TPAssist User Success - Project Teams - Online Collaboration

Enhance your online Mindjet Connect collaboration experience...

• Track changes across shared maps - TPAssist automatically journals changes made to task details, including dates, priority, flags, percentage complete, text markers as well as resource assignment so you have a history, or audit trail, of where and when changes were made to the plan.
  


• "My Tasks" Resource Filtering in Tree Summarisation - The TPAssist 2007 task tree summary capability has a "Resource Filter" which can be used to manage tasks assigned to one or more individuals.

• Enable Workflow - Use MindManager and TPAssist to construct workflow tasks, set durations/effort and assign ownership. Also linking them we relationships and automated the dates. As you progress your workflow, using TPAssist, you can visually track steps taken and yet to be taken. In addition, because your actions are tracked with-in the map, you have an instant audit trail of your workflow progress.

• Manage Financial Information - Financial values captured via TPAssist will be rolled-up the map to provide the visually means to track estimates and actual details across groups of tasks, maps and Multimaps.

• Use Team Dashboards - TPAssist 2007's Tree Update and Task Summary also work with Multimaps. Dashboards can be built very easily by linking topics to sub-maps and then running TPAssist 2007 Tree Update in Multimap mode.

• Consolidate and Publish multi-maps - TPAssist 2007's publish to Microsoft® Excel® and Microsoft Project® capabilities are multi-map enabled, allowing you to managing complex projects over multiple maps and produce consolidate Work breakdowns, project schedules and other reports.

TPAssist User Success - Project Office Management

Enable Project Offices through...

• Establish Red-Amber-Green (RAG) Dashboards - Red-Amber-Green reports form a very important part of management reporting.

• Build Custom Dashboards - Managers can create Dashboard maps of project and then use TPAssist 2007 to traverse the linked maps, populating the Dashboard map with dates, priorities, flags, percentage complete and status text.

• Track Costs - TPAssist uses custom properties to capture financial estimates and actual values. This values will be rolled-up the map to provide the visually means to track any number of financial aspects associated with task, stage/phase, project and portfolio. TPAssist 2007's publish to Microsoft® Excel® capability also provides "pivot source" worksheets, which are flat exports of map topics specifically formatted to facilitate pivot tables, charting and other manipulation to help you analysis and present project details.

• Publish to MS Excel - Dashboards can be export to Microsoft Excel where it can be distributed for non Mindjet users.

• Publish to MS Project - TPAssist's Microsoft Publishing capability is Multimap enabled and provides a task roll-up function. These tools can be used to produced summarised project time-lines and portfolio overviews.

TPAssist User Success - Project Management

TPAssist facilitates project management...

• Plan / Communicate - A key aspect to project planning is the ability to easily and quickly identify tasks, groups of task, interdependencies, time and effort. Mindjet® MindManager® is an excellent tool for achieving this. Coupled with TPAssist 2007, you can automate dates, dependencies, task information roll-up and record where you first made and then changed your plans. TPAssist 2007 also has tools to export project plan details to Microsoft Excel® for communication, costing and analysis.

• Manage Projects - The most important aspect to project management, however, is the ability to manage the "Levers of control" (i.e. Scope, Schedule, People, Materials, Quality and Risk) The flexibility of Mindjet® MindManager® means you can quickly and easily adjust the plan to suit the changes in the project. With TPAssist 2007, you can keep track of status, use Red-Amber-Green flags, priorities and also maintain an audit trail of all actions and communications.

• Enable Workflow - Use MindManager and TPAssist to construct workflow tasks, set durations/effort and assign ownership. Also linking them with relationships and automated dates. As you progress your workflow, using TPAssist, you can visually track steps taken and yet to be taken. In addition, because your actions are tracked with-in the map, you have an instant audit trail of your workflow progress.

• Track Costs - TPAssist uses custom properties to capture financial estimates and actual values. This values will be rolled-up the map to provide the visually means to track any number of financial aspects associated with task, stage/phase, project and portfolio. TPAssist 2007's publish to Microsoft® Excel® capability also provides "pivot source" worksheets, which are flat exports of map topics specifically formatted to facilitate pivot tables, charting and other manipulation to help you analysis and present project details.

