How to smoothly transition your users from folders to metadata
I get this question all the time. It goes something like this. “Yeah, Greg, we know you love metadata, and it makes sense to me, but how do I convince…
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4 ways to create cool custom views in SharePoint
One of the greatest benefits of metadata is the ability to view the information in any way you desire. Whether it is a SharePoint custom list, task list, Issues Log,…
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3 reasons you need File Type metadata column in a document library
Your SharePoint Document library might contain lots of different files. Word, Excel, PowerPoint, PDF, CAD or Photoshop ones. What if you wanted to filter and quickly find only files with…
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Shall I create a List Column or Site Column?
One of the first decisions you have to make when you create metadata is whether you will be creating it at the list/library level or the site level. In case…
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How to organize Metadata in the SharePoint Term Store
If you are using the Term Store to manage metadata, I am sure you are wondering if there are certain best practices to follow when it comes to taxonomy/metadata structure.…
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Don’t change that default view in SharePoint!
Where SharePoint really shines is its flexibility with metadata and views. The new library experience and the new custom list experience make it really easy to add/edit metadata columns and…
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2 ways to design SharePoint Taxonomy for an organization
Organizations brave enough to venture into the world of structured content and metadata-based content organization face an important decision in the early stages of SharePoint implementation. How to properly design…
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Document sets – the hidden gem of SharePoint
The classic joke in SharePoint is that the debate over folder vs. metadata never ends and will probably never end. Some users prefer metadata, while others are stuck with good-old…
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How to tag multiple files in SharePoint
If you are reading this post, you are probably a huge fan of storing and categorizing your content via metadata and not folders. So, it is a pleasure to have…
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How to come up with metadata?
So, you are sold on the idea that metadata is the thing and absolutely want to implement it in your SharePoint environment. Moreover, you know how to set it up…
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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.
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