Tracy van der Schyff

#Office365Challenge – Term Store Management in Office 365 Part 5 Using Managed Metadata. After all that hard work of planning, assigning permissions and building the Term Store and Sets, we eventually get to the good part – using the Managed Metadata.

Related posts:
Around the Office in 365 Days: Day 96 – Term Store Management in Office 365 Part 1 Terminology
Around the Office in 365 Days: Day 96 – Term Store Management in Office 365 Part 2 Permissions
Around the Office in 365 Days: Day 98 – Term Store Management in Office 365 Part 3 Planning
Around the Office in 365 Days: Day 99 – Term Store Management in Office 365 Part 4 Building

Thank goodness, this is the easy part! To add managed metadata to your library (or list), go to the Library Tab > Library Settings:

Click on Create Column:

Choose Managed Metadata:

Scroll down to see the Term Set Settings section. Expand the Term Sets to the level you want the user to choose from. For example, if I expand and select Southern Africa, the user will only be able to choose from the Terms below Southern Africa. Click OK to save and add your column:

Click on the tags to search for the term you would like to use:

Alternatively you can also start typing in the field and it will search and display the available terms to choose from:

How easy was that?1.

Overview of my challenge: As an absolute lover of all things Microsoft, I’ve decided to undertake the challenge, of writing a blog every single day, for the next 365 days. Crazy, I know. And I’ll try my best, but if I cannot find something good to say about Office 365 and the Tools it includes for 365 days, I’m changing my profession. So let’s write this epic tale of “Around the Office in 365 Days”. My ode to Microsoft Office 365.

Keep in mind that these tips and tricks do not only apply to Office 365 – but where applicable, to the overall Microsoft Office Suite and SharePoint.