Folders vs. Metadata
I first blogged about this topic in 2013, long before we had modern SharePoint and Copilot AI. And while many things changed with SharePoint and the whole Microsoft 365 platform,…
Read MoreMetadata Articles
Browse by Application
How to Automatically Move or Copy Files in SharePoint Using Metadata Rules
I blogged about the Rules feature in SharePoint previously. It is a replacement for the old alerts feature, which we had for years. Rules are powerful – you can create…
Read More
How to create a custom list in SharePoint
It is hard to believe, but we could create custom lists in SharePoint since the ancient times of SharePoint 2007. Yet, many users don’t realize that SharePoint has this extraordinary…
Read More
How to create a new List by creating a Form
There are many ways to create a list in SharePoint. I’ve already covered a few options on my blog. We can create one from scratch, import it from Excel, or…
Read More
Top 14 Features of the SharePoint Term Store
Term Store is by far one of my favorite SharePoint features. We’ve had it since SharePoint’s classic days. Term Store is what sparked my excitement in SharePoint before we got…
Read More
How to enable users to add new Terms to the Term Store
As you probably already know from my blog, Term Store is one of my favorite SharePoint features. It has lots of excellent capabilities that make using metadata a pleasant experience.…
Read More
How to Merge Terms in SharePoint Term Store
SharePoint Term Store happens to be one of my favorite SharePoint features. If you follow my blog, you probably already know I am a huge fan of metadata. However, there…
Read More
How to translate terms in the SharePoint Term Store
One powerful feature of the Term Store is the ability to display managed metadata in multiple languages. This allows global organizations to display terms in the local language of the…
Read More
How to set up Synonyms in the SharePoint Term Store
If you have been following my blog, you probably already know that I am a huge advocate of metadata. And not just any metadata, but the one defined within the…
Read More
How to manually sort terms in the SharePoint Term Store
One cool advantage of the Managed Metadata compared to the regular Choice column is that the Term Store term set automatically sorts the terms alphabetically. With the Choice column, you…
Read More
About Me
I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.
Need help?