Manage and follow all the steps of your construction or service projects in a dedicated team
Template settings
The following settings will be imported when you will create your template:
- Channels & tabs:
- General
- 1 📅 Planning
- 2 👷♂️ Security
- 3 ✔ Quality, ISO and sustainability
- 4 🧱 Architecture and engineering
- 5 🎯 Construction supervison [Private]
- 6 💵 Budget [Private]
- 7 📋 Contract [Private]
- Privacy: Let the user choose
- Minimum number of owners: 2
- Guest allowed: No
As an advice, we recommand to complete the template with the following additional configurations on your side: learn more on how to update a gallery template
- Tabs you can add:
- 1 📅 Planning: a Planner to have the scheduling of the project
- 2 👷♂️ Security: a PowerPoint, Word or a Wiki to remind the security rules
- 4 🧱 Architecture and engineering: a SharePoint page to have all the plans and engineering ressources in a same place
- 6 💵 Budget [Private]: an Excel to keep an eye on the budget
- 7 📋 Contract [Private]: a PDF to add the contract document in the channel
- Naming convention exemple: 🚧 Construction 🚧 | France | [Team name]
- Approval workflow exemple: Construction project manager
- Profile exemple: Managers
- Tags you can add: Location (choice), Company (choice)