SharePoint Team Site Best Practices

Step-by-step Creating SharePoint Team Site

  1. Plan Overall Site Architecture
  2. Plan Site Collection Structure
  3. Plan on Web Parts that will make up the Team Site
    • Common Web Parts for Team Site
  4. Decide the Layout of the Team Site
    • Two columns w/ header
  5. Create the Team Site
  6. Configure the Web Parts
    • Create a “Compact View” for each Web Part
  7. Add the Web Parts to the Site
  8. Setup Security for the Site
    • Use Security Groups
  9. Setup Quick Launch Navigation
    • Never present the Site Contents link on the navigation menu
    • Remove “Recents”
  10. Create a Site Template
The best practice is to keep the SharePoint Site structure as flat as possible.
It is best practice to define all custom columns (metadata properties) at the very top site (Site Collection).
The best practice is to never break the inheritance of security from the site the web parts sit on.

Common Web Parts for Team Site

  • Document Library
    • Configure it w/ metadata, instead of folders
  • Calendar
    • Sync to Outlook
    • Color-code
  • Tasks
    • For Project Team
  • Contact List
  • Announcements
  • Links
    • *Promoted Links*
  • Discussion Board
  • Issue Tacking


Advanced Configuration

  • SharePoint Project Dashboard
  • Sync SharePoint Task List w/ MS Project
  • Project Risk Register in SharePoint
  • SharePoint External Sharing
  • Change Request Log in SharePoint
  • Calednar Color Coding
  • Calendar Sync w/ Outlook


See Also




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