Create new SharePoint items and tasks

Note: You will only have access to MindManager's SharePoint features if you are using MindManager Enterprise. If another user shares a map with you that includes SharePoint icons, those icons may be disabled.

You can add new items and folders to your SharePoint site from within MindManager by using commands in the SharePoint Items pull-down menu on the ribbon's Advanced tab.

In addition, you can send tasks from your map to create new tasks in SharePoint. The topics on your map become linked SharePoint task topics that include a link to their corresponding SharePoint task.

Task topics feature two-way communication for their Priority and Progress attributes, and you can change these directly in MindManager.

The Map Index task pane Elements list Business Topics group displays all the linked SharePoint topics on your map.

Create SharePoint items and folders

On the Task tab, Send Tasks To group or the Advanced tab, Queries group, click SharePoint, and in the pull-down menu click New SharePoint Item or New SharePoint Folder.

Select a site connection.

Select the list where you want to add the item or folder.
Read Hint

The MindManager browser opens the page for creating a new item or folder in the SharePoint list you specified.

When you have finished creating the item, your map will be refreshed. If the new item is a meets the criteria for any of the SharePoint map parts you have added, it will be added to your map.

Send tasks to SharePoint

You can send any topic on your map to SharePoint to create a new task. the topic you send can just have the task name (as the topic text) but can also contain Task Info and Notes. The following information is sent to SharePoint:

Map topic

SharePoint task property

Topic text

Title

Priority

Progress

% Complete

Start Date

Due Date

Other Task info on the topic is ignored by SharePoint. Task Info Resource assignments will be overwritten by the Assigned To task property from SharePoint. You are automatically assigned as the task creator.

To send a topic to SharePoint to create a new task:

Select a topic.

On the Task tab, Send Tasks To group or the Advanced tab, Queries group, click SharePoint.

In the dialog, choose whether to send only the selected topic(s), or to include subtopics.

Choose a site from the list of existing site connections, or enter a new SharePoint site address.

Choose a Task List on the selected site, and then click Send.

The topic on your map becomes a linked SharePoint task topic. It includes a link to the new task you just created. When you update the Task Info on the topic, the changes are synced to the corresponding SharePoint task.