Stop drowning in SharePoint folders. Organisation & Metadata Essentials teaches your team how to structure content so it's clean, organized, and ready for Copilot.
With 45 beautifully designed workflow cards and a comprehensive 25,000+ word companion manual, you'll master column types, create powerful views, establish naming conventions, and transform your SharePoint from a folder-filled mess into a structured, searchable database.
- 45 high-resolution workflow cards (PDF print format)
- Comprehensive companion manual (25,000+ words)
- Quick reference sheet (Liza's Essential Four framework)
- How to use your cards guide
- Copilot preparation checklist
- Implementation roadmap
Sample Workflows:
- Column types explained
- Create views
- Group by document type
- Naming conventions
- Version control
- Missing metadata finder
- Prepare for Copilot
- And 38 more
Perfect For:
- Teams struggling with SharePoint organization
- IT departments rolling out governance
- Anyone preparing SharePoint for Copilot
- Organizations transitioning from folders to metadata
Part of Microsoft 365 Essentials - Workflow Cards Collection
