# Create a new Collaboration Template

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 Proposals, New Store opening, Business Department Collaboration, etc.

Here is a video tutorial: https://nbold.co/wp-content/uploads/2022/04/Create-Collaboration-Template-Demo-Center.mp4 (opens new window)


TABLE OF CONTENTS


# 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; Project Management - Template... )
  2. Add the different Channels you want.
  3. Add files and folders in Files Tab
  4. Add the different Website tabs to refer to 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 tabs from the channels created
  8. Add the nBold Service Account as an owner of the Team

TIP

On Windows 10 or Windows 11, launch the emoji keyboard clicking Win + ; and pimp the channel name with emoji 💪💯👌😍.
For Mac devices, type Control + Command + Space.

# 2. Add it to the Teams Template Corporate Catalog with Governance Policies (for Admins)

  1. Connect as a Global Admin in Microsoft Teams

  2. Select nBold in the App Store and go to Catalog Tab.

  3. Click on + New Template 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 or prefix for example).

    More details about Naming Convention.

  8. Approval: select who will be the approver of the creation (currently disabled by default)

  9. Audience: define who will be able to create a team with this template

  10. Compliance: define additional sensitivity labels to protect your data.

  11. Security policy: define the enforced privacy policy, membership policy and Permanent owners/members policy

  12. Click "Save"

Test your new Collaboration Template from the home page! Click on +New Team

Here is a video on how to create a team from a Collaboration Template:

https://nbold.co/wp-content/uploads/2022/04/create-team-from-template-demo-center.mp4 (opens new window)

📅 Last Updated: 7/5/2022, 8:48:19 AM