Wednesday, December 23, 2009

NEWSLETTER: Happy Holidays from TPAssist

We have just made available a minor update for TPAssist 2007 (version 1.6.9). We updated TPAssistCapture (version 1.2.4) a few weeks back. The details are below.

These are truly interesting times and as such our plans for additional functionality in the second half of this year didn't come to fruition. However, be assured we're still here and keen to bring you easier and better ways to manage your tasks and project maps.

In this newsletter we outline the following:
  • TPAssist 2007 1.6.9 and TPAssistCapture 1.2.4
  • Using your TPAssist2007 license on multiple computers?
  • Who and What is TPAssist?
  • What is TPAssist 2007?
  • What is TPAssistCapture?
  • Our Tools for Getting Things Done (GTD).

TPAssist 2007 v1.6.9 and TPAssistCapture v1.2.4

We have updated TPAssist 2007 and TPAssistCapture. These updates are version 1.6.9 and 1.2.4 respectively.

This update addresses the execution issues with Windows 64bit operating systems. We are still working with our e-commerce partner to resolve the Licensing Wizard issue, so please continue to contact us directly when activating your licenses on 64bit Windows. Otherwise, you should see no issues with TPAssist on either 32bit or 64bit machines.

Visit our download site to obtain these updates.

Using your TPAssist 2007 license on multiple computers?

Did you know you can use your TPAssist 2007 license on all of your workstations. TPAssist 2007 is licensed to the individual and not the computer. The license is linked to your "Journal TAG".

See this support article on our web site for further details.

Who and What is TPAssist?

As you may have already discovered our resources and software add-ins aim to extend the return on your investment in MindManager® and/or Mindjet® Catalyst. Here is a snapshot of how and where:

  • Instantly capture, store and process your e-mails, ideas, tasks, notes and next actions.
  • Automate and Integrate your task based mind maps
    • Automate task dates with finite control.
    • Get multi-map task detail roll-up.
    • Capture and roll-up financial information.
    • Create workplace Dashboards.
    • Manage work / life balance.
  • Export task and financial information to Microsoft® Excel®.
  • Integrate action mapping with Microsoft® Outlook®.
  • Work with complex projects and task based maps in Multi-map mode.
  • Roll-up & Publish multi-maps to Microsoft Project.
  • Enable multi-user workflow and auditing with Mindjet Connect.

We deliver this capabilities with two products: TPAssistCapture and TPAssist 2007.

What is TPAssist 2007?

The majority of the capabilities mentioned above are achieved through the use of TPAssist 2007 For Mindjet® MindManager®, if you haven't already, Get the free 30-day trial today!

TPAssist 2007 is must have for everyone harnessing the power of Mindjet MindManager to understand and manage the complexities of work and life.

"Visualize, Act, Journal and Automate in the Context of Your Goals."

What is TPAssistCapture?

TPAssistCapture helps you realise the concept of instantly capturing, storing and processing your e-mails, ideas, tasks, notes and next actions.

Whilst not limited to, TPAssistCapture is a must have for anyone utilising MindManager with the Getting Things Done (GTD) approach developed by David Allen (http://www.davidco.com/).

TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® are FREE.

Download TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® today!

Our Tools for Getting Things Done (GTD)

We have a three part approach to assisting with using MindManager as your GTD next action manager and general list manager:

  • Part 1 is our GTD Template.
  • Part 2 is TPAssistCapture, which is a tool for sending content to your maps.
  • It helps you keep focused on the task at hand, by giving you the means to instantly capture, store and process your e-mails, ideas, tasks, notes and actions.
  • Part 3 is the "Capture / Process / Store" capabilities delivered as part of TPAssist 2007.

We also have included a comprehensive and must have "Getting Started" guide with TPAssist 2007, it includes setup and routines for "Zeroing In", the Weekly Review and more. All you need to do is download the FREE 30 day trial and open the Help.

Friday, December 4, 2009

TPAssist 2007 works with MindManager 8.2 BETA

Mindjet is approaching the release of MindManager 8.2. You can read more about it and download the latest BETA via Mindjet's Blog. http://blog.mindjet.com/

We've been actively testing TPAssist 2007 (v1.6.8) and TPAssistCapture (v1.2.3) with MindManager 8.2 (build 302) and thus far have seen no issues.

Feel free to try MindManager 8.2 yourself.

Download TPAssist 2007 here: http://www.tpassist.com/Downloads/

Note: as with MindManager 8.1, TPAssist customer who are also using the Outlook Integrated Linkage Module (OLIM) must wait for the next update for TPAssist 2007. This is because TPAssist 2007 must be compiled against specific versions of MindManager in order for the Outlook 2003/2007 add-in to load correctly.

Saturday, October 31, 2009

NEWSLETTER: TPAssist and MindManager 8.1

Mindjet has recently updated MindManager version 8. What does this mean for TPAssist users, find out below.

In this newsletter we outline the following:
  • MindManager 8.1
  • Who and What is TPAssist?
  • What is TPAssist 2007?
  • What is TPAssistCapture?
  • Our Tools for Getting Things Done (GTD).

MindManager 8.1

For users of TPAssist 2007:

If you are using MindManager 6 or 7, there is no issue.

If you are using MindManager 8, you should consider the following before updating your copy of MindManager.

  • If you are NOT using the Outlook Integrated Linkage Module, there is no issue, you can upgrade to service pack 1 immediately.
  • If you are using the Outlook Integrated Linkage Module (OLIM) you must wait for the next update for TPAssist 2007. This is because TPAssist 2007 is compiled against specific versions of MindManager.

Finally, there is no impact on any of our TPAssistCapture components with relation to MindManager 8.1.

Who and What is TPAssist?

As you may have already discovered our resources and software add-ins aim to extend the return on your investment in MindManager® and/or Mindjet® Catalyst. Here is a snapshot of how and where:

  • Instantly capture, store and process your e-mails, ideas, tasks, notes and next actions.
  • Automate and Integrate your task based mind maps
    • Automate task dates with finite control.
    • Get multi-map task detail roll-up.
    • Capture and roll-up financial information.
    • Create workplace Dashboards.
    • Manage work / life balance.
  • Export task and financial information to Microsoft® Excel®.
  • Integrate action mapping with Microsoft® Outlook®.
  • Work with complex projects and task based maps in Multi-map mode.
  • Roll-up & Publish multi-maps to Microsoft Project.
  • Enable multi-user workflow and auditing with Mindjet Connect.

We deliver this capabilities with two products: TPAssistCapture and TPAssist 2007.

What is TPAssist 2007?

The majority of the capabilities mentioned above are achieved through the use of TPAssist 2007 For Mindjet® MindManager®, if you haven't already, Get the free 30-day trial today!

TPAssist 2007 is must have for everyone harnessing the power of Mindjet MindManager to understand and manage the complexities of work and life.

"Visualize, Act, Journal and Automate in the Context of Your Goals."

What is TPAssistCapture?

TPAssistCapture helps you realise the concept of instantly capturing, storing and processing your e-mails, ideas, tasks, notes and next actions.

Whilst not limited to, TPAssistCapture is a must have for anyone utilising MindManager with the Getting Things Done (GTD) approach developed by David Allen (www.davidco.com).

TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® are FREE.

Download TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® today!

Our Tools for Getting Things Done (GTD)

We have a three part approach to assisting with using MindManager as your GTD next action manager and general list manager:

  • Part 1 is our GTD Template.
  • Part 2 is TPAssistCapture, which is a tool for sending content to your maps.
  • It helps you keep focused on the task at hand, by giving you the means to instantly capture, store and process your e-mails, ideas, tasks, notes and actions.
  • Part 3 is the "Capture / Process / Store" capabilities delivered as part of TPAssist 2007.

We also have included a comprehensive and must have "Getting Started" guide with TPAssist 2007, it includes setup and routines for "Zeroing In", the Weekly Review and more. All you need to do is download the FREE 30 day trial and open the Help.

Friday, October 30, 2009

TPAssist 2007: Known Issue - MindManager 8.1 & Outlook Integrated Linkage Module

Mindjet has recently updated MindManager version 8, with service pack 1 (i.e. MindManager 8.1.920)

What does this mean for TPAssist users? For users of TPAssist 2007:

If you are using MindManager 6 or 7, there is no issue.

If you are using MindManager 8, you should consider the following before updating your copy of MindManager.

  • If you are NOT using the Outlook Integrated Linkage Module, there is no issue, you can upgrade to service pack 1 immediately.
  • If you are using the Outlook Integrated Linkage Module (OLIM) you must wait for the next update for TPAssist 2007. This is because TPAssist 2007 is compiled against specific versions of MindManager.

Finally, there is no impact on any of our TPAssistCapture components with relation to MindManager 8.1.

Wednesday, September 16, 2009

TPAssist 2007: Known Issue - Vista SP1, SP2, Vista 64bit and Windows 7

There is a known issue with TPAssist 2007 operating with-in Windows Vista (SP1 or SP2), Vista 64bit and also Windows 7.

This issue causes the Licensing Wizard to hang or crash when attempting to purchase or activate a license key. We are working with our e-commerce partner to resolve this issue, in the meantime you need to use the online web store to purchase licensing and also contact our customer support regarding assistance in activating your license.

In contacting our customer support (support@tpassist.com) please provide the following details:

1. Your serial number (please visit our online store if you need to purchase a license)
2. Your Journal tag* (i.e. initials)
3. Your operating system (i.e. Vista SP1 or Vista 64bit)


* Your Journal Tag is embedded in your activation key and is used by TPAssist 2007 when recording journal notes and task detail changes.

(Update 1/Sep/2010 - this issue is now resolved - we have replaced the licensing engine so there are now no issues regarding licensing on any of these platforms).

Wednesday, August 5, 2009

TPAssist 2007 version 1.6.7 - Release Notes

TPAssist 2007 for Mindjet® MindManager® has been updated. Version 1.6.7 is a maintenance update.

Tips for applying this update:
  • If using Microsoft VISTA Service 1 or 2, please use the Control Panel to uninstall TPAssist 2007 before applying this update (if using the Outlook Integrated Linkage Module, please uninstall all occurrences of TPAssist 2007 listed in the Control Panel).
  • In all cases, MindManager and Outlook should be closed before uninstalling and installing updates.
  • Download and install the update.

Additional capabilities within version 1.6.7:

  • Options dialog now support the capability to "override" Outlook protection when in Mindjet Connect maps, the dialog also supports the capability to switch off OILM integration (performance increase); and ability to inherit Central Topic for %r macro if the Journal Reference is omitted in the topic tree.

Fixes:
  • Multi-map Tree Update now using specific map's Tree Update properties.
  • Link At now copying Financial Capabilities correctly.
  • Send Topic command no longer has option to "delete topic" if used on a central topic.
  • Link At and Add to Quicklinks commands now disabled in unsaved maps.
  • Typo in Options dialog.
  • Journal Tab and Tree Update not calculating "%y" macros in Status Callouts.
  • %y0 and %y1 Macros incorrectly counting current topic in count (not just subtopics).
  • Create auto-command now works in Floating Topics.

Thursday, June 25, 2009

GTD Routines - The magic of the e-in-basket

David Allen often highlights the power of the in-basket to manage the stuff in your world (Those who are GTD Connect members can see a video of this concept)

I've adapted a method that makes use of this concept in an electronic form, i.e the e-in-basket. I've implemented this using mind mapping software. As well as using this e-in-basket for capture and clarifying, I use it to manage interruptions and I also use it to manage routines in a way that is efficient, effective and fun!

Using the e-in-basket to capture and clarify:

I use the e-in-basket as my "collection" point for anything that needs further clarification. I use capture tools on my desktop, in Outlook and with-in my task and project maps to "send" my "stuff" to the in-basket with, I simply process using the first-in-first-out approach. The "magic" in this aspect comes form the integration and simplicity of the integrated mind mapping environment: I can visually see my list of unprocessed stuff; I can "send" them to a project map and at the same time have them "linked" on the appropriate next action list; I can easy file items; and finally for less-than-2-minute items, I can just delete them when done.

Using the e-in-basket to manage interruptions:

A really effective way to "manage" your lists is to use your e-in-basket as a temporary location for the item you are "doing". For example, if I have a twenty minute window and I choose an activity from your @COMPUTER list, since I am physically at my computer, I simply select the item, and "send" item to my e-in-basket. Then I work away on that item. The "magic" in this process it that if I get interruption or complete the task, I just return to my e-in-basket to regain focus or move forward to the next action.

