{"id":13466,"date":"2024-10-30T00:22:37","date_gmt":"2024-10-29T23:22:37","guid":{"rendered":"https:\/\/nboldapp.com\/sharepoint-workflows-in-teams-setup-guide-2024\/"},"modified":"2024-11-07T14:54:32","modified_gmt":"2024-11-07T13:54:32","slug":"sharepoint-workflows-in-teams-setup-guide-2024","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/sharepoint-workflows-in-teams-setup-guide-2024\/","title":{"rendered":"Les flux de travail SharePoint dans Teams : Guide de configuration 2024"},"content":{"rendered":"<p>Want to automate tasks in <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-teams\/group-chat-software\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Microsoft Teams<\/a> using <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/sharepoint\/collaboration\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">SharePoint<\/a> workflows? Here&#8217;s what you need to know:<\/p>\n<p>SharePoint workflows let you automate repetitive tasks in Teams like:<\/p>\n<ul>\n<li>Document approvals<\/li>\n<li>Task assignments<\/li>\n<li>File management<\/li>\n<li>Status updates<\/li>\n<li>Team notifications<\/li>\n<\/ul>\n<p><strong>Key Changes in 2024:<\/strong><\/p>\n<ul>\n<li>SharePoint 2010 workflows are discontinued<\/li>\n<li>SharePoint 2013 workflows end April 2, 2024 for new tenants<\/li>\n<li><a href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/products\/power-automate\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Connecteur Power Automate<\/a> is now the main workflow tool<\/li>\n<\/ul>\n<p><strong>Quick Setup Requirements:<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Microsoft 365<\/a> account with Teams\/SharePoint access<\/li>\n<li>Contribute permissions on SharePoint site<\/li>\n<li>Power Automate license<\/li>\n<li>Latest Teams app<\/li>\n<li>Modern web browser<\/li>\n<\/ul>\n<p>Here&#8217;s a breakdown of the main workflow types and their benefits:<\/p>\n<table style=\"width:100%;\">\n<thead>\n<tr>\n<th>Type de flux de travail<\/th>\n<th>Ce qu'il fait<\/th>\n<th>Principaux avantages<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Approbation des documents<\/td>\n<td>Routes documents for review\/sign-off<\/td>\n<td>Cuts approval time by 80%<\/td>\n<\/tr>\n<tr>\n<td>Task Assignment<\/td>\n<td>Automatically assigns work items<\/td>\n<td>Saves 30% management time<\/td>\n<\/tr>\n<tr>\n<td>File Management<\/td>\n<td>Moves\/organizes files automatically<\/td>\n<td>Reduces filing errors by 50%<\/td>\n<\/tr>\n<tr>\n<td>Status Updates<\/td>\n<td>Tracks document\/project progress<\/td>\n<td>Keeps everyone informed<\/td>\n<\/tr>\n<tr>\n<td>Team Notifications<\/td>\n<td>Sends automated alerts<\/td>\n<td>No missed updates<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Bottom Line:<\/strong> SharePoint workflows in Teams can save your team hours of manual work. With SharePoint 2013 workflows being phased out, now&#8217;s the time to switch to Power Automate for creating your automated processes.<\/p>\n<h2 id=\"related-video-from-youtube\" tabindex=\"-1\" class=\"sb\">Vid\u00e9o connexe de YouTube<\/h2>\n<p><iframe class=\"sb-iframe\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/tiLyIL6Q2Wk\" frameborder=\"0\" loading=\"lazy\" allowfullscreen style=\"width: 100%; height: auto; aspect-ratio: 16\/9;\"><\/iframe><\/p>\n<h2 id=\"before-you-start\" tabindex=\"-1\" class=\"sb\">Before You Start<\/h2>\n<p>Let&#8217;s get you ready to set up SharePoint <a href=\"https:\/\/nboldapp.com\/fr\/creer-des-flux-de-gestion-de-fichiers-dans-microsoft-teams\/\" style=\"display: inline;\">workflows in Microsoft Teams<\/a>.