This article will walk you through adding, managing, and updating Teams templates.
Team templates are pre-built definitions of a team's structure designed around your case types. You can create Create, Modify or Delete a template here. To apply a template from our app click on your matter & create team in app.lawtoolbox.com, Outlook, or Teams add-in.
- Sign in to admin.lawtoolbox.com
- Navigate to "Microsoft Teams" > "Manage Teams Templates"
- Click "Add" in the top right corner
- Give your Template a name and description
- Add your channels and apps
- Save
Click "add" to add the Template name and team description
Add your channels & save. You can edit to make further customization to each channel:
If you would like to add specific tabs, apps, or websites click on actions to customize the channel
See your saved templates:
Once your templates have been set, you can select one of them when you want to create a team for a matter in LawToolBox inside outlook or on app.lawtoolbox.com
Select your desired template:
See your customized Team: