Windows SharePoint Services
Templates are preinstalled in hosted SharePoint v3.
Absence Request and Vacation Schedule Management
The Absence Request and Vacation Schedule Management application template helps employees manage requests for out of office days. Team members post days they will be unavailable and can use the system to assign their responsibilities to others during those days. The application template helps team leaders manage requests for vacation and provides dashboards showing which users are signed up for a set of responsibilities.
Board of Directors
The Board of Directors application template provides a single location for an external group of members to store and locate common documents such as quarterly reviews, shareholder meeting notes and annual strategy documents. The template also tracks tasks, issues and calendar items so board members have a single location to view information relevant to them.
Budgeting and Tracking Multiple Projects
The Budgeting and Tracking Multiple Projects application template helps project teams track and budget multiple, interrelated sets of activities. The template provides project management tools such as project creation, assignment of new tasks, Gantt Charts and common status designators. It helps team members consolidate the status of multiple projects into a single view, tracking progress against a set project budget and timeline.
Bug Database
TheThe Bug Database application template helps development teams collect and track information about bugs in their code. The template allows bugs to be logged with information such as reproduction steps, category, comments, priority, and severity of the bug. Bug categories can specify category owners so users can quickly determine the appropriate bug owners.
Business Performance Rating
The Business Performance Reporting application template helps organization managers track the satisfaction of customers through a combination of surveys and discussions. Surveys can be sent via Office InfoPath 2007 which are then consolidated by the template to give an overall response to a series of questions.
Call Center
The Call Center application template helps teams manage the process of handling customer service requests. The application template helps teams manage service requests from issue identification to cause analysis and resolution. Role-based dashboards display relevant information for each service request and a knowledge base can help track related documents and items previously used to solve past call center issues. Management focused dashboards track performance with metrics such as average resolution time and service request performance history.
Case Management for Governement Agencies
The Case Management for government agencies application template helps case managers track the status and tasks required to complete their work. When a case is created, standard tasks and documents are created which are modified based on the work each case manager has completed.
Classroom Management
The Classroom Management application template helps instructors and students organize and store information related to a particular class. The site includes document libraries to store assignments and lecture notes as well as calendars and announcement capability to enable communication from instructor to students.
Clinical Trial Initiation and Management
The Clinical Trial Initiation and Management application template helps teams manage the process of tracking clinical trial protocols, objective setting, subject selection and budget activities. The site provides useful OfficeŽ WordŽ 2007 templates as well as the capability to create, track and assign tasks and issues related to a particular clinical trial.
Change Request Management
The Change Request Management application template helps users track risks associated with a design change. Team members can submit a change request, notifying stakeholders of the risks involved with the change. The application template allows a team member to approve or reject the request.
Compliance Process Support Site
The Compliance Process Support Site application template helps both teams and executive sponsors to manage compliance implementation endeavors. The site allows users to specify control tasks required to meet regulation requirements as well capture compliance issues as they arise. The application template contains document libraries used by team members to store related files as well as a calendar to track key audit dates.
Competitive Analysis Site
The Competitive Analysis Site application template helps teams organize information about competitors and their products. The site provides useful Microsoft Office 2007 documents to perform SWOT and other useful competitive analysis techniques. Links to industry, company and product news can also be included to provide a single location for all competitive information.
Contacts Management
The Contacts Management application template helps teams manage contact information that needs to be shared among team members. The application template allows teams to enter contact information through a Web-based interface or through Microsoft Office Outlook 2007. When used in conjunction with Office Outlook 2007, team members can 'subscribe' to receive updated contract information whenever other users make changes to a contact.
Discussion Database
The Discussion Database application template provides a location where team members can create and reply to discussion topics. Discussions are organized by categories, which are created by a site manager, and can be linked to Office Outlook 2007 via an RSS feed.
Disputed Invoice Management
The Disputed Invoice Management application template helps accounts payable departments track open invoices including the potential savings associated with paying the invoice early. The site includes useful templates for analyzing the reasons invoices are being disputed as well as tracking who to contact for more information.
Document Library and Review
The Document Library and Review application template helps people manage the review cycle common to processes like new product specification, publication, knowledge management, and project plan development. It combines the functionality of a version-tracking document library with a threaded discussion list to provide a feedback and revision system. This template is intended for teams that need a central location for document review, discussion, revision control, and approval.
