Add SharePoint Items queries and dashboards

MindManager lets you aggregate items that match specific criteria from one or more SharePoint sites and display a topic for each item on your map using a SharePoint Items query. You can create a query from the Advanced tab on the ribbon, or by adding a map part from the Web Services SharePoint group.

You can also use the SharePoint dashboard query to create a new map that contains a set of SharePoint Items query topics with pre-defined filters to let you see your tasks, issues, and calendar items from one or more sites in one step.

When you add SharePoint items to your map, a wizard prompts you for the source site(s) and the criteria you want to use to filter the items. It stores this information in a SharePoint Item query topic that is added to your map. When the wizard finishes, MindManager queries the site(s) to find matching items. These results are displayed as SharePoint Items results subtopics, with a link connecting each results topic to its associated SharePoint item.

Two special SharePoint Items commands let you create new SharePoint folders and items from within MindManager.

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Create a SharePoint Items query topic

You can create a query topic for the following types of items: Tasks, Documents, Pictures, Calendar Items, Site Explorer, Content Search, List Items and Custom List Items. See descriptions of the SharePoint Item query topics.

  1. On your map, select a topic. (The SharePoint Items query topic will become a subtopic of this topic.)

  2. On the ribbon's Advanced tab, click SharePoint Items, and in the pull-down click the type of items you want to add.

  3. You can also drag a SharePoint map part onto your map from the Map Parts task pane (under  Web Services - SharePoint).

  1. Follow the steps in the wizard to specify the source and filter criteria for the query. (You can modify the site connection info and filter criteria after the topic has been added to your map, if needed.)

The first step in every wizard prompts you to choose one or more SharePoint site connections.

If you want to use a connection that is not listed:

    1. Enter the URL for the connection. (For example: http://project_site/alpha_project/ )

    2. Click Add.

    3. MindManager will verify the site connection. If you have not already connected to the SharePoint site, you will be asked to log in with your SharePoint credentials.

Click Next to proceed through defining the filter criteria. Most of the wizard prompts are self-explanatory, but here are some specifics for each wizard

When you have finished using the wizard, the SharePoint Items query topic appears on your map, displaying results subtopics that match the filter criteria. (You'll see a "Loading..." icon   while MindManager queries the server.)

The results topics are synced to their associated SharePoint items, and updated whenever the query topic is refreshed.

Each results topic has a hyperlink that connects it to its associated SharePoint item (shown as a browser icon, for example ). You can click the hyperlink icon to view and edit the item in the built-in MindManager Browser.

You can modify a SharePoint query topic's text, as well as the filter criteria used in the query, or disconnect it from SharePoint.

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Create a SharePoint dashboard map

The SharePoint Dashboard creates a new map with all your issues, tasks and calendar items from the site(s) you choose. You can create a new dashboard at any time, or you can save the dashboard map and have it open automatically each time you start MindManager.

You can also create multiple dashboards. For example, you could create dashboards for each project you are working on by specifying a different SharePoint site for each project dashboard.

  1. On the ribbon's Advanced tab, click SharePoint Items, and then click Create SharePoint Dashboard.

  2. In the Dashboard wizard, choose the site(s) you want the map parts to query.

A new map opens containing map parts that display tasks and  issues assigned to you, and calendar items for this week and this month.

You can modify the site connection and filter criteria for these map parts just as you would for other SharePoint map parts. You can further customize your dashboard by adding other topics to the map. These can include"normal" map topics, as well as other smart map parts from the SharePoint tab or from the Map Parts task pane. For example, you could include a Google search map part to show you the latest information about a topic or product.

The topics in the dashboard automatically refresh when you open the map, and at regular intervals (if the Periodic Refresh option is enabled), so you always see updated information.

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