Manage markers

Open the Markers list in the Map Index task pane

Do one of the following:

You can add new markers to the marker list dynamically by using them on your map, or by defining them in the Markers list in the Map Index task pane.

Add a marker on-the fly

Markers are added to the list automatically when you use a new marker on your map (apply a new icon from the library, create a new tag, or use a new font color or fill color).
New markers are added to the Markers list as follows:

Add new icon, fill color, and font color markers dynamically

Icon, fill color and font color markers are added to the list in a dynamic state (indicated by the gray label "Marker name"), and remain dynamic until you name them. If you remove all occurrences of an unnamed marker from the map, the marker also disappears from the markers list. Unnamed markers are also omitted from the legend.

You can manage these in the Markers list of the Map Index pane.

• To make General Icons permanent entries, drag them to a marker group (new or existing). You will be prompted to name the icons (assign a meaning) when you move them.

• To make unnamed markers in other groups permanent, name them (right-click and then click Rename).

• To add markers to a new group, create the group first in the Markers list, and then drag the markers to the new group.

Add new tags and groups dynamically

You can add both tag groups and individual tags dynamically.

1. Select a topic.

2. On the Home or Insert tab, in the Markers group, click the Tags arrow.

3. Do one of the following:
   

   Click Add New Tag, and in the Group drop-down, select an existing marker group or enter a new group name to create a new group. (For example Sample size).

   OR

   Click General Tags, and then click Add New Tag.

4. Enter the name of the tag (for example <15 grams).

5. Click the Color button to select a color for the tag or select None.

6. Click Add.

7. You'll see the new tag added to the topic, and it will also appear in the Markers list in the Map Index task pane.

8. Repeat these steps to add more tags.

9. Click Close when you are finished.

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Edit tags and tag groups dynamically

You can edit both tag groups and individual tags dynamically.

Edit the tag name

1. On a tagged topic, right-click on the tag name.

2. In the menu, select Edit Tag Name.

3. The Map Index opens to the tag name field.  Type in the new name.

Edit the tag color

1. On a tagged topic, right-click on the tag name.

2. In the menu, select Edit Tag Color

3. The Marker Properties dialog opens.  In the Color field, select the desire color.

4. Click OK.

Edit the group name

1. On a tagged topic, right-click on the tag group name.

2. In the menu, select the tag group name, then select Edit Tag Group Name.

3. The Map Index opens to the tag group name field.  Type in the new name.

Customize topic info

You can also make global setting choices for task information, including font color, background color, or tag color, by modifying the default settings for topic info.

1. On a tagged topic, right-click any task info (date, duration, resources, tags).

2. In the menu, select Customize Topic Info.

3. in the dialog, change the font color, background color, or tag color, or reset the colors to their default.

4. Click OK.

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Add a marker in the Map Index task pane

Add new icons or tags

1. In the Markers list in the Map Index task pane, right-click the group name, and then click New marker (where marker is the name of the type of marker you are adding).

2. Enter the new marker's name. For icons, choose from the selection shown.

3. Click Add.

4. Repeat these steps to add more markers if desired. When you are finished click Close.

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Create a new marker group

1. In the Markers list in the Map Index task pane, click , then click Add new icon group or Add new tag group*.

2. Enter the name for the new group.

3. Build up the group by one of these methods:
   

   Right-click the group name and add a new marker to the group.

   OR

   Drag markers from the another group into the new group. (You will need to name General icons when you move them.)

Read Note

4. Optional Right-click the group name and select Mutually Exclusive - this means you can add only one marker from this group to any topic.

Modify a marker

1. Right-click on the marker in the Markers list in the Map Index task pane.

2. Click Modify, Rename, or Delete.

3. Do one of the following:
   

   Enter a new name for the marker.

   OR

   Select a new icon, fill color or font color for the marker.

Read Hint

To move a marker to a different group, drag it to the new group. You may not drag markers into mandatory groups (Task Priorities, Task Progress, Single Icons, General Icons, General Tags, Font Colors, Fill Colors).

Modify a marker group

You can modify the current markers list in the Markers list in the Map Index task pane. You can:

Rename groups ▼

Make markers within groups mutually exclusive ▼

Sort Icon and Tag groups ▼

Delete markers or marker groups from the list ▼

Copy a marker group to a different map

If you want to use a marker group from your map on a different map, you can copy the group to the other map.

Read Hint

1. In the Markers list in the Map Index task pane, right-click the marker group name, and then click Copy.

2. Switch to the target map, and in the Markers list in the Map Index task pane, click , and then click  Paste marker group.

Pasting a marker group will not change (overwrite, move, or rename)  any of the map's existing markers. In the event of a conflict (for example, if the marker already exists, but in a different group) that marker will not be included in the pasted group. If a group of the same name already exists, markers from the pasted group will be added to the existing group.

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Copy markers to the clipboard

Copy Index lets you copy a list of all topics that use markers to the clipboard as text. You can then paste this information into an email, document, text file, spreadsheet, or a map to make it easier to view , organize, and share marker information.

1. In the Markers list in the Map Index task pane, click , then click Copy Index.

2. Open the email, document, spreadsheet, or map where you want to copy the marker index.

3. Paste the clipboard contents into the new location.

Once you have the marker index information in the new file, you can edit as needed.