Using the e-in-basket to manage routines:

I adapted the "zero-in" process, the Weekly Review and focus area review to suit my needs. I have built myself mind map templates containing each of the steps with-in these routines. When I come to the point where I need to carryout this routine I simply "toss" this list of tasks onto my e-in-basket.


The "magic" of this method is that because I'm using mind mapping software, I simply delete each task as I complete it. I don't need to record completing each individual step, so a simple delete, removes it from my focus and allows me to move on to the next item (or divert to handle an interruption). Very quickly my list of steps in my routine are all gone and I am clear and ready for anything.


Having a set of predefined steps for what appears to be very straight-forward activities, may seem over the top, however until these routines become habits, a predefined list is essential to ensuring I spend as little time as possible thinking about how to do it, rather than just doing it.



A SIDE NOTE: This method is can be used as effectively in the physical in-basket context. i.e. you could develop each routine in your word processor and then print a load of them. When you decide you need to execute one of these routines, you simply grab one of these printed sheets and toss it into your physical in-basket.



This "magic" is not restricted to GTD routines. You could use it for all kinds of routines. Some example that come to mind include goals setting, personal performance reviews, weekly administration processing, yearly "spring cleaning".

Wednesday, June 3, 2009

Why I use Mindjet MindManager as the center of my GTD implementation.

I have a belief that the Getting Things Done (GTD) systematic approach as developed by David Allen, is a form of art.

I suggest the idea of art relates to how you wield your focus, your lists and apply your routines. When all the parts are working together GTD gives you amazing satisfaction and clarity, you gain perspective and control. Further more, you see beauty that perhaps only you appreciated, it is your art and you are the creator.

So what does this have to do with mind mapping software?

Well, in doing art, I prefer to use a blank canvas rather than stencils or traces. With a blank canvas I can go where I want, when I want and how I want. The blank canvas doesn't impede my creativity.

Mind Mapping is like a blank canvas, in that it is relatively free form and definitely a facilitator of creativity. Further more, by using software mind mapping tools, like Mindjet MindManager, I can save my work, revisit it, easily erase it and also remodel it. Ultimately, these tools help me get things done by allowing me to explore, re-use and evolve my "art".

Working in a mind map, allows me to visualise how my list items relate to none another, I can "picture" where I am at and where I need to be. For now, anyway, it is where I want to focus my GTD implementation.

You can read how I use MindManager for GTD via my blog.

TPAssist Limited is not licensed, certified, approved, or endorsed by or otherwise affiliated with David Allen or the David Allen Company which is the creator of the Getting Things Done® system for personal productivity. GTD® and Getting Things Done® are registered trademarks of the David Allen Company. For more information on the David Allen Company's products, please visit their website: www.davidco.com.

How I use MindManager and TPAssist as my GTD list manager (Version 2)

Our tools have been evolved and so too has my approach to using MindManager for the Getting Things Done (GTD) approach developed by David Allen (http://www.davidco.com/).

My evolved approach takes advantage of the new capabilities in TPAssist 2007 version 1.6 and TPAssistCapture 1.2. My environment and system (described below) has been setup as per the Getting Started Guide in TPAssist 1.6's Help.


So here is how I currently implement my GTD Next Action and general list management with Mindjet MindManager and TPAssist tools ... (See a video of this approach)

I have an extensive implementation of TPAssist's “My Life” template and also the TPAssist role based Dashboard, resulting in near on 150 linked maps, some of which are whole projects and some of which contain lots of mini-projects.

My GTD "runway" map or as I am calling it, my “Ultimate Dashboard” mirror’s GTD’s “Organizing Categories” (see or download the template here). This is now my default map when MindManager opens. I have linked the Outcomes section to separate maps for a cleaner picture. I have linked my “My Life” and workplace dashboard to the “Areas of Focus”.



Adding in projects and actions is presently achieved using three methods:


Firstly, I instantly capturing, storing and then "sending" new items to the Dashboard by using TPAssistCapture.





Secondly, emails that I don't delete are "sent to" my GTD system for further processing using TPAssistCapture for Microsoft Outlook.





And finally, I enter results of any natural planning directly into a project map, then link the next action to my Dashboard via TPAssist 2007's "Link At" capability.





Any items I capture are generally sent to the focus map to which they relate and in the same motion they are linked to the appropriate ACTION category. Capture items that require further clarification or filing are sent to my run-way "IN-BASKET".



As I complete actions (and the projects), I drop into the focus area or project map, update it using TPAssist’s existing journaling capabilities to record my progress and success, and then use TPAssist 2007's "Link At" command to send the next action to my run-way map. I don't get too worried about accurately grooming my run-way list because I know that my weekly and monthly reviews of Areas of Focus will show up anything that is new or duplicated.


In addition, I am using TPAssist 2007's Outlook Integration to keep some of the next actions synchronised with Outlook and therefore my mobile device.



My key routines include my daily "zeroing", my weekly review and my monthly focus area reviews.

My "Zeroing" routine is as per the TPAssist 2007 Getting Started Guide (see our blog for a summary of this routine). A further technique I use to keep me on track, is that I have added these routines to the Map Parts Library in MindManager. To "zero", I simply add the Map part to my GTD IN-BASKET topic. The steps then appear as task topics and I just work through them. If I get interrupted, I can quickly and easily pick-up where I left off, avoiding the costly process of restarting.

My Weekly Review generally follows the steps outlined in David Allen's latest book, Making It All Work. (See our blog for a summary of this process). For the weekly review, I also use a Map Part and drop the list of items into my GTD In-Basket, as outlined above in "Zeroing".

On a monthly basis, I review my focus areas. I've split the reviews over three weeks, so I don't have too much to get through in any one sitting. i.e. at the start of the month I review my job related focus areas, then mid month I review my professional development and in the 3rd week, I review my personal and family focus areas. (See our blog for a summary of this process). As per the Zeroing and Weekly Review routines, I use a predefined set of steps that I drop into my GTD IN-Basket on the day of the review, so if I don't get through everything immediately, I can easily pickup the next step later in the day or the next day.


Though I am really happy with my current implementation of MindManager as my GTD list manager, there are still areas for improvement, especially around reducing some of the steps in reviews and working with completed items. There are also some areas of the Outlook integration that I would like to see improved. But for now it works, it keeps me focused and it definitely aids my productivity.


