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Create a Microsoft Teams template with SProbot

This is step two in your SProbot journey, after you connect to a tenant

SProbot templates are definitions of what Teams or SharePoint workspaces contain and look like. You can use a template to directly start a build, or as the base of a provisioning pipeline with governance rules.

This guide is about Teams templates, but you can also create SharePoint team site templates.

Once you have connected to your tenant you will be able to create your first template from the tenant home page.

Step 1: Create a new template

Navigate to Workspace setup, Templates will be the default tab selected, click Create your first template.

Name your template and select Team as the template type (you can also create a SharePoint site template using this way).

Note: You can change a template's name after it's been created, but not its privacy.

Screenshot of the new Teams template creation dialog

Step 2: Add channels

In its starting state, the template contains only the default  channel.

Screenshot of a blank SProbot teams template

Channels can be added by using + Channel:

  • Standard channels have the same permissions as the parent team.
  • Private channels have separate permissions and can contain a subset of the parent team's members. Also, a private channel's files are stored in a site separate to the primary team's.
  • Shared channels have separate permissions and can contain people who aren't in the parent team, even people external to the organization if allowed.

Step 3: Add folders if desired

To add a folder, change the properties of a channel, or delete it, left-click the channel and use the context menu:

Up to 3 levels of folders and subfolders can be added to channels to build up your ideal team structure.

Screenshot of a SProbot Teams template structure

At any point, you can change the settings of the team itself.

Step 4: Use your template

Once you have the desired structure created, you can:

Require a SharePoint site or team to have multiple owners

This guide shows you how to use the pipeline rules in SProbot to require multiple owners to be specified when a workspace is created.

May 15, 2024
Apply custom SharePoint and Teams site quotas

This guide shows you how to use the pipeline rules feature in SProbot to apply different storage quotas to different types of workspaces.

May 15, 2024
Manage workspace directory categories

Use the categorisation functionality in SProbot to classify workspaces according to region, business unit, area, or any other tag relevant in your organisation.

January 16, 2024

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