Enter a name for this Dashboard. This is the name that is shown in the Dashboard Selection dialogue. You should be able to identify the Dashboard clearly from its name. A name is required - you cannot save a Dashboard definition with no name.

 

Add a comment to further describe the Dashboard. If you include the text "%me%" (without the quotes) in this text, the default Owner name from the Dashboard Options dialogue will be substituted. This comment is visible in the Dashboard Selection dialogue.

 

Enabling this option will permit this Dashboard to be used in Express mode. Any Dashboards without this option checked are not accessible in Express mode. In Power User mode, all Dashboards are available.

 

Dashboards can be generated from the perspective of any of the participants that the project maps contain. If this option is checked, then when this Dashboard is used, it scans to see who is referenced in the maps, then prompts for the Dashboard Owner from the list of participants. The resulting Dashboard will be prepared from the point of view of the selected person, instead of the usual default of the current owner.

 

This is roughly equivalent to changing the default owner name in the ResultsManager settings, but is not a stored change and is offered on Dashboard templates with this option selected.

 

You can type a path and filename to a Dashboard template map here. This path must be absolute, not relative, so must begin with a drive letter. It is usually easier to use the Browse button described below. Either way, a Dashboard template map must be defined for this Dashboard definition to be saved.

 

Clicking the Browse button lets you browse for a template map to use for this Dashboard.

 

This button is enabled only if the defined Dashboard Template map is available. If the defined map cannot be found, then the button is disabled. Clicking this button will open the template map for this Dashboard in MindManager, but will leave this dialogue open so that you can continue editing. 

 

This setting controls how many levels of "Ancestor" or "Parent" project are displayed in the Dashboard. When an action or sub-project appears in the Dashboard, its parent project can also be shown, so that you know where this task belongs. Set this value to 1 to see one level of parent project. Sometimes projects are sub-projects of others, so if you need to see not only the parent project but the grandparent project as well, set it to 2, or 3 to see three generations.

 

Enabling this option means that the Dashboard will be built starting with the MindManager map that is in view when the Dashboard Selection dialogue is launched from the Actions menu.

 

Disabling this option lets you define a specific map to use as the starting point for the Dashboard, regardless of what maps are currently open in MindManager. A typical way to use this would be to create a Dashboard that is always generated from your "Map Central" map, so that whatever you are working on, this Dashboard always uses a fixed set of maps. You can then create this Dashboard without finding and opening any maps in MindManager. Remember to change the name of the Dashboard to remind you that it does not use the current map.

 

This box is only enabled if the "Sweep map in view when creating Dashboard" option is disabled. You can type a path and filename to a map here. This path must be absolute, not relative, so must begin with a drive letter. It is usually easier to use the Browse button described below. 

 

Clicking the Browse button lets you browse for a fixed source map to sweep for this Dashboard.

 

This button is enabled only if the "Sweep map in view when creating Dashboard" option is disabled,  and if the currently defined source map exists. Otherwise it is disabled. Clicking this button will open the source map that this Dashboard will use. This dialogue is left open so that you can cancel or save it as required.

 

Enabling this option causes ResultsManager to write the generated Dashboard to a new unsaved map. You can then save this map or delete it as you wish.

 

Disabling this option means that the Dashboard will be written to a named map, which is created if it does not exist, or is overwritten if it already exists. Use this option if you always want certain Dashboards to be in the same place. For example, you could configure a Dashboard so that it always writes to "My Weekly Review.mmap" stored in your working folders. Then you can make a link from the My Maps task pane in MindManager, and access this Dashboard whenever you need to by clicking on the link in the Task Pane. You can refresh its contents by going to the ResultsManager tab | Dashboard group | Create Dashboard and selecting this Dashboard.

 

Enabling this option causes ResultsManager to close up all the subtopics of the Dashboard map when it has finished creating it. When viewed, only the Main Topics will initially be visible, and can use MindManager's normal features to expand the part of the map that you want to view.

 

Disabling this option will cause ResultsManager to leave all the levels of detail as they were in the Dashboard template map. This means that you can pre-define which parts of the Dashboard are expanded when dashboards are created, by leaving these parts of the template expanded. To change the levels of detail in the Dashboard maps you will need to edit the associated templates.

 

This box is only enabled if the "Create new unsaved map" option is disabled. You can type a path and filename to a map here. This path must be absolute, not relative, so must begin with a drive letter. It is usually easier to use the Browse button described below.

 

Clicking the Browse button lets you browse for a fixed destination map to write when generating this Dashboard. This map need not exist already - you can type the name of a new map, or overwrite an existing one.

 

This button is enabled only if the "Create new unsaved map" option is disabled,  and if the currently defined destination map exists. Otherwise it is disabled. Clicking this button will open the destination map that this Dashboard will be written to. This dialogue is left open so that you can cancel or save it as required.

 

The OK button is only available if the Dashboard has been given a name and a template map. If either of these are undefined, the Dashboard definition cannot be saved.