Creating a Site Template

So your boss approaches you and says, “That SharePoint site you created for our dept., is great! Can you duplicate the site for all our depts.”?  At that point you hit the palm of your hand on your forehead and say to yourself, “now if I could only remember how I did all that, and I wish I would have taken notes”. 

Take a deep breath and read on…

Creating a SharePoint Site Template

Navigate to the site that you want to save as a template

In the upper right click on the wheel, select Site Settings

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Under Site Actions Select Save site as template:

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Give it a File name / Template name / Template description

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Select include content only if you want to include the content of the site that is being saved, click ok

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Wait for processing to complete:

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 The following will appear if completed successfully

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This next part is how to create a site from the template

 

Navigate to the main SharePoint site ie…

https://site.sharepoint.com

In the upper right click on the wheel and then Site Settings

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Under Site Administration Click on Sites and Workspaces ST8

Select create

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Give the site a Title and description.

Enter a name for the URL (no spaces please) ie.. TestSite should not be Test Site

Select the Custom tab, custom Template

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Select Unique Permissions

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Select yes for Navigation and Navigation Inheritance, click Create

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The following message appears:

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 Next are the Site Permission groups, the defaults are a good place to start, click ok

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 Congratulations you did it! The new site has been created!

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