Top 10 SharePoint Templates to Simplify Your Workflow in 2023
SharePoint is a powerful platform that enables organizations to create websites, intranets, and collaborative workspaces. With its extensive features and capabilities, SharePoint can greatly simplify and streamline workflows, improving productivity and efficiency.
1. Project Management Template
Managing projects can be a complex task, but SharePoint offers a project management template that simplifies the process. This template provides a centralized location for project documentation, task tracking, and collaboration. It allows team members to easily access project information, update task statuses, and communicate with each other.
2. Document Management Template
Organizing and managing documents is essential for any organization. SharePoint’s document management template provides a structured and efficient way to store, categorize, and search for documents. It includes features such as version control, document approval workflows, and document collaboration, making it easier for teams to work together on documents.
3. Employee Directory Template
Keeping track of employee information can be a challenge, especially in larger organizations. SharePoint’s employee directory template offers a centralized and searchable directory of employee profiles. It allows employees to update their own information, making it easier for colleagues to find and connect with each other.
4. Knowledge Base Template
A knowledge base is a valuable resource for organizations, as it allows employees to access and share information. SharePoint’s knowledge base template provides a platform for creating and managing a knowledge base. It includes features such as article categorization, search functionality, and user feedback, making it easier for employees to find and contribute to the knowledge base.
5. Issue Tracking Template
Tracking and resolving issues is crucial for maintaining productivity and customer satisfaction. SharePoint’s issue tracking template offers a centralized system for logging and managing issues. It allows teams to assign issues, track their progress, and communicate about them. With this template, organizations can ensure that issues are addressed in a timely manner.
6. Event Management Template
Planning and managing events can be a complex task, but SharePoint’s event management template simplifies the process. This template provides a centralized location for event planning, registration, and communication. It allows event organizers to create event pages, manage registrations, and send event-related communications.
7. Survey Template
Gathering feedback and conducting surveys is essential for organizations to make informed decisions. SharePoint’s survey template offers a user-friendly interface for creating and distributing surveys. It includes features such as branching logic, response validation, and result analysis, making it easier for organizations to collect and analyze survey data.
8. Training and Onboarding Template
Training and onboarding new employees is a critical process for organizations. SharePoint’s training and onboarding template provides a structured and efficient way to deliver training materials and onboard new employees. It includes features such as training modules, quizzes, and progress tracking, making it easier for organizations to ensure that new employees are properly trained.
9. Meeting Management Template
Managing meetings can be time-consuming, but SharePoint’s meeting management template simplifies the process. This template provides a centralized location for scheduling meetings, sending invitations, and capturing meeting minutes. It allows participants to access meeting materials, track action items, and collaborate on meeting-related tasks.
10. Expense Management Template
Tracking and managing expenses is important for organizations to maintain financial control. SharePoint’s expense management template offers a streamlined system for submitting, approving, and tracking expenses. It allows employees to submit expense reports, managers to review and approve expenses, and finance teams to track and analyze expenses.
SharePoint templates are powerful tools that can simplify and streamline workflows in organizations. Whether it’s project management, document management, employee directories, or any other business process, SharePoint offers templates that can enhance productivity and efficiency. By leveraging these templates, organizations can optimize their workflows and achieve better results.