• Be more effective - Project Management is ultimately about two activities: planning and management. Linear task management tools, particularly when Gantt enabled, are great tools for planning the project and communicating the plan. However, these linear tools are less effective when it comes to managing the project.

Also see the TPAssist Project Management Tools Summary.

TPAssist User Success - Workplace Productivity

Use TPAssist in the workplace to...

• Create Dashboards - TPAssist 2007 is designed to provide you with the visual cues to track and manage the various requests and activities that fill your day. Dashboards can be built very easily by linking topics to sub-maps and then running TPAssist 2007 Tree Update in Multimap mode. TPAssist 2007 has a straight-forward reporting tool that can be used to easily identify and manage your tasks based on due date proximity, priorities and flag.

• Enable Workflow - Use MindManager and TPAssist to construct workflow tasks, set durations/effort and assign ownership. Also linking them with relationships and automated dates. As you progress your workflow, using TPAssist, you can visually track steps taken and yet to be taken. In addition, because your actions are tracked with-in the map, you have an instant audit trail of your workflow progress.

• Manage Financial Information - Financial values captured via TPAssist will be rolled-up the map to provide the visually means to track estimates and actual details across groups of tasks, maps and Multimaps.

• Collaborate - TPAssist automatically journals changes made to task details, including dates, priority, flags, percentage complete, text markers as well as resource assignment so you have a history, or audit trail, of where and when changes were made to the plan. The TPAssist 2007 task tree summary capability has a "Resource Filter" which can be used to manage tasks assigned to one or more individuals. TPAssist 2007's publish to Microsoft® Excel® capability is multi-map enabled, allowing you to managing complex projects over multiple maps and produce consolidate Work breakdowns, project schedules and other reports.

TPAssist User Success - Personal Productivity

Use TPAssist to...

• Get Context - At the heart of ultimate time utilization and productivity optimisation is concept of "context". "Context" relates to the goals and desires that govern our daily life. TPAssist's Role Based Dashboard concept give you that context in the workplace and our First Steps My Life Template Mind Maps does the same for your personal life.

• Get Organised - Crucial to optimal time utilization is the ability to quickly and easily capture, process, dispatch and revisit needs and requests. Visually identifying and maintaining tasks in Mindjet® MindManager® is incredibly easy and effective.

• Stay Organised - Seeing actions you take in context is a very effective way to keep you moving forward. The context suggested by TPAssist's Role Based Dashboard will really help ensure you keep on top of what needs to be done and ultimately stay organised.

• Be Fulfilled - If your tasks and activities are grouped and facilitated in such a way that they were clearly identifiable against goals, then each completed action (i.e. “tick”) becomes be a step closer to those goal. By seeing these completed tasks as steps towards a goal you will have a better chance of achieving the sense of accomplishment on a daily, hourly or even minute-by-minute basis.

TPAssist Feature Summary - Microsoft® Outlook® Integration

• Automated Task, Calendar & E-mail integration with Microsoft Outlook® - TPAssist 2007 provides integration between mind map topics and Outlook Tasks and Appointments. In addition, Outlook Items can be linked or embedded as attachments to mind map topics.


• Synchronise your map topics - TPAssist 2007 Outlook Integration synchronises information between your mind map topics and Outlook Task and Appointment items.
  In addition to leveraging the powerful task and reminder capabilities of Outlook, TPAssist 2007 Outlook Integration, provides the means to get instance access to your current activities outside of MindManager. Outlook Integration is enabled on a per topic basis, although it can be enabled by default for all mind map topics by changing the TPAssist Document properties. The Outlook Items created by TPAssist will contain the same task details as the original mind map topic, plus the item notes area will contain a summary of the topic details.


• Open your mind map topics from Outlook and update the map - Outlook Task and Appointment items created by TPAssist 2007 can be used to "jump" directly into your mind maps. During the "jump", TPAssist 2007 will automatically read the Outlook Item and then update the mind map topic's task details if needed.


• Manage your e-mails via your mind map - TPAssist 2007 provides the means to track your e-mails, appointments, notes, tasks etc with-in your mind map. This integration not only automatically creates journal entries it also allows you to open the item again from with-in your mind maps. Outlook Items can be linked or embedded. When embedded, they are stored like file attachments and are then available to you directly from the map, allowing you to delete the original from Outlook.


