How To Create A Template In Sharepoint

Creating a template in Sharepoint is a straightforward process that allows you to streamline your team’s collaboration efforts. Templates provide a standardized structure for creating new pages or news posts, ensuring consistency and efficiency in your workflow. Whether you want to start from scratch or modify an existing template, Sharepoint offers a range of customization options to suit your specific needs.

To create a template in Sharepoint, you have two options. First, you can click on “New” at the top of an existing site or page and choose “Page” or “News post”. From there, you can either select a pre-designed template or opt for a blank template to create your own layout. Simply add your content and make any desired changes, then save your page as a draft. When you’re ready to publish it for everyone to see, click the “Publish” or “Post news” button.

Alternatively, you can create a template by working directly on a page or news post that you want to use as a basis. Customize the web parts and content according to your requirements, then click the down arrow next to “Save” at the top of the page. Select “Save as template” and your template will be saved under the “Saved” section in the Templates pane of your site.

Deleting a custom template is also simple. Select “New” and then “Page” at the top of your site, navigate to the Template pane, and choose the template you wish to delete. From there, you can select “Delete from site” to remove the template from your Sharepoint environment.

To set a template as the default selection in the Template pane, select the template you want and choose “Set default selection” from the ellipsis menu. This ensures that the template will be automatically selected when creating new pages or news posts.

For further customization options, you can find, edit, and delete custom templates using the Pages library. Click on “New” at the top of an existing site or page, then select “View templates folder” at the bottom of the Template pane. Here, you can edit a template by opening it from the Templates folder and clicking “Edit”. To delete a template, simply right-click on it and select “Delete”.

To customize your site template in Sharepoint, select a template from the list provided and follow the instructions specific to that template. Sharepoint offers a variety of templates to choose from, such as Brand Central, Crisis Management, Department, Human Resources, and more. Each template is designed to align with your business objectives and organizational branding, allowing you to create a cohesive and professional website.

In addition, you can view the site template history to track all previously applied templates, site script actions, and any encountered errors. Access the template history by going to the Settings menu and selecting “Site information”. From there, click on “View template history” to gain insights into your site’s template evolution.

By following these steps and utilizing the customization options available, you can create and customize templates in Sharepoint to suit your team’s specific needs and requirements. Simplify your collaboration efforts and enhance productivity with Sharepoint templates.

Steps to Create a Template in Sharepoint

To create a template in Sharepoint, you can follow these simple steps:

  1. Click on “New” at the top of an existing site or page, and choose “Page” or “News post”.
  2. Select the template you want to start from, or choose “Blank” to start from scratch.
  3. Add your content and make any desired changes.
  4. Save your page by clicking “Save as draft”.
  5. When you’re ready to make your page visible to everyone, click “Publish” or “Post news”.

Alternatively, you can create a template by following these steps:

  1. Create or open a page or news post that you want to use as the basis for your template.
  2. Add or change the web parts and content as desired.
  3. Click the down arrow next to “Save” at the top of the page, and click “Save as template”.
  4. The template will appear in the Templates pane under “Saved” on your site.

You can also go to a published page you want to use as a template, click the “Promote” button, and then click “Save as page template”.

To delete a custom template, select “New” and then “Page” at the top of your site, select the template from the Template pane, and choose “Delete from site”.

To set a template as the default selection in the Template pane, select the template and choose “Set default selection” from the ellipsis menu.

Additionally, you can find, edit, and delete custom templates using the Pages library. Click “New” at the top of an existing site or page, then select “View templates folder” at the bottom of the Template pane. To edit a template, open it from the Templates folder and click “Edit”. To delete a template, right-click on it and select “Delete”.

Customizing Templates and Site Template History in Sharepoint

To customize your site template in SharePoint, you can select a template from the list provided and follow the instructions specific to that template. Some examples of templates include Brand Central, Crisis Management, Department, Human Resources, etc. Each template is designed to align with your business objectives and organizational branding.

You can also view the site template history to see all site templates previously applied to the site, site script actions, and any errors encountered. To access the template history, go to the Settings menu and select “Site information”, then click on “View template history”.

By following these steps and using the customization options available, you can create and customize templates in SharePoint to suit your specific needs and requirements.

Templates Customization Options
Brand Central Align with organizational branding
Crisis Management Handle crisis situations effectively
Department Optimize departmental workflows and collaboration
Human Resources Manage HR processes and documentation

Customizing Templates and Site Template History in Sharepoint

Apart from creating templates, Sharepoint offers various customization options and features that enable you to tailor your templates and track their usage. Whether you need to delete a template, set a default selection, or customize your site template, Sharepoint has got you covered.

To delete a custom template, simply select “New” and then “Page” at the top of your site. From the Template pane, choose the template you wish to delete and select “Delete from site”. This will remove the template from your site, allowing you to keep your template selection streamlined and organized.

Setting a template as the default selection in the Template pane is a breeze. Just select the desired template, click the ellipsis menu, and choose “Set default selection”. This ensures that the template you use most frequently is readily available for quick and easy access.

In addition to these options, Sharepoint offers the ability to customize your site template to align with your business objectives and branding. Simply select a template from the list provided and follow the instructions specific to that template. Whether you’re managing a crisis, working in HR, or creating a department site, there are templates available to suit your needs.

For complete control and tracking, Sharepoint provides a site template history feature. By accessing the template history via the Settings menu and selecting “Site information”, you can view all site templates previously applied to your site. This includes the site script actions performed and any errors encountered along the way. The template history feature enables you to track the evolution of your site templates and make informed decisions for future customization.

With these customization options and features, Sharepoint empowers you to create, tailor, and track templates that perfectly align with your team’s needs and objectives. Take full advantage of Sharepoint’s capabilities and elevate your team collaboration to new heights.

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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.