MetaShare’s product roadmap

MetaShare is a SaaS solution that continuously is updated with features that our customers will benefit from. We have a board that meets every second week to review new suggestions from customers and MetaShare’s development team and prioritize them so that we deliver the right new features. In average we release 6 updates per year. We have a long list of things we want to do, and, on this page, we list the most prioritized features, grouped into these three sections:

  1. Next release
  2. Features to be released in a near future
  3. Other features that we considering developing

For a list of the all the released MetaShare features, see MetaShare’s release notes.

Features to be released in a near future

Features that we are planning to develop for upcoming MetaShare releases are listed below:

  1. Be able to submit documents for reviewal:
    • You will soon be able to select a document and choose to submit it for a reviewal process. Document reviewers will get an e-mail notification and the documents will be shown to them in MetaShare’s tasks page.
  2. Be able to easier upload a new version of an existing document:
    • Today, when you upload or paste a document whose document name already exists in the workspace, you get the option to add it as a new version or to cancel the upload. In the future you will also get the option to rename the document, in order to upload it as a new document.
  3. Enhancements to “documents with missing tags”:
    • Today documents with missing properties are shown to all members of a workspace. We will change this so that they will only be shown to the documents’ editors and the workspace’s owners.
    • Today there is a limitation that if a workspace has more than 5 000 documents, then tasks of the type “Missing properties” will not be able to be shown, in MetaShare’s tasks page. We have the ambition to solve this issue.
  4. Using user’s time zone for displaying results on start page.
    • If a user has a time zone defined in their user profile it will be used to display date values on Workspaces and Documents tabs. If the user profile has no time zone, the time zone of the SharePoint root site will be used.
  5. Be able to easier upload a new version of an existing document:
  6. Enhancements to search:
    • When you have conducted a search (workspaces or documents) you will see how many search results you get.
    • Currently, the only way to conduct a free-text search, is to write the search query and then press the Enter button on your keyboard. To make it more intuitive for users, we will add an item beneath the search box, that the users can click on, with the syntax: “Search: [phrase]”.
    • Add language support for Boolean search results.
    • Add these document functions to the “Documents” tab in MetaShare’s start page: “Submit for approval”, “Share”, “Cut”, “Publish”, “Delete” and “Alert me”.
    • In the same way as you can search for a document tag, within a workspace, we will also make it possible to search for a tag from MetaShare’s start page (the “Workspaces” and the “Documents” tabs).
  7. MetaShare’s archive- and deletion app:
    • We have started developing an add-on to MetaShare/SharePoint that will make it possible for any organization to set up rules that define the lifecycle of their documents, based on the documents’ age and their tagging.
      • The business rules will be defined in this new app and this is an example of a rule: If a document is tagged with “Sales” as “Area” (a custom metadata field) and “Agreement” as “Document type” (another custom metadata field) and 5 years have passed since the document was last modified (you will be able to define any time-period), then archive it (the options that you have are archive or delete).
      • You will be able to define which workspaces the app should manage, alternatively which workspaces should be excluded from being managed by the app.
      • If the rule indicates that a document should be archived, the document will be moved to an archive workspace (to a folder for the specific workspace that the document belonged to). In this archive workspace you can set your own permissions, making it possible to keep the same permissions as in the original locations but limited to “read-only” permissions.
      • If the rule indicates that a document should be deleted, the document will be sent to the workspace’s recycle bin, where it will be kept for up to 93 days.
      • The app will run on a daily basis and log all of the changes that it has done (deletion or archive) as well as why they were deleted/archived (which rule).
      • This app will be launched during Q4 2022 and will be licensed separately. Contact us, if you consider buying this app.

Other features that we consider developing

These are some of the features that we are considering adding to MetaShare, but we have not yet prioritized them.

