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Create a team with a template in ShareGate's end-user app

Updated

Your IT admin can use ShareGate to create team templates. These templates help ensure that building new teams is done with all the correct settings right from the start.

You'll find a list of templates when you open ShareGate's end-user app in Microsoft Teams.

Follow the steps below to choose a template and create a new team.

How-to

In Microsoft Teams:

  1. Click ShareGate app icon in Microsoft Teams in the sidebar.
    • If you can't find the ShareGate end-user app in your Microsoft Teams sidebar, you should be able to find it from the dotted menu.
  2. Click Create a team button
    • The Create a team from a template view shows all available templates.
    • Click View details for more info on each template.
  3. Click Use template button
  4. Enter a team name.
  5. Provide a description of the team (optional).
  6. Use the search field to choose team owners.
    Note: When you create a team, you become one of its owners. Add more coworkers to fulfill the owner minimum set by your IT admin.
  7. Click Create team button

Once done, you'll be taken back to ShareGate's end-user app. A message will appear to let you know your team was created successfully.

Things to know

  • Team names are limited to 50 characters. There are some unsupported characters (for example, / and *).
  • You can't proceed to step (7) unless you have assigned the minimum number of owners required by your IT admin for your chosen template.
  • There are no drafts. Your progress does not get saved if you click Exit.

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