<\/p>\n<h3 id=\"what-you-need\" tabindex=\"-1\">What You Need<\/h3>\n<p>1. <strong>Account and Permissions<\/strong><\/p>\n<p>Vous aurez besoin de.. :<\/p>\n<ul>\n<li>A Microsoft 365 account with Teams and SharePoint access<\/li>\n<li>Contribute (Edit) permission on the SharePoint site for workflows<\/li>\n<li>Power Automate license (often included in Microsoft 365 plans)<\/li>\n<\/ul>\n<blockquote>\n<p>For approvers: They need view access, but also Contribute permission on the workflow&#8217;s task list to approve items.<\/p>\n<\/blockquote>\n<p>2. <strong>Tech Setup<\/strong><\/p>\n<p>Make sure you have:<\/p>\n<ul>\n<li><a href=\"https:\/\/nboldapp.com\/fr\/20-best-microsoft-teams-apps-2024\/\" style=\"display: inline;\">Latest Microsoft Teams app<\/a> (desktop or web)<\/li>\n<li>Modern web browser<\/li>\n<li>Stable internet connection<\/li>\n<\/ul>\n<h3 id=\"getting-ready\" tabindex=\"-1\">Getting Ready<\/h3>\n<p>1. <strong><a href=\"https:\/\/nboldapp.com\/fr\/sharepoint-with-microsoft-teams\/\" style=\"display: inline;\">Connect SharePoint to Teams<\/a><\/strong><\/p>\n<ul>\n<li>\u00c9quipes ouvertes<\/li>\n<li>Go to your channel<\/li>\n<li>Click &quot;+&quot; for a new tab<\/li>\n<li>Pick &quot;SharePoint&quot; and choose your document library<\/li>\n<\/ul>\n<p>2. <strong>Prep for Workflows<\/strong><\/p>\n<ul>\n<li>Get to know Power Automate (it replaces older SharePoint workflows)<\/li>\n<li>Check out the 100+ <a href=\"https:\/\/nboldapp.com\/fr\/modeles-pour-microsoft-teams\/\" style=\"display: inline;\">SharePoint templates<\/a> in Power Automate<\/li>\n<\/ul>\n<p>3. <strong>Set Permissions<\/strong><\/p>\n<ul>\n<li>Update SharePoint site permissions<\/li>\n<li>Give team members the right access<\/li>\n<\/ul>\n<p>4. <strong>Plan Your Workflows<\/strong><\/p>\n<ul>\n<li>Spot tasks you can automate<\/li>\n<li>Outline each workflow&#8217;s steps<\/li>\n<\/ul>\n<p>Now you&#8217;re set to start creating SharePoint workflows in Teams!<\/p>\n<h2 id=\"getting-started\" tabindex=\"-1\" class=\"sb\">Getting Started<\/h2>\n<p>Let&#8217;s jump into creating SharePoint workflows in Microsoft Teams. We&#8217;ll cover three main steps:<\/p>\n<ol>\n<li><a href=\"https:\/\/nboldapp.com\/fr\/guide-dintegration-de-microsoft-teams-et-sharepoint-2024\/\" style=\"display: inline;\">Opening SharePoint in Teams<\/a><\/li>\n<li>Setting up workflow links<\/li>\n<li>Managing user access<\/li>\n<\/ol>\n<h3 id=\"opening-sharepoint-in-teams\" tabindex=\"-1\">Opening <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/sharepoint\/collaboration\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">SharePoint<\/a> dans les \u00e9quipes<\/h3>\n<p>Here&#8217;s how to access SharePoint right inside Teams:<\/p>\n<ol>\n<li>Ouvrez Teams et acc\u00e9dez \u00e0 votre cha\u00eene<\/li>\n<li>Click &quot;+&quot; at the top to add a tab<\/li>\n<li>Pick &quot;SharePoint&quot;<\/li>\n<li>Choose your content (pages, lists, or document libraries)<\/li>\n<li>Cliquez sur \"Enregistrer\"<\/li>\n<\/ol>\n<p>Now you can work with SharePoint without leaving Teams. Pretty neat, right?<\/p>\n<h3 id=\"setting-up-workflow-links\" tabindex=\"-1\">Setting Up Workflow Links<\/h3>\n<p>Time to set up those workflow links:<\/p>\n<ol>\n<li>Go to your new SharePoint tab in Teams<\/li>\n<li>Find the document library or list for your workflow<\/li>\n<li>Click &quot;Integrate&quot; &gt; &quot;Power Automate&quot;<\/li>\n<li>Pick a template or make a custom flow<\/li>\n<li>Set up your workflow steps, triggers, and actions<\/li>\n<li>Save and turn it on<\/li>\n<\/ol>\n<p>Pro tip: Use Power Automate for new workflows. SharePoint 2013 workflows are on their way out.