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User Guide

1. MindGenius 5 User Guide SEUL MAMA o 2 SIS CAMPO NOS ndo E a 4 A o o 5 Creatine NeW Category SC Us rata 6 Task Mancera dpi 7 Creatine RESO UN CSS cs iaa bidones y IMPOrU na Resources prisas vicida 8 Assigning RESOLU COS aos 8 cnc QUINTAS iia 9 Task Mangement Ie Suera ees 10 Tas SINO Mao AUG anos 11 T 44 0 1355 247766 F 44 0 1355 200140 E info mindgenius com W www mindgenius com Getting Started re D E en Select the New Blank Map tile from the Templates pane on the right _ hand side or click the category tiles to browse the many templates New Blank Map Recent Templates provided to help you get started ta Brainstorming Strategy Planning Each time a new map is created you are prompted to enter a title for the core branch of the map AS Edit Branch l Type the title of your map then select OK or New map title simply hit the Return key on the keyboard Click on a Branch to select it Double click on a Branch to edit the title To Add a branch Start typing the Add Branch dialog will appear as soon as you start typing complete typing then hit the Return key Your new branch will be automatically added Using Type amp Return is the quickest way to add branches You can also use the Insert key to add a child branch or select Return to add a sibling branch Continue to Type and Return to build your map and add all of your ideas Branch 1 Use Drag Drop to mov
2. Resource Dropper tool The Resource Dropper tool allows you to pick up one or more resources and drop them onto branches simply by clicking over the branch To use the dropper tool click the Resource Dropper button then click one or more resources names in the resource gallery You can then drop the resource s onto your map Once you have assigned Resources try selecting the Create Resource Map option to produce a new map with all tasks organized by the individual resources Scheduling Tasks Tasks can use all or a combination of the following information set via the Task Schedule group of the Tasks tab The date on which your task is scheduled to start The date on which your task is scheduled to end The date on which your task did end Start Complete 0 Work 0 Hours Due ba Priority lt notset gt Duration 0 Hours X End Status lt notset gt gt Milestone Clea Task Schedule To set task information for a branch you should first select the branch within the map When one or more branches are selected the task property fields will change from being disabled you can t select or add information to being enabled To create a task in its most basic form first set a Due date When you add a due date a calendar icon appears on the branch This signifies that a date has been set You can see the date by moving your mouse over the calendar icon Due Date Next assign a Pr
3. of 8 A the Resources command group SS Resources Resource The Edit Resource List dialog is used to add edit or remove resources Gallery Dropper Resources y f Edit Resource List i To add resources of your own type their Add New Resource s full name into the box at the top of the Enter the name s of your resource s separating each with a comma A re o 1 then press return or click Add AE dialog or use the New button Mark Resources as favourites by checking them To enter multiple names at the same time Favourite Initials Dept Company Job Title A Resource 1 Ri separate each full name with a comma Y amp Resource 2 R2 Y de Resource 3 R3 In A Resource 4 R4 Press the Enter key to add the names to your resource list Notice that MindGenius has automatically worked out the initials for your resources based on the spaces in their names You ho import Edit Delete x Jl ca Hee f can edit these if necessary Ww When you add new resources this way they re automatically marked as favorites Only favorite resources are displayed in the resource gallery To exclude a resource from your resource gallery uncheck the checkbox beside their name Click OK to save your new resources Importing Resources MindGenius can import contacts from Outlook for use as resources To start importing contacts select File Import then sel
4. ry link x a usa Add icons to your categories by selecting a category and clicking the Add Icon button Icons should be in Portable Moderate Easy Network Graphics png format Custom Group E and 16x16 pixels in size Even the sus Dri Clean E most basic graphics packages e g Category setis mutually exdusive Tellme more 4 Microsoft Paint can create this Colour branches based on categories fo rmat Click OK to save your custom categories To add your custom categories to your category gallery open the gallery click More Categories and select your custom group name Applications Categories can be applied for many purposes helping get clarity on ideas captured during a brainstorming session reviewing documentation identifying priorities severities risks to indicate project status etc Task Management The Tasks ribbon contains all the commands and fields necessary to keep track of the actions in your map when they re due to be completed and who s responsible for them In this guide you ll learn how to e Create and import resources e Assign resources to tasks e Schedule tasks e Filter e Create a resource map Creating Resources Resources are the people you assign to tasks MindGenius is pre configured with four placeholder resources You ll see these resources in the resource gallery File Home Inse Start editing resources by clicking the arrow in the bottom right corner
5. BBvxXOS Zz poni A A oo 94 L 0O000000AA _ Categories 4 Insert Format Analyze Tasks Export A Category Dropper 4 ee Pick Default Category Dropper Be Use Default Category Categories Click the bottom arrow next to the gallery to display the default category sets With the gallery open hover your mouse over the More Categories menu to reveal all of the available category sets Select the set name to add it to the gallery Category Groups To start assigning categories to your map first select the branch or Brainstorming Impact Numbers Status Review Decision SWOT Likelyhood Severity Risk Performance Difficulty Microsoft Outlook RAG Status Achievements Agile Release Retrospective Schedule Stakeholders branches that you want to assign a particular category to Click the category icon you want to assign Continue adding categories by selecting one or more branches and then clicking the category icon The Category Dropper tool allows you to pick up one or more categories from the category gallery and assign them by clicking on the branch You can scroll or pan around the map without losing the selection in your dropper Click on the Dropper Tool again to deselect it Use the Create Rename categories option in the Gallery menu to modify the Categories associated with this map See the Creating New Category Sets section to configure the default set of categories availa
6. ask has not yet reached its scheduled end date Gantt mode a Task is due today but has not yet exceeded its due date non Gantt mode Task is scheduled to end today but has not yet exceeded its end date Gantt mode Task has exceeded its due date non Gantt mode Task has exceeded its scheduled end date Gantt mode To turn off task information cards for the whole map switch to the Tasks ribbon and click the top half of the View Task Info command to toggle off To hide individual task information cards switch to the Tasks ribbon select branches whose information cards you want to hide Use Ctrl click to select multiple branches then click the bottom half of the View Task Info command and click Selection If you have any problems getting started or would like help with a specific use of MindGenius then contact our support desk support mindgenius com More information and resources are available at www mindgenius com 11
7. ble each time you create a new map Filtering Clear A Ca AS ta Hide non matches ea Refresh Filter Quick Filter By l LI Orange Category Green Saved Quick Filters Y Launch Filter Builder Y Launch Quick Filter Panel Filter your map using the Analysis Filter command group found on the Analyze tab Open the Quick Filter menu by clicking the lower half of the Quick Filter button The Quick Filter menu automatically updates to show categories currently assigned in your map Filter on a category by selecting it from the Quick Filter menu O oO Matches Criteria O Doesn t Match Criteria A qQP TAE e OF Filtering by Category O Matches Criteria MindGenius will normally apply a grey tint to branches that fail your filter criteria You can also choose to hide them altogether by clicking the Hide non matches button O Doesn t Match Criteria O Matches Criteria O Doesn t Match Criteria Y Clear 22 Hide Y Quick Filter Te Refresh Filter Analysis Filter O Matches Criteria O Matches Criteria O Filtering by Category Matches Criteria Clear an applied filter by clicking the Clear button If non matching branches are greyed the grey tint will be removed and if non matches are hidden they will become visible once more Filters that combine multiple properties e g categories and resources are possible using the Quick Filter Pan
8. e branches to a new position and add structure to your map Branch 3 Click on a branch and drag it to a new position As you drag a branch across the map its new position will be shown in relation to existing branches Move Drop above below or as a child of another branch Change the overall layout of your map using the Map Layouts option on the Home ribbon As your map builds in size Expand amp Collapse sections using the plus minus symbols on the branches use the Zoom Auto Zoom and Display Levels options on the Home ribbon and use the Map Explorer on the left hand side to navigate your information Map Explorer Strategy topic GE Strengths Weaknesses Opportunities Pa se se a P Threats P The Map Explorer on the left hand side is automatically created as you build you map in the main window Expand and collapse the sections to drill up and down through your map Selecting a topic in the Map Explorer makes that branch the focus in the main window Expand and collapse the sections to drill up and down through your map Selecting a topic in the Map Explorer makes that branch the focus in the main window Using categories Analysis tools let you categorize filter and take different views of your data In this guide you ll learn how to e Apply categories e Filter e Create new views Categories are contained in the category gallery part of the Analyze tab 8 O E rile Home BR S
