Initiate Capture from TaskMap

NOTE: This topic applies only to users of TaskMap Professional.

NOTE: To create a TaskMap Capture for Excel worksheet you must have valid licenses for Microsoft Visio 2007 Professional, Microsoft Excel and TaskMap Professional. To enter data into a TaskMap Capture for Excel worksheet, you must have valid licenses for Microsoft Excel and either TaskMap Capture for Excel or TaskMap Professional.

Use the steps on this page when you have a TaskMap or TaskMap template that contains role information and/or a customized Frequency of Occurrence list that you would like to use as the basis for creating a TaskMap Capture for Excel worksheet. For example you might have a TaskMap template that contains the following role list:

$image\DL_TMCE_blank_map_with_role_list.gif$

To create a TaskMap Capture for Excel worksheet from this map, use the following steps:

Select TaskMap/Create TaskMap Capture for Excel worksheet (PRO only) from the Visio main menu.

TaskMap will open a worksheet in Excel and, after a 10 to 45 second delay depending on the speed of your PC, you will see a worksheet like the one shown below. Note that the Decision Task? field contains a YES/NO dropdown list and the Role, Frequency and Time Units fields also contain dropdown lists.

$image\DL_TMCE_worksheet.gif$

Fill in cells for as many Tasks as you’d like. Note that the worksheet contains sample Task IDs for five Tasks, numbered A01 through A05. You may leave these IDs as is or change them to fit the numbering scheme you’d like in your TaskMap.

You can also add new Tasks in additional columns. The worksheet will accommodate as many as 50 Tasks.

A completed worksheet might look like this:

$image\DL_TMCE_worksheet_with_data.gif$

Save your TaskMap Capture worksheet. You will notice a brief flurry of activity on the screen when you save the worksheet because Excel saves a transposed version of your data on another sheet within this Excel file. (Transposing the data is required so it can be imported into Visio.)

Entering Data into a TaskMap Capture for Excel Worksheet

To enter data into a TaskMap Capture for Excel worksheet, you must have valid licenses for Microsoft Excel and either TaskMap Capture for Excel or TaskMap Professional.

Linking Data to a TaskMap

Once you have created a customized TaskMap Capture spreadsheet and filled in the data for your Task shapes, you can link the spreadsheet to a TaskMap and import the data.