Create managed metadata navigation in SharePoint 2013/2016

This SharePoint tutorial, we will discuss how to create managed metadata navigation in SharePoint 2013/2016.

In my previously Configure and Consume managed metadata service we have learned how to configure MMS and consume it in a list. Now let us see how to create a top and left navigation panes.

SharePoint managed metadata navigation

We have many ways to create navigation panes in SharePoint, few of them are:

  • Hard coding the navigation in user control and render with c#
  • Create a SharePoint list to add elements for navigation and read them using c# or CSOM
  • Creating top navigation using SharePoint designer
  • Add elements as part of site navigation
  • Implement a term store and associate it in site navigation

Advantages of managed metadata service (MMS) Navigation in SharePoint

We will get many benefits if we create top/left navigation using managed metadata service (MMS) service a few of them are:

  • Less Maintenance
  • More reusability
  • More control on elements in the navigation
  • Less Maintenance: Since we are using out of the box functionality there is no code deployments and code maintenance.
  • More Reusability: As we are using managed metadata service (MMS) term store we can use the same term store other site collections as well. This is really cool and time-saving approach.
  • More control on elements in navigation: Adding terms / new elements requires special permissions so we will have more control on navigation elements.

Create managed metadata navigation in SharePoint 2013/2016

Let us walk through the process of implementing this approach.

Ensure that managed metadata service (MMS) service is associated/configures for the web application

  • Log on to SharePoint 2013/2016 Central Administration
  • Navigate to below path
  • Central Admin -> Application Management -> Manage Service Application (under Configure Service Application Associations)
  • Ensure that managed metadata service (MMS) is associated with the web application as shown in below screenshot
sharepoint managed metadata navigation

Navigate to the site collection where you want to configure Term Store
Site settings -> Term Store Management

Note: You must have Site Owner permissions to perform this.

how to create managed metadata navigation in sharepoint 2013

Create Term set and Term as guided in my previous article Configure and Consume MMS.

After you created Term Set enable Site Navigation option as shown below

  • Select Term Set parent Click on “INTENDED USE” on right-hand side
  • Select the checkbox for “use this Term Set for Site Navigation”
  • Click on Save button
managed metadata navigation in sharepoint 2013

As soon as you click on “Save” button SharePoint will add one more tab called “TERM-DRIVEN PAGES” to custom page URL for each and every term.

SharePoint 2013 navigation using managed metadata navigation

Now let us associate the Terms with their respective pages by clicking on browse option and click on Save.

Configure managed metadata navigation in SharePoint 2013
enable managed navigation sharepoint

Repeat this for all the Term(s) in the Term Set as shown below.

configure managed navigation sharepoint online

Once you complete this custom page association, move on navigation Site Settings -> Navigation

Note: This navigation is available only if the site collection feature “SharePoint Server Publishing Infrastructure

Select Managed Navigation option in both Global and Current Navigation and select Term Set as shown below and click on OK.

how to create managed metadata navigation in sharepoint 2016

Once it is association completed success it will look like as below.

sharepoint 2016 configure managed navigation

You may like following SharePoint tutorials:

This is how we can create managed metadata navigation in sharepoint 2013 or SharePoint 2016.

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Krishna Vandanapu

I am Krishna.Vandanapu a SharePoint architect working in IT from last 13+ years, I worked in SharePoint 2007, 2010, 2013, 2016 and Office 365. I have extensive hands on experience in customizing SharePoint sites from end to end. Expertise in SharePoint migration tools like Sharegate, Doc Ave and Metalogix. Migrated SharePoint sites from SharePoint 2007 to 2010 and 2010 to 2013 several times seamlessly. Implementing CSOM with Microsoft best practices. Spent quality time in configuring SharePoint application services like User Profile, Search, Managed Meta data services etc. Now exploring SharePoint Framework and SharePoint 2019