Use the Retail management team site template

The SharePoint Retail management team site template is a team site designed to serve as an internal home page for your retail management team. Unite retail store managers, keep them informed, and provide access to popular resources.

In this article, we share the elements that are on the SharePoint Retail management team site template and discuss how you can customize the site to make it your own. 

Page preview screenshot of Retail management site template

Note: This template is a Microsoft 365 connected template. When a team is created using this template, the connected SharePoint template is applied to the site and the team. SharePoint components such as pages, lists, and Power Platform integrations are automatically added and pinned as tabs to the General channel in the team. Users can edit these pages and lists right from within Teams.

Site features

  • Customizable site that comes with pre-populated with images, web parts, and content that's meant to inspire site editors when making customizations to fit the need of your team.

  • Consider pairing the Training and development site template with the Learning central and Training and courses site templates.

Notes: 

  • Some functionality is introduced gradually to organizations that have opted into the Targeted release program. This means that you may not yet see this feature, or it may look different than what is described in the help articles.

  • When you apply a template to an existing site, your content will not automatically merge with the new template. Instead, existing content will be stored as a duplicate page in Site contents

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

Note: You must have site creation permissions to add this template to your 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. 

Note: To edit a SharePoint site you must be a site owner or site member.

  1. Showcase company news and updates -  Use the News web part to highlight company news and updates.

  2. Provide helpful information - Use the Text web part and the Quick charts web part to provide the team with helpful information. 

  3. Display important images - Use the Image web part to display important static images. 

  4. Provide easy access to documents -  Use the Document library web part to provide quick access to departmental resources and documents. 

  5. Highlight links to frequently used resources -  Use the Quick links web part to provide access to frequently used resources. 

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

  7. 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.

  8. 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. 

Full page screenshot of Retail management site template

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.

screenshot of the news web part

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

  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.

screenshot of the text web part

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

  2. Edit your text directly in the web part. 

  3. Select the Quick links web part and choose Edit Web part edit button.

  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.

screenshot of the image web part

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

  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

screenshot of the document library web part

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

  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.

screenshot of the quick charts web part

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

  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.

screenshot of the events web part

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

  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.

screenshot of the large quick charts web part

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

  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.

screenshot of the call to action web part

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

  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.

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.

More customization resources

Learn more about planningbuilding, and maintaining SharePoint sites.

See more SharePoint site templates.

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.