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Mastering Microsoft Ep 14: How to Use Approval Requests in Microsoft Teams

November 9, 2022 By Angie Jones

Are you tired of badgering your co-workers for signatures? Or waiting on a sign-off from your boss? Then you should start using Approvals. Approvals consolidates all of your requests into one hub. From project proposals to client agreements, you can create an approval request and check on its progress in real time.  It also takes the stress out of following up!

How to Send and Track Approval Requests in Microsoft Teams

  1. Click on the ellipses in your Teams navigation bar
  2. Choose the ‘Tasks by Planner and To-Do’ app from the options
  3. You can navigate your tasks by using the menu on the left hand side
  4. To create a new task click on the ‘+’ sign next to ‘new list or plan’
  5. Select which view you want your tasks to appear in; board, list, chart or schedule
  6. Add new tasks by clicking on ‘add task’
  7. Fill in the details of your task including the name, due date, priority level, any attachments and assigning it to a specific channel or teams member

Filed Under: Mastering Microsoft

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