To create a term set, follow these steps:
- From the SharePoint admin center, select Classic features, and then select Open under Term store:
- If this is your first time administering the Term Store, you'll need to grant an account permissions. In the tree-view navigation pane, select Taxonomy_<id>, and then add an account to Term Store Administrators and click Save.
- Click on Taxonomy_<id>, then select New Group.
- Fill out the properties for the name of the group managers and contributors and then click Save.
- Point to the new term set (or an existing one if you have previously configured a group to be associated with a site), select the arrow that appears and then select New Term Set.
- Enter the value you want to use as the default label or name for your term.
- In the Properties pane of the Term Store management tool, click the General tab and then fill out the required information about the new term set:
- Term Set Name: Enter a value for the name for your term set.
- Description: Enter a description for using the terms.
- Owner: Specify an owner.
- Contact: Enter an email address of a user or group for feedback purposes.
- Stakeholders: Add the names of groups or users that should be notified prior to changes being made to the term set.
- Submission Policy: Specify whether you want the term set to be Open or Closed.
- Available for Tagging: Select the checkbox to make the terms available for tagging items. If the term set is still in development or not ready to be deployed, clear the box.
- Select the Intended Use tab, and then specify the following settings:
- Available for Tagging: Select this checkbox to make this term set available for tagging content.
- Use this Term Set for Site Navigation: Select this checkbox to enable usage for managed navigation.
- Use this Term Set for Faceted Navigation: Check this box to enable refiners based on managed properties on the managed navigation pages. This is an advanced setting.
- Select the Custom Sort tab and then select a preferred sort order. By default, terms will be sorted alphabetically for the current language. Select Use custom sort order so that you can organize terms to always appear in a consistent order.
- Select the Custom Properties tab to specify any additional shared property name and value data about the term set.
- Click Save.