This online, on-demand course is for anyone who is struggling to find documents stored in the existing folder hierarchies.

What's in the Course?

  • Problems with folders
  • The concept of metadata
  • How to set up metadata in SharePoint 
  • How to create Library-level metadata 
  • How to create Site-level metadata
  • How to create Term Store metadata
  • Term Store Advantages
  • How to configure Views
  • Metadata Limitations
  • Enterprise Keywords
  • How to come up with metadata

ENROLL NOW for just $60!

and get INSTANT ACCESS
to all course materials
for 4 months

BENEFITS

  • 24/7 access from
    any device

  • Packed with lots of tips and best practices

  • Knowledgeable and passionate instructor

COURSE CURRICULUM

  • 1

    INTRODUCTION

    • Welcome to the Course

    • Course Prerequisites

  • 2

    METADATA OVERVIEW

    • Problems with Folders

    • The concept of SharePoint Metadata

    • Metadata Real Life Example

    • Metadata in SharePoint Overview

    • 3 ways to create Metadata in SharePoint

  • 3

    LIBRARY METADATA

    • Column Types Overview

    • How to create Library Metadata

    • How to tag documents

    • How to update Library columns

    • How to change the order of columns in the Information Panel

    • Library Metadata Limitations

  • 4

    SITE METADATA

    • Site Column Creation Process Overview

    • How to create Site Columns

    • How to add Site Columns to a library

    • How to Update Site columns

    • Site Metadata Limitations

  • 5

    TERM STORE METADATA

    • Introduction to the Term Store

    • How to make yourself an Admin of the Term Store

    • The concept of Term Groups, Term Sets, Terms

    • Term Store Metadata Column Creation Process Overview

    • How to create new Terms

    • How to create Managed Metadata Columns

    • How to tag documents with Managed Metadata

    • How to update Managed Metadata Columns

    • How to delete Terms

    • How to access Term Store from a SharePoint Site

  • 6

    TERM STORE ADVANTAGES

    • Global Metadata

    • Rename a Term

    • Typeahead functionality

    • Synonyms

    • Term Hierarchies

    • Multi-language support

    • Custom Sort

    • Submission Policy

    • Term Group Security

    • Term Import via Excel

  • 7

    VIEWS

    • How to change the order of columns in a view

    • How to create additional views in a library

    • How to pin columns to the Filters Pane

  • 8

    METADATA LIMITATIONS

    • Required Metadata implications

    • Security implications

    • OneDrive Sync implications

    • Global Search implications

    • Tagging Folders

    • Filtering across files and Folders

  • 9

    ADDITIONAL METADATA TIPS

    • How to come up with metadata

    • Metadata Considerations

    • Enterprise Keywords

  • 10

    NEXT STEPS

    • Feedback and coupon for the next course

PREREQUISITE

SharePoint Beginner Course

Greg is a true rockstar!

"We have followed Greg's Blog for a while, but his training was even more informative! We learned so much and were able to trust his knowledge of SharePoint and Office 365. Highly recommended!"

Manufacturing Company, NC, USA

SharePoint Metadata

Sign up now and get INSTANT ACCESS
to all course materials
for 4 months