Employee Activities Site
The Employee Activities Site application template helps manage the creation and attendance of events for employees. Activity owners use the site to review proposals for new activities and create event calendar items. Employees use the site to sign up as well as track which activities they've attended in the past.
Employee Self-Service Benefits
The Employee Self-Service Benefits application template provides tools for an organization to inform employees about available benefits as well as enabling them to enroll for each benefit.
Employee Training Scheduling and Materials
The Employee Training Scheduling and Materials application template helps instructors and employees manage courses and related materials. Instructors can use the site to add new courses and organize course materials. Employees use the site to schedule attendance at a course, track courses they've attended and to provide feedback.
Equity Research
The Equity Research application template helps teams collaborate on researching stocks and other equities. It provides a central location for teams to store documents, post links, track news, and hold discussions related to the equities tracked by the site.
Event Planning
The Event Planning application template helps teams organize events efficiently through the use of online registration, schedules, communication, and feedback. Role-based dashboards offer specific information for various event members such as speaker, guest, staff, vendor, delegate, and attendee home pages.
Expense Reimburesement & Approval
The Expense Reimbursement and Approval application template helps manage elements of the expense approval process, saving time for approvers. Employees can enter expense information into the application template. Approvers can then review the information and manage the payment approval. Users monitor the status of their reimbursement request through a filtered view listing their outstanding requests.
Help Desk
The Help Desk application template helps teams manage the process of handling service requests. Team members use the application template to identify a service request, manage identification of the root cause, and track solution status. The application template provides role-based dashboards displaying information relevant to customer service representatives and managers, including performance history.
Inventory Tracking
The Inventory Tracking application template helps organizations track elements associated with inventory. The application template helps managers track inventory levels by capturing manual input of updated inventory information. Users are notified when each part reaches the reorder quantity and helps these users manage customer and supplier information such as historical inventory levels.
IT Team Workspace
The IT Team Workspace application template helps teams manage the development, deployment, and support of software projects. The application template allows users to update information on projects, tasks, issues, milestones, and bugs. It also includes help desk functionality, making it easy for team members to guide service requests from initiation to resolution. Role based dashboards provide relevant information to team members, such as unassigned tasks and performance history.
Integrated Marketing Campaign Tracking
The Integrated Marketing Campaign Tracking application template helps marketing managers track the implementation and success of outbound marketing activities. The template allows a manager to create marketing activities and track the results of those activities, such as responses generated and sales completed. The template contains multiple methods of analyzing the success of the campaigns including automated calculations and Office Excel 2007 templates for more detailed analyses.
Job Requisition and Interview Management
The Job Requisition and Interview Management application template demonstrates the power of collaboration by helping a recruiter streamline the process of filling job openings within a company. The template helps the recruiter manage requisitions, capture referrals and resumes and coordinate interviews. The application template enables people to input their candidate feedback centrally and track hire / no hire recommendations.
Knowledge Base
The Knowledge Base application template helps teams manage the information that is resident within their organization. The template enables team members to upload existing documents or create new ones using Web-based content creation tools. Items are tagged with relevant identifying information so that others can more easily find the documents and learn from the collective knowledge in their organization. The template can be utilized in a 'top down' approach, where a centralized knowledge department 'pushes down' relevant content to the rest of the business or a 'bottom up' approach, where knowledge is captured and shared by all users as a normal part of doing business.
Lending Library
The Lending Library application template helps people manage the physical assets in an organization's library. The application template tracks general properties about the physical assets and which user has currently checked out the asset. It also provides a librarian dashboard to help identify currently available and overdue assets. Automated e-mail notifications can be sent to borrowers who have an overdue item.
Manufacturing Process Management
The Manufacturing Process Management application template helps teams to model and track manufacturing processes as well as tasks and issues that arise in the upkeep of these processes.
Physical Asset Tracking and Management
The Physical Asset Tracking and Management application template helps teams manage requests and tracking of physical assets. An asset manager approves asset requests and manages the properties of the assets in the system, such as location, condition, manufacturer, model, current owner, and estimated value.
Project Tracking Workspace
The Project Tracking Workspace application template helps small team projects manage project information in a single location. The application template provides a place where a team can list and view project issues and tasks. Functionality is provided to help drive project status reporting, including assignment of new tasks, Gantt Charts, and common status designators.
