{"id":4173,"date":"2025-01-21T10:17:39","date_gmt":"2025-01-21T10:17:39","guid":{"rendered":"https:\/\/ndz.hhz.mybluehost.me\/website_d8938f02\/how-to-use-automatic-tagging-in-sharepoint\/"},"modified":"2025-04-07T21:15:41","modified_gmt":"2025-04-07T10:15:41","slug":"how-to-use-automatic-tagging-in-sharepoint","status":"publish","type":"post","link":"https:\/\/simplysharepoint.com\/stagenew\/how-to-use-automatic-tagging-in-sharepoint\/","title":{"rendered":"How to Use Automatic Tagging in SharePoint"},"content":{"rendered":"<body><p>Let\u2019s face it: everyone hates filling out metadata in SharePoint. The groans, the sighs, the \u201cDo we really have to do this?\u201d are all too familiar. But what if I told you there\u2019s a way to make it easier for everyone? Enter <strong>default column values<\/strong> \u2014 a game-changer for those who want the best of both worlds: folders and metadata. This post is going to show you how to use automatic tagging in SharePoint.<\/p>\n<p>By setting default column values on your folders in <a href=\"_wp_link_placeholder\" data-wplink-edit=\"true\">document libraries,<\/a> you can ensure metadata is automatically applied when users upload or create documents. Yes, this is possible, and yes, it\u2019s as magical as it sounds. But as with all things SharePoint, success lies in planning your information architecture properly.<\/p>\n<h2>The Metadata Nightmare That Could Have Been Avoided<\/h2>\n<p>Let me take you back in time to a project I worked on years ago. The organisation had a grand idea: they would implement <strong>nine mandatory metadata fields<\/strong>\u00a0for every document across the company. Nine. Mandatory. Fields.<\/p>\n<p>We even had a metadata steering committee. Yes, a committee dedicated to metadata. I flew halfway across the world to attend meetings where we debated things like whether \u201cProject Name\u201d should be a single or multi-select choice. (Spoiler: it was a single select.)<\/p>\n<p>Needless to say, it didn\u2019t go well. Adoption was slow, end users were frustrated, and arguments over metadata tagging became part of the company culture. If only we\u2019d had tools like default column values back then. I\u2019m not even sure this was an option in the 2007 version of SharePoint, but it would have saved us from months of bickering, countless meetings, and probably a few grey hairs.<\/p>\n<blockquote>\n<p>Moral of the story: don\u2019t let your metadata dreams turn into nightmares. Plan smartly.<\/p>\n<\/blockquote>\n<h2>Why Default Column Values Are the MVP of Metadata<\/h2>\n<p>Default column values let you automatically tag metadata on documents uploaded or created within a specific folder in a document library. It\u2019s the perfect blend of folder structure and metadata tagging. Here\u2019s why it\u2019s a game-changer:<\/p>\n<ul>\n<li>\n<p><strong>Ease of Use:<\/strong>\u00a0End users don\u2019t have to think about tagging; it happens automatically.<\/p>\n<\/li>\n<li>\n<p><strong>Consistency:<\/strong>\u00a0Metadata is applied uniformly, reducing human error.<\/p>\n<\/li>\n<li>\n<p><strong>Time-Saving:<\/strong>\u00a0No more nagging emails reminding teams to fill in metadata fields.<\/p>\n<\/li>\n<\/ul>\n<h2>Real-World Scenario: Marketing Campaign Files<\/h2>\n<p>Imagine you\u2019re managing a document library for your marketing team. You\u2019ve set up folders for each campaign: <em>Launch Q1<\/em>, <em>Launch Q2<\/em>, <em>Launch Q3<\/em>, and so on. Instead of expecting your team to manually tag documents with metadata like Campaign Name or Campaign Quarter, you can set default column values for each folder.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>\n<p>The <em>Launch Q1<\/em>\u00a0folder automatically tags documents with:<\/p>\n<ul>\n<li>\n<p><strong>Campaign Name:<\/strong>\u00a0Launch Q1<\/p>\n<\/li>\n<li>\n<p><strong>Campaign Quarter:<\/strong>\u00a0Q1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>The <em>Launch Q2<\/em>\u00a0folder automatically tags documents with:<\/p>\n<ul>\n<li>\n<p><strong>Campaign Name:<\/strong>\u00a0Launch Q2<\/p>\n<\/li>\n<li>\n<p><strong>Campaign Quarter:<\/strong>\u00a0Q2<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>When someone uploads a document to the <em>Launch Q1<\/em>\u00a0folder, it\u2019s automatically tagged. No effort required.