
Discover when to use folders in a SharePoint library. Compare folders with metadata and learn best practices for organizing documents using views and columns.
Discover common pitfalls of using folders in SharePoint, from deep nesting and misclassified structures to cascading permissions, visibility limits, and long URLs that hinder search and access.
Compare metadata and folders in SharePoint, using metadata such as classification and customer for filtering and grouping, since folders do not contribute to search results.
Learn when folders are the right choice in SharePoint and related apps, using them as security boundaries, supporting lifecycle management, and enabling easy bulk operations.
Balance library versus folder permissions, avoid nesting folders, and apply metadata with pick lists. Improve filtering and search, keep folder names short, and prevent long URLs.
Regroup to capture the course takeaways on organizing documents in SharePoint, noting metadata is preferred and folders remain necessary in OneDrive and Teams.
Learn to input multiple entries in the same Excel cell using keyboard shortcuts, creating compact lists in a single cell and boosting efficiency in spreadsheets.
In this course SharePoint - Organizing Document (When to Use Folders) will cover Microsoft's SharePoint to examine library scenarios where folders are beneficial and can provide options that metadata cannot.
In this course you will learn more about the following topics:
Problems with traditional folder usage
Folders versus Metadata
Knowing what to avoid
Spotting potential problems
When to use folders
Best practices with folders
Examining pros and cons
Comparing to Metadata
Examining best practices
Managing folder appropriately
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Released: 5/16/2022