You want to create a Microsoft Teams Template to support any Collaborative Process in your organization? You'll be able to build it in just a few minutes and help your organization with: New Recruitment, Business Proposal, New Store opening, Business Department Collaboration, etc. 


There are two simple steps for that:

  1. Create a Team that will serve as the Original Team for the template
  2. Add it to the Teams Template Corporate Catalog with Governance Policies

1. Create a Team that will be the Original Team for the template

  1. Create a Team using the regular way and name it "NAME OF THE USE CASE - Template" (Deal Room - Template; Construction Site - Template; Marketing Department - Template; 
  2. Add the different Channels you want.
  3. Add files and folders in Files Tab
  4. Add the different Website tabs to refer any Intranet Page, Website or WebApp Application (must be in Https://)
  5. Add Planner in the relevant channels with Predefined Tasks, Checklist, Description, Labels and Buckets
  6. Add an image to this Team in Jpeg
  7. Remove all the wiki tab from the channel created 
  8. Add the SalesTim Service Account as an owner of the Team

Things to notice: 

  • Wiki: if you don't remove wiki tabs, it will create 2 wiki tab in the teams replicated
  • Tips: on windows 10, launch the emoji keyboard clicking "Windows" + ";" and pimp the channel name with emoji 💪💯👌😍


2. Add it to the Teams Template Corporate Catalog (for Admins)

  1. Connect as a Global Admin in Microsoft Teams 
  2. Go To Salestim App in the Catalog Tab 
  3. Click on "+ Create" on top right
  4. Enter the name of the Team created before
  5. Adapt the name of the Template to be shown to end-users in the catalog
  6. Select what to be cloned (most of the time uncheck "Members")
  7. Naming Tab: add a Default Team Name and Team Naming convention (add a suffix for example). More details about Naming Convention
  8. Approval: select who will be the approuver of the creation (currently disabled by default) 
  9. Audience: define who will be able to create a team with this template
  10. Security policy: define the enforced privacy policy, membership policy and Permanent owner / members policy
  11. Click "+ Create"
  12. Test it from the home page! Click on "+New Team"

Did this answer your question?