Socialtext Customer Exchange : Templates

Also in Solutions: Best Practices | Tutorials | Use Cases

It's Easy! Any Page Can Be A Template

Socialtext makes it simple for you to create and access page templates for frequent needs. Here's how:

Create/Find: Create a new page to use as a template, find an existing page that you want to use as the basis for a template, or use a sample template below.
Copy: In the Tools drop-down (upper right of the page) select Copy Page to Workspace (to copy it to a different workspace; or Duplicate Page within the same workspace). Give your new page a name; it it is helpful to have a strong naming convention, for easy searches and lists.
Tag (optional): You can tag the page "Template", for example, and then use Socialtext's Tag List feature to dynamically track the available templates. This is shown below.

Sample Templates

CLICK HERE to see a list of all the sample templates that you can start from and tailor-fit to your stuff. Please add your own templates to the list: just copy the page to this workspace, and add the tag "Template".

Template Page Name	Description
Account Page Template
Calendar - Embedded Google
Calendar Page - Year by Month Example
Case Study Template
Continuous Improvement Suggestion Template
Creating New Pages Using any Wiki Page as a Template
Customer Profile
Customer Support Issue Template
Document Library
Expense Report Template
Glossary Template
HR Form
Link Lists for Navigation
Marching Orders
Meeting Minutes Template
Meeting Template Page
Monday Morning Meeting
Navigation bar
New Page Button
News Channel
Newsfeed Template
People Directory Template
Profile Page Template
Project Planning
Project Weblog
Retrospective 1
Retrospective 2
Sales Conversation Template
Search Centric Home Page
Simple PR Dashboard Template
Simple Templates
Template: About this Wiki
Template: Account Index Page
Template: Meeting Agenda
Template: Resources for using Socialtext
Template: Sales Team Home
Video Embed

Templates

Please copy the template you want using the Duplicate Page option in the Tools menu, or by clicking the Duplicate This Template button at the bottom of any template.

Home Page Templates

Template Name	Description
Template: Navigation Focused Home Page	For companies wanting to store and retrieve information across two or more dimensions.
Template: Navigation Focused Home Page / Vertical	The same as the template above, but in a vertical format.
Template: Change Focused Home Page / Grid	Automatically updated information streams from your workspace and the Internet.
Template: Business Unit Focused Home Page	Structured by units such as Sales, Finance, HR, etc.
Template: Legal Firm Home Page	Organized by practice areas, vertical markets, lawyers, and support staff.

Corporate Templates

Template Name	Description
Template: Company Profile	Every company you're tracking requires a profile like this.
Template: Department	Landing page for a department or business unit.
Template: New Hire Info	Absolutely essential information to streamline the on-board process for new employees.
Template: Message Board	A button that adds a message to a message board (i.e.: blog).
Template: Personnel List	A list of names, departments / roles, contact information.
Template: Product Overview	All the key information for a product / SKU.

Project Management Templates

Template Name	Description
Template: Project Overview	A key page that aggregates information from many all parts of a project.
Template: Project Summary	Executive summary of a project's purpose, plan, and progress.
Template: Project Detail	A more detailed version of the project report, with links to people responsible for tasks.
Template: Project Team	A table listing all the people working on a project, with links to their profile pages.
Template: Task	Detailed description of a task, for granular reporting of stages in a project.
Template: Workplan	A landing page for drilling down into the details of a project.
Template: Meeting Schedule	A place to link to meetings of existing meetings, as well as collaborate on future meetings.
Template: Meeting Minutes	Attendees, agenda, conversation, next steps.
Template: Business Requirements Document	Very detailed template, with space to document all phases of a complex project.
Template: Use Case Description	For Information Technology projects, a detailed use case documentation.

Workspace Content Templates

Template Name	Description
Template: FAQ Landing Page	Start here; build a page that aggregates all the individual FAQ pages.
Template: FAQ	Template for a specific FAQ.
Template: White Papers	A landing page for your organization's collection of white papers.
Template: White Paper	A standard way to format a public-facing technology positioning document.
Template: Community of Interest	For everything from the Astronomy Club to the Nanosciences Working Group.
Template: Event	Starting point for a separate event workspace.

Event Templates

Template Name	Description
About an EventSpace	Absolutely essential reading for taking advantage of this set of templates.
Template: EventSpace Landing Page	Can also be used as a home page for a separate EventSpace.
Template: Agenda	Agenda for the event.
Template: Speakers	A table listing the speakers for the event, and their contact info.
Template: Conference Invitees	Name and contact info for everyone invited to the conference.
Template: Registration	Registration form for an event.
Template: Conference Attendees	A list of who's attending, plus their contact info.
Template: Session Materials	Handout materials for each speaker, with links to online resources.
Template: Previous Conferences	A searchable place to archive information from previous conferences,

Calendar Templates

Template: Month Starting Monday	Template: Month Starting Tuesday	Template: Month Starting Wednesday	Template: Month Starting Thursday
Template: Month Starting Friday	Template: Month Starting Saturday	Template: Month Starting Sunday