Room & Equipment Reservations
The Room and Equipment Reservations application template helps teams manage the utilization of shared meeting rooms and equipment. The application template enables team members to identify times when specific rooms and/or equipment are available and place a reservation for a specified time.
Sales Lead Pipeline
The Sales Lead Pipeline application template helps teams manage the sales pipeline by tracking leads, opportunities, contacts, and accounts. Through role-based dashboards, team members can track sales information, assign open opportunities and gain visibility into the status of overall leads entered into the application template.
New Store Opening
The New Store Opening application template helps a team manage the opening of new store locations or re-modeling of existing store location. The site provides a single location to manage tasks, issues, and documents for all store opening processes, enabling end users to view relevant information and providing project managers insight across the entire project.
Product and Marketing Requirements Planning
The Product and Marketing Requirements Planning application template enables teams to manage the process of collecting and documenting requirements for new products. The site provides several Microsoft Office 2007 templates providing useful techniques for Marketing, Product and Steering committee actions as well as a template for meeting notes and financial information.
Request for Proposal
The Request for Proposal application template helps manage the process of creating and releasing an initial RFP, collecting submissions of proposals and formally accepting the selected proposal from amongst those submitted. The site also helps simplify the process of notifying individuals about the status of the RFP and submitted proposals.
Sports League
The Sports League application template helps an intra-company league administrator manage a baseball league. The site tracks team information, players, captains and scheduled team activities such as games, practices and social events. Team members can enter in game results and perform analysis at a team, game or individual player level. The site also enables discussions between league members through a League Discussion board.
Team Work Site
The Team Work Site application template provides a place where project teams can upload background documents, track scheduled calendar events and submit action items that result from team meetings. The site also tracks the creation and purpose of 'sub-teams' as well as enables discussion of topics created by members of the team.
Timecard Management
The Timecard Management application template helps teams track hours spent working on various projects. The site enables team members to 'punch in' on a particular project and 'punch out' when they cease work. The system automatically generates the time worked by project, and can show managers who is working on a particular project, total hours versus budgeted time and the details of who worked on a each project entered into the site.
Absence and Vacation Schedule*
The Employee Absence Request and Vacation Schedule Management application for Hosted Windows SharePoint Services v3.0 Services provides a central place for managers and employees to see when team members will be out of office, make vacation requests, and find links to individual job sites so a co-worker can easily cover for someone while they are out.
Board of Directors*
A Board of Directors or Executive Board may use this application for Hosted Windows SharePoint Services v3.0 Services to track tasks required by the Board, keep member information, manage a calendar of meetings and activities, host discussions about key issues, and store mission, financial, business, meeting minutes, and other information.
Case Work Management
The application for Hosted Windows SharePoint Services v3.0 Services for Case Work Management provides a single site for case workers such as social workers to manage their case loads of clients and client information. This site is intended for one case worker managing multiple cases and is designed to simplify the process of executing new case interviews, creating reports, organizing case information, and managing case load issues.
Change Management
This application for Hosted Windows SharePoint Services v3.0 Services provides a platform for managing the Change Order process related to a particular professional services project and serves as a mechanism for tracking past changes along with their reasons and impacts.
Classroom Management
Using this application for Hosted Windows SharePoint Services v3.0 Services, teachers may post all information about a single class including lesson plans, assignments, tasks, key contacts, grading forms and student information. The site is useful to any substitute teacher covering the class while the instructor is out.
Competitive Intelligence
The Competitive Intelligence Dashboard application for Hosted Windows SharePoint Services v3.0 Services is designed to improve organization of Competitive Intelligence-related materials, and communication about competitive issues among sales, public relations, marketing, product or service management, and executive personnel. It features automatic news feeds from MSNBC, placeholder for competitive graphics, a list for tracking competitive profiles and rankings, and discussions, surveys and document libraries related to Competitive Intelligence.
Discussion Database
The Discussion Database application for Hosted Windows SharePoint Services v3.0 Services allows team members to create, review, and reply to discussion topics. Team members can send discussion items to other team members for review, attach documents to discussion items, and set alerts to receive notification when a discussion item is added or changed.
