How to Create a SharePoint Template

Creating a SharePoint template involves saving a site as a template in the solutions gallery. By following these steps, you can easily create a reusable template that can be used for future projects.

To start, navigate to the top-level site of your site collection and click on Settings. From there, select Site Settings and scroll down to the Site Actions section. Click on Save site as a template to begin the process.

When saving the site as a template, you will need to specify a name for the template file and provide a name and description for the template itself. You can also choose whether or not to include the content of the site in the template.

After saving the template, you can download it from the solutions gallery as a .wsp file. To upload the template, go to the Solutions section in Site Settings and click on Upload. If necessary, activate the solution.

Once the template is in the solutions gallery and activated, it will be available for selection when creating a new site or subsite. You can find it in the Custom tab of the Template Selection section on the New SharePoint Site page.

By utilizing the solutions gallery and following these steps, you can easily create and manage SharePoint templates for your projects, saving time and ensuring consistency across your sites.

Steps to Create a SharePoint Template

To create a SharePoint template, you need to navigate to the top-level site of your site collection and save the site as a template in the solutions gallery. This can be easily done by following these simple steps:

  1. Click on Settings in the top-right corner of your SharePoint site, and then select Site Settings from the dropdown menu.
  2. In the Site Actions section, click on Save site as a template. This will take you to the Save Site as Template page.
  3. Specify a name for the template file. This name should be descriptive and relevant, making it easier for you to identify the template in the future.
  4. Provide a name and description for the template itself. This information will be displayed in the solutions gallery, so ensure it accurately represents the purpose of the template.
  5. Choose whether or not to include the content of the site in the template. If you want the template to include all the content, select the “Include Content” option, otherwise, leave it unchecked.
  6. Once you have filled in the necessary details, click on the OK button to save the template.

After saving the template, you can download it from the solutions gallery as a .wsp file. To upload the template and make it available for use, go to the Solutions section in Site Settings and click on Upload. If necessary, activate the solution. Once the template is in the solutions gallery and activated, it will be ready for selection when creating a new site or subsite from the Custom tab of the Template Selection section on the New SharePoint Site page.

Template Creation Process

Creating a SharePoint template involves a simple yet structured process:

  1. Navigate to the top-level site of your site collection.
  2. Save the site as a template in the solutions gallery, specifying a name and description for the template.
  3. Choose whether or not to include the content of the site in the template.
  4. Download the template as a .wsp file from the solutions gallery.
  5. Upload the template in the Solutions section of Site Settings.
  6. Activate the solution if necessary.
  7. Once the template is uploaded and activated, it will be available for selection when creating a new site or subsite.

By following these steps, you can easily create a SharePoint template and streamline your future projects.

Step Description
1 Navigate to the top-level site
2 Save the site as a template in the solutions gallery
3 Choose whether to include site content
4 Download the template as a .wsp file
5 Upload the template in Solutions
6 Activate the solution if necessary
7 Use the template when creating a new site or subsite

Uploading and Activating the Template

After saving the SharePoint template, you can upload it to the solutions section in the Site Settings and activate it for use. To upload the template, follow these steps:

  1. Navigate to the top-level site of your site collection.
  2. Click on “Settings” and then select “Site Settings”.
  3. In the “Site Actions” section, click on “Save site as a template”.
  4. Specify a name for the template file, along with a name and description for the template itself.
  5. You can choose whether or not to include the content of the site in the template.
  6. Click on “Save” to save the template.

Once you have saved the template, you can download it from the solutions gallery as a .wsp file. To upload the template, go to the Solutions section in Site Settings and click on “Upload”. Select the .wsp file that you downloaded and click “OK” to upload it.

If necessary, you can activate the solution by clicking on the “Activate” button. Once the template is in the solutions gallery and activated, it will be available for selection when creating a new site or subsite.

To create a new site or subsite using the uploaded template, go to the Custom tab of the Template Selection section on the New SharePoint Site page. Select the template you want to use, fill in the necessary details, and click on “Create”. Your new site or subsite will be created based on the uploaded template.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.