Create, view, and edit SharePoint items

Applies to MindManager used with the MindManager Explorer for SharePoint add-on

You can add new items and folders to your SharePoint site from within MindManager by using commands on the SharePoint Ribbon tab.

 In addition, each results topic has an icon that connects it to its associated SharePoint item: a hyperlink (shown as a browser icon, for example ). You can click this icon to edit the item. These links also connect topics to SharePoint folders (if the results are grouped by folder) .

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

• Create SharePoint items and folders

• View and edit SharePoint items

Create SharePoint items and folders

1. On the SharePoint tab, click New Item or New Folder.

2. Select a site connection.

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

4. You will only see lists where you can add items or folders. For example, you can add items to Calendar, Tasks, Issues and other list types. You can add folders to Document, Picture and other libraries.

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.

View and edit SharePoint items

Edit tasks

Task topics feature two-way communication with SharePoint for Priority and Progress (SharePoint % Complete). When you change either of these attributes on a task topic in MindManager, the associated SharePoint task is updated when the topic is refreshed.

View or edit items

1. Click the hyperlink icon on the topic.

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 hyperlinks in the Hyperlink pull-down menu on the 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 hyperlinks in the Hyperlink pull-down menu on the 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.

See also:

Create SharePoint map topics

View and modify SharePoint map topics