TPAssist Limited is not licensed, certified, approved, or endorsed by or otherwise affiliated with David Allen or the David Allen Company which is the creator of the Getting Things Done® system for personal productivity. GTD® and Getting Things Done® are registered trademarks of the David Allen Company. For more information on the David Allen Company's products, please visit their website: http://www.davidco.com/.

Saturday, May 30, 2009

GTD Tip: Weekly Review with MindManager and TPAssist

This blog provides tips on conducting your weekly review when using MindManager and TPAssist tools as part of your Getting Things Done (GTD) system.

(Note: This material is mostly as suggested in David Allen's 3rd book, Making It All Work).


STEP 1: Get Clear


  • Loose papers & materials collected

  • Get "In" to zero (See our TIP on "Zero-In")

  • Mind Sweep


STEP 2: Get Current

  • Review Action Lists:

    • For each main area (i.e. "Calendared', 'ASAP', "Agenda", etc, perform a TPAssist 2007 "localised" Tree Summary (Not Multi-map, leave that for the Monthly Reviews).

    • Process the items overdue etc and review the rest.

  • Review Previous Calendar Dates.

  • Review Upcoming Calendar Dates.

  • Review Waiting for Lists.

  • Review Project (and Larger Outcome) Lists

    • Open Project List.

    • Sort the list and remove any duplicates (If sub-divided focus areas, do one area at a time).

    • Read the title of each project and consider it's status in your own mind (Your review of your actions, calendar and waiting for above should be sufficient to "know" where each project stands.)

    • Drop into Projects that you feel may need further consideration.

    • Use TPAssist "Send To" for projects you want "parked" on the Someday / Maybe list.

  • Review Any Relevant Checklists

  • Review Calendar Later Starts


STEP 3: Get Creative


  • Review Someday / Maybe List

    • Sort the list and remove any duplicates (If sub-divided focus areas, do one area at a time.)

    • Read the title of each project and consider it's status in your own mind.

    • Drop into Projects that you feel may need further consideration and then "Link At" if the project is being acted on again.

    • Back in the list, use TPAssist "Send To" and put the project title back on the projects list.

  • Be Creative & Courageous

GTD Tip: Focus Area Review (Monthly) with MindManager and TPAssist

This blog provides tips on conducting your Getting Things Done (GTD) monthly focus area reviews when using MindManager and TPAssist tools.

If you are using separate Focus Area dashboards, i.e. one for your life management and one for your workplace responsibilities, it may be worth scheduling the monthly review for each aspect on separate weeks, to reduce "block" time required to complete your review. The process below applies to each of your focus areas, i.e. your life management and your workplace responsibilities:


  1. Open Focus Area Dashboard.

  2. Drop into Each sub area (map):

    1. Organise "new items" into their approach place

      • "New Items" are those that have been delivered directly to the map via TPAssist Capture tools and may not be correctly organised. Drag these around your map so any "Link At" topics on your Dashboard can still find them.

    2. Run a TPAssist 2007 Task Summary, in "Normal" mode.

    3. Using the Task Summary, process items found in < 1 month.

      • Follow the hyper-linked Task Summary topics.

      • Use TPAssist 2007 "Link At" command to add new projects to project lists (If not sure, just add them anyway, the weekly review will pickup duplicates)

      • Use TPAssist 2007 "Link At" command to add next actions for new projects to the actions list (As per project list, if unsure, add them anyway as use of the lists and then weekly review will pickup duplicates.)


    4. Disgard the remaining Task Summary.

  3. At the conclusion update the Focus Area Dashboard:

    • In the Focus Area Dashboard, with all sub maps open, run a TPAssist 2007 Tree Update in Multi-map mode

  4. Review the Projects List

    • Run a TPAssist 2007 Tree Update in Multi-map mode to bring in latest project status for the focus areas under review (Use "Localised" scope if only reviewing a subsection of the project list).



GTD Tip: Zero-In using MindManager and TPAssist

As you use your system and even conduct your Weekly Review, you will inevitably be "Zeroing IN".

Below is a variation of the "Zero In" process populated with steps that you may find useful as you manage your lists via MindManager and TPAssist tools.

  1. Empty Wallet, Bags, Brief Cases etc into your Physical In-Tray.
  2. Empty Tickler into your Physical In-Tray.
  3. Empty E-Mail IN-BASKET (See http://tpassist.blogspot.com/2009/05/gtd-style-e-mail-processing-using.html for setup details).
  4. Process Physical In-Tray.
  5. Process Audio/Voice Recordings.
  6. Process any electronically captured notes (i.e. using the 2 minute rule and the workflow)
  7. Synchronise PDA (and if using Outlook, use TPAssist 2007's Document Tools to bring back changes).
  8. Review Dashboard "ACTION" lists - "Send Topic" on any items that are complete or need attention to the IN- BASKET.
  9. Process any other form of electronic "IN".
  10. Process the Dashboard "IN-BASKET", using the 2 Minute rule and Workflow to determine where the item should be sent.
  11. Re-Synchronise PDA.

GTD Tip: Using your IN-BASKET when on the runway


As you start populating your MindManager dashboard and using TPAssist to facilitate your GTD system, you will inevitably start looking for ways to improve your system.


A really effective way to "manage" your lists is to use your IN-BASKET as a temporary location for the item you are "doing".


For example, if you have a twenty minute window and you choose an activity from your @COMPUTER list, since you are physically at your computer, make use of Capture / Store / Process to help you get underway and also be ready for any interruption. Simply, select the item you are going to work on, click the Hyperlink to bring the Focus map into play so you can track your actions and also gain access to related materials, then return to Dashboard, now click "Send Topic" and send the topic to your IN-BASKET. Then Save All, and return to your active focus map and work away. In this way, if you get interruption or complete the task, you can just click "Process" and get your focus back via the IN-BASKET.

GTD style e-mail processing using TPAssistCapture for Microsoft Outlook


This tip outlines how TPAssist 2007 can help turn Outlook 2007 into a Getting Things Done (GTD) collection point, and do all your clarifying, organising and doing, in MindManager.

To configure your system ready for this approach, you need to complete the following steps:

1. Download and install TPAssistCapture for Microsoft® Outlook® (http://www.tpassist.com/downloads/)


2. Configure a Search Folder as your IN-BASKET.

The Search Folder should be configured to look for items where "Categories doesn't contain @DONE" and it should also be added to your favourites. For details on this process, look for "Convert your e-mails into next actions" in the Getting Started Guide in Help after you have installed TPAssistCapture for Microsoft® Outlook®).



3. Select all your old emails and categorise them as "@DONE" (leaving those that you still need to process).


4. Now for e-mails that you don't action immediately or delete, select them in the list view or open each, the use the TPAssist Capture icon to expose the Category Selection dialogue. Now pick your category (typically your "IN-BASKET") and click send.


5. After your e-mail IN-BASKET is empty, switch over to your Dashboard mind map, and process your captures.


6. From here you can work with each e-mail via the "attachment" capability of the MindManager topic.

Tuesday, May 26, 2009

NEWSLETTER: Announcing GTD Tools for MindManager

We now have a must have toolkit for those using or wishing to make use of the power of MindManager with the Getting Things Done® (GTD®) approach developed by David Allen.

If you are unfamiliar with GTD or wish to continue using your exiting approach, don't worry because we are also committed to our roots and to providing tools that help you get context, get organised, stay organised and be fulfilled.


In this newsletter we outline the following:

  • Who and What is TPAssist?
  • The latest update to TPAssist 2007, version 1.6
  • The recently released Capture tool for Microsoft® Outlook®
  • Our Tools for Getting Things Done (GTD).
  • Product Roadmap

Who and What is TPAssist?

As you may have already discovered our resources and software add-ins aim to extend your investment in MindManager® and/or Mindjet® Connect. Here is a snapshot of how and where:

  • Instantly capture, store and process your e-mails, ideas, tasks, notes and next actions.
  • Automate and Integrate your task based mind maps
    • Automate task dates with finite control.
    • Get multi-map task detail roll-up.
    • Capture and roll-up financial information.
    • Create workplace Dashboards.
    • Manage work / life balance.
  • Export task and financial information to Microsoft® Excel®.
  • Integrate action mapping with Microsoft® Outlook®.
  • Work with complex projects and task based maps in Multi-map mode.
  • Roll-up & Publish multi-maps to Microsoft Project.
  • Enable multi-user workflow and auditing with Mindjet Connect.

We deliver this capabilities with two products: TPAssistCapture and TPAssist 2007.

TPAssist 2007, version 1.6

The majority of the capabilities mentioned above are achieved through the use of TPAssist 2007 For Mindjet® MindManager®, if you haven't already, Get the free 30-day trial today!

TPAssist 2007 is must have for everyone harnessing the power of Mindjet MindManager to understand and manage the complexities of work and life.

"Visualize, Act, Journal and Automate in the Context of Your Goals."

Our recently released update, version 1.6, encapsulates the "Capture/Store/Process" concept introduced by TPAssistCapture; we have improved the Ribbon in MindManager 7 and 8; we moved our Help manual to the Web and enhanced it greatly with Search and a new Getting Started Guide; we have added a number of GTD specific tools; and we have streamlined the installation process. Learn more...

TPAssistCapture, version 1.2

TPAssistCapture helps you realise the concept of instantly capturing, storing and processing your ideas, tasks, notes and next actions. And as of version 1.2, with our Capture tool for Outlook, you can instantly convert your e-mails into next actions, using Mindjet® MindManager®.

Whilst not limited to, TPAssistCapture is a must have for anyone utilising MindManager with the Getting Things Done (GTD) approach developed by David Allen (www.davidco.com).

TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® are FREE.

Download TPAssistCapture for Mindjet® MindManager® and TPAssistCapture for Microsoft® Outlook® today!

Tools for Getting Things Done

We have a three part approach to assisting with using MindManager as your GTD next action manager and general list manager:

  • Part 1 is our GTD Template.
  • Part 2 is TPAssistCapture, which is a tool for sending content to your maps. It helps you keep focused on the task at hand, by giving you the means to instantly capture, store and process your e-mails, ideas, tasks, notes and actions.
  • Part 3 is the "Capture / Process / Store" capabilities delivered as part of TPAssist 2007.

We also have included a comprehensive and must have "Getting Started" guide with TPAssist 2007, it includes setup and routines for "Zeroing In", the Weekly Review and more. All you need to do is download the FREE 30 day trial and open the Help.

Customer Testimonials:

"I just started using both TPAssist & TPAssistCapture this week and I'm blown away. Customer support has been responsive and very helpful. The nature of your products is causing me to dump much more into my mind maps, so I'm getting much better return on my investment in Mindjet MindManager and creating a trusted system for getting things done. It's radically changed the way I work, in one week." Arthur Vanderbilt

Product Roadmap

Our next update for TPAssist 2007, version 1.7, will include further enhancements to facilitate GTD. We also have plans for an update to TPAssistCapture, version 1.3, where we will focus on improving how the Outlook Capture tool can further speed up the way you process and manage e-mail.

The exact details aren't locked down yet, so if you have something you need from our tools, please contact us at sales@tpassist.com.

Wednesday, May 13, 2009

TPAssist 2007 version 1.6 - What's New

TPAssist 2007 for Mindjet® MindManager®, version 1.6 - What's New?

The "Capture/Store/Process" capabilities have been incorporated, effectively replacing the need for the MindManager add- in component of TPAssistCapture.

Optimisation of the MindManager 7 & 8 Ribbon: Help, Options and Save All have been moved to a new group, "Tools", making the "Topic" group first (NOTE: The Licensing and Check For Update commands are now part of "Options" on the Tools Tab)

Help has been moved to the Cloud (reducing install foot-print and also providing access to richer resources).

"GTD Alignment" phase 1:

  • Added "Link At" capability to Capture/Store/Process;
  • Improved functionality of Send Topic;
  • Introduced the concept of "Sent Topic and Link At" in the same single operation;
  • Better/Automated integration with Outlook (when sending topics and creating) (Outlook Integration can be "turned off" at topic level);
  • Introduced concept of "Auto-Journal" to Capture/Store/Process

Streamlined installation process: The Outlook Integrated Linkage Module (ILM) component is now a separate install, reducing the need to check for Office configuration during the core add-in install and overhead for those not using ILM.

For other Fixes and minor enhancements, see our product history.