<\/p>\n<h3 id=\"setting-up-user-access\" tabindex=\"-1\">Setting Up User Access<\/h3>\n<p>Getting user access right is key. Here&#8217;s what to do:<\/p>\n<ol>\n<li>Figure out who needs workflow access<\/li>\n<li>Give them at least &quot;Contribute&quot; permissions on the SharePoint site<\/li>\n<li>For approval workflows, grant &quot;Contribute&quot; permissions on the workflow&#8217;s task list<\/li>\n<\/ol>\n<p>Need to set special permissions for an approver? Here&#8217;s how:<\/p>\n<ol>\n<li>Use SharePoint Designer to find the workflow&#8217;s task list<\/li>\n<li>In SharePoint, go to the task list settings<\/li>\n<li>Click &quot;Permissions for this list&quot; &gt; &quot;Stop Inheriting Permissions&quot;<\/li>\n<li>Set up the right permissions for your approvers<\/li>\n<\/ol>\n<p>And there you have it! You&#8217;re all set to create and manage SharePoint workflows in Teams.<\/p>\n<h2 id=\"building-workflows-in-teams\" tabindex=\"-1\" class=\"sb\">Building Workflows in Teams<\/h2>\n<p>Let&#8217;s dive into creating workflows that&#8217;ll make your team&#8217;s life easier in Teams. We&#8217;ll cover three types: document approval, task assignment, and file management.<\/p>\n<h3 id=\"document-approval-workflows\" tabindex=\"-1\">Document Approval Workflows<\/h3>\n<p>Want to speed up your approval process? Here&#8217;s how:<\/p>\n<ol>\n<li>Open SharePoint in Teams<\/li>\n<li>Go to your document library<\/li>\n<li>Hit &quot;Integrate&quot; &gt; &quot;Power Automate&quot;<\/li>\n<li>Pick &quot;Create an approval when a new item is added&quot;<\/li>\n<li>Set up your approval steps and who&#8217;s in charge<\/li>\n<li>Save and turn it on<\/li>\n<\/ol>\n<p>Voici un exemple concret :<\/p>\n<blockquote>\n<p>Contoso&#8217;s marketing team used this for their social media posts. Result? They slashed approval time from 24 hours to just 2. Talk about a game-changer!<\/p>\n<\/blockquote>\n<h3 id=\"task-assignment-workflows\" tabindex=\"-1\">Task Assignment Workflows<\/h3>\n<p>Let&#8217;s make task assignments a breeze:<\/p>\n<ol>\n<li>In SharePoint, find your task list<\/li>\n<li>Click &quot;Integrate&quot; &gt; &quot;Power Automate&quot;<\/li>\n<li>Choose &quot;Assign a task when a new item is created&quot;<\/li>\n<li>Set your assignment rules<\/li>\n<li>Add notifications and deadlines<\/li>\n<li>Save and activate<\/li>\n<\/ol>\n<p>Check this out:<\/p>\n<blockquote>\n<p>Fabrikam&#8217;s project team automated their task assignments. They freed up 30% of their time previously spent on manual allocation. More time for the big picture stuff!<\/p>\n<\/blockquote>\n<h3 id=\"file-management-workflows\" tabindex=\"-1\">File Management Workflows<\/h3>\n<p>Tired of playing file detective? Try this:<\/p>\n<ol>\n<li>In your document library, hit &quot;Integrate&quot; &gt; &quot;Power Automate&quot;<\/li>\n<li>Pick &quot;Move selected file&quot;<\/li>\n<li>Set up your file-moving rules<\/li>\n<li>Choose where files should go<\/li>\n<li>Add any needed approvals or notifications<\/li>\n<li>Save and activate<\/li>\n<\/ol>\n<p>Here&#8217;s a success story:<\/p>\n<blockquote>\n<p>An accounting firm used this to sort their docs automatically. They cut filing errors in half and saved 5 hours a week. That&#8217;s a lot of coffee breaks!<\/p>\n<\/blockquote>\n<p>These workflows aren&#8217;t just cool tech &#8211; they&#8217;re real time-savers. Give them a shot and watch your team&#8217;s productivity soar!<\/p>\n<h2 id=\"advanced-setup-options\" tabindex=\"-1\" class=\"sb\">Advanced Setup Options<\/h2>\n<p>Let&#8217;s dive into some advanced SharePoint workflow setups in Teams. These will help you create workflows that are more efficient, reusable, and flexible.