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This guide will show you how to create and manage tags in SharePoint. These tags can be applied to files and folders.

If you only need to add tags to files and not folders, you may use the “Image tag” field following the instructions here. Otherwise, continue down this guide.

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titleClick here to learn how to tag only files and not folders...
  1. Visit s.uconn.edu/sharepoint and click on your SharePoint site to visit it.

  2. Click on Documents, or other Document Library, to find the file(s) you would like to tag and select them.

    image-20240401-131058.pngImage Removed
  3. Right-click on the files and choose Properties.

  4. Type in the word(s) you would like to use as a tag in the Image Tags field. Hit Enter after each tag.

    image-20240401-131314.pngImage Removed
  5. Click Save to finish.

  6. Allow time for these tags to take effect.

Create Term Group

  1. Visit s.uconn.edu/sharepoint and click on your SharePoint site to visit it.

  2. Allow the settings gear in the top-right corner a few seconds to load and then click on it. Click on Site information.

    image-20240326-150834.png
  3. Click on View all site settings.

  4. In the Site Administration section, click on Term store management.

  5. Expand the Site level term groups section. Click on Add term group and give the group a name, “termgroup” for example, then tap Enter on your keyboard. This name will not be visible to users.

    image-20240326-151558.png
  6. If necessary, add others who should be able to add/remove tags from this group.

  7. Click on the vertical ellipsis and then Add term set. Give this set a name, such as “tags” and then tap Enter on your keyboard. This name will not be visible to users.

    image-20240326-151724.png

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