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Adding task information

You add task information to topics using the Task Inspector and the Markers Inspector. Task information (other than Priority and Progress icons) is not displayed in Outline View.

You can send any topic to create a task online in Mindjet Tasks. When you do this, the topic is linked to its associated online task, and their Task Information is kept in sync.

To add task information to a topic:

You can assign priorities to tasks, set start and ends dates, duration, effort. and progress.

  1. Select the topic.
  2. If the Inspector is not open, click the Task Panes toolbar button.
  3. In the Inspector, click the Task tab.
  4. On the Task tab of the the Inspector, define the task information for the selected topic. You may define any or all of the properties.

    If you plan to send the task to Mindjet Tasks, you can assign a Mindjet Tasks resource (you must be connected to Mindjet Files to see these resources). This and other Task Info will be sent to create the task.

  5. Set a task's priority by clicking a Priority button. A corresponding icon is automatically added to the selected topic on the map.
  6. Set a task's progress by clicking a Progress button. A corresponding icon is automatically added to the selected topic on the map.
  7. Set a task's schedule by choosing dates in Use Start Date and Use End Date pop-up menus.
  8. Set the amount of time the task is expected to require by choosing the task length in hours, days, weeks or months in the Duration pop-up menus. The default duration for a task with a Start date and Due date is 1 day. Changing the Duration will change the Due date
  9. Set the actual amount ofwork time required to complete a task by choosing the work time in hours, days, weeks or months in the Effort pop-up menus.
  10. Denote a task as a milestone with the project by selecting the Milestone checkbox.

For Priority and Progress information the corresponding icon is added to the topic. The rest of the task information is displayed in a small window below the topic text.

Hints:

To mark roll-up topics for task management:

When you mark a topic as a roll-up topic, its task info is calculated along the entire branch for all parent topics of tasks up to and including the roll-up topic. (Resources are not used, but are retained when entered.) The calculated task info is shown with special markers.

  1. Select a topic that has at least one subtopic.
  2. In the Task Inspector pane, select the Roll Up Task Info checkbox.
  3. (Optional) Enter task info for the roll-up topic's subtopics.

Note: If you mark task topics for roll-up that are linked to tasks in Mindjet Tasks online, they will no longer be synced with their associated external tasks.

To define workdays and holidays:

The default set of workdays (the Map Calendar) for each new map is defined by the Task Info options calendar. You can define a different set of workdays for the current map using the Calendar & Display option in the Task Inspector pane. You can only assign Task Info Start and Due dates marked as workdays (and not marked as holidays) on the Map Calendar. The Map Calendar lets you specify which days should be considered as work days only for this map. These settings override the workdays already defined in the Task Info options. You select which days of the week are used as workdays, and add or remove holidays (non-work days) from the calendar using the Add and Remove functions.

  1. To define workdays for all maps, choose MindManager > Preferences, and click the Task Info tab. To define workdays for the current map, click the Calendar & task options button in the Task Inspector pane.
  2. Select the checkboxes corresponding to the days of the week that you want to be considered workdays.
  3. Indicate which days are to be considered holidays by selecting a date from the Holidays pop-menu, and clicking Add.
  4. Set the length of the workday by typing in the Workhours per day box.
  5. Click OK.

To define task cost:

  1. Select the topic(s) you want to define the task cost for.
  2. Click the Show Task Pane toolbar button on the Task tab.
  3. In the Costs area of the Task Inspector pane, define the General cost, which is a fixed cost associated with the selected topics or tasks.
    The Resource box displays the cost of resources assigned to the task based on assigned resource's availability for the task and standard rates for those resources.
    The Total box displays the sum of the General and Resource costs for the selected task.

Notes:

To define task display options:

You can decide how to highlight topics depending on the status of their tasks

  1. In the Task Inspector pane, click the Calendar & task options button.
  2. Click View Task Highlighting Rules.
  3. In the SmartRules dialog, assign a color if you want to highlight topics whenever the status of a task is: past due, at risk, or completed.
    You can also choose to highlight roll-up branches only.

Note: By default, task info display is enabled, and the topics highlighted are those including tasks that are past-due (pink), at-risk (yellow), and completed (green).

You can also choose whether critical paths display, and even whether to show years or not in task info dates.

To assign a resource to a task:

  1. Select the topic.
  2. Click the Show Task Pane toolbar button on the Task tab.
  3. In the Inspector, click the Task Info tab.
  4. Type the resource name in the Resource drop-down.
    You can also click the Resource drop-down and select a resource.

Note: Remove the resource by selecting it and clicking the Remove Selected Resource button. You can also remove the resource by Control+clicking the topic and choosing Remove Resource.

To manage resources:

  1. Click the Show Task Pane toolbar button on the Task tab.
  2. In the Inspector, click the Task Info tab.
  3. In the Resources task pane, click Manage Resources.
  4. In the Manage Resources dialog, you can change a resource's Availability, assign a cost to the resource, add more resources, or delete resources

Note: You can modify a resource's effort by Control+clicking the topic and choosing Edit Resource Efforts. You can modify a resource's rates by Control+clicking the topic and choosing Edit Resource Rates

To assign costs to resources:

  1. Click the Show Task Pane toolbar button on the Task tab.
  2. In the Inspector, click the Task tab.
  3. IIn the Resources task pane, click Manage Resources.
  4. In the Manage Resources dialog, choose the time increment to use when managing a resource's cost.
    You can choose to calculate costs using hours, days, weeks, or usages.
  5. Type the cost per time increment in the Standard Rate box.

To add a dependency between tasks:

You can indicate a dependency between tasks by linking the topics with a special type of relationship. You can choose the type of dependency using the Task Management options.

  1. Select the topic.
  2. If the Inspector is not open, click the Task Panes toolbar button.
  3. In the Inspector, click the Task tab.
  4. Type the resource name in the Resource drop-down.
  5. Select the determining task (the task that another task depends on), and assign a Start Date, Due Date, and Duration.
    If you do not assign Due Date or Duration, during the dependency calculation, the task is given a Due Date equal to the Start Date and a Duration of 1 day.
  6. Select the determining task, press Command, and then select one or more tasks.
    If you select more than two tasks, multiple dependencies will be created in the order that you selected the tasks.
  7. Click a dependency type:

    Dependency type

    Meaning

    Adjustments on update (Only if necessary to abide by the dependency condition.)

    Finish-to-Start

    Task 2 Start date cannot be earlier than Task 1 Due date

    The Task 2 Start date is adjusted to be after the Task 1 Due date.

    Start-to-Finish

    Task 2 Due date cannot be earlier than Task 1 Start date

    The Task 2 Due date is adjusted to be at or after the Task 1 Start date.

    Start-to-Start

    Task 2 Start date cannot be earlier than Task 1 Start date

    The Task 2 Start date is adjusted to be at or after the Task 1 Start date.

    Finish-to-Finish

    Task 2 Due date cannot be earlier than Task 1 Due date

    The Task 2 Due date is adjusted to be at or after the Task 1 Due date.

Hints: You can change the dependency type by selecting the dependency line, and then selecting a new dependency type in the Task Inspector.
You can also move the end of a dependency to a different topic by selecting the dependency and dragging the red handle to a new topic.

Task highlighting rules:

Under Task Management in the Task Inspector, you can change the calendar options for the current map, decide how to highlight topics depending on the status of their tasks, and choose whether to display specific features. By default, task info display is enabled, and the topics highlighted are those including tasks that are past-due (pink), at-risk (yellow), and completed (green), but you can disable task highlighting and edit how task highlighting displays. Task highlighting is governed by Smart Rules settings.For more information, see Smart Rules.

You can choose to display task information, such as start and end dates, number of workdays, and whether the task is a milestone. By default, task information is displayed. For long projects, you can include the year in task dates.

A task is considered at risk if its elapsed duration, expressed as a percentage, is greater than the At-Risk Threshold and its Progress (both expressed as percentages). By default, the at-risk threshold is 75%, but you can modify it.

To disable a task highlighting rule:

  1. If the Inspector is not open, click the Task Panes toolbar button.
  2. Click the Calendar & task options button..
  3. In the Calendarand Display options dialog, click View Task Highlighting Rules.
  4. Select the task highlighting rule, and uncheck the box in the Enable column.

To edit a task highlighting rule:

  1. If the Inspector is not open, click the Task Panes toolbar button.
  2. Click Calendar & display options.
  3. In the Calendar & display options dialog, click View Task Highlighting Rules.
  4. Select the task highlighting rule, and click Edit.

To define at-risk tasks:

  1. If the Inspector is not open, click the Task Panes toolbar button.
  2. Click Calendar & display options.
  3. Specify the at-risk threshold in the Threshold box.

 

To change or remove task information on a topic:

  1. Control-click the topic's task information window.
  2. Choose Modify Task Info to change the information. The Task Inspector will open so you can change the Task Info.

    Choose Remove Task Info to delete the information.

Note: Priority and Progress icons are not removed with the Task Info. To do this, control-click the icon and choose Remove or Remove All Icons.

Task Management rules

Roll-up rules
Dependency rules

Related Topics