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You're reading from  Microsoft 365 Fundamentals Guide

Product typeBook
Published inMay 2022
PublisherPackt
ISBN-139781801070195
Edition1st Edition
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Authors (2):
Gustavo Moraes
Gustavo Moraes
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Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

Douglas Romao
Douglas Romao
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Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao

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Using tags for files

A great way to organize your files and render them locatable by your end users is to tag them using customized fields on lists and libraries.

You can implement this content strategy in different ways, but I would like to spend more time talking about one in particular, the one that uses a Metadata/Taxonomy field in the list or library.

A taxonomy is an area where an organization can define lists of related terms that help it to organize or categorize data.

In SharePoint, the taxonomy terminology is known as Term Store, a place in SharePoint Central Administration where you can organize a group of terms (called term sets) and manage the terms.

Metadata can be managed in the following areas:

  • Term Store: This is a place where you can manage enterprise terms.
  • Term sets: Predefined lists of applicable terms—vocabularies, such as states, locations, jurisdictions, and projects.
  • Terms: Applied to content through managed...
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Microsoft 365 Fundamentals Guide
Published in: May 2022Publisher: PacktISBN-13: 9781801070195

Authors (2)

author image
Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

author image
Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao