 1:30
- Viewed 1710 times
-
Create a team and add members
- 1:37
- Viewed 1610 times
-
Creating or Joining a Team
- 1:11
- Viewed 1591 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1516 times
-
Manage a meeting
- 2:08
- Viewed 1397 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1335 times
-
Overview of conversations
- 1:02
- Viewed 1329 times
-
Private and small group chats
- 2:03
- Viewed 1323 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1321 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1318 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1244 times
-
Take notes in meetings
- 0:35
- Viewed 1239 times
-
Create a SharePoint site
- 2:58
- Viewed 1199 times
-
File Management
- 1:04
- Viewed 1181 times
-
Interact in a conversation
- 2:03
- Viewed 1176 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1157 times
-
Create a document library
- 1:56
- Viewed 1157 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1153 times
-
Create Approval Templates
- 2:06
- Viewed 1136 times
-
Posting in a Channel
- 2:15
- Viewed 1133 times
-
Managing Teams and Channels
- 2:15
- Viewed 1132 times
-
Creating a Channel
- 2:05
- Viewed 1127 times
-
Make a New Approval Request
- 1:26
- Viewed 1110 times
-
Store files in conversations
- 1:38
- Viewed 1108 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1096 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1078 times
-
Create a SharePoint Lists
- 2:18
- Viewed 1059 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1048 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 1048 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 1022 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 997 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 997 times
-
Work together on the same document
- 1:48
- Viewed 979 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 949 times
-
Use Templates for Document Creation
- 1:03
- Viewed 947 times
-
Manage Document Approval
- 0:56
- Viewed 938 times
-
Use version history
- 1:57
- Viewed 936 times
-
Customise my site Homepage
- 3:03
- Viewed 932 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 928 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 928 times
-
Open and work on a document
- 2:42
- Viewed 912 times
-
Rename and find a document
- 2:00
- Viewed 909 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 909 times
-
Add and Explore Workflows
- 1:35
- Viewed 889 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 885 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 838 times
-
Make a File Request
- 01:24
- Viewed 649 times
-
The Bcc Field in Detail
- 01:53
- Viewed 547 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 507 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 435 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 411 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 406 times
-
Create an appointment or meeting
- 01:44
- Viewed 391 times
-
Create a Meeting Poll
- 02:48
- Viewed 388 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 381 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 374 times
-
Respond to a meeting
- 01:00
- Viewed 358 times
-
Share a task list
- 03:10
- Viewed 355 times
-
Manage Teams online meeting options
- 01:56
- Viewed 349 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 347 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 338 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 337 times
-
Create a task from a message
- 02:00
- Viewed 333 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 331 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 328 times
-
Open a Shared Calendar
- 01:29
- Viewed 328 times
-
Calendar Delegation Setup
- 01:21
- Viewed 324 times
-
Share a document securely with Outlook
- 02:21
- Viewed 322 times
-
Share Your Calendar
- 01:54
- Viewed 319 times
-
Use a Shared Mailbox
- 01:18
- Viewed 315 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 314 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 298 times
-
View Other Calendars
- 00:50
- Viewed 296 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 291 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 136 times
-
Relevant views to highlight your information
- 01:52
- Viewed 21 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 20 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 17 times
-
A fully custom list built from scratch
- 01:34
- Viewed 17 times
-
A well-structured form for easy entry
- 01:17
- Viewed 17 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 17 times
-
The essentials of the Lists interface
- 02:01
- Viewed 15 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 15 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 14 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 14 times
-
Simple ways to add data to your list
- 01:06
- Viewed 13 times
-
Smooth updates and management for any list
- 01:06
- Viewed 13 times
-
Custom columns to match your needs
- 02:09
- Viewed 13 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 13 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 13 times
-
The right column type for each data set
- 02:35
- Viewed 12 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 17 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 13 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 15 times
-
Relevant views to highlight your information
- 01:52
- Viewed 21 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 13 times
-
A well-structured form for easy entry
- 01:17
- Viewed 17 times
-
The right column type for each data set
- 02:35
- Viewed 12 times
-
Custom columns to match your needs
- 02:09
- Viewed 13 times
-
Smooth updates and management for any list
- 01:06
- Viewed 13 times
-
Simple ways to add data to your list
- 01:06
- Viewed 13 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 14 times
-
A fully custom list built from scratch
- 01:34
- Viewed 17 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 17 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 20 times
-
The essentials of the Lists interface
- 02:01
- Viewed 15 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 14 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 54 times
-
Format and example for optimal results
- 02:03
