Create a new taxonomy

Modified on Fri, 03 Feb 2023 at 10:27 PM

Before creating a new taxonomy, it is important to validate the need for the taxonomy, You must ensure no duplicate taxonomies are created to avoid confusion by users while using the taxonomy to classify information.

To properly govern the taxonomy creation process, only users with the approver role can create a new taxonomy.

The following steps walk you through the process of creating a new taxonomy in the Taxonomy app.

1.  On the Taxonomy Dashboard page, click the Create button.


The Create new taxonomy pane is displayed.

2.  Enter/select the required values in the fields. Refer to the table below for field names and descriptions:

Note:  The fields followed by * are mandatory to create the taxonomy.




Unique Code used to identify the taxonomy, usually the abbreviation of the Taxonomy, e.g. CS for Corporate Services.


The name of the taxonomy, it has be understood by the business stakeholders, avoid abbreviations for the name.


Information about the taxonomy, preferably describing the business activities underneath.

Primary Language*

The primary language to be used for the taxonomy

Second Language

The secondary language to be used for the taxonomy

Include Records Management Details Section

Select whether to display the Records Management Details section for developing the taxonomy. Note: Related fields are mandatory to publish the taxonomy.

Include M365 Retention Label

Select whether to display the M365 Retention Label tab.


The level of granularity the taxonomy should reach. The possible levels are: Function, Sub-Function, and Business-Process.

Version Number*

Uniquely system generated version number, begins with V 1.

3.  Click Ok.

The Success dialog is displayed.

4.  Click Ok.

The taxonomy is successfully created and added to the Taxonomy Dashboard page.

5.  Click the taxonomy name to start editing it.

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