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Project View

You can transform your Mind Map into a project with timescales and deadlines that you can manage efficiently. To access the project management features, go to "Home" on the main toolbar.

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Then, click the Project View icon under the 'Home' tab on the main toolbar.

project_icon.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.

new_project_view.png

If you do not want one of your branches to become a task, select the task in the table. 

Right click on the task, then select 'Edit'.

remove_branch_from_project_view.png

The Task Information panel will appear to the right of your screen.

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

disabled_branch_from_project_view.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.

 

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, the percentage the task is completed and mark it as a priority if necessary. When you first open Project View you will notice that all the dates of the tasks have defaulted to branch creation date. There are 3 ways to change this:

Select the date directly from the task panel.

adjust_timescale_1.png

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

 adjust_time_scale_2.png

 

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.

adjust_timescale_3.png

 

Creating a Predecessor

If you need your tasks completed in a particular order, 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 halfway down and click on it to open it.

predessor_1.png

Click on the “+” icon to start adding tasks.

predessors_2.png

By changing the “Type” option of each task you can designate when a task can be started in relation to its predecessor.

predessor_3.png

To remove a predecessor click the “-“ icon.

Resources Tab

The resources tab allows you to 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).

resources.png

Select the “+” icon to add the information required.

 resources_2.png

 

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

 

project_view.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.

project_view_full.png

 

 

If you do not want one of your branches to become a task, select the task in the table. 

Right click on the task, then select 'Edit'.

remove_branch_from_project_view.png

The Task Information panel will appear to the right of your screen.

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

disabled_branch_from_project_view.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.

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, the percentage the task is completed and mark it as a priority if necessary. When you first open Project View you will notice that all the dates of the tasks have defaulted to branch creation date. There are 3 ways to change this:

 

Select the date directly from the task panel

adjust_timescale_1.png

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

 adjust_time_scale_2.png

 

 

You can access the task information by clicking on the task information icon on the left-hand side of the toolbar.

project_view_toolbar.png

Once in the side panel, you can edit the name, start date, end date, duration, completion percentage and priority.

task_information.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 halfway down and click on it to open it

 

predessors.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 to 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

 

 

 

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