- Viewed 58 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 48 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 116 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 46 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 50 times
-
Extract Text from an Image
- 01:07
- Viewed 73 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 131 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 143 times
-
Query an Attached Meeting
- 01:51
- Viewed 56 times
-
Plan with Copilot
- 01:15
- Viewed 85 times
-
Share Requests with Your Team
- 03:07
- Viewed 135 times
-
Translate a presentation
- 01:38
- Viewed 62 times
-
Generate a Video
- 01:49
- Viewed 70 times
-
Add Speaker Notes
- 00:56
- Viewed 69 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 138 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 128 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 146 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 187 times
-
Copilot at the service of project reports
- 02:36
- Viewed 156 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 159 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 296 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 161 times
-
Project mode
- 01:31
- Viewed 153 times
-
Create an agent for a team
- 01:53
- Viewed 270 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 267 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 123 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 271 times
-
Copilot Studio agent settings
- 01:33
- Viewed 113 times
-
Add new actions
- 01:54
- Viewed 270 times
-
Create a first action
- 01:59
- Viewed 260 times
-
Manage topics
- 01:51
- Viewed 145 times
-
Manage knowledge sources
- 01:11
- Viewed 110 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 262 times
-
Access Copilot Studio
- 01:09
- Viewed 256 times
-
Get started with Copilot Studio
- 01:25
- Viewed 124 times
-
Introduction to PowerBI
- 00:60
- Viewed 283 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 268 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 260 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 293 times
-
Introduction to Planner
- 00:56
- Viewed 271 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 409 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 279 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 417 times
-
Introduction to Sway
- 01:53
- Viewed 354 times
-
Introducing to Word
- 01:00
- Viewed 257 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 247 times
-
Create a call group
- 01:15
- Viewed 445 times
-
Use call delegation
- 01:07
- Viewed 213 times
-
Assign a delegate for your calls
- 01:08
- Viewed 415 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 218 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 218 times
-
Manage advanced call notifications
- 01:29
- Viewed 229 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 366 times
-
Block unwanted calls
- 01:24
- Viewed 262 times
-
Disable all call forwarding
- 01:09
- Viewed 242 times
-
Manage a call group in Teams
- 02:01
- Viewed 260 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 213 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 218 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 236 times
-
Manage voicemail messages
- 01:55
- Viewed 369 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 407 times
-
Customize your voicemail greeting
- 02:17
- Viewed 213 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 278 times
-
Manage simultaneous calls
- 01:52
- Viewed 244 times
-
Support third-party apps during calls
- 01:53
- Viewed 352 times
-
Add participants quickly and securely
- 01:37
- Viewed 229 times
-
Configure call privacy and security settings
- 02:51
- Viewed 229 times
-
Manage calls on hold
- 01:20
- Viewed 226 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 233 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 220 times
-
Draft a Service Memo
- 02:33
- Viewed 269 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 256 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 426 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 399 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 136 times
-
Other Coaches
- 01:45
- Viewed 284 times
-
Agents in SharePoint
- 02:44
- Viewed 223 times
-
Prompt coach
- 02:49
- Viewed 249 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 236 times
-
Configure a Copilot Agent
- 02:39
- Viewed 246 times
-
Describe a copilot agent
- 01:32
- Viewed 283 times
-
Rewrite with Copilot
- 01:21
- Viewed 235 times
-
Analyze a video
- 01:21
- Viewed 259 times
-
Use the Copilot pane
- 01:12
- Viewed 245 times
-
Process text
- 01:03
- Viewed 240 times
-
Create an insights grid
- 01:19
- Viewed 451 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 246 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 265 times
-
Create an image with Copilot
- 00:42
- Viewed 461 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 257 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 263 times
-
Chat with Copilot
- 00:50
- Viewed 271 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 444 times
-
Data Privacy in Copilot
- 00:43
- Viewed 266 times
-
Access Copilot
- 00:25
- Viewed 476 times
-
Use a Copilot Agent
- 01:24
- Viewed 301 times
-
Edit in Pages
- 01:49
- Viewed 309 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 282 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 268 times
-
Generate the email for the recipient
- 00:44
- Viewed 257 times
-
Action Function
- 04:18
- Viewed 224 times
-
Search Function
- 03:42
- Viewed 269 times
-
Date and Time Function
- 02:53
- Viewed 291 times
-
Logical Function
- 03:14
- Viewed 450 times
-
Text Function
- 03:25
- Viewed 282 times
-
Basic Function
- 02:35
- Viewed 239 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 281 times
-
Introduction to Power Fx
- 01:09
- Viewed 282 times
-
The New Calendar
- 03:14
- Viewed 487 times
-
Sections
- 02:34
- Viewed 253 times
-
Customizing Views
- 03:25
- Viewed 243 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 551 times
Objectifs :
This tutorial aims to guide managers on how to handle approval requests effectively within a project management context, focusing on the steps to approve, reject, or request additional information for pending approvals.