Document Library
The Document Library application allows team members to create, upload, checkout, review, and modify documents. Team members can send documents to other team members for review, assign documents to other team member members, and set alerts to receive notification when a document is modified. In addition to the standard Windows SharePoint Services v3.0 search functionality, this application allows the user to see additional views of the document library, including By Category, By Author and By Review Status.
Employee Activities Site
The Employee Activities Site application for Hosted Windows SharePoint Services v3.0 Services is a central site for communicating information to employees about company clubs, teams, and events. With this application, employees can sign up for activities, access contact and schedule information, participate in discussions and surveys, and view activity photos. Now companies can more easily keep employees up to date on activities in which they may participate, and employees can quickly access the information they need to get involved.
Employee Timesheet and Scheduling
Managers of businesses with hourly employees use this application for Hosted Windows SharePoint Services v3.0 Services for reviewing and approving timesheets, posting shift and schedule information, making announcements, storing key documents, and surveying their team for feedback on various issues. Employees use this site for submitting their timecard, viewing their assigned shifts, getting updates on job-related information, and requesting schedule changes using discussions to which other employees may reply.
Employee Training
The Employee Training application for Hosted Windows SharePoint Services v3.0 Services is a central go-to site for employees to easily find and sign up for training opportunities related to their role or department. Human Resources or training managers can keep track of information such as training location schedules, number of attendees, and required reading materials. They may also post announcements or send surveys about training issues.
Event Coordination*
The Event Coordination application for Hosted Windows SharePoint Services v3.0 Services is a central site for managing the entire event coordination process from event scoping, to organizing tasks and key dates, storing vendor information, posting event-related documents, inviting attendees, and evaluating the event.
Expense Reimbursement*
This application for Hosted Windows SharePoint Services v3.0 Services is designed to manage the expense report process. It allows the ability to submit new expense reports, post and find expense guidelines and helpful links, and view expense reports according to department, person, type, date, and status.
Help Desk*
This application for Hosted Windows SharePoint Services v3.0 Services features several tools to assist a help desk or customer service team in managing requests from customers and in improving team communication. It features an issue tracker, document library for posting helpful materials such as telephone scripts, technical how-to-guides, and knowledge base articles, and provides a forum for discussions between help desk staff.
HR Programs and Services
This application for Hosted Windows SharePoint Services v3.0 Services is a central site for employees to sign up, using InfoPath forms, for Human Resources (HR) programs and services such as: ID badges, Parking permits, 401K, Healthcare benefits, and more. It also allows an HR manager or benefits administrator to easily view new requests to review, and keep track of all past requests.
IT Developer Team Site
The IT Developer Team Site application for Hosted Windows SharePoint Services v3.0 Services provides a central place for developers to access code snippets, track assignments and key dates, manage issues, store contact information, maintain a knowledge base, and communicate via discussions, surveys and announcements. The IT manager can easily adapt the document libraries, lists, issue tracker, and calendar to manage their own essential developer team information.
Legal Document Review Workflow*
This application for Hosted Windows SharePoint Services v3.0 Services is for company legal departments to post legal documents and templates, communicate requirements and processes, and provide contact information. It also features a legal document review tool for managing, prioritizing, and tracking employee requests to review contracts and documents.
Loan Initation Management
This application for Hosted Windows SharePoint Services v3.0 Services is designed to help small brokers and banks track documentation and progress on home, car and other loans. It provides a central site for accessing financial calculators, forms, announcements, team surveys, and discussions.
Marketing Campaigns
The Marketing Communications Campaign application for Hosted Windows SharePoint Services v3.0 Services is a central site for marketing managers. They can manage the creation of marketing plans and presentations, tracking tasks, maintaining a campaign events calendar, organizing contacts, and communicating the goals, objectives and key deliverables for a particular marketing communications campaign.
Meeting Management*
The Meeting Management Site application for Hosted Windows SharePoint Services v3.0 services is a central place for meeting facilitators to post announcements, schedule, attendee list, supporting materials, objectives, location information, and past meeting minutes. This gives attendees quick access to essential information about the meeting.
New Product Development
The New Product Development application for Hosted Windows SharePoint Services v3.0 Services provides a collaboration tool for product development teams to share contact information, links to important sites, a task list and calendar, and new product planning documents. It also provides one place for executive management to go to view details about the new product development process and status.
Performance Review
This application for Hosted Windows SharePoint Services v3.0 Services is to be used by human resource managers to manage the performance review process across an organization. It is a central site for organizing performance review forms, employee performance history, and related information.
