TaskMap: Processes Made Easy

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TaskMap Help Text

Saving a Customized TaskMap Template

One easy way to share organization role names, user-defined frequencies, customized time unit abbreviations or other data you would like to use in multiple TaskMaps is to create a TaskMap template that contains your customized information.

You can also use a customized template to enforce style guidelines by including logos, page numbers, standard text or graphic design elements on background pages.

Creating a Customized Template

To create a customized template:

  1. Open a new, blank TaskMap.
  2. (optional) Edit the Organization Role List (see Customize Role Names).
  3. (optional) Create user-defined frequencies (see Frequency of Occurrence).
  4. (optional) Create a background page to contain graphic or text elements that you would like to have included in every TaskMap created from this template (see Using Visio Background Pages).
  5. (optional) Add graphic or text elements to your background page.
  6. Select File/Save As from the Visio menu.
  7. Use the Save as type dropdown list to select Visio Template (*.vst) as the file type.
  8. Give the file a name and click Save. NOTE: The template filename must include the word TaskMap.

NOTE: Before you can use your new template, you must do one of two things:

  • Store your template and a copy of the TaskMap stencil on a local or network drive, as appropriate; then tell Visio where it is located by entering the file path into the Template and Stencil fields in the dialog located at Tools/Options/Advanced/File Paths.
  • Copy your template to the TaskMap Template folder. This folder is located in one of two places depending on your version of Visio:

For Visio 2002:  C:\Program Files\Microsoft Office\Visio10\1033\Solutions\TaskMap

For Visio 2003 and 2007:  C:\Program Files\TaskMap\Templates\TaskMap\

NOTE: TaskMap templates are stored in different locations for versions 1 and 2 of TaskMap:

For Visio 2003 C:\Program Files\Microsoft Office\Visio11\1033\Solutions\TaskMap

For Visio 2007 C:\Program Files\Microsoft Office\Office12\1033\Solutions\TaskMap

Using Your Customized Template

Once you have stored your template in the proper location, you can use it to create TaskMaps in many of the ways that you use the standard TaskMap template. For example:

  1. Select File/New/TaskMap from the Visio menu and select your template, or
  2. Click the down arrow to the right of the New Page icon (located just below the File menu), then select the TaskMap folder and your template.
  3. Select the TaskMap folder from the Startup Task Pane and select your template (not available in Visio 2002).

You can also place a shortcut to your template on your Windows desktop or on the Windows start menu. Refer to Windows help if you need assistance doing either of these things.