Microsoft Teams is one of the most productive and efficient online tools that has gained the status of the ‘must have’ for communication among the group of people working on a project in an organization.
It’s also a great tool for communication with your customers, partners and employees. You may use it to collaborate on projects, share documents and have meetings with your team members in real-time. And, it has some other useful features too. But, if you are using this tool for the first time, there will be some questions like how to set up a meeting, what are the best features of Microsoft Teams and how to add participants to the meeting.
Microsoft Development Firms like Al Rafay Consulting, working as professionals, have a team of experts who know how to get the maximum output from online tools offered by Microsoft online platforms.
The services provided by the experts are well-researched and designed to get the best results. Al Rafay Consulting has a large pool of developers who can design and develop different types of software for different business needs. They also offer their services for various other software platforms.
Let’s talk about one of the very useful tools being offered in Microsoft Teams, called the ‘approvals’. we, in this short writing, are going to talk about creating approval requests.
We will show you how to create a request and set up a response. In order to create a request for approval, you need to go to the New Requests menu. This is located under the File menu. You can then select Approval Request. You will now see a new window with several options. You can create a request in different ways, depending on the type of meeting that you want to make.
How to use “Approvals”
To use this app extension, all you have to do is add them through the Microsoft Teams App Catalogue. To do this, simply click on the three dots “Other apps added” in the left navigation area of Teams and enter “Approvals” in the search function.
After you have added the “Approvals” app, you can start or open it directly in Microsoft Teams in the app catalogue using the “Open” button. There is also the possibility to add the application to a team or chat via the small triangle.
Tip: So that you don’t have to search for the app in the app catalogue before each use, you can “pin” it with a right-click in the left navigation area to have it permanently visible in the navigation area. If you want to undo this, just right-click and select “Detach”.
Managing and Controlling Data
In both cases as mentioned above, the app opens directly in Microsoft Teams and you can manage your approval requests. For each requirement, you get the title of the requirement, the current status, the creation date, the applicant and the person who should approve the application at a glance. The user interface of the application is very clear and provides clearly understandable information. As a result, employees find their way around the application in a very short time and can use it directly. In addition, filter options offer the possibility to search specifically and quickly for approval requirements.
To get further details of a requirement, just click on the respective entry. This opens a new dialogue that shows the entire approval process and its current status in detail.
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How to Create a New Approval Request
The approval requests can be created directly in the chats, channels or via the app. If you want to create an approval request directly in a chat or channel, you need to search for “Approvals” by clicking on the context menu (the orange circled dots in the image below) and typing “Approvals” in the search field.
You can also create an approval request directly in the app by clicking the “+ New Approval Request” button.
As an expert Microsoft Development firm, we advise you to consult us when you need to set up this online tool for better-organized functionality and productivity through an app for your ongoing projects as an organization.