How to use the Approvals App in Microsoft Teams: Tutorial

The Approvals app in Microsoft Teams makes it easy to request, approve, reject and reassign approvals in your organisation. In this video tutorial I show you how to use the Teams approvals app for basic approvals, approvals requiring more than one person to approve, templated approvals for common scenarios, and how to use Power Automate to trigger automated approvals.

00:00 - Approvals App in Microsoft Teams
00:21 - Navigating around the Approvals App in Teams
01:23 - Create an approval request
03:31 - Approve, reject, or reassign an approval request
04:26 - Set up Teams notification preferences for approvals
05:18 - Create approval templates
08:43 - Automate approvals using Power Automate

[jenquilty]

This is great! Interface through Teams makes building the form so much easier than in Power Automate, but good to know how it's done!

[leannedeguerrero]

This video is soo helpful, we are setting up a Purchase Order system using Approvals. Is there a way of the order being returned to the first approver after it has been signed off by everyone?

[belizatube]

Incredible content, Lisa. I have a customer that are struggling with one thing - how to set the production environment as default in the top right corner? Didn't find anything related to this.

[nnnnayyan]

Really helpful! I'm wondering if you could create a deep link to open the approval item (to one individual record, not the approvals tab) in Microsoft teams?

[AHumanMale]

Thank you for posting this. Only question I have is how you can apply a template to Org wide as you show at 6:08. I only see a list of some (but not all) teams I am a member of, but can apply the template to only one of those teams. No option to choose anything else, so not quite sure what I'm missing.

[nataliazindrili]

Thanks Lisa. Very useful. One question or maybe 2. Is that possible for me to make a template that the attached file field that will be optional and not mandatory? And my second question. Is it possible to have just one approver but many others (let's say 2) just to be aware of that (without the permission to approve or reject). Is there any workaround to achieve that?

[janetbelling]

Hi. How do I add the Reassign option for the approver

[butter]

hopefully can received notif in email too