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Teams - Submit a New Approval Request Tutorial

Submit a new approval request in Microsoft Teams. Open the approval app from the sidebar, or install and pin it for quick access. Create a basic request, name it clearly, add one or more approvers, and set the required response order. Attach documents if needed, choose priority, and use the send feature to track status in real time. Use cancel or follow-up to manage pending approvals.

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Available in Microsoft365

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many actions require validation before being initiated

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a purchase,

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the publication of a document,

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a request for leave

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traditionally this validation takes the form

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of email exchanges or informal messages,

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which makes it difficult to follow up and leaves few traces.

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The Microsoft Team's approval app does just that.

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It allows you to formalize a request,

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designate one or more approvers.

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And monitor the status of the validation in real time.

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Let's take a look at how to create a new approval request.

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If the approval app isn't already present in your sidebar,

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open the team's app library and search for it.

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Click the app,

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then click add if it's not already installed,

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or click open if it's already installed.

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If you plan to use it regularly,

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remember to pin it to your sidebar by right clicking on its icon,

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then pin.

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So that you can access it at all times.

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Once in the application,

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the left part gives access to several spaces.

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Approval brings together all the requests you've sent or received.

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Below this are three e-signature integrations.

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Adobe Sign,

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which allows you to sign and send documents for e-signature

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with a login

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or free trial.

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DocuSign positioned on the same principle of sending and signing documents

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and Microsoft 365 e-signature,

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Microsoft's native solution,

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which displays the signature request you receive directly in Teams

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without going through a third party service.

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Finally,

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the create or manage templates link at the bottom of the pane

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gives access to ready to use templates.

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Such as a leave,

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business trip,

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or work from home request,

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which is useful for speeding up the creation of requests that come up regularly

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to create a new request,

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click new approval request in the top right.

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Two approaches are offered basic request,

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which we will use here,

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or sending directly to AdobeSign or DocuSign

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for an electronic signature.

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Give your request a clear name

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such as purchase requisition

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and then fill in the email address of the approver in the approver's field.

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If you designate multiple approvers,

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you can enable the required responses in the assigned order option.

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The responses will then have to follow exactly the

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order in which you entered the email addresses.

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You can then set the priority of the request,

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medium or important,

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and add additional details to specify the context.

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If the approver needs to review a document before making a decision,

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attach it directly via ad attachment.

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You'll also notice the send to another environment option.

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It allows a request to be addressed to a

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different environment than the one used by default,

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a useful feature if your organization

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works with multiple Microsoft 365 environments.

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Once all fields are completed,

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click send.

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Your request will then go through the creation process

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and appear in the sent tab of the application.

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Clicking on it will take you to the details of its status,

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the current stage,

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the approver concerned,

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and the date the request was sent.

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Two actions are then available to you.

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Cancel the request if it is no longer necessary,

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or follow up that sends a reminder notification to the approver

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who has not yet responded.

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A good way to follow up with him

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without having to write to him directly.

Mandarine AI: WHAT YOU SHOULD KNOW

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