Skip to main content

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 TemplateTilesFeaturesDefault TypeDefault Tags
Best Practices SharingFeatured Content, Popular Content, Image Gallery, Leaderboard Top Participants, Key DatesDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publicbest practice
Pre-hire CollaborationFeatured People, Key Content and Places, Helpful Links, Action Items, Key DatesDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status UpdatesPrivate (Unlisted) and Externally Accessiblepre-hire

Sales Place Templates

Sales place templates include tiles for information used to plan and close deals, including integrations with Salesforce.

Place TemplateTilesFeaturesDefault TypeDefault Tags
Sales HomePopular Content, Key Content and Places, Video (External), Featured Content, Featured PeopleDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publicsales
Sales Answer DeskPopular Content, Helpful Links, Featured People, Action Items, Recent DecisionsVideos, Discussions, Blogs, Documents, ProjectsPublicquestions, sales
RFP WorkgroupKey Dates, Popular Content, Finalized Content, Leaderboard or Top Participants, Key Content and Places, GaugeDocuments, Discussions, Status Updates (in groups only), ProjectsPrivaterequest_for_proposal, rfp
CompetitionFeatured People, Leaderboard or Top Participants, Featured Content, Popular Content, Key Content and PlacesDocuments, Discussions, Blogs, Status Updates (in groups only), ProjectsPrivate (unlisted)competition
Customer 360Gauge, Featured Content, Helpful Links, Featured People, Key DatesDiscussions, 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 TemplateTilesFeaturesDefault TypeDefault Tags
Event PlanningKey Dates, Featured Content, Gauge, Popular Content, Recent DecisionsDocuments, Discussions, Ideas, Status Updates (in groups only), ProjectsPrivateevent
Customer, Partner, or Vendor CollaborationKey Dates, Leaderboard or Top Participants, Helpful Links, Finalized Content, Action ItemsDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Private, Externally-accessibleagency, customer, partner, vendor
Campaign PlanningLeaderboard or Top Participants, Finalized Content, Action Items, Key Content and Places, Key DatesDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Privateassets, campaign
Customer Success StoriesLeaderboard or Top Participants, Featured Content, Popular ContentBlogs, Documents, Status Updates (in groups only)Publicsuccess_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 TemplateTilesFeaturesDefault TypeDefault Tags
Team CollaborationLeaderboard or Top Participants, Key Content and Places, Featured Content, Recent Decisions, Finalized ContentDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Public
Best Practices SharingFeatured Content, Popular Content, Image Gallery, Leaderboard or Top Participants, Key DatesDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publicbest practice
War RoomGauge, Finalized Content, Action Items, Leaderboard or Top Participants, Featured ContentDocuments, Discussions, Status Updates (in groups only), ProjectsPublic

IT Place Templates

Information Technology (IT) place templates include selections of tiles focused on technology rollouts, helpdesk support, and upgrade planning.

Place TemplateTilesFeaturesDefault TypeDefault Tags
Best Practices SharingFeatured Content, Popular Content, Image Gallery, Leaderboard or Top Participants, Key DatesDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publicbest practice
Technology Rollout and SupportVideo (External), Featured Content, Finalized Content, Key Dates, Helpful LinksDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publictechnology
IT Helpdesk CollaborationFeatured Content, Popular Content, Helpful Links, Action Items, Recent DecisionsDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publichelpdesk
IT Upgrade PlanningKey Dates, Action Items, Featured People, Helpful Links, Image GalleryDiscussions, Polls, Blogs, Documents, Ideas, Projects, Videos, Events, Status Updates (in groups only)Publicit, upgrade
RFP WorkgroupKey Dates, Popular Content, Finalized Content, Leaderboard or Top Participants, Key Content and Places, GaugeDocuments, Discussions, Status Updates (in groups only), ProjectsPrivaterequest_for_proposal, rfp