Feature Summary - TPAssist 2007 Capture, Store, Process

TPAssist includes the ability to move content around your various linked project and dashboard maps quickly and easily. This capability is defined under the heading of "Capture / Store / Process" and has the following components:


  • Capture Tools (System Tray Icon, Outlook Capture, Send Topic, Link At and Send Map)
  • Basket Processor (MindManager add-in)
  • Auto-Journal
  • Quick Links map
  • Temporary Storage of TEXT capture files

These components work together as a team to help you instantly capture, store and process your ideas, tasks, notes and next actions.



Capture Tools (System Tray Icon, Outlook Capture, Send Topic, Link At and Send Map)

TPAssist supports a number of methods for capturing:

  1. Firstly ideas, tasks, notes and next actions can be captured via the System Tray Capture (STC) tool (This tool is external to MindManager and installed separately, see TPAssistCapture for Mindjet® MindManager®).
  2. Secondly, Microsoft Outlook emails and other items can be delivered to your map for processing via the Outlook Capture tool (This tool is external to MindManager and installed separately, see TPAssistCapture for Microsoft® Outlook®)
  3. Thirdly, you can send topic trees to the capture basket via the Send Topic command (with-in MindManager).
  4. Also, you can use the capability to automate the process of creating linked topics on dashboards and summary maps via the Link At command (with-in MindManager).
  5. And finally, the entire mind maps can be sent to the capture basket via the Send Map command (with-in MindManager).




Basket Processor (MindManager add-in)

Basket Processing is performed within MindManager. To process outstanding items, simply open MindManager, then click the TPAssist Process command. TPAssist will now open each captured item, find the associated Quick Link, follow the hyperlink and insert the captured item as a new subtopic at the resulting location.


Auto-Journal

Auto-Journal is a facility provided by TPAssist to help you journal your captured items. The concept being that when you "capture" something you want the fact that it was captured "journalled" when it "lands". This is useful if you capture an action and want it automatically included in a task map with a starting date of when the action was captured. An "Auto-Journal" is effectively a MindManager Callout topic appropriately formatted. When TPAssist comes across this formatted Callout, it will use the TPAssist Options to determine if it is processed just as if you had use the "Journal" tab to enter the topic details.


Quick Links map

The Quick Links map is a MindManager map (compatible with version 6, 7 and 8). Unless otherwise instructed TPAssist, will create and maintain this map in your "My Documents" folder. The map will be saved as "MyTPAssistCaptureQuickLinks.mmap"

Quick Links are "instructions" that specify two things: Firstly, the Quick Link name or topic title is the Category or Tag that is used to organize your notes during the capture process. Secondly, associated with each Quick Links is a Hyper Link to another mind map and topic. It is these hyper linked topics which will "receive" your notes as new subtopics during Basket Processing.


Temporary Storage of TEXT capture files


TPAssist's Capture / Store / Process facility uses TEXT files to store captured items. These captures are stored locally in a sub folder of your "My Documents" folder. You can configure where TPAssistCapture stores these files.

TPAssistCapture for Microsoft® Outlook®

Instantly convert your e-mails into next actions, using Mindjet® MindManager®.

This FREE Microsoft® Outlook® add-in helps you keep focused on the task at hand, by giving you the means to instantly convert your e-mails into next actions, using Mindjet® MindManager®.



In addition to capturing ideas using the System Tray Capture tool, you can now install and use our add-in for Microsoft® Outlook®. This tool makes use of the same Quick Links and MindManager basket processing provided by the TPAssistCapture (or TPAssist 2007 version 1.6 or above).


Read more about the capture process: http://www.tpassist.com/tpassistcapture




Monday, March 30, 2009

UPDATE: TPAssistCapture - new name, updated and enhanced


We have taken advantage of the need to fix an issue with working Mindjet Connect maps and released an update. In addition we have added a significant enhancement and also changed the name of this TPAssist 2007 companion product to align it more appropriately with our future plans.


The new functionality extends the existing ability relating to sending whole maps, by allowing you to capture and send topics and topic trees. The new name, TPAssistCapture, is aligned to our TPAssist 2007 future plans. So whilst not essential, if you aren't working with Mindjet Connect maps, we would encourage you to visit our Download pages on the web and update your installation as your earliest convenience.


Remember, before applying this update, process all captured items, then close Mindjet MindManager and the capture tool in your System Tray (Right-Click on the capture icon and choose "Close"). The update will install quickly and easily, and your settings and configurations should stay the same, providing you clear down your capture items, close MindManager and also close the System Tray Capture tool.


Click here to download TPAssistCapture version 1.1.

Wednesday, March 25, 2009

NEWSLETTER - Announcing TPAssistCapture and the GTD Template

Today we are launching part 1 and 2 of our 3 part approach to aligning ourselves with the Getting Things Done (GTD) approach developed by David Allen. Part 1 is our GTD Template. Part 2 is a new add-in for MindManager, TPAssistCapture. Part 3 is the next update of TPAssist 2007.

If you are not familiar with GTD or wish to continue using your exiting approach, don't worry because we are also committed to our roots and to providing tools that help you get context, get organised, stay organised and be fulfilled.

In this newsletter we outline the following:
  • Who and What is TPAssist?
  • TPAssistCapture For Mindjet® MindManager®.
  • Getting Things Done (GTD) Template.
  • Product Release Update (TPAssist 2007)
Who and What is TPAssist?

As you may have already discovered our resources and software add-ins aim to extend your investment in MindManager® and/or Mindjet® Connect. Here is a snapshot of how and where:
  • Instantly capture, store and process your ideas, tasks, notes and next actions.
  • Automate and Integrate your task based mind maps
    • Automate task dates with finite control.
    • Get multi-map task detail roll-up.
    • Capture and roll-up financial information.
    • Create workplace Dashboards.
    • Manage work / life balance.
  • Export task and financial information to Microsoft® Excel®.
  • Integrate action mapping with Microsoft® Outlook®.
  • Work with complex projects and task based maps in Multi-map mode.
  • Roll-up & Publish multi-maps to Microsoft Project.
  • Enable multi-user workflow and auditing with Mindjet Connect.

We deliver this capabilities with two products: TPAssistCapture and TPAssist 2007.


TPAssistCapture

TPAssistCapture helps you realise the concept of instantly capturing, storing and processing your ideas, tasks, notes and next actions.