<\/p>\n<h3 id=\"making-workflow-templates\" tabindex=\"-1\">Making Workflow Templates<\/h3>\n<p>Want to save time and keep things consistent? Create reusable workflow templates:<\/p>\n<ol>\n<li>Open SharePoint in Teams<\/li>\n<li>Find your list or library<\/li>\n<li>Click &quot;Integrate&quot; &gt; &quot;Power Automate&quot;<\/li>\n<li>Build your workflow<\/li>\n<li>Save as a template<\/li>\n<\/ol>\n<p>Now you can apply these templates to new projects or teams in a snap.<\/p>\n<h3 id=\"using-power-automate\" tabindex=\"-1\">Utilisation <a href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/products\/power-automate\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Connecteur Power Automate<\/a><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/mars-images.imgix.net\/seobot\/screenshots\/www.microsoft.com-0864f9b8b5d2d37d909e07b284de0beb.jpg?auto=compress\" alt=\"Connecteur Power Automate\" style=\"width:100%;\"><\/p>\n<p>Power Automate takes your workflows up a notch. It connects SharePoint with other Microsoft 365 apps and even third-party services. Here&#8217;s a quick example:<\/p>\n<ol>\n<li>Open Power Automate in Teams<\/li>\n<li>Pick &quot;Create from blank&quot;<\/li>\n<li>Choose SharePoint as your trigger<\/li>\n<li>Add actions from other apps (Teams, Outlook, etc.)<\/li>\n<li>Set up your flow logic<\/li>\n<li>Save and test<\/li>\n<\/ol>\n<p>Power Automate offers tons of SharePoint templates to kickstart your automation journey.<\/p>\n<h3 id=\"multi-device-workflows\" tabindex=\"-1\">Multi-Device Workflows<\/h3>\n<p>In our mobile world, your workflows need to work everywhere. Make them multi-device friendly:<\/p>\n<ul>\n<li>Use responsive design in SharePoint forms<\/li>\n<li>Test on different devices (desktop, tablet, mobile)<\/li>\n<li>Create custom mobile-friendly interfaces with Power Apps<\/li>\n<li>Ensure all notifications work on mobile<\/li>\n<\/ul>\n<p>This way, your team stays productive whether they&#8217;re at a desk or on the move.<\/p>\n<h2 id=\"fix-common-problems\" tabindex=\"-1\" class=\"sb\">Fix Common Problems<\/h2>\n<p>SharePoint workflows in Teams can be tricky. Here&#8217;s how to tackle common issues:<\/p>\n<h3 id=\"workflow-won't-start\" tabindex=\"-1\">Workflow Won&#8217;t Start<\/h3>\n<p>Stuck at &quot;Not Started&quot;? Try these:<\/p>\n<ol>\n<li>Check your permissions<\/li>\n<li>Re-publish the workflow<\/li>\n<li>Create a simple test workflow<\/li>\n<\/ol>\n<p>If these don&#8217;t work, it might be a back-end issue. Microsoft fixed a similar problem (SP147057) in March 2023.<\/p>\n<h3 id=\"wrong-triggers\" tabindex=\"-1\">Wrong Triggers<\/h3>\n<p>Workflows firing for the wrong reasons? Here&#8217;s a fix:<\/p>\n<ol>\n<li>Add a variable for the new field value<\/li>\n<li>Set a condition to wait for the right value<\/li>\n<\/ol>\n<p>This stops unwanted triggers from other field changes.<\/p>\n<h3 id=\"works-for-some%2C-not-others\" tabindex=\"-1\">Works for Some, Not Others<\/h3>\n<p>When workflows are picky about users:<\/p>\n<ol>\n<li>Rewrite parts and re-attach to the custom action button<\/li>\n<li>Test live with affected users<\/li>\n<li>Copy a problem record and insert yourself as approver to test<\/li>\n<\/ol>\n<h3 id=\"speed-up-your-workflows\" tabindex=\"-1\">Speed Up Your Workflows<\/h3>\n<p>Slow workflows? Try these:<\/p>\n<p><strong>Use Power Automate<\/strong><\/p>\n<p>It&#8217;s faster and connects SharePoint with other apps.