1. Welcome
2. TPAssist
Background
The Challenge
The Task List
Do we need more than a task list?
The Method
STEP 1: Get Context
STEP 2: Identify & Expand
STEP 3: Act & Track
STEP 4: Achieve & Complete
STEP 5: Celebrate
The Tools
Option 1: Microsoft® Outlook®
Option 2: Mindjet® MindManager®
Option 3: TPAssist 2007 for Mindjet® MindManager®
User Success
Personal Productivity
Workplace Productivity
Create Dashboards
Enable Workflow
Manage Financial Information
Collaborate
Project Management
Plan / Communicate
Manage Projects
Enable Workflow
Track Costs
Be more effective
Project Office Management (RAG Dashboards and Milestone Summary)
Establish Red-Amber-Green (RAG) Dashboards
Build Custom Dashboards
Track Costs
Publish to Excel
Publish to MS Project
Project Teams - Online Collaboration
Track changes across shared maps
"My Tasks" Resource Filtering in Tree Summarisation
Enable Workflow
Manage Financial Information
Use Team Dashboards
Consolidate and Publish multi-maps
Getting Things Done
3. Getting Started
MODULE 1: Overview
STEP 1: Creating your first TPAssist Document
STEP 2: Managing a task.
STEP 3: Journal Entry
MODULE 2: Brainstorming to task tree creation
STEP 1: Create a map & start Brainstorming
STEP 2: Restructure into logical sequence
STEP 3: Convert to Task Tree
MODULE 3: Day-to-day Task Management
STEP 1: Define your context (TPAssist Document Properties)
STEP 2: Active Tasks & Priorities
STEP 3: Flag a key task
STEP 4: % Complete and 100%
STEP 5: Added Status Tracking
STEP 6: Record your actions
MODULE 4: Getting more out of TPAssist
STEP 1: Adding Semi-Structured notes to your tasks
STEP 2: Use your notes and task context in another application
STEP 3: Working without Journals to manage tasks
MODULE 5: Managing Complexity with Multiple Maps
STEP 1: Link a task with-in the same map
STEP 2: Link a task to another map
STEP 3: Create Parent Map & Linked sub-map
MODULE 6: Tree summarising
STEP 1: Create map summary based on proximity
STEP 2: Create map summary based on priority
STEP 3: Create map summary based on flag
STEP 4: Cleanup
MODULE 7: Task Automation
STEP 1: Automate Task dates
STEP 2: Link groups of related topics
STEP 3: Have complete control
STEP 4: Managing Complexity
MODULE 8: Financial Roll-up and related Capabilities
STEP 1: Capture Financial Details
STEP 2: Manage "Work" as well as Duration
STEP 3: Manage topic "value"
STEP 4: Roll-up Financial Details
STEP 5: Expose financial values on the map
STEP 6: Publish Work and Cost to Microsoft® Excel®
STEP 7: Publish Work and Cost to Microsoft® Project
MODULE 9: Publishing to Excel and Project
STEP 1: Microsoft® Excel® Publish
STEP 2: Microsoft® Project Publish
STEP 3: Consolidate and Publish multi-maps
STEP 4: Analyse project plans via Microsoft® Excel®
MODULE 10: Capture / Store / Process
Specify your categories (or tags)
Move content quickly and easily
Process your captured items.
MODULE 11: Getting Things Done (GTD)
Step 1: Get your tools installed
Step 2: Download and customise the GTD Template
Step 3: Configure your Quick Links for the Capture / Store / Process Capabilities
Step 4: Use your Focus areas to create and manage your projects
Option A: Outlook e-mail Processing
Option B: Use of "Landing Pads"
TIP: Using your IN-BASKET when on the runway
TIP: Zero-In
TIP: Weekly Review
TIP: Focus Area Review (Monthly)
4. Usage Reference
The TPAssist Document
Creating TPAssist Documents
Journals
Task Topics
Non-Task Topics
Topic Status
Topic Icons
Original Target Date
Topic Display Profile
Topic Auto Title
Macros
TPAssist Console
Journal Tab
Journal Tab - Title and Auto Title
Journal Tab - Journals
Journal Tab - Outlook Integration
Journal Tab - Financial Capabilities
Journal Tab - Task Details
Journal Tab - Multi-select
Tree Update Tab
Tree Update Tab - Tree Update Options
Tree Update Tab - Summary Options
Topic Tab
Topic Tab - Properties
Topic Tab - Properties - Multi-select
Topic Tab - Convert to Task Tree
Topic Tab - In Notes Tags
Topic Tab - Linked Items
Topic Tab - Topic Tree Template
Topic Tab - Link Item via Shortcut
Topic Tab - Move attachments to Cache
Publish Tab (Export to Excel)
Publish Tab - Excel Export Properties
Publish Tab - Microsoft Project Export Properties
Publish Tab - General Export Properties
Publish Tab - Edit Resources
Document Tab
Document Tab - Properties - Normal
Document Tab - Properties - Advanced
Document Tab - Properties - Topic Status Macro and Topic Auto Title
Document Tab - Properties - Summary Map
Document Tab - Properties - Attachment Cache path
Document Tab - Properties - Text Markers
Document Tab - Properties - Outlook Integration
Document Tab - Properties - Auto Date (Levelling) Defaults
Document Tab - Properties - Financial Capabilities
Document Tab - Cut'n'paste Topic Context
Document Tab - Resource Replace
Document Tab - Create HTML Viewer Page
Document Tab - Outlook Integration Update
Tree Update Reference
Task Information
Levelling (Auto Date)
Financial updates
Multimap Tree Update
Task Summarising
Task Summarising - Modes
Task Summarising - Styles
Task Summarising - Resource Filter
Task Summarising - Filters
Task Summarising - My Tasks
Task Summarising - To-Do Lists
Task Summarising - Notes
Financial Capabilities
What can I achieve?
