SharePoint Tutorial | Top 2 ways to use SharePoint Metadata 🥸🚀
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Metadata is a term that
Metadata is a term that many people find confusing or think will be too difficult to set up and use within their SharePoint Intranet site.
This couldn't be farther from the truth! (well, quite far anyway...)
While you can do some pretty complex stuff with metadata, you can also do some pretty simple stuff which will really help make content management within SharePoint Online super convenient!
In this post, I will provide a breakdown of the top 2 simple use cases for SharePoint metadata that you should take advantage of!
💡 What's in this video? 💡
0:00 - Introduction
0:20 - What is metadata?
0:37 - Metadata in SharePoint Example
2:18 - 1: Organise and Categorise your Content
3:12 - 1.1 How to filter content with metadata
3:44 - 1.2 How to group items by metadata
4:29 - 1.3 How to create metadata views
5:26 - 1.4 Use metadata to roll up content
6:28 - 2: Facilitate Business Processes
6:40 - 2.1 Process example - Form submission to populate a custom list
7:04 - 2.2 Create card views for your list
7:49 - 2.3 Process overview explanation
8:41 - 2.4 Process Demo
11:02 - 2.5 How metadata will help with search
🎥 For a more advanced overview of metadata and how you can use it across sites to target specific content, check out my video on that here:
SharePoint Tutorial - How to roll up ...
🎓 If you liked this and are hungry for more Intranet examples and tutorials, check out our 'Intranet Site Builders Master Class' here:
🔗 https://www.academy365.io/course/shar...
🎉🎉🎉 Use coupon code FLASH25 for 25% off (limited availability) 😁 Just enter at the checkout!
Music I use: Bensound.com
License code: VWL2DV09KAFEQW1F
This couldn't be farther from the truth! (well, quite far anyway...)
While you can do some pretty complex stuff with metadata, you can also do some pretty simple stuff which will really help make content management within SharePoint Online super convenient!
In this post, I will provide a breakdown of the top 2 simple use cases for SharePoint metadata that you should take advantage of!
💡 What's in this video? 💡
0:00 - Introduction
0:20 - What is metadata?
0:37 - Metadata in SharePoint Example
2:18 - 1: Organise and Categorise your Content
3:12 - 1.1 How to filter content with metadata
3:44 - 1.2 How to group items by metadata
4:29 - 1.3 How to create metadata views
5:26 - 1.4 Use metadata to roll up content
6:28 - 2: Facilitate Business Processes
6:40 - 2.1 Process example - Form submission to populate a custom list
7:04 - 2.2 Create card views for your list
7:49 - 2.3 Process overview explanation
8:41 - 2.4 Process Demo
11:02 - 2.5 How metadata will help with search
🎥 For a more advanced overview of metadata and how you can use it across sites to target specific content, check out my video on that here:
SharePoint Tutorial - How to roll up ...
🎓 If you liked this and are hungry for more Intranet examples and tutorials, check out our 'Intranet Site Builders Master Class' here:
🔗 https://www.academy365.io/course/shar...
🎉🎉🎉 Use coupon code FLASH25 for 25% off (limited availability) 😁 Just enter at the checkout!
Music I use: Bensound.com
License code: VWL2DV09KAFEQW1F
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