This session is designed to help participants understand and effectively use metadata, columns, and views in Microsoft 365 document libraries and lists. By leveraging these features, users can improve document organization, enhance searchability, and streamline workflows.

Objectives

- Understand Metadata: Learn what metadata is and how it can be used to categorize and organize documents.
- Create and Manage Columns: Discover how to create and manage columns in document libraries and lists to store metadata.
- Utilize Views: Explore how to create and customize views to display documents and list items based on specific criteria.
- Implement Best Practices: Learn best practices for using metadata, columns, and views to enhance document management.