12/3/2023 0 Comments Microsoft teams forms![]() When the Templates tab is selected, if no templates have been created in your organization or in any teams that you are a member of, there will not be any templates shown, and you’ll see the message “No templates available at the moment, contact your manager to set up new approval templates”. Notice that there is a tab at the top, “ Templates”. ![]() When clicking New approval request at the top right, a basic approval request will be displayed, with some simple fields like the name of the request, who the approvers should be, and the ability to add attachments. At the top right, there is a big button for New approval request, and there is also a small ellipsis next to it where you can Manage approval templates. On the left, if your company has purchased the Adobe Sign integration, you can click Adobe Sign, and see the list of files you’ve sent and received for eSignatures. At the top, you can click the Sent tab, if you would like to see approvals that you have sent to others for approval. This includes approvals that have come from flows. On this screen, you’ll be presented at first with any approvals that you’ve received in the past. In this post, I’ll show you how to use the approval templates, and how to create your own templates and share them with your whole organization or just specific teams.įirst, to get to the Approvals app, go to Microsoft Teams, click the ellipsis on the left side, and choose (or search for) Approvals. This is done in the built in “Approvals” app in Teams, and it uses Microsoft Forms. ![]() In Microsoft Teams, there is a way to create quick and easy forms to run through simple approval processes.
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