<\/p>\n<h2>How to Set Default Column Values<\/h2>\n<p>Here\u2019s how to use automatic tagging in SharePoint:<\/p>\n<ul>\n<li>\n<p><strong>Navigate to Your Library<\/strong>\u00a0Open the document library where you want to set default column values.<\/p>\n<\/li>\n<li>\n<p><strong>Access the Library Settings<\/strong>\u00a0Go to the settings gear icon and select <strong>Library settings<\/strong>.<\/p>\n<\/li>\n<li>\n<p><strong>Open Column Default Value Settings<\/strong>\u00a0Under the \u201cColumns\u201d section, you\u2019ll see an option for <strong>Column default value settings<\/strong>. Click on it.<\/p>\n<\/li>\n<li>\n<p><strong>Select a Folder<\/strong>\u00a0Choose the folder for which you want to set default column values. You\u2019ll see the columns available for tagging.<\/p>\n<\/li>\n<li>\n<p><strong>Set Default Values<\/strong>\u00a0For each column, set the default value you want applied. For example:<\/p>\n<ul>\n<li>\n<p><strong>Campaign Name:<\/strong>\u00a0Launch Q1<\/p>\n<\/li>\n<li>\n<p><strong>Campaign Quarter:<\/strong>\u00a0Q1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p><strong>Save and Test<\/strong>\u00a0Save your settings and test the functionality by uploading a document to the folder. Check if the metadata is automatically applied.<\/p>\n<\/li>\n<\/ul>\n<h2>Lessons Learned (and Laughed About)<\/h2>\n<p>Looking back at my steering committee days, I\u2019m reminded of how much SharePoint has evolved. From endless debates about single vs. multi-select fields to automatic tagging, we\u2019ve come a long way. Today, with a bit of planning, you can save your team from the dreaded \u201cmetadata fatigue\u201d and make SharePoint a tool they actually enjoy using.<\/p>\n<p>Remember, the key to success is in structuring your folders and metadata thoughtfully. And maybe, just maybe, you\u2019ll avoid the need for a steering committee entirely.<\/p>\n\n\n<figure class=\"wp-block-image size-large has-lightbox\"><a href=\"https:\/\/simplysharepoint.com\/stagenew\/courses\/30-day-sharepoint-challenge\/\"><img data-dominant-color=\"9ec6b5\" data-has-transparency=\"false\" style=\"--dominant-color: #9ec6b5;\" loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"352\" src=\"https:\/\/ndz.hhz.mybluehost.me\/website_d8938f02\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-1440x352.avif\" alt=\"\" class=\"wp-image-4441 not-transparent\" loading=\"lazy\" srcset=\"https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-1440x352.avif 1440w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-png-600x146.avif 600w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-300x73.avif 300w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-1536x375.avif 1536w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-800x195.avif 800w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-1320x322.avif 1320w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-png.avif 2048w, https:\/\/simplysharepoint.com\/stagenew\/wp-content\/uploads\/2025\/01\/30daysharepointchallenge-3-png.avif 1720w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/a><\/figure>\n<\/body>","protected":false},"excerpt":{"rendered":"<p>Let\u2019s face it: everyone hates filling out metadata in SharePoint. The groans, the sighs, the \u201cDo we really have to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4174,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","pmpro_default_level":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[450,451],"tags":[290,413,412,289],"class_list":["post-4173","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sharepoint-fundamentals","category-information-architecture","tag-document-libraries","tag-document-management","tag-governance","tag-metadata","pmpro-has-access"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Use Automatic Tagging in SharePoint - Simply SharePoint<\/title>\n<meta name=\"description\" content=\"Want to know how to use automatic tagging in SharePoint? 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