  1. Enhancements to MetaShare tasks:
    • Redesign MetaShare’s tasks page, making it possible to filter and sort these documents, the same way as in the regular document view.
    • In order to easier follow up on tasks that you have created, e.g. documents that you have submitted for approval, we will as well show them as tasks, for you, in MetaShare’s tasks page.
    • Show all tasks that a user has been assigned, across all workspaces, from a new tab on MetaShare’s start page.
    • Currently you are just able to submit a document to one approver. If you want to send it to multiple users, you need to submit the document multiple times. We are planning to make it possible to submit the document to multiple users.
    • Be able to reassign a task to another user.
    • Be able to assign a task to a role/function, instead of only to a named user.
  2. Be able to submit documents for digital signatures:
  3. Show a description text when hovering over a filter of type managed metadata:
    • In SharePoint a term set can have a description. We will soon show this description when you hover over a document filter, so that users can get an understanding of which terms to find in the filter and what the purpose of the filter is.
  4. Display “File size” as a column in the document view:
    • We will be making it possible to add “File size” as a column in the document view and make the column sortable.
  5. Display a person’s “job title” in the People picker control:
    • Today, when adding a person in a people-picker control, you will see the name of the user and in a row beneath, you will see the user’s e-mail address. In the case when there are several users in an organization with the same name and to make it easier to differentiate the users, we will also be showing the user’s job title in this row.
  6. Show meaningful descriptions for tool bar functions:
    • To make it easier to understand what a specific tool bar function does, we will be adding meaningful descriptions when hovering over functions in the tool bar.
  7. Be able to toggle between list view and thumbnail view:
    • By default, MetaShare displays all documents in a list view, making it easy to see all metadata columns on the screen. Our plan is to add the possibility to toggle to a thumbnail view, useful e.g., when browsing through media-files.
  8. Be able to filter on your favorite documents/workspaces:
    • You will soon be able to select a document/workspace and choose to add it as a favorite. For quick access to favorite documents/workspaces, they will be displayed in a new “Home” tab in MetaShare’s start page.
  9. Custom search scopes/tabs in cross workspaces document search:
    • We are also planning to add the option to define custom tabs in MetaShare’s start-page, presenting documents across all workspaces of certain types, in a predefined view.
  10. Easier find documents after adding them to a workspace:
    • As documents that are moved between workspaces keep their original “Modified” date stamps, they will probably not be shown on the top of a workspace’s document list after they have been moved. The same thing applies if you create or upload documents with other metadata than shown in the document view. In the future, any added documents to a workspace (moved documents, uploaded documents, or created documents) will always be shown on the top of the list, regardless of how the list initially is sorted or filtered.
  11. Changes to the “Open in” function:
    • If you are a new MetaShare user and thereby have not set a preferred application to open your documents in, you will be asked in which application you would like to open the document. You have the option to save your preference and thereby not get the question of which application to open your next documents with. If you have saved your preference and later would like to get the question of which application to open your documents, you can select a document and click on the “Open in” function and there choose to remove your preference.
  12. Be able to type in a date in the date field:
    • Currently, the date field is only possible to fill in by browsing through the dates in the calendar view and thereafter selecting an appropriate date. We will soon make it possible to also type in a date in the field.
  13. Remove the rotating cube when logging into MetaShare:
    • Currently when logging into MetaShare, MetaShare’s cube rotates over the whole screen till MetaShare’s start page is ready to be shown. We will be shortening down this process so that MetaShare’s top bar and tool bar will be shown and once the content is ready to be presented, it will be shown on the page. This also allows users to quicker access functions on the top bar, like sign out.
  14. Show which sort order is applied in the sort-function on the tool bar:
    • To make it more visible for the end users, we will be writing out the applied sort order in the tool bar’s sort function.
  15. Be able to append a value to a multiple value managed metadata column, when editing multiple documents properties:
    • If you today edit multiple documents’ properties and one of these columns is a multiple value managed metadata column, the changes that you have done are overwritten on all the selected documents. In the future you will instead have the option to append a value to any existing values.
  16. Be able to toggle between compact view and all full view:
    • By default, MetaShare displays all documents in a compact view, making it easy to see all metadata columns on the screen without having to scroll horizontally. In this view some metadata values could be truncated and the only way to see all the values is to view the documents properties. This is however tedious if you want to see several documents metadata values. Instead, the plan is to add a toggling function between compact/full view, something similar to this:
      Compact mode
  17. Be able to add a custom link, under the “Help” icon:
    • As many MetaShare users create their own customized help-pages that relate to their own business rules, we have been asked to provide the possibility to add a custom link that will be shown under the standard “Online Help” link:
      Options available today under the MetaShare help icon
  18. Be able to define different document templates per workspace configuration:
    • In order to minimize the number of document templates to choose from, when creating new documents, we will make it possible to define different sets of templates to be used in different workspace configurations, so e.g., in a workspace for the board-members you will just see the templates that you will use in this workspace.
WordPress Cookie Plugin by Real Cookie Banner