Place Template Reference
Place templates facilitate collaboration through various structured layouts suited for specific needs, whether related to sales, marketing, human resources, IT, general collaboration, or information technology.
Human Resources Place Templates
Human Resources place templates are designed for HR team communications and pre-hire communication with future employees.
Place Template | Tiles | Features | Default Type | Default Tags |
---|---|---|---|---|
Best Practices Sharing | Featured Content, Popular Content, Image Gallery, Leaderboard Top Participants, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | best practice |
Pre-hire Collaboration | Featured People, Key Content and Places, Helpful Links, Action Items, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates | Private (Unlisted) and Externally Accessible | pre-hire |
Sales Place Templates
Sales place templates include tiles for information used to plan and close deals, including integrations with Salesforce.
Place Template | Tiles | Features | Default Type | Default Tags |
---|---|---|---|---|
Sales Home | Popular Content, Key Content and Places, Video (External), Featured Content, Featured People | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | sales |
Sales Answer Desk | Popular Content, Helpful Links, Featured People, Action Items, Recent Decisions | Videos, Discussions, Blogs, Documents, Projects | Public | questions, sales |
RFP Workgroup | Key Dates, Popular Content, Finalized Content, Leaderboard or Top Participants, Key Content and Places, Gauge | Documents, Discussions, Status Updates (in groups only), Projects | Private | request_for_proposal, rfp |
Competition | Featured People, Leaderboard or Top Participants, Featured Content, Popular Content, Key Content and Places | Documents, Discussions, Blogs, Status Updates (in groups only), Projects | Private (unlisted) | competition |
Customer 360 | Gauge, Featured Content, Helpful Links, Featured People, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | — |
Marketing Place Templates
Marketing place templates include selections of tiles focused on assembling marketing campaigns and collateral.
Place Template | Tiles | Features | Default Type | Default Tags |
---|---|---|---|---|
Event Planning | Key Dates, Featured Content, Gauge, Popular Content, Recent Decisions | Documents, Discussions, Ideas, Status Updates (in groups only), Projects | Private | event |
Customer, Partner, or Vendor Collaboration | Key Dates, Leaderboard or Top Participants, Helpful Links, Finalized Content, Action Items | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Private, Externally-accessible | agency, customer, partner, vendor |
Campaign Planning | Leaderboard or Top Participants, Finalized Content, Action Items, Key Content and Places, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Private | assets, campaign |
Customer Success Stories | Leaderboard or Top Participants, Featured Content, Popular Content | Blogs, Documents, Status Updates (in groups only) | Public | success_stories, win |
General Place Templates
General place templates are useful for general collaboration cases not focused on a specific business function and can easily be used as the base for custom templates.
Place Template | Tiles | Features | Default Type | Default Tags |
---|---|---|---|---|
Team Collaboration | Leaderboard or Top Participants, Key Content and Places, Featured Content, Recent Decisions, Finalized Content | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | — |
Best Practices Sharing | Featured Content, Popular Content, Image Gallery, Leaderboard or Top Participants, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | best practice |
War Room | Gauge, Finalized Content, Action Items, Leaderboard or Top Participants, Featured Content | Documents, Discussions, Status Updates (in groups only), Projects | Public | — |
IT Place Templates
Information Technology (IT) place templates include selections of tiles focused on technology rollouts, helpdesk support, and upgrade planning.
Place Template | Tiles | Features | Default Type | Default Tags |
---|---|---|---|---|
Best Practices Sharing | Featured Content, Popular Content, Image Gallery, Leaderboard or Top Participants, Key Dates | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | best practice |
Technology Rollout and Support | Video (External), Featured Content, Finalized Content, Key Dates, Helpful Links | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | technology |
IT Helpdesk Collaboration | Featured Content, Popular Content, Helpful Links, Action Items, Recent Decisions | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | helpdesk |
IT Upgrade Planning | Key Dates, Action Items, Featured People, Helpful Links, Image Gallery | Discussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only) | Public | it, upgrade |
RFP Workgroup | Key Dates, Popular Content, Finalized Content, Leaderboard or Top Participants, Key Content and Places, Gauge | Documents, Discussions, Status Updates (in groups only), Projects | Private | request_for_proposal, rfp |