Professional Services Contracts
This application for Hosted Windows SharePoint Services v3.0 Services is a single site for Professional Services organizations to manage the initiation step of a client engagement. It provides a collaboration platform for team members to communicate on the timeline, process, and issues related the drafting, approval, and completion of engagement contractual documentation. It also includes InfoPath forms to simplify and automate the creation of new Statements of Work and other project initiation documents.
Professional Services Site
Finding the right people and knowing who is available to work on a client engagement is critical to the success of a professional services project. This application for Hosted Windows SharePoint Services v3.0 Services is designed to organize the resource request and approval process using simple-to-use InfoPath forms with built-in request and approval functionality. It also provides the ability to search for resources according to specific business areas or other criteria.
Project Team Site*
The Project Team Site application for Hosted Windows SharePoint Services v3.0 Services provides a central location for the project manager and team to collaborate during all phases of the project lifecycle from initiation to close-out. It is designed to help the project manager easily track the status of tasks, issues, key dates, deadlines, costs, and best practices through the use of customized lists, document libraries, surveys and discussions.
Public Official Activity
The Public Official Activity and Issue Management application for Hosted Windows SharePoint Services v3.0 Services allows any Public Official to keep track of their key tasks, calendar, documents, links, and communication with constituents and special interest groups.
Public Relations Work Site
The Public Relations application for Hosted Windows SharePoint Services v3.0 services allows PR departments to centrally organize information. For instance: media contacts; store press releases, market research, and other data; collaborate on PR campaigns documents and activities; track tasks and events; and communicate goals and objectives.
Publication Editorial Review
The Publication Editorial Review application for Hosted Windows SharePoint Services v3.0 Services provides a central place for editors, staff, and contributors to collaborate on the editing process for a publication such as a magazine, newspaper, or book. Using this application, it is easy to see the status of the various chapters or articles, who is writing or editing each one, and who has already reviewed them. Discussion threads may also be generated to facilitate discussion about the goals, content, or ideas for various documents. This tool would allow reviewers to track changes and document history, manage the review process, display the publication schedule, make assignments, and gather qualitative feedback about each section, article or chapter.
Recruiting Resouce Center
The Recruiting Resource Center application for Hosted Windows SharePoint Services v3.0 Services provides an easy, organized way to handle the recruiting process, including: opening job requisitions, reviewing resumes, managing candidates, facilitating interview cycles, and collecting post-interview feedback. It also features document libraries for storing documents related to recruiting, and discussions for communicating with others about recruiting activities.
Request for Proposal Management
This application for Hosted Windows SharePoint Services v3.0 services is a central portal for managing the Request for Proposal process. From writing the RFP document to inviting prospects, managing the timeline and project plan, tracking RFP responses, and evaluating the proposals submitted.
Room and Equipment Reservation*
This application for Hosted Windows SharePoint Services v3.0 Services provides one go-to place for organizing conference room, conference call, and meeting equipment availability and for making requests to reserve them.
Team Work Site
The Team Work Site application provides an Announcement List to keep team members informed of important news, a Discussion Board to support and encourage discussions regarding topics of team interest, a central Task List to record and monitor team tasks and their progress, an Events List for scheduling and supporting team meetings, and a central Document Library for the storage and retrieval of important team reference documents.
Travel Request*
The Travel Request application for Hosted Windows SharePoint Services v3.0 Services is designed to organize the travel request and approval process. It includes a calendar displaying when workers are out and where, a travel request form, and summaries for managers of requests that need to be approved. It is also a central site for posting travel guidelines and policies, finding links to helpful travel sites, and initiating discussions about travel.
*Templates denoted by an asterisk (*) are also available in Dutch, French, German, Italian, Portuguese, Spanish and Swedish.
NOTE:
If you are using Microsoft Office 2007, you must use Windows SharePoint Services v3 Templates.
If you are using Microsoft Office 2003, you must use Windows SharePoint Services v2 Templates
- In the upper right-hand corner of your SharePoint Site, click on Site Actions & select "Create"
- In the "Web Pages" section, click on "Sites & Workspaces"
- In the "Template Selection" section, click on "Custom" & select your desired template for the installation
If you have any problems with the setup, please contact our Support Team by clicking here.
