Template Name: BoardDirectors.stp
Description: The Board of Directors application template provides a single location for an external group of members to store and locate common documents such as quarterly reviews, shareholder meeting notes and annual strategy documents.
Business Area: Business Management / Finance
Document Libraries:
1. Meeting Minutes
2. Meeting Documents
3. Board Information
Custom Lists:
1. Contact List - Default
2. Board Events – Calendar List
a. Workflows
i. Type of Workflow – SharePoint Designer
ii. Workflow –
1. Creates new item in a “Discussion” List.
2. Creates new item in the “Meeting Minutes”.
iii. Workflow Type - Manual
b. Views (Apart from Default)
i. All Events
1. Standard View
2. Sorted by StartTime – Default View
ii. Calendar
1. Calendar View
iii. Current Events
1. Standard View, with Expanded Recurring Events.
3. Tasks – Default
Customizations:
This template has workflow implemented in the “Board Events” List which creates a list item in the “Meeting Minutes” Document Library and the “Discussions” Discussion Board List whenever a new item is created in the “Board Events” List.