Please take advantage of the pre-recorded tutorials below to learn more about TaskMap. The videos in the first section apply to TaskMap Lite; those in the second section apply to both TaskMap Standard and TaskMap Professional; the third collection applies to features that are only available in TaskMap Professional.
TaskMap Lite tips and hints
Adding Tasks and Task Links to the page
Entering data for Tasks and Task Link
Configuring Connectors and Labels to create automatic hyperlinks
The importance of Shape Data
Opening the Shape Data window
Positioning and docking the Shape Data window
Different audiences need different views of the same process map
Using page data to customize views
There's only one map!
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)
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
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