Are Folders Making SharePoint Harder for You?
Daniel Anderson
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Are you still relying on folders in SharePoint to organise documents? π€ That old habit is slowing you down. In this video, Iβll show you the real difference between folders and metadata in SharePoint β and why metadata will change the way you manage files forever. Hereβs what youβll learn: β What metadata actually means (explained with a simple real-world analogy) β Why folders create duplication, messy file names, and wasted time searching β How metadata makes SharePoint smarter β with better search, filters, and automation β Live demo: creating views, tagging files, dashboards, and approval workflows β Real-world use cases β HR, Legal, Finance, and Projects π Timestamps 0:00 β Introduction: Folders vs Metadata in SharePoint 0:45 β What is Metadata? (Explained with a real-world analogy) 2:00 β Types of Metadata: Descriptive, Structural, Administrative & Provenance 3:15 β Why Folders Fail: Duplication, naming issues & wasted time 4:00 β Why Metadata Wins: Search, filtering & automation 5:10 β Real-World Use Cases: HR, Legal, Finance & Projects 6:15 β Demo: SharePoint libraries with metadata vs no metadata 7:20 β Version History: Say goodbye to v1, v2, v3 chaos 8:15 β Adding Metadata Columns: Customising your library 9:30 β Uploading Documents & Setting Properties 11:00 β Filtering & Views: Finding documents in seconds 12:40 β Creating Custom Views & Linking to SharePoint Pages 14:20 β Business Process Automation: Review reminders & rules 15:30 β Power Automate & Approvals in SharePoint 17:30 β Demo: Approvals inside Microsoft Teams 18:20 β Final Thoughts: Why Metadata is Better than Folders in SharePoint By the end, youβll see why metadata is the key to clean, scalable document management in SharePoint. π Subscribe for more SharePoint & Microsoft 365 tips that help you work smarter, not harder. #SharePoint #Microsoft365 #Metadata #DocumentManagement
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