Forum Discussion
Managed Metadata for Customer and Project List
Hi, we want to store our project and customer documents on SharePoint online. We want to create lists for the customer and project lists, also use those values on document management. Structure will ...
azelmas I would consider a combination of the two if you need to use a metadata column representing just customers. Create a Customers term set and in the Projects term set, re-use the Customer term from the Customer term set. That way, you have an opportunity to have term set with just Projects and another with just Customers - and you can filter the Projects list by Customer if you need to.
Susan_Hanley Thank you for your reply.
