Create a team with a template in ShareGate's end-user app

ShareGate's end-user app lets you view and access your organization's team creation templates. Creating teams from the end-user app ensures new teams have the most ideal settings.

Index

• How-to
  • Create a team from a template
• Considerations

How-to

Create a team from a template

In Microsoft Teams:

1. Select ShareGate from the sidebar.
   
   • If the ShareGate end-user app is not pinned in your Microsoft Teams sidebar, you can find it through the dotted menu.
2. Click Overview at the top.
3. Select Workspaces from the dropdown.
4. Click + Create workspace
5. Select Collaborate with coworkers - Team from the list of available workspace types.
6. Click Next.
7. Select a template and review its details.
8. Click Use this template.
9. Enter a team name.
10. Provide a team description (optional).
11. Use the search field to add team owners.
    • When you create a team, you become one of its owners. Add additional coworkers to meet the minimum owner limit set by your IT admin if necessary.
12. Click Create team.
    • If the selected template requires approval, you'll see Send for approval instead. Click the button, and you'll receive a notification when an approver has responded to your request. You can view the status of your request from the end-user app.

Considerations

• Team names are limited to 50 characters. There are some unsupported characters (for example, / and *).
• You can't create multiple teams with the same name.
• You can't proceed to step (9) unless you have assigned the minimum number of owners required by your IT admin for your chosen template.
• There are no drafts. Your progress is not saved if you click Exit.