Create a team template

Templates let you define the structure and settings of new teams created by your end-users.

Index

• How-to
  • Create a new template
• Tips

How-to

Create a new template

Basics

1. Select Provisioning from the sidebar.
2. Select
3. Enter a template name.
4. Add a template description (optional).
5. Select

Requirements

1. Select a minimum number of owners for teams created with this template.
2. Add a naming convention (prefix, suffix, or both) to the template.
   • Naming conventions appear as part of provisioned team names and cannot be modified by end-users.
   • You can click the toggle to disable this feature.
3. If desired, click the toggle to require approval for teams created with this template (disabled by default).
4. Select 

Policies

1. Select a privacy level for teams created with this template.
2. Select a sensitivity tag for teams created with this template.
   
   • You can click the toggle to disable this feature.
3. Select a purpose tag for teams created with this template.
   
   • You can click the toggle to disable this feature.
4. Select

SharePoint

1. If desired, click the toggle to attach an active SharePoint site as a blueprint.
2. If activated:
   1. Start typing the name of the desired SharePoint site, then select from the drop-down list that appears.
      • Select View site at any point to view the SharePoint site in your browser.
   2. Select whether you want this template to copy the blueprint site's Structure only or the Structure and Content.
3. Select

Tip: Consider creating a site (or several sites) in SharePoint online specifically to be used as blueprint sites. Tailor those sites with the structure and content that you want your organization's provisioned teams to have by default.

Channels

1. Select  to add default channel(s) for teams created with this template.
2. Enter a channel name.
3. Select a channel privacy level (public or private).
4. Add a description (optional) for the channel(s).
5. Select  to create your template.

When finished, you will be taken back to the Provisioning page.

Note: First time using ShareGate Provisioning? For next steps, see ShareGate's end-user app overview for admins.

Tips

• Your current configuration is shown under Create a template as you move through template creation. Click to make adjustments at any point.
• Use the Back and Next buttons to navigate the template creation pages.
• There are no template drafts. Your progress isn't saved if you refresh your web browser or exit template creation at any point.
• Provisioning actions such as template creation and team creation from a template are shown in your activity log.