<\/p>\n<p><strong>Optimize Your Logic<\/strong><\/p>\n<ol>\n<li>Keep actions under 30 seconds for SharePoint Online<\/li>\n<li>Use clear local variables (e.g., &quot;strName&quot;, &quot;numCount&quot;)<\/li>\n<li>Add log commands to track performance<\/li>\n<\/ol>\n<p><strong>Maintain Regularly<\/strong><\/p>\n<ol>\n<li>Check workflow health in library settings<\/li>\n<li>Use PowerShell to kill stuck workflows<\/li>\n<li>Keep SharePoint and Teams updated<\/li>\n<\/ol>\n<h6 id=\"sbb-itb-8be0fd2\" class=\"sb-banner\" style=\"color:transparent!important;line-height:0!important;padding:0!important;margin:0!important;\">sbb-itb-8be0fd2<\/h6>\n<h2 id=\"keep-your-data-safe\" tabindex=\"-1\" class=\"sb\">Keep Your Data Safe<\/h2>\n<p>When you mix SharePoint workflows with Microsoft Teams, keeping your data safe is key. Here&#8217;s how to protect your workflow data, follow company rules, and control who gets in.<\/p>\n<h3 id=\"data-safety-tips\" tabindex=\"-1\">Data Safety Tips<\/h3>\n<p>Want to lock down your workflow data? Try these:<\/p>\n<ol>\n<li><strong>Turn on encryption<\/strong>: Use Microsoft&#8217;s built-in tools to scramble your data.<\/li>\n<li><strong>Use Multi-Factor Authentication<\/strong>: Make everyone prove it&#8217;s really them when they log in.<\/li>\n<li><strong><a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-dlp-setup-guide-2024\/\" style=\"display: inline;\">Set up Data Loss Prevention<\/a><\/strong>: Stop sensitive info from leaking out.<\/li>\n<\/ol>\n<p>Here&#8217;s what DLP can do:<\/p>\n<table style=\"width:100%;\">\n<thead>\n<tr>\n<th>Politique<\/th>\n<th>Ce qu'il fait<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Credit Card Shield<\/td>\n<td>Blocks sharing docs with card numbers<\/td>\n<\/tr>\n<tr>\n<td>Project Lockdown<\/td>\n<td>Limits access to &quot;Confidential&quot; files<\/td>\n<\/tr>\n<tr>\n<td>Personal Info Guard<\/td>\n<td>Warns admins if personal data might leak<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 id=\"following-company-rules\" tabindex=\"-1\">Following Company Rules<\/h3>\n<p>Keep your workflows in line with company policies:<\/p>\n<ul>\n<li><strong>Check sharing settings<\/strong>: Tweak who can share what in SharePoint Admin.<\/li>\n<li><strong>Use Information Rights Management<\/strong>: Control what people can do with sensitive docs.<\/li>\n<li><strong>Turn on audit logging<\/strong>: Keep tabs on who&#8217;s doing what with your files.<\/li>\n<\/ul>\n<h3 id=\"managing-who-has-access\" tabindex=\"-1\">Managing Who Has Access<\/h3>\n<p>Control your workflow&#8217;s guest list:<\/p>\n<ol>\n<li><strong>Use role-based permissions<\/strong>: Give access based on job needs.<\/li>\n<li><strong>Audit permissions regularly<\/strong>: Check who has access every few months.<\/li>\n<li><strong>Set up Conditional Access<\/strong>: Control logins based on location, device, and risk.<\/li>\n<\/ol>\n<h2 id=\"ready-to-use-workflow-examples\" tabindex=\"-1\" class=\"sb\">Ready-to-Use Workflow Examples<\/h2>\n<p>SharePoint workflows in Teams can make your work easier. Here are some templates you can use now:<\/p>\n<h3 id=\"project-management-workflows\" tabindex=\"-1\">Project Management Workflows<\/h3>\n<p>Project managers, check these out:<\/p>\n<table style=\"width:100%;\">\n<thead>\n<tr>\n<th>Workflow<\/th>\n<th>Ce qu'il fait<\/th>\n<th>Pourquoi c'est utile<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Task Assignment<\/td>\n<td>Gives tasks to team members automatically<\/td>\n<td>No more manual task handouts<\/td>\n<\/tr>\n<tr>\n<td>Project Approval<\/td>\n<td>Sends project plans to managers for review<\/td>\n<td>Gets projects started faster<\/td>\n<\/tr>\n<tr>\n<td>Milestone Tracking<\/td>\n<td>Tells stakeholders when milestones are done<\/td>\n<td>Keeps everyone in the loop<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 id=\"document-handling-workflows\" tabindex=\"-1\">Document Handling Workflows<\/h3>\n<p>Make document work simpler:<\/p>\n<ol>\n<li><strong>Approbation des documents<\/strong>: Gets documents reviewed and signed off<\/li>\n<li><strong>Version Control<\/strong>: Keeps track of changes and document versions<\/li>\n<li><strong>File Mover<\/strong>: Moves approved files to specific folders automatically<\/li>\n<\/ol>\n<h3 id=\"team-communication-workflows\" tabindex=\"-1\">Team Communication Workflows<\/h3>\n<p>Work better as a team:<\/p>\n<ul>\n<li><strong>Meeting Scheduler<\/strong>: Sets up regular team meetings and reminds everyone<\/li>\n<li><strong>Team Update Notifier<\/strong>: Sends a weekly summary of important updates<\/li>\n<li><strong>New Member Onboarding<\/strong>: Makes adding new team members easier<\/li>\n<\/ul>\n<p>Want to set these up? Here&#8217;s how:<\/p>\n<ol>\n<li>\u00c9quipes ouvertes<\/li>\n<li>Cliquez sur <strong>Applications<\/strong> and look for <strong>Flux de travail<\/strong><\/li>\n<li>Pick a template you like<\/li>\n<li>Follow the steps to make it work for your team<\/li>\n<\/ol>\n<h2 id=\"keep-workflows-running-well\" tabindex=\"-1\" class=\"sb\">Keep Workflows Running Well<\/h2>\n<p>Maintaining SharePoint workflows in Teams isn&#8217;t a set-it-and-forget-it task. Here&#8217;s how to keep things humming:<\/p>\n<h3 id=\"regular-checks\" tabindex=\"-1\">Regular Checks<\/h3>\n<p>Do these weekly:<\/p>\n<ol>\n<li>Check the Workflow Status page<\/li>\n<li>Look at task assignments and completion rates<\/li>\n<li>Spot any errors or failed workflows<\/li>\n<li>Double-check workflow permissions<\/li>\n<\/ol>\n<h3 id=\"installing-updates\" tabindex=\"-1\">Installing Updates<\/h3>\n<p>Updates are crucial, but handle with care:<\/p>\n<ul>\n<li>Schedule them for off-hours<\/li>\n<li>Test in a sandbox first<\/li>\n<li>Update servers one by one<\/li>\n<\/ul>\n<blockquote>\n<p>&quot;Always test updates in a pre-production environment before going live.&quot;<\/p>\n<\/blockquote>\n<h3 id=\"saving-backup-copies\" tabindex=\"-1\">Saving Backup Copies<\/h3>\n<p>Don&#8217;t let a crash wipe out your work:<\/p>\n<table style=\"width:100%;\">\n<thead>\n<tr>\n<th>Pratique<\/th>\n<th>Que faire ?<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>3-2-1 Rule<\/td>\n<td>3 copies, 2 media types, 1 off-site<\/td>\n<\/tr>\n<tr>\n<td>Cryptage<\/td>\n<td>Lock down that backup data<\/td>\n<\/tr>\n<tr>\n<td>Essais<\/td>\n<td>Make sure you can actually restore<\/td>\n<\/tr>\n<tr>\n<td>Automatisation<\/td>\n<td>Set it and (mostly) forget it<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Pro tip: Use off-site backups that can&#8217;t be changed. They&#8217;re your lifeline if disaster strikes.<\/p>\n<h2 id=\"extra-tools-and-features\" tabindex=\"-1\" class=\"sb\">Extra Tools and Features<\/h2>\n<p>Want to supercharge your SharePoint workflows in Teams? Let&#8217;s look at some tools to check how they&#8217;re doing and add more power.<\/p>\n<h3 id=\"checking-workflow-performance\" tabindex=\"-1\">Checking Workflow Performance<\/h3>\n<p>You need to know if your workflows are actually working. Here&#8217;s how:<\/p>\n<ol>\n<li>\n<strong><a href=\"https:\/\/help.nintex.com\/en-us\/nintex2016\/current\/sp2016\/GettingStarted\/Getstartedworkflowanalytics.htm\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Nintex Hawkeye<\/a><\/strong>: Uses Beacons to track how long each step takes. Gives you fancy dashboards to see what&#8217;s going on.\n<\/li>\n<li>\n<strong>Page Diagnostics for SharePoint<\/strong>: A browser add-on that checks SharePoint pages for slow spots.