Managed Navigation in SharePoint

Managed Navigation

Managed navigation is another out-of-the-box option that you can use to recreate the same sort of functionality as structural navigation.

The advantage of using managed metadata is that it is much faster to retrieve the data than using content by query to build the site navigation. Although it is much faster there is no way to security trim the results so if a user doesn’t have access to a given site, the link will still show but will lead to an error message.

Managed navigation
Pros: Easy to maintain
Cons: Not automatically updated to reflect site structure

In order to implement managed navigation, you need to have term store administrator permissions. By setting up terms with URLs that match the structure of a site collection, managed navigation can be used to replace structural navigation.

https://speducation.sharepoint.com/sites/podtraining is a simple site created with one Root site and five subsites under it.

To add managed navigation:

  • Navigate to the Site Actions > Site Settings > Navigation
  • Global Navigation > Select Managed Navigation

  • I did not want to disrupt my “Term Store” so I am creating a navigation specifically for this site
  • Go to the Managed Navigation Term Set > Create Term Set

  • To add terms to the term set click “Open the Term Store Management Tool to edit term sets”
  • Now click on “Site Collection – domainname.sharepoint.com-sites-sitecollectionname” > the term set that was created earlier (in my case it’s “POD Training Navigation”)

  • I left all the other settings to default

  • Right Click on “POD Training Navigation” > Create Term. It is this terms that will be associated with the subsite. ->

<- I created 5 terms for the 5 subsites

  • We now associate the terms to the subsite
  • General Tab > leave the default settings unless you want to add labels
  • Navigation Tab > 2 options:
  1. Simple link or header: You can add the URL for your subsite here

  • Click Save
  • Navigate back to the site and associate your Navigation to the site

  1. Term driven page with friendly URL: This navigation node will be a friendly URL to a term-driven page. Switch to the “Term-Driven Page” tab to configure more options for this node type

  • This was your URL:
  • Term Driven Pages Tab: Use this page to configure a Friendly URL

  • Fill in the target page for the Friendly URL (FURL)
  • Fill in the rest of the information if you want the term to load a specific page that you created. I left everything to default.

  • Follow the same steps listed above in blue
  • This is what my URL looks like now: