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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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Create Term Group
Visit s.uconn.edu/sharepoint and click on your SharePoint site to visit it.
Allow the settings gear in the top-right corner a few seconds to load and then click on it. Click on Site information.
Click on View all site settings.
In the Site Administration section, click on Term store management.
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.
If necessary, add others who should be able to add/remove tags from this group.
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.
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Skip to step 8 if you have been following the instructions above.
Visit s.uconn.edu/sharepoint and click on your SharePoint site to visit it.
Allow the settings gear in the top-right corner a few seconds to load and then click on it. Click on Site information.
Click on View all site settings.
In the Site Administration section, click on Term store management.
Expand the Site level term groups section.
Expand your term group and then expand your term set.
Click on your term set to create a new term (tag).
Click on Add term at the top to add a tag. Give the tag a name and then hit Enter on your keyboard. This name will be visible to users.
Click on your term set to return to the group level before creating a new term (tag).
When you are done , click you should have 3 levels in the hierarchy: term group, term set, and terms (tags). Click on SharePoint in the top-left corner to return to the SharePoint homepage.
Make Tags visible in Document Library
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