\n<\/li>\n<li>\n<strong>F12 Developer Tools<\/strong>: Already in your browser. Open them while loading a SharePoint page, click an .aspx file in the network tab, and look for SPRequestDuration in the headers. This tells you how long the server took to respond.\n<\/li>\n<\/ol>\n<h3 id=\"adding-more-features\" tabindex=\"-1\">Adding More Features<\/h3>\n<p>Want to do more with your workflows? Try these:<\/p>\n<ol>\n<li>\n<strong>Connecteur Power Automate<\/strong>: Works great with SharePoint. Has tons of templates for things like:<\/p>\n<ul>\n<li>Approving SharePoint pages<\/li>\n<li>Getting documents approved<\/li>\n<li>Sending finished docs to teams<\/li>\n<li>Managing who can see what<\/li>\n<\/ul>\n<\/li>\n<li>\n<strong><a href=\"https:\/\/www.collaboris.com\/products\/docread\/\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">DocRead for SharePoint<\/a><\/strong>: Makes sure your team actually reads important stuff.\n<\/li>\n<li>\n<strong><a href=\"https:\/\/www.datapolis.com\/\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Datapolis Process System<\/a><\/strong>: Lets you draw out complex workflows without coding.\n<\/li>\n<li>\n<strong><a href=\"https:\/\/www.flowforma.com\/\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">FlowForma<\/a><\/strong>: For making workflows without any code. Great if you&#8217;re not super techy.\n<\/li>\n<li>\n<strong><a href=\"https:\/\/www.virtosoftware.com\/sharepoint\/sharepoint-workflow-status-monitor\/\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Virto SharePoint Workflow Status Monitor<\/a><\/strong>: Shows you how your workflows are doing at a glance.\n<\/li>\n<li>\n<strong><a href=\"https:\/\/www.harepoint.com\/Products\/HarePointWorkflowExtensions\/Default.aspx\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">HarePoint Workflow Extensions<\/a><\/strong>: Adds a bunch of new things you can do in your workflows.\n<\/li>\n<\/ol>\n<p>Before you go all in, try these tools on a small scale first. See what works best for your team.<\/p>\n<h2 id=\"summary\" tabindex=\"-1\" class=\"sb\">R\u00e9sum\u00e9<\/h2>\n<p>SharePoint workflows in Microsoft Teams can supercharge your productivity. Here&#8217;s the scoop:<\/p>\n<p><strong>Why They&#8217;re Awesome:<\/strong><\/p>\n<ul>\n<li>Automate boring tasks<\/li>\n<li>Keep everyone on the same page<\/li>\n<li>Make teamwork smoother<\/li>\n<\/ul>\n<p><strong>Popular Workflow Types:<\/strong><\/p>\n<ol>\n<li><strong>Approval Workflows:<\/strong> Get documents reviewed faster<\/li>\n<li><strong>Status Workflows:<\/strong> Update document stages automatically<\/li>\n<li><strong>Notification Workflows:<\/strong> Get alerts when stuff happens<\/li>\n<li><strong>Automation Workflows:<\/strong> Move files around based on their status<\/li>\n<li><strong>Custom Workflows:<\/strong> Mix and match for your specific needs<\/li>\n<\/ol>\n<p><strong>How to Start:<\/strong><\/p>\n<ol>\n<li>Use the Flow app in Teams for basic stuff<\/li>\n<li>Check out pre-made templates<\/li>\n<li>Need something fancy? Try Power Automate<\/li>\n<\/ol>\n<p><strong>Real-Life Example:<\/strong><\/p>\n<p>Here&#8217;s how one user handles new product requests:<\/p>\n<blockquote>\n<p>&quot;I pick an Excel template for a New SKU Request, fill in the fields, and submit it. Then I get notifications about its approval status. It&#8217;s that simple!&quot;<\/p>\n<\/blockquote>\n<p><strong>Things to Remember:<\/strong><\/p>\n<ul>\n<li>Make sure you&#8217;ve got the right permissions<\/li>\n<li>Keep an eye on how your workflows are doing<\/li>\n<li>Plan for when things go wrong<\/li>\n<li>Stay up-to-date with new features<\/li>\n<\/ul>\n<p><strong>Heads Up:<\/strong><\/p>\n<p>Microsoft&#8217;s phasing out old SharePoint workflows. By April 2, 2024, SharePoint 2013 workflows will be gone for new tenants. Time to start thinking about moving to Power Automate or other options!