Skip to content

Latest commit

 

History

History
147 lines (106 loc) · 4.14 KB

new-site-checklist.md

File metadata and controls

147 lines (106 loc) · 4.14 KB
title ms.date author ms.ms-reviewer ms.author ms.service localization_priority description ms.collection
Site Builder/Owner - New Site Checklist
3/3/2020
nyoung30
efrene
efrene
sharepoint-online
Site Builder/Owner: New Site Checklist
M365Community

Site Builder/Owner: New Site Checklist

[!INCLUDE content-disclaimer]

The purpose of this guide is to help document the initial setup of a site and provide resources for next steps and ongoing support.

Checklist

  • Site build
    • Site information
    • Site permissions
    • Site settings
    • Document libraries
    • Lists
    • Apps
  • Site owner training
  • Site user training
  • Site support
  • Next steps

Site build

Site information

  • Title:
  • URL:
  • Type (Communication/Team):
  • Description:
  • Hub site (Yes/No):
  • Joined to Hub site (Yes/No) :
    • HUB site name:

Site permissions

Role Permission level Users
Owners Full control
Members Edit
Visitors Read
New entry Permission level Users

Custom permission levels

Name Description
New entry Description

Custom Groups

Name Description
New entry Description

Site access request settings

  • Members allowed to share the site, files and folders (Yes/No):
  • Members allowed to invite others to site members group (Yes/No):
  • Allow access requests (Yes/No):
    • Requests to site owners (Yes/No):
    • Requests to user (Yes/No):
      • User E-mail address:

Site features

Name Status (Enabled/Disabled)
New entry Enabled/Disabled

Site closure and deletion settings

  • Site policy applied (Yes/No):
    • Site policy name (with description):

Document Libraries

Name Description Retention label applied Sensitivity label applied
New entry Description Retention label name Sensitivity label name

Lists

Name Description
New entry Description

Apps

Name Description
New entry Description

Site owner training

Custom training resources

Name URL
Name URL

Microsoft training resources

Name URL
SharePoint Online video training https://support.office.com/article/sharepoint-online-video-training-cb8ef501-84db-4427-ac77-ec2009fb8e23
Name URL

Site user training

Custom training resources

Name URL
Name URL

Microsoft training resources

Name URL
SharePoint Online video training https://support.office.com/article/sharepoint-online-video-training-cb8ef501-84db-4427-ac77-ec2009fb8e23
Name URL

Site support

Name Description
New entry Description

Next steps

Name Description
New entry Description

Principal author: Norm Young