Whilst not limited to, TPAssistCapture is a must have for anyone utilising MindManager with the Getting Things Done (GTD) approach developed by David Allen (http://www.davidco.com/).

TPAssistCapture for Mindjet® MindManager® is FREE
Download TPAssistCapture Today!


Getting Things Done (GTD) Dashboard Template.

Download our FREE Ultimate or "run-way" Dashboard for Getting Things Done(tm).

This dashboard map is based on the Getting Things Done (GTD) approach developed by David Allen (http://www.davidco.com/).

Additionally, the "My Life" group of template mind maps included in this download are provided as part of the TPAssist's First Steps FREE online webseminar for Life Management using mind mapping.

Find out more via online resource.

Product Release Update

As outlined previously, in 2008 we released four minor updates, the latest of which, version 1.5, focused on Mindjet Connect interoperability and also working with financial information with-in your maps.

Our first update for this year, version 1.6, will takes us back to our roots. It will focus on bringing you tools that help you be more productive and fulfilled.

This will include, but is not limited to, making TPAssist a must-have for MindManager users following David Allen's Getting Things Done systematic approach to productivity and happiness (REF: http://www.davidco.com/). This update will be "part 3" of the GTD alignment program eluded to above.


(Click here to subscribe to our Newsletters)


Mindjet and MindManager are either registered trademarks or trademarks of Mindjet, LLC in the United States and/or other countries.GTD and Getting Things Done are registered trademarks of David Allen & Co..

Friday, March 20, 2009

How I use MindManager for Getting Things Done (GTD)

UPDATE: 3rd June 2009: Version 2 of my implementation is now in the blog. Read about it here...

-------------------------

Having been asked on several occasions to explain how I use Mindjet MindManager to implement the Getting Things Done (GTD) approach developed by David Allen (www.davidco.com), I decide to provide a summary of I do it for all to see. Please feel free to share your experience and give me feedback. Whilst still learning, the one thing I am clear about regarding GTD, is that it is an evolutionary process of continuous improvement.

So here it is...

I have an extensive implementation of TPAssist's “My Life” template and also the TPAssist role based Dashboard, resulting in near on 150 linked maps, some of which are whole projects and some of which contain lots of mini-projects.

My GTD runway “road map” or as I am calling it, my “Ultimate Dashboard” mirror’s GTD’s “Organizing Categories” (see/download template here). This is now my default map when MindManager opens. I have linked the Outcomes section to separate maps for a cleaner picture. I have linked my “My Life” and workplace dashboard to the “Areas of Focus”.

Adding in projects and actions is presently achieved using two methods. Firstly I am instantly capturing, storing and then "sending" new items to the Dashboard by using TPAssistCapture. These capture items are sent to my roadmap "IN-TRAY" for further clarification, sent directly to the ACTION category or even directly into a project map (if it isn't the next action or is more an idea). Secondly I am manually maintaining the Projects List and Actions list.

Maintaining context of my projects and next actions is achieved by dropping into the focus area map, locating the project or next action and then using the Topic-Right-Click “Copy as Hyperlink” MindManager capability to extract the linked topic. I then insert this hyperlinked topic into the project list or in the case of each project’s next action, in the appropriate category of the Ultimate Dashboard. In this way I can just follow the hyperlink back to the My Life or Dashboard map to process the action, using TPAssist’s existing journaling capabilities to record my progress and success.

As I complete actions, I drop in the next action and then I just delete the completed topic listing from the Ultimate Dashboard. With completed projects I just delete them from the Projects list, knowing that my monthly reviews of Areas of Focus will show up anything that is new.

In addition, I am using TPAssist 2007's Outlook Integration to keep some of the next actions synchronised with Outlook and therefore my mobile device.

There are some aspects that are for now a little cumbersome, however I feel "spinning the wheels" myself, at least for now, gives me a great idea of what needs to be automated in the next update to TPAssist 2007.


GTD and Getting Things Done are registered trademarks of David Allen & Co..

Wednesday, March 18, 2009

GTD Summit, MindManager® and TPAssistCapture - Capture, Process, Reduce Distraction

We've published a new video demonstrating TPAssistCapture.

This video uses participation at the recent GTD Summit to illustrates how TPAssistCapture for Mindjet® MindManager® can be used to instantly capture, queue and process your ideas, tasks, notes and next actions.

See it on the TPAssistCapture product page on our web site.

Saturday, March 14, 2009

Introducing TPAssistCapture For Mindjet® MindManager®: How Does it work?

TPAssistCapture For Mindjet® MindManager®
Instantly capture, store and process your ideas, tasks, notes and next actions.

The purpose of TPAssistCapture is to help you keep focused on the task at hand, by giving you the means to instantly capture, store and process your ideas, tasks, notes and next actions(1).
How does TPAssistCapture Work?
TPAssistCapture operates on Quick Links which is a method to send ideas, tasks, notes and next actions directly to the mind map you use to manage them (STEP 1).




You start by configuring your categories or tags and defining where in your mind maps these items should be delivered. As you uncover, discover or receive ideas, tasks, notes and next actions, you simply use TPAssistCapture to store them to a basket for processing (STEP 2).




Then when ready, you use TPAssistCapture to extract the items from the queue and send them to your mind maps (STEP 3).


TPAssistCapture uses a mind map, the "Quick Links Map" to store and manage your capture categories/tags. The capture process is performed by the Capture Tools (i.e. System Tray icon, and the Send Topic and Send Map capabilities in MindManager). These capture tools are purposely "decoupled" from MindManager for efficiency and speed, and also so that you can work away in MindManager on key focus items independently of your capture process.










(1) "Next Actions" are a concept widely associated with the Getting Things Done (GTD) approach developed by David Allen (www.davidco.com http://www.davidco.com/).
Mindjet and MindManager are either registered trademarks or trademarks of Mindjet, LLC in the United States and/or other countries.

GTD and Getting Things Done are registered trademarks of David Allen & Co..

Wednesday, March 11, 2009

Introducing TPAssistCapture For Mindjet® MindManager®: What is TPAssistCapture?


TPAssistCapture For Mindjet® MindManager®
Instantly capture, store and process your ideas, tasks, notes and next actions.

The purpose of TPAssistCapture is to help you keep focused on the task at hand, by giving you the means to instantly capture, store and process your ideas, tasks, notes and next actions(1).

