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).

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.

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.

Step 3: Take a snapshot

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

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

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.

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.