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Create a SharePoint 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. You use a template as the base for a provisioning pipeline with governance rules.

This guide is about SharePoint team site templates, but you can also create Microsoft Teams 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 SharePoint team site as the template type (you can also create a Teams template using this way).

Screenshot of the SProbot new SharePoint team site template creation dialog.

Step 2: Point to a source site

The primary step in setting up the template is selecting a source site to take a snapshot of. Before you create a snapshot, it is important to understand how snapshots work and which SharePoint configuration elements are included and excluded.

You can use any SharePoint team site (group-connected or without) in the current tenant as a source. SharePoint communication sites are not supported.

Screenshot of the source site URL field

If you've selected a source site which can be successfully connected to, you won't see any errors in the source URL field. Type a short description so that you can remember later what the snapshot contains. This is more important for subsequent snapshots to enable you to track the changes you made.

Screenshot of the source site URL and snapshot description fields completed with example information

Step 3: Take a snapshot

Once you hit the Take snapshot button, you'll see the creation process running:

Screenshot of the status of a snapshot in the process of being created

You'll see its status change once it's completed creating:

Screenshot of one snapshot displaying as successfully created

If you take another snapshot later (eg when you've made changes to the source site which now need to be included in the template) you'll see that that latest snapshot is always the active one.

Screenshot of multiple successful snapshots, with the latest snapshot displaying as the active one

Next steps

As soon as a template has at least one snapshot, it can be used as the base for a provisioning pipeline with governance rules.

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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