Tracy van der Schyff

#Office365Challenge Yesterday we looked at how easy it is to create grouped views, today I’ll show you how to drag documents into those groups to update metadata.

As much as I LOVE SharePoint – updating metadata is a painful task. Still I prefer metadata to folders when dealing with acceptable numbers of documents (when I start uploading 1000’s of documents a day – folders is what I use).

In the Modern Libraries (new look without the ribbon), Microsoft is changing the way we work with metadata and views.

Yesterday I showed you how easy it is to now create views without going to Library Settings. Now that we’ve created a grouped view, I would like to show you how to use that – to update metadata.

Related Posts:

Around the Office in 365 Days: Day 265 – SharePoint: Easily create views in new Modern Libraries

In my example below I’ve selected (1) two documents (currently on the Green RAG Status), I then drag them into the Amber grouping (2). You will notice the message that confirms Files to RAG Status Amber (3). The metadata on these documents will automatically update to the new grouping.

You have to be on the grouped view to achieve this:

Wow!!! That’s super cool. I wish this was around when I rebuilt our company intranet from scratch.

Overview of my challenge: As an absolute lover of all things Microsoft, I’ve decided to undertake the challenge, of writing a blog every single day, for the next 365 days. Crazy, I know. And I’ll try my best, but if I cannot find something good to say about Office 365 and the Tools it includes for 365 days, I’m changing my profession. So let’s write this epic tale of “Around the Office in 365 Days”. My ode to Microsoft Office 365.
Keep in mind that these tips and tricks do not only apply to Office 365 – but where applicable, to the overall Microsoft Office Suite and SharePoint.