Efficiently Update Term Set Properties in SharePoint Online

Explore the essential process of updating Term Sets in SharePoint Online with our comprehensive guide. Discover how to maintain an accurate taxonomy that reflects your content organization, ensuring efficient categorization and navigation. Dive into step-by-step instructions and expert insights to streamline your SharePoint experience.

Steps to update term set properties in SharePoint Online

To update term set properties in SharePoint Online using the admin center, follow these steps:

Step 1. Access SharePoint Admin Center

Go to the Microsoft 365 admin center at https://admin.microsoft.com.
Sign in with your administrator credentials.
Navigate to the SharePoint admin center.

Step 2. Navigate to Term Store

In the SharePoint admin center, locate and select "Term store" or "Term store management" (depending on your admin center's layout).
This will open the Term Store Management Tool.

3. Locate the Term Set

Use the navigation pane to locate the term set you want to update. You may need to expand term groups and term sets to find it.

Step 4. Edit Term Set Properties

Click on the term set to select it.
In the right pane, you should see the properties of the selected term set.
Update the desired properties such as Name, Description, or whether it's Open for Term Creation.

Step 5. Save Changes

Once you've made the necessary updates, look for a "Save" or "Apply" button in the Term Store Management Tool.
Click on the button to save your changes.

Step 6. Confirm Changes

Ensure that the changes have been successfully applied by verifying the updated properties of the term set.

Complete script for updating term set properties

Here is the complete script for updating term set properties in SharePoint Online using PnP PowerShell.

# Connect to SharePoint Online
Connect-PnPOnline -Url https://yourtenant.sharepoint.com -Interactive

#Update Term set 
Set-PnPTermSet -Identity "YourTermSetName" -TermGroup "YourTermGroupName" -Name "new_name" -Description "new_description"

Replace "YourTermSetID" and "YourTermGroup" with the appropriate values for your term set. This script will update the name and description. Adjust the properties and values as needed for your specific requirements.

Conclusion

Term Sets in SharePoint Online are essential for maintaining an organized environment. With our guide, you can easily navigate the process using the admin center or PnP PowerShell. By ensuring accurate taxonomy, you enhance content organization and navigation for a streamlined SharePoint experience.