Microsoft Teams integration with Teams templates

Microsoft Teams can help improve collaboration and efficiency among your teams. Use Teams templates to standardize team structures and accelerate the team creation process. This article will guide you through the benefits, creation process, customization, and best practices. Transform your digital work environment with Teams templates.

Benefits of Using Teams Templates

In the world of digital collaboration, Teams templates are like your trusty toolbox, packed with functionalities that save time and provide a consistent structure for different teams in your organization. Below, we’re going to outline some of the key benefits you can leverage from using Teams templates:

Simplified and Streamlined Workflow

Accelerated setup:

No more starting from scratch every time you need to create a new team. Templates come pre-configured with channels, apps, and tabs, significantly speeding up the creation process.


Power Automate works effortlessly with hundreds of apps and services, including all of your favorites like SharePoint, Excel, Outlook, and Microsoft Teams.

Saves time:

Templates offer a uniform structure, ensuring all your teams have the same basic setup. This is invaluable for large businesses with multiple teams working on similar tasks.

Improved Collaboration and Efficiency

Ease of use:

For new team members, a standard template makes it easier to understand the team’s structure and where to find information, reducing the learning curve.

Best practices:

Templates allow you to replicate successful workflows across the organization, encouraging everyone to follow best practices.

Reduced errors:

Having a pre-configured setup minimizes the chance of missing or misconfiguring key channels or tabs, thereby reducing potential errors.

Customization and Scalability

  • Tailored to your needs: Not all teams in your organization work the same way. Teams templates can be customized to meet specific team requirements, ensuring each team has the tools and setup they need.
  • Scalability: As your organization grows, so do your Teams. Templates ensure consistency and ease of scaling as you add new teams.

By integrating Teams templates into your Microsoft Teams, your business can not only enhance efficiency and collaboration but also create a more unified and effective digital workspace. In the next section, we’ll explore the different types of Teams templates available and how they can be applied in various scenarios. Stay tuned!

Types of Teams Templates

As we delve deeper into the world of Teams templates, let’s explore the variety of templates Microsoft Teams offers. There’s a wide array of choices available, all designed to cater to different needs and scenarios within your organization. Understanding these can help you select the perfect fit for your business.

Standard Templates

These are predefined templates that Microsoft provides out of the box. They’re designed for common business scenarios and team structures. Examples include:

  • Project Management: Ideal for teams collaborating on a project. Includes channels like “Project Planning,” “Risk Assessment,” and integrated apps such as Planner and OneNote.
  • Event Planning: Perfect for organizing and managing events. Includes channels like “Event Logistics,” “Marketing and Communications,” and integrated apps like Forms for feedback or surveys.
  • Onboarding: Great for welcoming new employees. It includes channels like “Company Policies,” “Team Introductions,” and apps such as Stream for welcome videos.

Industry-Specific Templates

Microsoft Teams also offers industry-specific templates designed for sectors such as Retail, Healthcare, and Education. These templates cater to the unique needs and workflows of these industries. Examples are:

  • Retail: Includes channels like “Store Operations,” “Employee Training,” and apps like Shifts for schedule management.
  • Healthcare: Provides channels like “Patient Coordination” and “Medical Reviews” and integrates the Power BI app for data analysis.
  • Education: Includes channels for “Class Discussions,” “Assignments,” and apps such as OneNote Class Notebook.

Custom Templates

Sometimes, the existing templates may not fit your unique requirements. In such cases, Microsoft Teams allows you to create your own custom templates. You can define channels, add apps, and even design the team settings as per your needs.

Remember, while choosing a template, always consider the team’s objective, the collaboration style, and the apps that will help your team work more efficiently. Templates are a great starting point, but they can and should be adapted to meet the specific needs of your team. The power of Teams templates is their flexibility and adaptability, allowing you to mold them into your ideal collaboration toolset.

Creating and Customizing Teams Templates

If you’ve been searching for a way to streamline your team’s workflow, look no further. Teams templates are easy to create, customizable, and user-friendly. Let’s walk through the process together.

Creating a New Teams Template

To create a new Teams template, follow these steps:

  • Admins: Start by navigating to the Teams admin center. Remember, you need to be an admin to create a template.
  • Teams Templates: Select ‘Teams’ on the left navigation bar, then click on ‘Manage Templates.’
  • Add: Click on ‘Add’ to create a new template.
  • Basics: Fill in the basics, such as the template name, description, and locale.
  • Settings: Now, onto the settings. This is where you choose the features you want your team to have, such as channels and apps.
  • Submit: Finally, click ‘Submit’ to create the template.

Customizing an Existing Teams Template

Already have a template but want to tweak it a bit? Follow these steps:

  • Template Selection: From the ‘Manage Templates’ tab in the Teams admin center, select the template you wish to customize.
  • Edit: Click on ‘Edit’. You’ll see options to change the channels, apps, and settings to suit your team’s needs.
  • Submit Changes: Once you’re satisfied with the changes, click ‘Submit.’

Remember, Microsoft Teams templates are flexible and can be changed at any time. So don’t hesitate to test different configurations and see what works best for your team.

