Site Builder/Owner: New Site Checklist
Articolo 07/16/2021
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Note
This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation .
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 Ownership
[ ] Site permissions
[ ] Site features
[ ] Document libraries
[ ] Lists
[ ] Apps
[ ] Site owner training
[ ] Site user training
[ ] Site support
[ ] Next steps
Site build
Title:
URL:
Type (Communication/Team):
Group enabled (Yes/No):
Teams enabled (Yes/No):
Description:
Hub site (Yes/No):
Joined to Hub site (Yes/No):
Site Ownership
Content Owner 1:
Content Owner 2:
Technical Owner:
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):
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
Content Types used
Power Automate flow used
New entry
Description
Retention label name
Sensitivity label name
Content type name
Workflow name trigger
Lists
Name
Description
Content Types used
Power Automate flow used
New entry
Description
Content type name
Workflow name trigger
Apps
Name
Description
New entry
Description
Site owner training
Custom training resources
Microsoft training resources
Site user training
Custom training resources
Microsoft training resources
Site support
Name
Description
New entry
Description
Next steps
Name
Description
New entry
Description
Principal author: Norm Young