Application Templates
Get your SharePoint portal up and running quickly with application templates designed for the most common business processes and tasks. Each template can be easily installed by any SharePoint administrators with the correct access level.
Site Admin Templates
Easily install any of the following templates into the template gallery with site administrator access. Each template is only available in English.
Board of Directors
Offer all board members a single location for common documents, including quarterly reviews, shareholder meeting notes and annual strategy documents. You can also track tasks, issues and calendar items for the entire board from this single Web page.
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Business Performance Reporting
Track customer satisfaction using surveys and discussions with the Business Performance Reporting template.
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Case Management for Government Agencies
Create and track the status, standard tasks and documents required for case managers to complete their work on a case.
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Classroom Management
Organize and store all of the information related to a particular class in this single Web page for students and instructors. The Classroom Management template includes document libraries for assignments and lecture notes plus calendars and announcements.
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Clinical Trial Initiation and Management
Manage the entire clinical trial process from tracking clinical trial protocols, setting objectives and selecting subjects to monitoring budget activities.
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Competitive Analysis Site
Easily analyze information about competitors and their products. The Competitive Analysis Site combines Microsoft Office documents and outside links to industry, company and product news in a single location.
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Discussion Database
Provide a centralized space for team members to create and reply to discussion topics. Categorize discussions and link them to Office Outlook 2007 via an RSS feed so users are always up-to-date on new entries.
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Disputed Invoice Management
Give the accounts payable department the tools to track open invoices, investigate the reasons invoices are disputed and contact customers for more information.
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Employee Activities Site
Review proposals for new activities and manage creation and attendance for employee events. Employees can sign up for activities right on the site, making the entire tracking process seamless and easy.
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Employee Self-Service Benefits
Empower employees with information about benefits and the ability to enroll for each benefit themselves.
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Employee Training Scheduling and Materials
Manage the entire training experience from enrolling in courses and accessing materials to providing feedback on a single Web site for instructors and attendees.
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Equity Research
Give teams the space to collaborate during equity research. The Equity Research template allows users to store documents, post links, track news and hold discussions.
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Integrated Marketing Campaign Tracking
Centralize marketing campaign tracking with the Integrated Marketing Campaign Tracking template. Managers can create marketing activities and track responses generated and sales. Use the automated calculations and analysis included in the template to easily analyze successes.
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Manufacturing Process Management
Model and track manufacturing processes with the Manufacturing Process Management application template.
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New Store Opening
See the big picture and the details involved with opening new store locations or remodeling existing locations. Team members can manage tasks, issues and documents while managers can see the overview of the entire project.
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Product and Marketing Requirements Planning
Collect and document requirements for new products. This template includes Microsoft Office 2007, which is useful for marketing, product and steering committees, meeting notes and financial information.
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Request for Proposal
Simplify the request for proposal process with this template. It helps you create and release the initial request, collect submissions and formally accept the best proposal.
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Sports League
Take the work out of managing the intra-company baseball league by coordinating the entire process from games to practices and social events. The Sports League template also includes a league discussion board where league members can communicate.
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Team Work Site
Work more efficiently with a team work site with all the details for a project, including background documents, scheduled calendar events and action items to be tracked and managed.
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Timecard Management
Monitor the hours and team members allotted to a particular project with the timecard management templates. Team members can punch in and punch out on a particular project, and the system automatically calculates hours spent on the project and displays total hours vs. budgeted hours plus the details of who worked on each project.
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Server Admin Templates
The following templates must be installed by a server administrator. They offer greater integration and functionality and are available in English, French, Italian, German, Spanish, Portuguese (BR), Japanese, Korean, Hebrew, Chinese (simplified) and Chinese (traditional).
Absence Request and Vacation Schedule Management
Minimize issues surrounding employee absences. This template lets employees request time off and assign responsibilities to other team members while they're gone.
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Budgeting and Tracking Multiple Projects
Consolidate budgets for multiple projects into a single view and track progress against projected budgets and timelines.
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Bug Database
Log and track coding bugs with information such as reproduction steps, category, comments, priority and severity.
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Call Center
Manage customer service requests from issue identification to cause analysis and resolution. Role-based views help management track performance with metrics including average resolution time and service request performance history.
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Change Request Management
Automate the notification of stakeholders whenever a design change is requested to ensure all the risks associated with the change are assessed before it's approved or rejected.
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Compliance Process Support Site
Make compliance easier with the Compliance Process Support Site. Users can specify control tasks required to meet regulations and capture any compliance issues that arise. A document library can be used to store related files and a calendar to track key audit dates.
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Contacts Management
Share contact information efficiently among team members. Teams enter their contacts into Microsoft Outlook 2007 through a Web-based interface. Team members can subscribe to receive updated contact information when other users make a change.
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Document Library and Review
Review documents for new product specification, publication, knowledge management and project plan development. Version-tracking makes it easy to collect feedback in one, centralized location and streamline the entire review process all the way through the final approval.
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Event Planning
Plan events the easy way by organizing the entire team with online registration, schedules, communication and feedback. Role-based dashboards provide event members such as speakers, guests, staff, vendors and delegates with information specific to them.
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Expense Reimbursement and Approval
Streamline the process of reporting and approving expenses with the expense reimbursement and approval template. Users can monitor the status of their request through a filtered view of their listings.
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Help Desk
Service requests are a snap with the Help Desk application template that lets you identify a service request, identify the root cause and track solution status. Role-based dashboards show customer service representatives and managers the information relevant to their position.
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Inventory Tracking
Track inventory levels automatically with the Inventory Tracking template. The system instantly notifies managers when each item reaches reorder levels and monitors helpful information for ordering such as historical inventory levels.
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IT Team Workspace
Coordinate software projects using the IT Team Workspace template to update information on projects, tasks, issues, milestones and bugs. Help desk functionality makes it easy for team members to fulfill service requests, and role-based dashboards provide relevant information to individual team members.
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Job Requisition and Interview Management
Fill job openings in an organized and collaborative environment. The Job Requisition and Interview Management template manages requisitions, captures referrals and resumes and coordinates interviews. Involved parties can enter candidate feedback centrally and track hire / no hire recommendations.
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Knowledge Base
Internal documents are easy to track using the Knowledge Base application template. Items are tagged, making it easy for people to find the documents they need to do business.
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Lending Library
Track physical assets in an organization's library using the Lending Library template. A librarian dashboard identifies available and overdue assets, and automated email notifications can be sent to borrowers who have an overdue item.
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Physical Asset Tracking and Management
Approve and track physical assets within the company using the Physical Asset Tracking and Management application template. The system tracks details such as location, condition, manufacturer, model, current owner and estimated value.
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Project Tracking Workspace
Give small teams the tools to manage their projects in a single location. Teams can list and view project issues and tasks as well as tracking reports and status.
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Room and Equipment Reservations
Eliminate time wasted when a conference room or equipment is overbooked. The Room and Equipment Reservations template centralizes the entire process, so teams can see which rooms and resources are available when they make reservations to use them.
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Sales Lead Pipeline
Make the sales process open and visible. Use the Sales Lead Pipeline application template to track leads, opportunities, contacts and accounts.
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