Enabling the Financial Capabilities
Managing Effort (Work)
Managing Topic Values
Distributed Work and Topic Values
Outlook Integration
Integrated Task and Calendar Items
Enabling Topic integration with Outlook
Document - Update Outlook Integration
Using Outlook Items to get back to your mind map
Journal Tracking and Linked Items
Integrated Linkage Module
Journal Entries
Linking Outlook Items
Embedding Outlook Items as topic attachments
Copying to and linking Outlook Items via the Attachment Cache
Creating new subtopics from Outlook Items
Integrating existing Outlook Calendar and Task items into map topics.
Tips on using the Integrated Linkage module
Publishing
Publishing to Microsoft Excel
Publishing to Microsoft Excel - Report Types
Publishing to Microsoft Excel - "Pivot Source" worksheets
Publishing to Microsoft Project
Capture / Store / Process
Capturing Tools
Capture Tool in the Windows System Tray
Capture Tool for Microsoft Outlook
Send Topic MindManager Command
Link At MindManager Command
Send Map MindManager Command
Basket Processor
Details of the Basket Processor
Handling Missing/Broken Quick Links
System Configuration
Auto-Journal
Process during Tree Updates
Process during Journal Launch
Process during Topic Auto-Commands
Quick Links map
Quick Links
Standard verses "Flagged" topics (i.e. "Category/Tag verses "Link At" topics)
Editing your Quick Links Map
Adding Quick Links Automatically
Updating / Refreshing the list of Categories / Tags used by the Capture Tools.
Display Order of your categories/ tags during capturing
Temporary Storage of TEXT capture files
Tools
Resource Selection Dialog
Resource Editor
Topic Node Concat (or just Topic Concat)
Topic Tree Template
Link Item via Shortcut
Attachments Cache
Resource Replace
Create HTML Viewer Page
Outlook Integration Update
Options
Quick Links
Settings
Outlook
System
Software Add-ins
MindManager Add-In
MindManager 7 and MindManager 8
MindManager 6
Outlook Add-In
5. Command Reference
A-N
Add Topic (Capture)
Automatic Dates (Levelling)
Auto Journal
Auto Title (Topic)
Console
Convert to Task Tree
Create HTML Viewer Page
Cut'n'paste Topic Context
Edit Resources (Full Names and Hourly Charge)
Edit Quick Links (Open Map)
Financial Capabilities
Fixed Costs
Help
Integrated Linkage Module (Outlook)
Import Resources
Journal (Console Tab)
Journal (Topic)
Licensing Wizard
Link At (Capture)
Macros
Multi-Select
New Map
O-Z
Omit From Publishing
Omit From Tree Update
Options
Original Target Date
Process (Capture)
Properties (Document Console Tab)
Publish
Research / Notes Topic
Resource Replace
Resource Selection Dialog
Resource Editor
Resource Rates
Save All
Send Map (Capture)
Send Topic (Capture)
Task Summary
Topic (Console Tab)
Topic Display Profile
Topic Auto Title
Topic Node Concat (or just Topic Concat)
Topic Status
Topic Update
Tree Update
Work
6. Tips & Tricks
Topic Notes Window
Save All in menu bar
Workplace Practical Tips
Getting Things Done (GTD)
7. Search
8. Further Information
Tutorials
First Steps
Dashboard
What's New in version 1.6
About
Title
TPAssist 2007 For Mindjet® MindManager®: Methodology & Instructions
Subject
Online Help
Company
TPassist.com
Author
TPassist.com
Version
614
Comments
Developed using Mindjet MindManager 6.