TaskMap: Processes Made Easy

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TaskMap Help Text

Sharing Visio Drawings

Sharing an Entire TaskMap

You may share TaskMaps with any Visio user merely by sending them the TaskMap file, which is a standard Visio drawing file (the filename ends in .vsd). Please note that while any Visio user will be able to open and view a TaskMap, only someone with a TaskMap license will be able to modify TaskMap data or add TaskMap shapes to the drawing.

Including TaskMaps in Other Visio Drawings

TaskMap® process maps can be easily integrated into other Visio drawings by using the following steps:

  1. Select all or the desired portions of the TaskMap drawing to be copied (see hint below about selecting shapes).
  2. Right-click and select Copy.
  3. Navigate either to the new or existing page onto which you would like to paste the TaskMap drawing intormation.
  4. Right-click and select Paste.

The TaskMap drawing elements should then be in the desired location.

Hint: If your saved images include Tasks that show a yellow highlight for the Task Description and you would prefer to omit the highlight, you can select shapes without the yellow highlight (Visio 2003 and later only).

NOTE: if you place TaskMap objects into drawings that were not created with the TaskMap template, you will no longer have access to any of the TaskMap functions. Said another way, you can only modify TaskMap objects in drawings created with the TaskMap template.

Sharing with non-Visio Users

If you want to share TaskMaps with people who do not have Visio, see the list of other options in Sharing TaskMaps.