Work with linked SharePoint topics

View item properties

In linked topics, the properties of the corresponding SharePoint item are displayed as Topic Properties. You can show or hide these using the Show  / Hide  icon on the topic.  this information is kept in sync with the item's properties in SharePoint. You cannot edit this information.

Edit linked Task and Issue topics

Linked SharePoint task and issue topics are the only topics that feature two-way communication (syncing) with SharePoint. You cannot edit other types of linked topics. These topics display their editable SharePoint properties in the following ways:

Tasks

• Task Title as the topic text

• Priority and % complete as Priority and Progress map markers

• Start and Due dates as Task Info

Issues

• Priority as Priority map marker

When you change this information on a linked SharePoint topic in MindManager, the associated item is immediately updated in SharePoint.

Read Note

View and edit SharePoint items

Each linked SharePoint topic has a link (shown as a browser icon, for example ) that connects it to its associated SharePoint item . You can click this icon to edit the item. These links also connect topics to SharePoint folders (if the query results are grouped by folder) .

Topics with additional links will display the MindManager link icon .

1. Click the link icon on the topic, or click the multiple links icon and then click the link to the item in the list of links.

2. The next steps depend on the type of item you are opening, and your option settings:

• Calendar Items, Tasks, Issues, and List Items
  Open in SharePoint in the mode (View mode or Edit mode) specified by the option Open SharePoint Item In:  These items open in MindManager's built-in browser , or in your external browser depending on the setting you have chosen for opening links in the Link pull-down menu on the Home or Insert tab.

• Maps
  Open in MindManager for editing. The map is locked on the server so no other user can edit it. You can check out the map (on the File tab Info menu) to let other users see that you are working on it. See Edit a map from SharePoint or a Web location for more information.

• Microsoft Office documents
  Open in their respective applications. The document is opened from the server in Read-only mode. Click Edit document to make changes. When you are finished editing, Save the document to send your changes back to the server.

• Other files that can be displayed in a browser
  Display in MindManager's built-in browser , or in your external browser depending on the setting you have chosen for opening links in the Link pull-down menu on the Home or Insert tab. You cannot edit these files.

• Files that cannot be displayed in a browser
  These can be downloaded and opened in their native applications. Editing the file does not change the source file on the server, but you can upload the edited version to SharePoint to replace the previous version.

Refresh linked SharePoint item topics

Linked SharePoint item topics automatically refresh when you open the map that contains them (if this option is enabled), and whenever their synced properties change.

To refresh linked SharePoint item topics at any time:

• To refresh a single topic, click the SharePoint icon on the topic, and then click Refresh.

• To refresh specific linked SharePoint item topics or SharePoint queries on your map, select the topics, and then click Refresh Selected SharePoint items in the SharePoint pull-down on the Home tab or the Insert tab.

• To refresh all the linked SharePoint item topics and all the SharePoint queries on your map, click Refresh All SharePoint items in Map in the SharePoint pull-down on the Home tab.

While the topics are being refreshed, the topic displays the "loading" icon .

Read Note

Disconnect a linked topic

If you disconnect a linked SharePoint topic, it becomes a normal topic that is no longer synced with its associated SharePoint item. It retains the item's properties as Topic Properties, and a link to the item.

To disconnect a topic:

• Click the topic's SharePoint icon , and then click Disconnect from Microsoft SharePoint.

• You'll see the topic icon change from  (topic linked to SharePoint) to    (topic with Topic Properties). If the topic is a query results topic, it will remain in the branch until you move or delete it. Refreshing the query will not remove it, and may result in an identical linked topic in the query results.