Markers

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You can code individual topics with distinctive visual elements called markers - icons, tags (text annotations), font colors and fill colors - each with an associated name or meaning. Markers are used to impart specific meaning to topics or classify them into groups. Markers can be used as criteria for topic selection and filtering. You can also see your topics in a list, categorized by the markers they include in the Marker Index pane.

A Markers List contains a set of map markers organized into groups. Each map includes its own list, which is displayed in the Markers pane. You can apply these markers to your map topics using the Markers pane or commands on the Ribbon's Insert tab.

You are not restricted to using only the markers shown in the Markers pane - you can code topics with other icons from the Library, and they are added to the list dynamically. You can also create new marker groups on-the-fly, and you can add your own custom icons to the Library.

Special task icons (priorities, task progress) appear automatically on topics when task information is assigned, and are also dynamically added to the markers list if they are not already included. Resources are special tags that are tied to a topic's Task Info. You can apply these in the same way as other tags, and also from the Task Info pane, and from the Ribbon's Home tab, Tasks group command. See Task Info for more information on using Resources.

You can add a Legend topic to your map from the Markers pane that shows the icon, font, and fill color markers and their meanings.

You can manage the markers list  using commands in the Markers pane. To re-use a group of markers on another map, you can copy and paste marker groups. You can save, apply, and manage entire marker lists in the Marker Lists Organizer.

What do you want to do?

 

Add icons to topics

You can add or remove icons on topics using the Icons command from the Insert tab Markers group, or from the Markers task pane.

You can select an icon from the current markers list or choose a different icon from the Library.

You can assign an icon to multiple topics, and each topic can have more than one icon, but you may not repeat the same icon on a topic.

  1. Select a topic or topics that you want to assign the icon to.

  2. On the Insert tab, in the Markers group, click Icons.

  3. In the icon picker select the icon you want to assign to the topic. Once an icon is added, you can rest your pointer over it to see its meaning. You can change its meaning in the Markers pane.

  4. If you don't see the icon you want to add, click More Icons... to open the Library task pane. Click the icon in the Library task pane. The icon is automatically added to the General icons group in the Markers pane.

If the icon you choose was already assigned to the selected topic, it is removed. This works as a toggle, so a second click on the icon will add it to all selected topics.

Some icons are mutually exclusive: Only one icon from that marker group can be added to a topic. If you attempt to add a second icon from the same group, it replaces the first icon. You can change this attribute for a group. You can add multiple icons to a topic from a group that is non-exclusive.

Icon shortcuts

To add Priority icons use shortcut keys:

To assign shortcut keys to other icons, in the Library pane, right-click the icon, then click Shortcut key in the context menu.

Change an icon on a topic

Once you have added an icon to a topic, you can change it in several ways:

Copy, move or remove an icon marker on a topic

Exporting icons - notes ▼

Task icons - notes ▼

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Add tags to topics

A tag is a brief notation that gives information (such as a topic category) by displaying the text below the topic. Each topic can have more than one tag, but you may not repeat the same tag more than once on a single topic. You add or remove tags on topics using the Tags Ribbon command or from the Markers pane.

  1. Select a topic or topics.

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

  1. In the tag picker click the group and then the tag(s) you want to assign to the topic.

  1. If you don't see the tag you want to use, you can add a new tag or a new tag group.

Change a tag on a topic

Copy or move tags

You can copy or move tags from one topic to another.

  1. On a topic, click the tag you want to copy and drag it to the destination topic.

  • Hold CTRL as you drag to move, instead of copy, the tag.

  1. Release the mouse button to drop the tag on the topic.

If you drag a tag to a topic that already has tags assigned, the new tag will be added to the tag list.

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Selecting a tag

Remove a tag

Exporting tags - notes ▼

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Find or filter topics with icons or tags

Find topics with a specific icon or tag

  1. On a topic, right-click the icon or tag you want to find.

  2. Click Find Next or Find Previous to select the next or previous topic that uses this icon or tag.

Show or hide topics with a specific icon or tag

  1. On a topic, right-click the icon or tag you want to match.

  2. Click Quick Filter, and then click Show Topics With This Marker or Hide Topics With This Marker.

Filtering is cumulative. Topics that are already hidden remain hidden when you apply a new filter.

To show all the topics again do one of the following:

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Add font and fill color markers to topics

Font colors and fill colors can also be used as markers. That is, you can associate a specific meaning with the colors you use in your map. You can initially apply font and fill colors using the map formatting commands. These colors will appear in the Markers list, and you can then apply them to topics from the Markers pane, and optionally assign a meaning to them.

If you name font or fill colors in the Markers pane, they will appear in the map legend. Named font and fill colors remain in the list of markers even if they are not used on the map. You can change the markers' colors and meanings using commands in the Markers list.

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Add a legend to the map

The legend displays the marker list groups, and all the named markers within those groups. The legend is added as a subtopic of the currently selected topic, or as a main topic if no topic is selected.

  1. Select the topic to attach the legend to.

  2. The legend is added as a new main topic or subtopic by default, but you can detach it to make it a floating topic.
  1. Do one of the following:

  1. Under Organize, click Insert legend into map.

  2. Choose whether to show all markers in the legend, or only those that are used on the map.

A new set of topics will be added to the map showing the marker groups and meanings. Icons in the General icons group will not appear in the legend. If you want to include these icons in the legend you must name them (they move into the Single Icons group when you name them).

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See also:

Use the Marker Index

Manage Markers

Use the Marker Lists Organizer

Task info

Filter topics