Use the Retail management team site template

First, follow instructions on how to add a site template to a new or existing SharePoint site.

Explore pre-populated site content, web parts, and pages and decide what site customizations will be necessary to align with your organization's brand, voice, and overall business objective. 

Pre-populated site pages:

• Home page - Provides and landing place for viewers.

• Event recap - Displays event summaries for the most recent team event or meeting. Customize this page by editing the Text, Events, and Documents library web parts

• Documents - Connects to a shared team alias and team calendar in Outlook. Connect this site to a Microsoft 365 group to add real-time chat in Microsoft Teams.

• Notebook -  Connects to a shared OneNote.

• Pages - Stores site pages and page template content.

• Site content - Stores site pages and page template content.

• Recycle bin - Provides access to recently discarded team content.

Once you've added the Training and development team site template, it's time to customize it and make it your own. 

Showcase company news and updates -  Use the News web part to highlight company news and updates. Provide helpful information - Use the Text web part and the Quick charts web part to provide the team with helpful information.  Display important images - Use the Image web part to display important static images.  Provide easy access to documents -  Use the Document library web part to provide quick access to departmental resources and documents.  Highlight links to frequently used resources -  Use the Quick links web part to provide access to frequently used resources.  Display a list of upcoming events and important dates - Use the Events web part to create a list of events and dates to remember. Provide access to learning material and other resources - Use the Quick links web part to curate a list of learning materials or frequently used resources. Highlight a specific area or call to action - Use the Call to action web part to provide easy access to a specific resource that is used regularly by your organization.

Customize your site's look, site navigation, web parts, and content to fit the needs of your viewers and of the organization. When making customizations, ensure the site is in edit mode by selecting Edit in the top right of the site. As you work, Save as a draft, or Republish changes to make edits visible to viewers.

1.   Use the News web part to highlight important information and company updates.

1. Begin by selecting the News web part and choose Edit  .

2. Then, choose the Layer and Tile options that best suit the organization’s needs.

3. Under Organize, choose posts to organize under Select news to organize, and arrange them to suit your organization's needs. 

Learn more about editing, filtering, and audience targeting using the News web part.

2.   Use the Text and Quick links web parts to provide the team with helpful information.

1. Begin by selecting the Text web part and choose Edit .

2. Edit your text directly in the web part. 

3. Select the Quick links web part and choose Edit .

4. Add links to this section to provide context for the text and image. 

Learn more about editing the Text and Quick links web parts.

3.  Use the Image web part to display important images.

1. Begin by selecting the Quick links web part and choose Edit .

2. Then, select Change and select an image source. 

3. Once you've chosen your image, select Insert. 

Learn more about editing the Image web part.

4.  Use the Document library web part to provide access to documents

1. To change the view, or folder source for the Document library web part, select the Edit .

2. To edit document library folders, labels, content, navigate to library in Site content, make your edits, and then you see content update in the web part.

Learn more about editing the Document library web part.

5.  Use the Quick Links web part to provide access to frequently accessed resources.

1. Navigate to the Quick Links web part and select the link, and then the Edit .

2. Edit the link, title, icon, and description if needed.

3. To add a link, select + Add links.

See different layouts and learn more about editing the Quick Links web part.

6.  Use the Events web part to create a list of events and dates to remember.

1. Begin by selecting the Events web part and choose Edit  .

2. Select the Source.

3. Then, select the Date range that should be displayed on the site. 

4. Next, select the Layout.

5. Select the Maximum number of items that should be listed in this web part. 

Learn more about using the Events web part.

7.  Use the Quick links web part to curate a list of learning materials or frequently used resources.

1. Begin by selecting the Quick links web part and choose Edit  .

2. Edit the link, title, icon, and description if needed.

3. To add a link, select + Add links.

Learn more about using the Quick links part.

8.   Use the Call to action web part to provide easy access to a specific resource.

1. Begin by selecting the News web part and choose Edit  .

2. Add a background image by selecting Change in the editing pane, selecting and image source, and selecting Insert after choosing an image. 

3. Change the Button label and Button link to the navigation destination. 

4. Adjust the alignment of the button label and link. 

Learn more about using the Call to action web part.

Customize the look and site navigation

Before you share your site with others, put the finishing touches on your site by ensuring users can find the site, navigate through links and pages easily, and quickly access content on the site.

• Edit document libraries by updating the folder names and uploading resources.

• Edit and customize site navigation.

• Chang the look of your site by customizing the theme, logo, header layouts, and the look of your site.

• Add or remove pages to this site or the site navigation to accommodate existing content.

• Choose to associate this site with a hub site within your organization, or add this site to an existing hub site navigation if needed.

Share your site with others after you've customized your site, reviewed it, and published the final draft. 

1. Select Settings and then Site Permissions.

2. Then select Invite people and then select Add members to group and then Add to grant full access to team site content, shared resources like the team Outlook calendar and editing rights to the site.

3. Then select Invite people and then Share site only and then Save to share the site but not shared resources or site editing rights.

Learn more about managing team site settings, site information and permissions.

After you create and launch your site, the next important phase is maintaining site content. Ensure you have a plan to keep content and web parts up to date. 

Site maintenance best practices:

• Plan for site maintenance - Establish a schedule to review the site content as often as needed to ensure content is still accurate and relevant.

• Regularly post news - Distribute the latest announcements, information, and status across the organization.  Learn how to add a News post on a team site or communication site, and show others who will be posting announcements how they can use SharePoint news.

• Check links and web parts - Keep links and web parts updated to ensure you are leveraging the full value of your site.

• Use analytics to improve engagement - View site usage by using the built-in usage data report to get information on popular content, site visits, and more.

• Periodically review your site settings - Once you've created a site in SharePoint, you can make changes to the settings, site information, and permissions for the site.