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Wednesday, March 14, 2018

SharePoint Document Library Metadata in Microsoft Teams

If you've started to play around with Microsoft Teams and are familiar with storing documents in SharePoint, you may have been disappointed to learn you can't see document metadata on the Files tab of your team's channel.  When I first heard this, I couldn't believe it!  How could we overlook one of the most basic reasons to use SharePoint over file shares?!

Have no fear.  After poking around a bit, it turns out Teams is almost as flexible as SharePoint.
  1. In Teams, click on the Files tab for your channel.
  2. Click 'Open in SharePoint'.
  3. Edit the view, or create a new one, and add the desired metadata.
  4. Copy the web address (something like, https://xxx.sharepoint.com/sites/ComeTogether/Shared%20Documents/Forms/AllItems.aspx)
  5. Back in Teams, add a new tab by clicking +.
  6. Search for 'web' and add the Website type tab.
  7. Fill out the Tab name and URL.
  8. Golden!
**Bonus Content
Related, someone asked me, "Wouldn't it be cool if there were a place to drop files that all channels could see, like at the root of the Shared Documents library that already has folders for each of my channels?

Why, yes.  Yes, it would.

  1. Follow the steps above.
  2. In the SharePoint view you create, set the Filter to Content Type is not equal to Folder.
  3. Celebrate!