<\/p>\n<h2 id=\"faqs\" tabindex=\"-1\" class=\"sb\">FAQ<\/h2>\n<h3 id=\"how-to-set-up-workflows-in-microsoft-teams%3F\" tabindex=\"-1\">How to set up workflows in <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-teams\/group-chat-software\" target=\"_blank\" style=\"display: inline;\" rel=\"noopener\">Microsoft Teams<\/a>?<\/h3>\n<p>Setting up workflows in Teams is straightforward:<\/p>\n<ol>\n<li>Se connecter aux \u00e9quipes<\/li>\n<li>Click &quot;Apps&quot; on the left<\/li>\n<li>Find &quot;Workflows&quot; at the bottom<\/li>\n<li>Pick a template<\/li>\n<li>Connect and hit &quot;Next&quot;<\/li>\n<\/ol>\n<p>It&#8217;s that simple. Now you can automate tasks using ready-made templates. For example, you could set up automatic team notifications when someone adds a file to a SharePoint folder.<\/p>\n<h3 id=\"how-to-automate-using-teams%3F\" tabindex=\"-1\">How to automate using Teams?<\/h3>\n<p>You can create automations right from Teams messages:<\/p>\n<ol>\n<li>Cliquez (...) sur n'importe quel message<\/li>\n<li>Choose &quot;More actions&quot; &gt; &quot;Create new action&quot;<\/li>\n<li>Select a template and connect<\/li>\n<li>Hit &quot;Next&quot; to set it up<\/li>\n<\/ol>\n<p>This turns chats into actions. Imagine creating a task in your project tool whenever someone says &quot;follow up&quot; in Teams.<\/p>\n<h3 id=\"how-do-i-create-an-automated-flow-in-sharepoint%3F\" tabindex=\"-1\">How do I create an automated flow in SharePoint?<\/h3>\n<p>Here&#8217;s how to automate in SharePoint:<\/p>\n<ol>\n<li>Open your SharePoint list or library<\/li>\n<li>Click &quot;Automate&quot; in the command bar<\/li>\n<li>Choose a template or start fresh<\/li>\n<li>Set up your trigger and actions<\/li>\n<\/ol>\n<p>Your flow can kick off automatically or manually. For instance, you could set up an email alert to your team when someone adds an item to a SharePoint list.<\/p>\n<p><h2>Postes connexes<\/h2>\n<ul>\n<li><a href=\"\/fr\/creer-des-flux-de-gestion-de-fichiers-dans-microsoft-teams\/\" style=\"display: inline;\">Cr\u00e9er des flux de gestion de fichiers dans Microsoft Teams<\/a><\/li>\n<li><a href=\"\/fr\/send-custom-microsoft-teams-notifications-with-power-automate\/\" style=\"display: inline;\">Envoyer des notifications personnalis\u00e9es \u00e0 Microsoft Teams avec Power Automate<\/a><\/li>\n<li><a href=\"\/fr\/10-microsoft-teams-workflows-for-it-support-automation\/\" style=\"display: inline;\">10 flux de travail Microsoft Teams pour l'automatisation de l'assistance informatique<\/a><\/li>\n<li><a href=\"\/fr\/guide-dintegration-de-microsoft-teams-et-sharepoint-2024\/\" style=\"display: inline;\">Guide d'int\u00e9gration de Microsoft Teams et SharePoint 2024<\/a><\/li>\n<\/ul>\n<p><script async src=\"https:\/\/app.seobotai.com\/banner\/banner.js?id=67217c4d62dd2f8d09908779\"><\/script><\/p>","protected":false},"excerpt":{"rendered":"<p>Learn how to set up and automate SharePoint workflows in Microsoft Teams using Power Automate to improve productivity and efficiency.<\/p>","protected":false},"author":11,"featured_media":13465,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[745],"tags":[],"class_list":["post-13466","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teams"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2024\/10\/undefined_image__1730252941078.webp","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/alexandre-cipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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