Self-Paced Tutorials

Using the six TaskMap shapes

Understanding the Task data display

Representing decisions in a TaskMap

Adding Tasks to a page

Add data to Tasks and Task Links

The importance of Shape Data

Opening the Shape Data window

Positioning and docking the Shape Data window

Add/Edit/Delete Roles

Import Role Names

Export Role Names

Updating Roles in aTaskMap Capture for Excel Workbook

Linking to another page

Linking to a Task on another page

Creating back links

Identifying the need for a subprocess

Creating a subprocess page

Adding a subprocess page ID to a Task

Linking to a subprocess page (click for an example; refer to Task TA07)

Click for a subprocess example with tips

Linking to Word, Excel, and PDF documents

Linking to IT systems and apps

Linking to web pages

Generating email messages

Renumbering Tasks manually

Renumbering Tasks automatically

Changing the numbering sequence after rearranging Tasks

Turning off all Task details

Selecting some Task details but not others

Customizing Task Link display options

Storing diagrams in OneDrive or SharePoint (click for general example)

Viewing diagrams in any browser on any device

Panning, zooming, viewing data, and following hyperlinks

Example of a TaskMap stored in SharePoint Online

What is TaskMap Capture for Excel?

Create a blank TaskMap Capture workbook

Create a TaskMap Capture workbook from a TaskMap

Link a TaskMap to a TaskMap Capture workbook

Create a map automatically from data in Excel

Visualizing decision points, risks, and controls in a TaskMap

Visualizing Task data with text callouts, data bars, and icon sets

Creating a custom color-by-value data visualization

Six user-defined fields

Number, list, and date field types

Fixed and variable list data field types

Entering data into user-defined fields