M365 Admins
Teams & Sites
Templates

Templates

A template stands for a use case, for example project, department or internal team. It defines who can use it to create Teams or SharePoint sites, how they are set up and which rules apply to usage and lifecycle.

Templates always belong to an organisation. So first set up an organisation.

In all examples, we create the template Project in the organisation Contoso for projects with customers and external guests. Teams created from this template are later named, for example, 260215.001 - Project Atlas.

The settings

A template is split into tabs. Each tab has its own page:

PageContent
TemplateCreate the template: name, description, identifier, availability and audience
ApprovalWhether and by whom requests are approved
GroupTeam, sensitivity label, visibility, guest access, owners and members
Naming conventionCustom fields and rules for display name, email address and site URL
LibrariesDocument libraries, folders and files
ChannelsChannels, channel types and content
SharePointProperty bag, site permissions, sharing and download
LifecycleWhen a team must be reviewed
ArchivingWhat happens on archiving
AppPermissions in the Seamless app and in Microsoft Teams

See also

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