Teams - Create Approvals

Approvals in Microsoft Teams is a way to streamline all of your requests and processes with your team or partners. You'll be able to create new approvals, view the ones sent your way, and see all of your previous approvals in one place.

  • Approvals hub - This is where you'll see all of your approvals that you've sent or received, including the ones that are already complete. Approvals show up across all of your systems, including Power Automate, SharePoint, and Microsoft Dynamics 365.

  • Approvals from chat - It's easy to send an approval right from your Teams conversation. Set it up from the compose box, then see the approvals card in your chat. Note that only people in the conversation can be added as approvers.

  • Approvals card - The card gives a real-time summary of the approval's status. See who's responded, and who still needs a little more time.

  • Power Automate - When you create an approval through Power Automate, it'll appear in your list of approvals in the app. You can create a new flow and select a trigger such as a system driven event from one of the 350+ connectors.

  • Endless options - Whether you need an approval to file an expense report, give a discount to a customer, or request time off, use Approvals to get it all done within Teams.

Try it!

To create an approval from the Approvals hub:

  1. Open the Approvals app in Microsoft Teams.

  2. Select New approval request.

  3. Fill in the name of the request, who needs to approve it, any additional info, and add an attachment if needed.

  4. Select Send. You’ll be able to view the request later by selecting Sent in the hub.

Note: Approvals you create through Power Automate will appear in the hub, too.

Want more?

Get training on Microsoft Teams

Try it!

To create an approval from a Teams chat:

  1. Make sure you have Approvals installed in Microsoft Teams.

  2. From the chat window, select (…) More options, then select Approvals from the listed apps.

  3. Fill in the name of the request, who needs to approve it, any additional info, and add an attachment if needed.

  4. If there’s more than one approver, you can select All must approve if you want.

  5. Select Send. You’ll be able to view the request in the chat, or in the Approvals app hub.

Note: When you create an approval from a Teams chat, you can only add approvers that are already in the chat. 

Want more?

Get training on Microsoft Teams

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.