What is TPAssistCapture?

Is this familiar?

You are working away on your highest priority when something new arrives... an e-mail, the phone rings, a knock on the door or your mind wonders.

You realise that you can't deal with the item quickly because it needs further attention?

This is a potential distraction because this new thing has your attention and it may not be the best thing to be doing right now. Therefore you must capture it for consideration at another time...

Is there an answer...

Sure, single-Click TPAssistCapture Capture, type in your note. Tag it. Send it.

Great, in an instant you have recovered your focus.

So later, when your high priority items complete, you'll be ready to process your "In-Tray" again. Just open MindManager, choose TPAssistCapture "Process Basket" and collect your ideas, tasks, notes and next actions. Then use your maps to manage your next actions as suggested in the Getting Things Done (GTD) approach...


Download TPAssistCapture For Mindjet® MindManager® right now... its FREE!



(1) "Next Actions" are a concept widely associated with the Getting Things Done (GTD) approach developed by David Allen (www.davidco.com <http://www.davidco.com>).


Mindjet and MindManager are either registered trademarks or trademarks of Mindjet, LLC in the United States and/or other countries.


GTD and Getting Things Done are registered trademarks of David Allen & Co..

Tuesday, February 10, 2009

Installing TPAssist with MindManager 8 Update - 8.0.217 or 8.0.235

These is an issue with installing TPAssist with recent MindManager 8 updates.


Mindjet released an update for MindManager 8 in January. This update, we are told, is to fix an installation issue relating to Visual Studio. The update contains no other change and therefore is functionally the same as 8.0.217 (released in late November).


TPAssist is built for specific versions of MindManager to comply with the strict anti-malware rules applied to our Microsoft Outlook component.


We released an update in January, version 1.5.19, for MindManager 8.0.235. This update contains no fixes or functional changes.


Since Mindjet consider the recent update to be minor, users with MindManager 8.0.217 won't be informed of the update when they "Check for Update". Further more, the "Check For Update" capability within MindManager will say that the user already has 8.0.235, however if the user then use the "About MindManager" command they will be told they have version 8.0.217..



How does this impact TPAssist installation?



  • This issue does not effect users with MindManager 6 or 7.

  • There is no impact if you are using TPAssist 1.5.18 (go to TPAssist Help->Check for Update)

  • If you are not using the most recent update of TPAssist, you need to update to MindManager 8.0.235 before installing the latest TPAssist update. (See resources below)

Resources:


MindManager Updates: http://www.mindjet.com/resources/downloads/archive/default.aspx


TPAssist Downloads: http://www.tpassist.com/Downloads/DownloadReadMe.aspx?prod=1



Friday, February 6, 2009

NEWSLETTER - Feature Request and User Experience Survey

Firstly, welcome to all our new subscribers, 2008 was an interesting year, 2009 is shaping up to be "one of a kind".

In this newsletter we outline the schedule for our next update, version 1.6, we also provide the opportunity to obtain FREE one-on-one advice to help you make the most of MindManager and TPAssist.


TPAssist: Mapping actions in the context of their ultimate goal.

Extend your investment in MindManager® and/or Mindjet® Connect with TPAssist 2007 for Mindjet® MindManager®.

  • Supercharge your mind map based task lists, automate tasks, get task detail roll-up, capture and roll-up financial information, enable workflow and create workplace Dashboards.
  • Export task and financial information to Microsoft® Excel® and Project.
  • Integrate with Microsoft® Outlook®
  • Work in Multimap mode.

A must-have for project managers and anyone collaborating on shared task maps.
Get the free 30-day trial today!

Product Release Update

In 2008 we released four minor updates, the latest of which, version 1.5, focused on Mindjet Connect interoperability and also working with financial information with-in your maps.

Our first update for this year, version 1.6, will takes us back to our roots. It will focus on bringing you tools that help you be more productive and fulfilled.

This will include, but is not limited to, making TPAssist a must-have for MindManager users following David Allen's Getting Things Done systematic approach to productivity and happiness (REF: http://www.davidco.com/).

TPAssist 2007 version 1.6 feature request.

We aim to have 1.6 out to you in the coming months. A key part of that process as always is your feedback: in that regard, the time is now to get back to us with functionality you'd like improved or added.

Simply e-mail us at sales@tpassist.com (or reply to this newsletter). Alternatively, there is a space provided in the User Experience Feedback survey (as outlined below).

User Experience feedback (opportunity to get FREE consulting).

Tell us how you are using TPAssist and receive a FREE Q&A session, worth $450.

All you need to do is participate in the online survey, remembering to also submit your contact details so we know how to contact you regarding the FREE Q&A session.

There are some terms and conditions, and if you have any questions please e-mail us at sales@tpassist.com.

(Click here to subscribe to our Newsletters)

Thursday, February 5, 2009

TPAssist User Experience Survey Promotion

Tell us how you are using TPAssist and receive a FREE Q&A session, worth $450.

All you need to do is participate in the online survey, remembering to also submit your contact details so we know how to contact you regarding the FREE Q&A session.

There are some terms and conditions (below), and if you have any questions please e-mail us at sales@tpassist.com.

Terms and Conditions:
  • This offer constitutes an agreement between TPAssist Ltd and you, the respondent.
  • Availing of this offer and therefore entry into this agreement is initiated by participating in the online survey and including your valid contact details. The team at TPAssist will acknowledge the request and register you as an offer respondent.
  • The award or prize associated with this offer is either a ""First Steps" Q&A Session" or ""Dashboard" Personalised Q&A Session".
    This award or prize is not interchangeable or exchangeable with cash or any other item.
  • Scheduling associated with the Q&A session is subject to availability. Whilst best endeavours will be made to accommodate you, TPAssist Ltd can't be held responsible if a suitable schedule can't be found with-in a reasonable time-frame. We would hope to conduct the session inside 8 weeks of issuing this offer.
  • This offer is extended to existing subscribers or product license holders.
  • Prices quoted in promotional material are in US dollars. Whilst quoted in US dollars, this offer is non-region specific and open to all countries. Q&A sessions are conduct in ENGLISH only.
  • TPAssist reserves the right to discontinue this offer at any time without cause or notice. This does not impact existing agreement with respondents, these agreements will continue to run as per terms of this offer.
  • This offer operates independently of any other TPAssist offer.