nBold

Metadata are structured labels attached to teams. This new capability lets you:

Define once in the template’s Custom Form.

Assign or change across hundreds of existing teams with Bulk.

Auto‑sync values directly from 3rd Party Apps such as Salesforce (and soon any nFlow connector). ​

1. Define once in the template’s Custom Form.
2. Assign or change across hundreds of existing teams with Bulk.
3. Auto‑sync values directly from 3rd Party Apps such as Salesforce (and soon any nFlow connector). ​

Where metadata shine – three practical scenarios (revised)

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Add a Custom Form with field called Lifecycle (values: Pre‑Bid, Delivery, Support).

Tick Show on team card – every created team will display the pill automatically.

Reference the same field in the naming convention if helpful.

1. Add a Custom Form with field called Lifecycle (values: Pre‑Bid, Delivery, Support).
2. Tick Show on team card – every created team will display the pill automatically.
3. Reference the same field in the naming convention if helpful.

For more info<a href="https://success.nboldapp.com/en/articles/11786501-custom-forms-in-microsoft-teams-templates"> see Custom Forms in Templates</a>.

Filter, Search, or paste a CSV of team IDs.

Actions → Assign metadata → pick Lifecycle = Delivery. Custom form and metadata

Confirm – nBold writes the label to every selected team in under a second. 

1. Navigate to Bulk → Teams.
2. Filter, Search, or paste a CSV of team IDs.
3. Actions → Assign metadata → pick Lifecycle = Delivery. Custom form and metadata
4. Confirm – nBold writes the label to every selected team in under a second.

Team cards – coloured pills show at a glance.

Filter bar – the most frequent values float to the top.

Bulk – In bulk filter on any metadata to retrieve the corresponding teams.

API – advanced users can query <code>nbold Metadata</code> for advanced scenarios.

- Team cards – coloured pills show at a glance.
- Filter bar – the most frequent values float to the top. 
- Bulk – In bulk filter on any metadata to retrieve the corresponding teams. 
- API – advanced users can query <code>nbold Metadata</code> for advanced scenarios.

Metadata Management – Templates, Bulk & nFlow

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Scenario	Typical user question	How to model the metadata
Project Delivery	“Show me all Execution projects with a Large Budget.”	Budget Band (Small < 250 k, Medium 250 k–1 M, Large > 1 M) – captured once via Custom Form. Project Stage (Idea, Planning, Execution, Closure) – updated later by PMO through Bulk or Power Automate.
Sales Deal Room	“Which EMEA Large Deals are at Proposal stage?”	Deal Size (Small Deal, Large Deal) – captured via Custom Form. Opportunity Stage (Qualification, Proposal, Negotiation, Closed‑Won, Closed‑Lost) – updated automatically from Salesforce Pipeline ↔ nFlow.
Crisis Management Hub	“List P1 incidents for the Manufacturing unit.”	Severity (P1, P2, P3) & Business Unit (Manufacturing, Retail, Corporate …) – both set in Custom Form for the initial incident report.

Type	Suggested values
Budget Band	Small (< 250 k), Medium (250 k–1 M), Large (> 1 M)
Deal Size	Small Deal, Large Deal
Project Stage	Idea, Planning, Execution, Closure
Opportunity Stage	Qualification, Proposal, Negotiation, Closed‑Won, Closed‑Lost
Severity	P1, P2, P3
Business Unit	Manufacturing, Retail, R&D, Corporate
Region	NA, EMEA, APJ

Metadata Management – Templates, Bulk & nFlow

Feature overview

Where metadata shine – three practical scenarios (revised)

Extended taxonomy examples

A. Defining metadata in a template

B. Assigning metadata in Bulk

Where do metadata appear?