Welcome 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 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) 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 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 Tips & Tricks Topic Notes Window Save All in menu bar Workplace Practical Tips Getting Things Done (GTD) http://www.google.com/coop/cse?cx=016530088534936821092:pglrnzmahxe Further Information Tutorials First Steps Dashboard What's New in version 1.6