TaskMap: Processes Made Easy

TaskMap Professional DataSheet

System requirements:
32-bit version of Visio 2016, 2013 or 2010, Professional or Premium editions

TaskMap is an environmentally friendly product

Visio Office partnership

"TaskMap is an invaluable tool for developing business processes. Its graphic nature reduces pages of written process descriptions to a few diagrams while its powerful hyperlinking feature enables the development of highly effective "point-and-click" document support."

Grant Lungren, CEO - Grantlun Corporation


Products >> TaskMap Professional >> Features

TaskMap® Professional

The simplest way to communicate, manage and publish business processes and procedures.

Simple to Use, Simpler to Understand: (View a Demo)

TaskMap reduces the number of shapes required to build a map into only 6 shapes. By simplifying the number of shapes process maps are simplier to build (anyone can do it) and no longer requires extensive knowledge or a shape legend for the audience to understand the full meaning of the process.

Web Publishing: (View a Demo)

Distribute process maps so anyone in your organization can explore them without any specialized software. The default setting for web published maps is VML allowing your audience to zoom in and out without affecting quality. The side panel on published maps features a 'jump to page' dropdown list, pan and zoom, and search functions. View a web published process map (Side panels functions require internet explorer)

Process Analysis and Improvement: (View a Demo)

TaskMap Pro includes all features that TaskMap Standard includes as well as some additional features for process analysis and improvement. The added features allow for processes to be deciphered and analyzed for bottlenecks and inefficiencies. User defined and standardized duration fields are used to capture timeframe for completion time for Tasks and lag time between Tasks. User assigned numbers can be added to predefined risk and control systems for each Task symbol. Ideal for risk or quality control applications.

TaskMap Capture for Excel: (View a Demo)

TaskMap Capture for Excel enhances TaskMap Professional by moving data capture where it belongs – into the hands of process owners and process participants. Microsoft Excel users can enter process data into a pre-formatted TaskMap spreadsheet that includes popup help text and dropdown lists for key fields. Knowledge of process mapping software is not required.

Save as PowerPoint: (View a Demo)

Need to present a TaskMap at a meeting or conference? With two clicks you can save an entire TaskMap as a PowerPoint presentation, complete with a Table of Contents hyperlinked to each map page.

Produce Process Maps Quickly:

TaskMap gives you 2 options for how you want to add shapes to your process. 'Add Tasks to Page' is a automated function that allows you to define how many Tasks you would like added and how you would like them arranged, and TaskMap will then place them on your page. Task Splitting (*New to TaskMap 4) - Dropping Tasks on top of Task Link will split the it into 2 Links. Smart tags on Task Shapes allows instant access to Task Properities and Hyperlinks (*New to TaskMap 4).

Hyperlink to Underlying Data:

We have built a powerful hyperlinking functionality into our process mapping software. You can quickly hyperlink to the underlying data used for Tasks and use the predefined functionality to define exactly how you want the link to work.

See all of TaskMap Features

New Features to Version 4

  • Additional TaskMap Reports

  • Enhanced Email Hyperlinks

  • Auto-create TCE Workbook from Existing Map

  • Check My Map

  • Save as Project

  • Save as PowerPoint

  • Save as Process Folder

  • Additional User-defined Fields

  • Support for Visio 2010

  • Automatic Layout of Task Shapes

  • Smart Tags on Tasks

  • Single-click Task Selection

  • Automated Task Link Splitting

  • AutoLink

  • Spell Check

  • Find/Replace

  • Task Description Viewable from Hyperlinks Dialog

  • More Connector Hyperlinks Types

See Product Comparison Chart to see all new TaskMap 4 Features

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Visio 2010 ProSupport for Visio 2010

TaskMap 4 supports Visio 2010. A completely fresh design and new ribbon icons have been developed to make TaskMap even more intuitive for new users and non-experts.

Find/Replace for all Text

TaskMap now provides find/replacefor all text in a TaskMap, even the Guidelines, Resources and other parts of the Task shape

Additional User-defined Fields

Utilize as many as three customizable user-defined fields for each Task shape. You can assign a name to each field and you can even designate whether each field should contain numeric, text, date, currency or list-based data. Your customized fields, including your choice of field names, will appear on the shape data dialog.

Save as Process Folder

You’ve created a TaskMap of your process and now you’d like to create and manage a project based on your map. TaskMap v4 makes this easy to do by creating a copy of your TaskMap (and corresponding TaskMap Capture workbooks, if any), allowing you to track project status and completion.

Save as PowerPoint

Need to present a TaskMap at a meeting or conference? With two clicks you can save an entire TaskMap as a PowerPoint presentation, complete with a Table of Contents hyperlinked to each map page.

Save as Project

Want to turn your TaskMap into a Microsoft Project plan? You can easily do so by using the new Save as Project feature.

Check My Map

Do you have any duplicate Task IDs? Are all of your Task Links connected on both ends? Is your map too complex? You can now have TaskMap check the validity of your TaskMap by examining these and other aspects of your map.

Auto-creation of TaskMap Capture for Excel Workbook from Existing Map

Do you have an existing TaskMap and would like to maintain your data in a TaskMap Capture for Excel (TCE) workbook? TaskMap v4 will create a fully functional TCE workbook from any existing TaskMap, including all Task data, whether the map was created with TaskMap Lite, Standard or Professional.

Enhanced Email Hyperlinks

The email hyperlink dialog allows you to include CC and BCC addresses in addition to multiple TO addressees. In addition, you can include the subject line and even the body text of the message in the hyperlink merely by completing a simple form.

Additional TaskMap Reports

New reports include a Hyperlinks Report, Key Decisions Report, Roles by Task Report and more.

Additional Hyperlink Types for Connector

You can add document and web page hyperlinks to a Connector in addition to creating links to other TaskMap pages.

Page/Task Hyperlinks show Task Description

The hyperlink dialog now shows both the Task ID and Task Description for potential hyperlink targets making it easier to select the correct target Task.

Spell Check for all Text

TaskMap now provides spell checking for all text in a TaskMap, even the Guidelines, Resources and other parts of the Task shape


Produce TaskMaps more quickly by “shooting” Task Links from any Task to an adjacent Task – no need to drag Task Links from the stencil onto the page.

Splittable Task Links

When you drop a Task onto a Task Link arrow, the Task Link splits into two and both arrows reconnect to the new Task

Single-click Selection of Task Shape

The Task shape now requires just a single left or right click for access to its data properties and the hyperlink dialog.

Smart Tags on Tasks

Task shapes now feature Smart Tags that provide one-click access to key Task data and functions.

Automatic Layout of New TaskMap Pages

The new autolayout wizard makes short work of creating a new TaskMap page: just tell it how many Tasks you'd like on the page, how many Tasks to place in each row and whether you'd like it to draw Task Links between each pair of Tasks. The wizard will create your map in seconds.