Chapitres :
-
Introduction to Approval Management
In previous tutorials, we explored how to create an approval process from scratch and how managers can establish models for better approval requests. This session will build on that knowledge by demonstrating how to manage approval requests effectively. -
Navigating Approval Requests
As the manager of the beta project, you will need to approve various requests. To view your approval requests, click on the 'Sent' section to see everything you have sent or created. The 'Received' section displays items that require your approval or where you are involved in the approval process. -
Handling a Pending Approval Request
For instance, let’s examine a pending request labeled 'Purchase Beta Project.' The request includes a comment stating, 'Please approve ASAP,' but lacks an attached document. In this case, you have several options to proceed: -
Options for Managing Requests
You can choose from the following actions: -
Actions Available
1. **Request Additional Information**: You can reply to the requester asking them to attach the necessary document. 2. **Cancel the Request**: If you believe the request is no longer valid, you can cancel it. 3. **Follow Up**: If you want to approve the request but need the document first, you can follow up with the requester. 4. **Reject the Request**: If the absence of the document is critical, you may reject the request outright. 5. **Approve the Request**: If you decide to approve it despite the missing document, you can do so and send a message via Teams. -
Staying Updated on Approvals
To keep track of your activities, you can check the 'Activity' section. This area will notify you of any mentions or items that have been sent to you, ensuring you stay informed about your approval responsibilities. -
Conclusion
In summary, managing approval requests involves understanding the options available to you as a manager. By effectively navigating the approval system, you can ensure that all necessary documents are attached and that the approval process runs smoothly.
FAQ :
What is the process for approving a request?
To approve a request, navigate to the 'Approvals' section, find the pending request, and select 'Approve'. You can also add a comment if necessary.
What should I do if a document is missing from a request?
If a document is missing, you can either comment on the request asking for the document to be attached, or you can reject the request until the necessary information is provided.
How can I track my approval requests?
You can track your approval requests by checking the 'Activity' section, which will notify you of any mentions or actions taken on your requests.
What actions can I take on a pending request?
For a pending request, you can approve it, reject it, cancel it, or follow up with the requester for more information.
Can I communicate with my team about approvals?
Yes, you can send messages through Microsoft Teams to communicate with your team regarding approvals and any necessary follow-ups.
Quelques cas d'usages :
Project Management
As a project manager, you can use the approval process to streamline decision-making for project-related expenses, ensuring that all purchases are vetted before approval.
Document Review
In a document review scenario, team members can submit documents for approval, and managers can track the status of these documents, ensuring timely feedback and action.
Resource Allocation
When allocating resources for a project, managers can use the approval system to request and approve additional resources, ensuring that all team needs are met efficiently.
Compliance Checks
In industries where compliance is critical, the approval process can be used to ensure that all necessary documents are reviewed and approved before proceeding with operations.
Budget Approval
Finance teams can utilize the approval process to manage budget requests, allowing for a clear and documented trail of approvals and rejections for financial accountability.
Glossaire :
Approval
A formal agreement or consent to a request, often required in business processes to ensure that decisions are made with oversight.
Manager
An individual responsible for overseeing a team or project, making decisions, and ensuring that tasks are completed effectively.
Pending
A status indicating that a request or action is awaiting approval or completion.
Comment
A note or message added to a document or request, often used to provide feedback or additional information.
Teams
A collaboration platform developed by Microsoft that allows users to communicate, share files, and manage projects within teams.
Follow up
An action taken to check on the status of a request or to remind someone about a pending task.
Reject
To refuse to accept a request or proposal, often due to missing information or unsatisfactory conditions.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise