How to create Template in Approval app in MS Teams

ARTICLE SUMMARY

This article explains how you can create a Template in Approval app in Microsoft Teams. With templates in Approvals, you and your team can create and send approval requests. Use preset fields for templates like discount requests or expense reports – all in Microsoft Teams.

Discover Templates in Approval

INSTRUCTIONS

If you're a team owner or admin, here's what you need to know:

• Manage templates - You can create templates from the Approvals hub. Select Manage templates > New templates to customize them.
• Scope - If you're an admin, you can select from these three options that best fit your needs: Org wide, Specific people, and Team wide. If you're a team owner, you can only select Team wide when creating new templates for the team you own.
• Basic settings - For each template, select an icon and add a name, description, and category.
• Form design - This section is where you can add form details for users to enter when filling out the template.
• Workflow settings - You can define the approval order, select who needs to approve the request and give custom responses.