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Project View


You can transform you Mind Map into a project with timescales and deadlines that you can manage efficiently. To access the project management features, click the Project View icon under the 'Home' tab on the main toolbar.

 

 

When you access Project view, you will find that your Parent Branches are presented as tasks, with your Child Branches presented as sub-tasks.

 

 

To prevent a Branch from becoming a task:

 

  1. Select the task
  2. Right click and select 'Edit'
  3. The Task Information panel will appear to the right of your screen

 

Untick from the 'enable project management' box in the Task Information panel to remove the Branch from tasks.

 

 

Adjusting the time frame shown on the calendar:

You can adjust the time frame shown on the calendar by right clicking on the top of the Gantt chart where the year is displayed, this will bring up a pop up menu, hover over "toggle period tier" to change whether you want to display weeks/ months/ years to limit the size of the calendar.

 

 

The time span of each Child Branch adds to the total duration of its Parent Branch in Timespan view; if a Child Branch is removed as a task, this will update the timespan of its Parent Branch automatically.

 

Adjusting the Timespan of a task

Each task can be assigned its own timescale in which to be started, percentage the task is completed and mark it as priority if necessary. When you first open Project View you will notice that all the dates of the tasks have been defaulted to branch creation date. There are 3 ways to change this:

  1. Select the date directly from the task panel

2. On the Gantt Chart itself, click the diamond icon and drag along timeline to make the change

 

 

3. In the Side Panel in the Attachments tab. Once in the side panel you can edit the name, start date, end date, duration, completion percentage and priority.

 

Creating a Predecessor

 

If you need your tasks completed in a particular order, you can set a predecessor option by following the instructions below:

 

  1. In the side panel, click on the attachment tab, then Tasks.
  2. Locate the “Predecessor” tab half way down and click on it to open it
  3. Click on the “+” icon to start adding tasks.
  4. By changing the “Type” option of each task you can designate when a task can be started in relation to its predecessor.
  5. To remove a predecessor click the “-“ icon.

 

 

Resources Tab

 

The resources tab allows you document what resources you will require for your task such as equipment, information etc.

 

To add resource information maximise the Resource Tab by clicking on it (located directly under the “Predecessor” tab). Select the “+” icon to add the information required.

 

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You can transform you Mind Map into a project with timescales and deadlines that you can manage efficiently. To access the project management features, click on the move icon on the tool bar, then on the drop-down menu click on “Project” to enter project view.  

 

Screen_Shot_2017-02-09_at_4.23.26_PM.png

 

When you access project view, you will find that your Parent Branches are presented as tasks, with your Child Branches presented as sub-tasks.

 

To remove a branch from the task list:

 

  1. Select the task
  2. Right click and select 'Edit'
  3. The Task Information panel will appear to the right of your screen

 

Screen_Shot_2017-02-09_at_4.27.57_PM.png

 

Untick from the 'enable project management' box in the Task Information panel to remove the Branch from tasks.

 

 

Screen_Shot_2017-02-09_at_4.28.06_PM.png

 

Adjusting the time frame shown on the calendar:

You can adjust the time frame shown on the calendar by right clicking on the top of the Gantt chart where the year is displayed, this will bring up a pop up menu, hover over "toggle period tier" to change whether you want to display weeks/ months/ years to limit the size of the calendar.

 

project_view_time_scale.png

 

 

The timespan of each Child Branch adds to the total duration of its Parent Branch in Timespan view; if a Child Branch is removed as a task, this will update the timespan of its Parent Branch automatically.

 

Adjusting the Timespan of a task

Each task can be assigned its own timescale in which to be started, percentage the task is completed and mark it as priority if necessary. When you first open Project View you will notice that all the dates of the tasks have been defaulted to branch creation date. There are 3 ways to change this:

  1. Select the date directly from the task panel

 Screen_Shot_2017-02-09_at_4.32.01_PM.png

 

  1. On the Gantt Chart itself, click the diamond icon and drag along timeline to make the change
  1. In the Side Panel in the Attachments tab. Once in the side panel you can edit the name, start date, end date, duration, completion percentage and priority.

Screen_Shot_2017-02-09_at_4.32.22_PM.png

 

Creating a Predecessor

 

If you need your tasks completed in a strict order or some of your tasks are reliant on other tasks being completed first, or at the same time, you can set a predecessor option by following the instructions below:

 

  • In the side panel, click on the attachment tab, then Tasks.
  • Locate the “Predecessor” tab half way down and click on it to open it

 

predecessor.png

 

  • Click on the “+” icon to start adding tasks.
  • By changing the “Type” option of each task you can designate when a task can be started in relation to its predecessor.
  • To remove a predecessor click the “-“ icon.
predessor_types.png
 

 

Resources Tab

 

The resources tab allows you document what resources you will require for your task such as equipment, information etc.

 

To add resource information maximise the Resource Tab by clicking on it (located directly under the “Predecessor” tab). Select the “+” icon to add the information required.

 resources.png

 

 

Back to Top 

 

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