Manage a project
AI summary
The Manage a project template automatically creates a Microsoft Teams team for general project management, including task management, document sharing, project meetings, and risk tracking. By default, the template creates a public team with one owner and a General channel with SharePoint, and the request can be sent to approvers before provisioning. You can customize the template settings, approval process, and notification emails to fit your organization.
The Manage a project template creates a team in Microsoft TeamsMicrosoft TeamsMicrosoft Teams is the Microsoft 365 app for chat, meetings and team collaboration.Read more in Teams, using the settings, approval and emails below.
What it creates
Manage tasks, share documents, conduct project meetings and document risks and decisions with this template for general project management.
Each approved request creates a team in Microsoft Teams.
When to use it
Use it for general project work: tasks, documents, project meetings, risks and decisions.
Settings
The template starts with these defaults.
| Setting | Default |
|---|---|
| Visibility | Public |
| Minimum owners | 1 |
| Requester becomes an owner | Yes |
| Requester can change owners | Yes |
| Requester can change members | Yes |
| Channels | General (with a SharePoint tab) |
| Requester can change channels | Yes |
| Apps | Search and QandA |
| Requester can change apps | Yes |
Approval and emails
When someone submits a request with this template:
- The requester gets an email that the request was received.
- The request goes to the approvers. Rencore Governance creates nothing until someone approves it.
- Rencore Governance creates a team in Microsoft Teams.
- The requester gets an email that the team was created.
- If the request is declined, the requester gets an email saying so.
- Approval step: On
- Approvers: None set
- Every approver must approve: No, one approval is enough
- Reminders: Off
- Cancel on timeout: Off
The request carries details about the requester that you can use as data placeholdersData placeholderA data placeholder is a field in double curly braces, such as {{reviewers.names}}, that Rencore Governance fills with real data when it sends a message.Read more in the emails and the approval: Requester Name, Requester Email, Requester Department, Requester Country, Requester UserId, Requester Job Title, Requester Manager UserId, Requester Manager Name, Requester Manager Email, Requester State or Province, Requester Usage Location, Requester Company, Requester Email Domain, Requester Preferred Data LocationData centerThe data center is the Microsoft Azure region where Rencore Governance stores all data of a Workspace.Read more, Requester Extension Attribute 1, Requester Extension Attribute 2, Requester Extension Attribute 3, Requester Extension Attribute 4, Requester Extension Attribute 5, Requester Extension Attribute 6, Requester Extension Attribute 7, Requester Extension Attribute 8, Requester Extension Attribute 9, Requester Extension Attribute 10, Requester Extension Attribute 11, Requester Extension Attribute 12, Requester Extension Attribute 13, Requester Extension Attribute 14, Requester Extension Attribute 15, Requester Manager State or Province, Requester Manager Usage Location, Requester Manager Company, Requester Manager Email Domain, Requester Manager Preferred Data Location, Requester Manager Extension Attribute 1, Requester Manager Extension Attribute 2, Requester Manager Extension Attribute 3, Requester Manager Extension Attribute 4, Requester Manager Extension Attribute 5, Requester Manager Extension Attribute 6, Requester Manager Extension Attribute 7, Requester Manager Extension Attribute 8, Requester Manager Extension Attribute 9, Requester Manager Extension Attribute 10, Requester Manager Extension Attribute 11, Requester Manager Extension Attribute 12, Requester Manager Extension Attribute 13, Requester Manager Extension Attribute 14, Requester Manager Extension Attribute 15.
Make it your own
Pick this template in the Provisioning Template LibraryProvisioning templateA provisioning template defines how a new Microsoft 365 workspace is created through Rencore Governance.Read more and change its settings, or start your own template from it. See Create your own provisioning templates, including how to add a PnP provisioning template.
Details
| Connector | Teams |
|---|---|
| Status | Generally available |
| Recommended | Yes |
| All templates | Provisioning Templates |
Frequently asked questions
What does the manage a project provisioning template create?
Each approved request creates a team in Microsoft Teams in Teams. Manage tasks, share documents, conduct project meetings and document risks and decisions with this template for general project management.
Does the manage a project template need approval?
Yes. The template has an approval step.
Which settings does the manage a project template start with?
Visibility: Public; Minimum owners: 1; Requester becomes an owner: Yes.
Can I change the manage a project template?
Yes. Pick it in the Provisioning Template Library and change its settings, or start your own template from it.
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