Introduction to TaskMap

• What is TaskMap?
• The TaskMap® Method
• Where is the Decision Diamond
• About Harvard Computing Group

TaskMap Basics

• The Drawing Page
• Naming TaskMap Drawing Page
• Renaming TaskMap Drawing Page
• The TaskMap Template
• The TaskMap Stencil
• The TaskMap Legend

TaskMap Shapes

• Start
• Task Link
• Connector
• End
• Label
• Task
  • Selecting Tasks or Task Elements
  • Task
  • Task ID
  • Task Description
  • Guidelines
  • Resources
  • Responsible Role
  • Supporting Role
  • Frequency of Occurence
  • Task Completion Time
  • Sub-Process Task ID
  • Notes
  • TaskMap Pro Data Fields
    • Decision Task
    • Risk Number
    • Control Number
    • User-defined Number
    • User-defined Text

Toolbar

• The TaskMap Toolbar and Menu
• Task Link Display Options
• Task Display On/Off
• Task Display Options
• Renumber Tasks
• Customize Role Names
• TaskMap Options
• TaskMap Reports
  
• Ask TaskMap Expert
• TaskMap Help
• About TaskMap
• TaskMap Options Details
  • Time
  • Frequency
  • Data Graphics Icons
  • Alternate Role Display
  • User-defined Fields

Creating a TaskMap

• Adding Tasks to the Page
• Arranging Tasks on the Page
• Linking Tasks Together
• Adding Task Data
• Multi-page TaskMaps
• Complex Processes
• Multi-level Process Maps

Using Hyperlinks

• Overview of the TaskMap Hyperlink Dialog
• Hyperlinking to TaskMap Pages
• Hyperlinking to Documents
• Hyperlinking to Programs
• Hyperlinking to Web Sites
• Hyperlinking to Email Addresses
• Relative and Absolute Hyperlinks
  • Choosing a Link Type
  • What are Absolute Hyperlinks?
  • What are Relative Hyperlinks?
  • What is the Hyperlink Base?
  • Creating Relative Hyperlinks
  • Using Relative Hyperlinks
  • Advanced Example 1 - Move the Web Pages
  • Advanced Example 2 - Move the TaskMaps

Sharing TaskMaps

• Sharing Visio Drawings
• Sharing Images
• Sharing PDF Files
• Sharing XML Documents
• Exporting Data
• Sharing Web Pages
  • Simple Example Step 1 - Setup
  • Simple Example Step 2 - Link
  • Simple Example Step 3 - Save
  • Simple Example Step 4 - Publish
  • Summary/Advanced Hyperlinking Information

Reporting and Exporting

• Selecting and Running Reports
• Running Reports in Visio 2002
• Running Reports in Visio 2003-2007
• Rerunning/ Updating Reports
• Exporting to Excel

Data Visualization (PRO Only)

• What are Visio Data Graphics?
• TaskMap Data Graphics

Data Linking and Import (PRO Only)

• TaskMap Capture for Excel
  • Initiate Capture from Excel
  • Initiate Capture from TaskMap
• Linking Data to a TaskMap
  • Adding TaskMap Capture Data to Existing Tasks
  • Creating Tasks from a TaskMap Capture Worksheet

Helpful Hints

• Hyperlinks and Web Publishing
• Linking to Bookmarks
• Working with TaskMap Time Fields
• Using Undo
• Map Design and Layout
• Creating Reusable Lists of Role Names
• Importing Role Names from Another TaskMap
• Copying Role Names by Copying Tasks
• Recording Date and Time of Last Save
• Using Visio Background Pages
• Saving a Customized TaskMap Templates
• Reusing Data and Creating Templates
  • Lay Out the Process - Then Enter Data
  • High-speed Task Links
  • Renumber Last
  • Neat Diagrams are Easier to Read and Use
  • Colors and Styles Enhance Meaning
  • Using Visio Background Pages
  • Adjusting Drawing Page and Printer Page Size
  • Decision Outcomes and Parallel Paths

TaskMap Examples

• Common TaskMap Process Examples
• Project Management and Monitoring
• Proposal Preparation
• Simple Publishing Example
• Advanced Puclishing Example