• Create tasks from your e-mail - TPAssist 2007 also offers the ability to auto-create mind map topics directly from your e- mails, appointments, notes, tasks etc.


• Enable Getting-Things-Done (GTD) - TPAssist 2007 also supports Outlook Item categories, making TPAssist 2007 an excellent companion for Outlook methods and tools that make use of item Categories, like the David Allen's Getting Things Done (GTD) methodology.

TPAssist Feature Summary - A Collaboration companion for teams and enterprises

• Track changes across shared maps - TPAssist automatically journals changes made to task details, including dates, priority, flags, percentage complete, text markers as well as resource assignment so you have a history, or audit trail, of where and when changes were made to the plan.


• "My Tasks" Resource Filtering in Tree Summarisation - The TPAssist 2007 task tree summary capability has a "Resource Filter" which can be used to manage tasks assigned to one or more individuals.


• Use Team Dashboards - TPAssist 2007's Tree Update and Task Summary also work with Multimaps. Dashboards can be built very easily by linking topics to sub-maps and then running TPAssist 2007 Tree Update in Multimap mode.


• Enable Workflow - Use MindManager and TPAssist to construct workflow tasks, set durations/effort and assign ownership. Also linking them with relationships and automated dates. As you progress your workflow, using TPAssist, you can visually track steps taken and yet to be taken. In addition, because your actions are tracked with-in the map, you have an instant audit trail of your workflow progress.


• Manage Financial Information - TPAssist uses custom properties to capture financial estimates and actual values. Financial values captured via TPAssist will be rolled-up the map to provide the visually means to track estimates and actual details across groups of tasks, maps and Multimaps.


• Consolidate and Publish multi-maps - TPAssist 2007's publish to Microsoft® Excel® capability is multi-map enabled, allowing you to managing complex projects over multiple maps and produce consolidate Work breakdowns, project schedules and other reports.


• Microsoft Project Export with Multimap Support - TPAssist 2007 Microsoft Project publishing capability allows you to managing complex projects over multiple maps and produce a single Gantt chart.
  

TPAssist Feature Summary - A Toolkit for Project Managers

• Manage complex projects - TPAssist 2007 can be used to manage simple groups of tasks or very complex projects.


• Keep an Audit Trail - TPAssist automatically journals changes made to task details, including dates, priority, flags, percentage complete, text markers as well as resource assignment so you have a history, or audit trail, of where and when changes were made to the plan.


• Automatically move dates of interdependent tasks - TPAssist 2007 provides the means to create complex project plans of interdependent activities, whereby dates will move automatically when related activities and tasks are updated and completed.
  Known as "Levelling", TPAssist 2007's date automation capability also recognises topic relationship. Relationship can be used to adjust the start and/or end dates of dependant tasks.


• Track and present task status changes - TPAssist provides a Task Status capability that can be used to record and track status for any topic and also the overall map. Changes to status can be painlessly duplicated from topic to map to parent map.


• Track project costs visually - TPAssist uses custom properties to capture financial estimates and actual values. This values will be rolled-up the map to provide the visually means to track any number of financial aspects associated with task, stage/phase, project and portfolio.


• Publish reports to spreadsheets - TPAssist 2007 facilitates effective publishing of your project plans through a series of pre- formatted Microsoft® Excel® spreadsheets.
  The publish to Microsoft® Excel® capability draws on several built-in templates to display Work Breakdown Structures (WBS), team To- Do lists, a Resource Planner/Schedule and project Gantt Chart.


• Consolidate and Publish multi-maps - TPAssist 2007's publish to Microsoft® Excel® capability is multi-map enabled, allowing you to managing complex projects over multiple maps and produce consolidate Work breakdowns, project schedules and other reports.


• Analyse project plans via Excel - TPAssist 2007's publish to Microsoft® Excel® capability also provides "pivot source" worksheets, which are flat exports of map topics specifically formatted to facilitate pivot tables, charting and other manipulation to help you analysis and present project details.


• Summarise your resource and project cost estimates in Excel - TPAssist 2007 adds the ability to capture resource costs and then publish the resulting plans into a "quote" style spreadsheet.