9. ect MS Outlook from the sub panel Choose whether to import contacts or a specific address list and click OK Place a checkmark in the checkbox beside each contact you want to import If you want to add all your imported contacts to your resource gallery immediately check the Mark all imported resources as favorites checkbox Click OK to start the import Assigning Resources Resources are assigned to your branches via the resources gallery 80 45 Untitled 1 Home Insert Format Analyze Tasks Export Tools To assign a resource to a branch A Start Complete 0 E Work 0 Hours select one or more bra nches in Due ig Priority lt not set gt Duration 0 Hours Resource your map then click the name of a Dropper He AS aa resource in the resource gallery Used in Map amp John Cleland amp Patrick Watts amp Sarah Grisham Favourites The resource will be assigned to all amp John Cleland amp Kelly Robertson amp Patrick Watts amp Rickard Rydell Sarah Grisham selected branches amp Tim Harvey Manage Resources Resources are displayed on the 5 Clean Used in Map List oe kee branch using their initials 7 Clear Resources from selection Selecting a branch with a resource assigned will highlight the full name of the assigned resource s in the resource gallery If you need to assign a resource in several places throughout your map you can use the
10. el accessed by selecting Launch Quick Filter Panel from the Quick Filter menu Click Create Category map to create a new map structured and based on the applied categories Home Insert Format Analyze Tasks Export Tools Category Droppe an Clear BOBBY XOS ln 2 Category Dropper ay ga Y M 0 al a 00 gt Pick Default Category gt f Hide non matches a 5 Edit Create Microsoft Quick EA O00DOGAA Categories Ey Use Default Category Category Map Excel Filter Refresh Filter Categories Category View Export Analysis Filter Creating New Category Sets Use this section to create new category sets that will be applied to all new maps Start creating custom categories by switching to the Tools tab and clicking the Options button When the Options dialog is displayed click the Categories tab Categories Add a new item to the category list for this map Categories are organized in to groups Create a new category group Add a new group to house your custom Edit the category list for this map ON F PEES fi Cateqoies avaiable to this map categories by clicking the Create a new category group link Type a name for your custom category group and press Enter to add it to your category list To start adding categories to your new group select the group name from the 7 list and then click the Create a new Category setis mutually exdusive Tell me more n Colour branches based on categories catego
11. iority value for the task When you assign a priority value a task bar icon appears on the branch This signifies that a priority has been set and the task has not been started You can see the priority by moving your mouse over the task bar icon Lastly estimate the Duration of your task Task durations can be specified in hours or days and can be decimal values e g 1 5 days Task Management Filters Use the Task Filter section on the Tasks Ribbon to filter your map based on the task properties Clear um Hu Hide non matches tid A aL Select one of the pre defined filters from the list or select the sort Launch Quick Filter Panel to filter on multiple branch properties ter Refresh Filter wick Fi an irt E ti The Launch Filter Builder allows you to build complex queries Tasks assigned to me y Unassigned tasks Note To use the Tasks assigned to me option you must tell Due Date MindGenius who you are Completed Date ma Take To do that switch to the Tools tab and click the Options button is and type your full name as it appears in the Resource list into the lestones Default Map Author field Status YE Saved Quick Filters Y Launch Filter Builder Y Launch Quick Filter Panel a Branch 1 MindGenius will normally apply a grey tint to branches Y JC ing os that fail your filter criteria anch 2 Resources co 2 You can also choose to hide them altoge
12. ther by clicking the Hide non matches button Y Clear tz Hide non matches Y Refresh Filter Task Filter r Resources Clear an applied filter by clicking the Clear button If non matching branches are greyed the grey tint will be removed and if non matches are hidden they will become visible once more 10 Task Information Cards Task cards allow the branch task properties to be permanently displayed in small post it cards under each AE branch 28 05 2013 Not Started D 29 05 2013 30 A 2 hrs Task cards are turned on and off via the View Task Info menu Priority High on the Tasks ribbon To view task information cards for all branches Switch to the Tasks ribbon o Click the top half of the View Task Info command To view task information cards for selected branches Switch to the Tasks ribbon e Click the bottom half of the View Task Info command and click Selection To view task information cards for branches in the current view Switch to the Tasks ribbon Click the bottom half of the View Task Info command and click Current view Branches that don t have task properties set will not have an associated task card until a task property is set Task cards are automatically coloured based on whether they ve reached or exceeded their due date non Gantt mode or their end date Gantt mode Colour Meaning EST Task has not yet reached its due date non Gantt mode T

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