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Microsoft 365 Organisaiton and Metadata Workflow Cards
Microsoft 365 Organisaiton and Metadata Workflow Cards
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Microsoft 365 Organisation and Metadata Workflow Cards
Most teams struggle to organise files in Microsoft 365 because they were never taught how metadata works—or why folders alone create chaos. These workflow cards solve that problem.
Microsoft 365 Organisation & Metadata Workflow Cards teach your team how to structure document libraries properly using metadata, custom views, and clean file naming. With 30 visual, easy-to-follow workflows, this deck simplifies metadata planning, column creation, tagging, views, sorting, search, and Copilot readiness—so everyone organises files the right way from day one.
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's Inside
30 beautifully designed workflow cards covering every sharing and permissions scenario your team faces daily:
- How to create and use metadata columns
- Understanding each column type (Choice, Date, Person, Lookup, etc.)
- Setting up tags for Document Type, Department, Status, Owner, and more
- Creating custom views and filters for fast navigation
- Using Grid View to bulk-edit metadata
- Designing libraries that reduce folders and increase findability
- Naming conventions that support search and compliance
- Building metadata structures that prepare content for Copilot
- And 22 more essential organisation workflows
Each Card Includes
- A clean visual diagram showing the concept or use case
- A concise explanation of the column or metadata field
- Real-world scenarios where the metadata should be used
Part of the Microsoft 365 Workflow Card Collection
✅ Collaboration Deck (available now)
✅ Sharing & Permissions Deck (available now)
✅ Copilot & AI Deck (available now)
Coming Week 3: Organisation & Metadata Deck (coming soon)
Coming Week 4: Teams & Meetings Deck
Coming Week 5: Document Lifecycle Deck
Coming Week 6: Productivity & Workflows Deck
Coming Week 7: Navigation & Access Deck
Perfect For
- End users who need quick reference guides
- Managers training their teams
- IT departments rolling out Microsoft 365
- Anyone tired of searching for "how do I..." answers
What's Included
- 30 high-resolution workflow cards (PNG format, 300 DPI)
- Front side: Visual workflow diagram
- Back side: Step-by-step instructions
- Bonus: Quick Reference Sheet (1-page summary)
- Bonus: How to Use Your Cards guide (PDF)