• Managed project information - Through TPAssist's semi- structured notes capability, information can be easily embedded in your project maps and then exposed via the Excel based publishing tool.


• Resource Filtering in Tree Summarisation - The TPAssist 2007 task tree summary capability has a "Resource Filter" which can be used to manage tasks assigned to one or more individuals.


• Microsoft® Project Export with Multimap Support - TPAssist 2007 Microsoft Project publishing capability allows you to managing complex projects over multiple maps and produce a single Gantt chart.

TPAssist Feature Summary - Dashboards & Reporting

• Visualise your progress - TPAssist 2007 is designed to provide you with the visual cues to track and manage the various requests and activities that fill your day.


• Summarise your next action - TPAssist 2007 has a straight-forward reporting tool that can be used to easily identify and manage your tasks based on due date proximity, priorities and flag.


• Work with Multimaps - TPAssist 2007's Tree Update and Task Summary also work with Multimaps. Dashboards can be built very easily by linking topics to sub-maps and then running TPAssist 2007 Tree Update in Multimap mode.

TPAssist Feature Summary - Capture and Roll-up of Financial Information

• Capture Financial Details- TPAssist uses custom properties to capture financial estimates and actual values.




• Manage "Work" as well as Duration - Incorporate resource effort (Work), as well as Duration, in task topics.




• Manage topic "value" - Manage estimated, actual and remaining topic "values" for topic, topic trees and maps. This value can represent the cost of task, perhaps weekly sales figures or even expenses.




• Roll-up Financial Details - Financial values captured via TPAssist will be rolled-up the map to provide the visually means to track estimates and actual details across groups of tasks, maps and Multimaps.




• Expose financial values on the map - Work, costs and other TPAssist "extra" properties can be displayed directly on the map with automatically populated titles, callouts and "Display" custom properties.




• Publish Work and Cost to Microsoft® Excel® and Microsoft® Project - Resource effort (Work) and topic value can be published to Microsoft® Excel® and Microsoft® Project for analysis, publication and distribution.

TPAssist Feature Summary - Workflow Support

• Visualise your workflow - Use MindManager and TPAssist to construct workflow tasks, linking them with relationships and automated dates.


• Operator/Execute your workflow - TPAssist 2007 automatically records or "journals" your actions and task configuration changes with-in the topic notes. Your actions are also noted in context to which it related, i.e. all parent topics and linked maps.


• Review/Audit your workflow history - As you progress your workflow, using TPAssist, you can visually track steps taken and yet to be taken. In addition, because your actions are tracked with-in the map, you have an instant audit trail of your workflow progress.


• Create templates and re-use your workflows - Use TPAssist to take existing task trees and turn them into new ready to use workflow task trees.

TPAssist Feature Summary - Roll-up of Task Information

• Take a Birds Eye View - The ease at which individual topic status is rolled- up to a centralised view ensures you can quickly see what has to be done and give you instant satisfaction regarding what you have already achieved.


• Uncover buried task information - Topic Task information with-in your map can become buried when you collapse and filter the hierarchy. You may have Priorities, percentage complete, flags and dates assigned to topics, but none of this will be obvious unless you expand the specific tree.


• Roll-up task details on demand - TPAssist 2007's Tree Update capability rolls-up priorities, percentage complete, dates and flags.


• Roll-up task details automatically - As well as manually, the Tree Update function is performed automatically whenever TPAssist is used to change the priority, percent complete, Start Date, Due Date or Flag.

TPAssist Feature Summary - Supercharged Task Lists

• Take the pain away from tracking your activities - TPAssist 2007 automatically records or "journals" your actions and task configuration changes with-in the topic notes. Your actions are also noted in context to which it related, i.e. all parent topics and linked maps.


• See your achievement for any given day - TPAssist 2007 also builds and maintains a Journal summary tree. This tree tracks your activities by date and is grouped by year, month and day.


• Turn your ideas in to action plans - TPAssist 2007 provides straight-forward techniques for taking Brainstorming ideas and turn them into Task maps ready to track and act-on.


• Track your activities with-in any number of sub maps - TPAssist 2007 is multi-map enabled supporting task status rollout and also tracking of task and activity progress.