The key takeaway here is the simplicity and adaptability of Teams templates. Whether you’re creating from scratch or customizing an existing one, templates can significantly improve your team’s productivity and streamline collaboration. Now, it’s time to let Teams templates do their magic!

How to Use Teams Templates

Now that we’ve gone over what Teams templates are and how to create them, it’s time to dive into the fun part – applying them! Let’s walk through how you can use these templates to create a new team. Don’t worry; it’s simpler than you think.

Applying a Template

Follow these easy steps to get started:

  1. On the Teams tab on the left side of the app, click Join or Create a Team at the bottom of your team’s list.
  2. Click Create a Team.
  3. Here, you’ll see an option to Build a team from scratch or Create from…. Choose the latter.
  4. A dropdown will appear. Select Team template.
  5. Now, you’ll see a variety of templates to choose from. Select a template that suits your team’s purpose.
  6. Finally, name your team, add a description if you’d like, and click Create.

Voila! Your new team is set up with the structure and tools as defined by the template.

Potential Use Cases

Teams templates can be utilized for a variety of scenarios. Here are a few common use cases to give you some ideas:

  • Onboarding New Employees: Use an onboarding template to provide new hires with all the resources, people, and tools they need to get started.
  • Project Management: Set up a project management team with channels for each project phase, and include project management tools as tabs.
  • Event Coordination: Create an event management team with channels for different event tasks such as logistics, marketing, and vendor communication.

Remember, the best way to learn is by doing. So go ahead, explore the templates, and start creating teams that cater to your specific needs. As you become more familiar with the templates, you’ll see just how much they can enhance your team’s productivity and collaboration.

In the next section, we’ll discuss best practices for integrating Teams templates. So, stay tuned!

Best Practices for Integrating Teams Templates

When properly integrated, Teams templates can significantly enhance your team’s productivity and collaboration. But to ensure maximum effectiveness, here are some best practices you should follow:

Choose the Right Template

Not all templates are created equal. Microsoft provides a variety of pre-built templates for different purposes. It’s essential to choose a template that aligns with your team’s specific needs. For instance:

  • Use a Project Management template for teams that handle projects.
  • Department template is perfect for creating a space for each department in your organization.

If none of the pre-built templates suit your needs, consider creating a custom one.

Customize Your Templates

While pre-built templates are convenient, your team’s unique needs might necessitate a few tweaks. Don’t shy away from customizing your templates:

  • Add or remove channels based on your requirements.
  • Integrate necessary apps and tools that your team frequently uses.
  • Adjust settings to match your team’s workflow and communication style.

Remember, customization makes the template more relevant and efficient for your team.

Train Your Team

Even the best tools won’t help if your team members don’t know how to use them. After choosing and customizing your template, ensure to:

  • Train your team on how to use the template effectively.
  • Hold workshops or training sessions if needed.
  • Encourage team members to explore the template and get comfortable with it.

This ensures everyone is on the same page and can leverage the template’s full potential.

Update Templates Regularly

Just like how your business evolves, so should your templates. Keep them up-to-date to reflect any changes in your workflow or team structure:

  • Review and update your templates periodically.
  • Remove unnecessary channels or add new ones as needed.
  • Keep an eye on your team’s feedback and make adjustments accordingly.

By updating your templates regularly, they remain relevant and effective for your team’s current needs.

By following these best practices, you can ensure a seamless integration of Teams templates in your Microsoft Teams setup, ultimately improving collaboration and productivity. Don’t forget the key to successful implementation lies in choosing the right templates, customizing them to your needs, training your team, and keeping them updated!


As we wrap up, it’s clear that Microsoft Teams templates have the potential to supercharge your business communication and workflow. Let’s take a moment to recap the key points we’ve discussed:

  • The Power of Teams Templates: Teams templates are an innovative tool to standardize your Teams structure, boost efficiency, and promote seamless collaboration within your organization. Their customizable nature ensures that every business can mold them to fit their unique needs.
  • Getting Hands-On: We’ve walked through the step-by-step process of creating and customizing your Teams templates. Remember, with the right permissions; you can alter channels, apps, settings, and more to match your organizational needs.
  • Putting Templates to Work: We also covered how to apply these templates when creating a new team. They’re a fantastic aid for various use cases, from onboarding new employees to managing intricate projects.
  • Best Practices for Success: Lastly, we delved into best practices, emphasizing the importance of choosing the right template, knowing when to go custom, updating your templates as needed, and the crucial role of training your team members.

Teams templates in Microsoft can transform your team’s work processes for efficient and effective collaboration. Experiment, adapt, and refine your approach to make the most of this tool. Our community is here to assist you if you encounter any challenges. Let’s enhance productivity and create a more organized digital workspace with Teams templates!

Saajid Gangat

Saajid Gangat has been a researcher and content writer at Business Tech Planet since 2021. Saajid is a tech-savvy writer with expertise in web and graphic design and has extensive knowledge of Microsoft 365, Adobe, Shopify, WordPress, Wix, Squarespace, and more! You can connect with Saajid on Linkedin.

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