View and modify SharePoint map topics

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

You can edit SharePoint map topics' parent topic text, add subtopics to the results topics, and edit task info on task topics. Task topics are the only topics that feature two-way communication with SharePoint: if you change the Priority or Progress markers on a SharePoint task topic in MindManager, the associated task is updated in SharePoint when the parent topic is refreshed.

You can modify the wizard criteria for SharePoint topics that are already on your map, and see the new results when you refresh the topic.

SharePoint topics can be moved or copied just like other map topics. If you move or copy the parent topic, it retains its functionality: its results topics remain linked to their associated SharePoint items, and they are refreshed when you refresh their parent topic. If you move or copy a results topic, it retains its link to its associated SharePoint item, but it is not refreshed.

• View and edit SharePoint map topics
• Modify SharePoint wizard criteria
• Refresh SharePoint map topics
• Move or copy SharePoint topics

View and edit SharePoint map topics

Parent map part topic

SharePoint map part parent topics display the name of the map part as the topic text. You can edit this text to reflect the filter you are using, for example to change "Tasks" to "High Priority Tasks".

The source site used for this topic is displayed as Custom Properties. You can show or hide this using the Show  / Hide  icon on the topic.

You can add additional topics to the SharePoint topic or its results topics.

Results topics

SharePoint map part results topics display the name of the associated SharePoint item as the topic text. This text is read-only.

Additional information for the item is displayed as Custom Properties. You can show or hide these properties using the Show  / Hide  icon on the topic.  You cannot edit this information.

You can add subtopics to SharePoint results topics. These subtopics are only removed on refresh when their parent results topic is no longer displayed as a result. This can happen when:

• the item no longer meets the filter criteria

• the item was deleted in SharePoint.

Task topics

In addition to item properties and notes, task items display Priority and Progress information as map markers. Task topics are the only topics that feature two-way communication with SharePoint for these attributes.

When you change either of these markers on a SharePoint task topic in MindManager, the associated task is updated in SharePoint when the parent topic is refreshed.

• MindManager task Priorities 4 and 5 are mapped to SharePoint priority 3.
  
  You cannot edit other Task Info on SharePoint task topics.
  
  If you have used the MindManager Task Management options (in the Task Info pane) to designate any of your SharePoint tasks as Roll-up tasks, they will not be synced with SharePoint when the map part is refreshed.

Modify SharePoint wizard criteria

You can change the site connection and filter criteria used for a SharePoint map part at any time. For example, if you want to show fewer results, more results, or results from a different site,  you can adjust the site connection and filter criteria accordingly.

Change filter properties

1. Right-click the SharePoint map part icon .

2. Click Edit in Wizard.

3. Use the wizard to change the filter criteria such as the source site, type of items, dates, etc.

You can skip to the information you want to change using the buttons at the left side of the wizard, or step through all the wizard pages by clicking Next.

4. Click Finish at any time.

The topic automatically refreshes, showing you the new set of items that match the filter criteria.

• If your system can't connect to the SharePoint server (due to an error in the URL or an interrupted connection) the parent topic will display an icon  showing that the map is disconnected.

Refresh SharePoint map topics

SharePoint map topics automatically refresh when you open the map that contains them (if this option is enabled), or when you edit a SharePoint item linked to one of the results topics.

You can refresh SharePoint map parts at any time by clicking the Refresh icon on the parent map part topic.

• Press F5.

If you have edited the content of any of the results topics, your changes will be lost. Other subtopics you have added will be retained, unless they are subtopics of results that are no longer displayed.

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

• If your system can't connect to the SharePoint server (due to an error in the URL or an interrupted connection) the parent topic will display an icon  showing that the map part is disconnected.

Move or copy SharePoint topics

You can move or copy a SharePoint map part topic or results topic to a new location in this or another map.

You can move the parent map part topic freely without affecting its functionality.

If you move a results topic,  it becomes independent of the SharePoint map part -  it retains its link to the SharePoint item, but it cannot be refreshed. When you refresh the original map part, a new results topic is added to replace the one you moved. This can create duplicate items on your map.

See also:

Create SharePoint map topics

Create, view, and edit SharePoint items