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Managing Approvals in Microsoft Teams

Managing Approvals in Microsoft Teams

51mIntermediate2022-07-26

Authors

Heather Severino

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

Are you looking for a little help with your approvals process, but not really sure where to start? Why not integrate it to meet the rest of your business needs using the new Approvals feature in Microsoft Teams? From paid time off to business travel, to expense reports, esignatures, and supplies, get ready to streamline how you manage requests while improving the workflows of everyone involved. Microsoft Most Valuable Professional and Microsoft Certified Trainer Heather Severino shows how to create and respond to approvals more effectively so you can stay focused on other parts of your job. Heather walks you through creating an approval from scratch and from the templates built into Teams. Get tips on requesting and responding to approvals from anywhere—whether you’re in a chat, a Teams channel, or a meeting.

Skills covered

Microsoft TeamsMessagingOffice 365Microsoft 365Business Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Manage approval requests with the Approvals app

1. Accessing the Approvals Hub

  • 02 - Launch and pin the Approvals app

2. Creating Approval Templates

  • 03 - Create a request for leave approval template
  • 04 - Create a reimbursement request template
  • 05 - Create an approval template from scratch
  • 06 - Manage templates

3. Working with Approval Requests

  • 07 - Request an approval
  • 08 - Follow up on a request
  • 09 - Respond to a request
  • 10 - Create an eSign request

4. Integrating Approvals in Microsoft Teams Chats and Channels

  • 11 - Create an approval in a Teams chat or channel conversation
  • 12 - Working with the Approvals mobile app

Conclusion

  • 13 - Expand your approvals skills

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