Templates

In SharePoint, templates are pre-designed structures used to create sites, lists, libraries, pages, and more, allowing users to standardize content creation and improve efficiency. They can be utilized in various ways:

• Site Templates: Pre-configured settings, web parts, and content types tailored for specific needs (e.g., team site, communications site).
• List Templates: Used to create custom lists with predefined columns, views, and settings, streamlining the creation of similar data sets.
• Document Library Templates: Enables the creation of libraries with specific metadata, content types, and document management settings.
• Page Templates: Pre-defined layouts for pages ensuring consistency across sites and ease of management of content.

To create a template in SharePoint:

1. Navigate to the site or list you want to use as a template.
2. Use the “Save as Template” option (for lists and libraries) to generate a .wsp file or site template.
3. Upload and activate the template in the SharePoint environment for reuse.

To use a template:

1. Access the “New” menu in SharePoint.
2. Select the desired template from the available options.

• Consistency: Ensures uniformity in design and structure across various SharePoint assets.
• Time-saving: Reduces the time needed to create new sites or lists with similar requirements.
• Standardization: Encourages adherence to organizational standards and best practices.
• Collaboration: Facilitates collaboration across teams by providing a shared starting point.

• Permissions: Ensure that users have the appropriate permissions to create and use templates.
• Customization: Templates can be further customized after creation to meet specific needs.
• Site Design: Utilize the modern site design capabilities, allowing for richer and more flexible templates.

By leveraging templates effectively, organizations can improve governance, compliance, and usability within their SharePoint environment.

Search this topic on ...