Join Gini von Courter for an in-depth discussion in this video Saving the project site as a template, part of Managing Projects with SharePoint 2013.
- There are two ways you can save a site as a template.…One way is the way you'd like to be able to save it…and the other way is the way you may need to…if this site or one of its parent sites…has ever been a publishing site…even if that feature's no longer turned on.…So let's start with the easy way.…You're going to choose Settings, the gear,…and Site Settings.…And then in the Site Actions group,…you're going to choose Save site as a template.…So here we are in our site.…We'll choose Site settings…and in the Site Actions group,…we would like it to say Save site as a template…and if that link were here, we would click that link…and you would end up on a page…that looks just like this…where you would fill in a File name,…and primarily when people look for this,…they won't look by File name…because on the template picker page,…they will see the Template name you gave it…and a Template description.…
So in this case, I would call this KinetEco,…that's the name of our company,…Project Site.…If it was a specific type of project site,…
Author
Gini von Courter
Released
7/16/2015Once you've set up project libraries, you'll learn how to save the site as a template for future use and to launch the finished product. The final three chapters guide you through the actual project management process: supporting team communication, adding and syncing task data, and using views for management and reporting.
- Creating a SharePoint project site
- Adding built-in apps
- Creating customized lists and list views
- Designing and customizing libraries
- Saving the project site as a template
- Launching a site
- Managing permissions and requests for access
- Using a site mailbox
- Viewing tasks and the calendar
Skill Level Beginner
Duration
Views
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Introduction
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Welcome58s
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1. Creating a Project Site
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Creating a PMIS team site7m 15s
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Creating a project site2m 19s
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Editing top navigation2m 33s
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Changing the site theme3m 30s
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2. Adding Built-In Apps to the Site
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Adding an announcements app5m 13s
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Adding a links app2m 45s
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3. Adding Custom List Apps and Custom Views
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Creating static list views4m 37s
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4. Setting Up Project Libraries
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5. Finalizing and Saving the Project Template
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Provisioning the libraries3m 36s
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6. Launching a Project Site
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7. Supporting Team Communication
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Setting alerts3m 43s
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Using the calendar3m 45s
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Adding a site mailbox app3m 10s
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8. Working with Project Tasks
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Adding tasks using Excel2m 12s
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9. Using Views for Management and Reporting
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Viewing tasks3m 44s
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Viewing the libraries5m 30s
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Viewing the calendar2m 34s
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10. Conclusion
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Next steps2m 28s
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Video: Saving the project site as a template