Introduction
This guide shows you how to use the Mind Maps feature in Easy8. Mind Maps help with early-stage planning, brainstorming, and process mapping. They are ideal for organizing thoughts and ideas without the complexity of creating tasks. Mind Maps are project-level tools, but a global list of all accessible mind maps is also available.
Target Audience
- User
Prerequisites
- You must be a member of the project
- You must have the Mind Maps permission enabled in Administration → Roles and permissions → Mind Maps
- Enable the Mind Maps module in Project → Modules
Use Cases
- Brainstorming and idea mapping
- Structuring a project during the planning phase
- Replacing unnecessary high-level tasks with simplified nodes
- Creating checklists for process tracking
How to Use the Mind Maps Feature
Step 1: Access the Mind Map
- Go to your project and click the Mind Map tab
- Click New Mind Map and enter a name
Step 2: Create and Edit Nodes
- Use Enter to add a sibling node, Tab to add a child node
- Right-click a node to add or edit child/sibling nodes
- Format each node with text size, color, background color, and tags
- Use Full-screen view for better usability
Step 3: Add Attachments and Task Links
- Right-click a node or use Ctrl+K to open the attachment dialog
- You can add:
- A Link (URL)
- A Text description
- A Task relation (manual task connection)
Step 4: Use Checkboxes for Progress
- Toggle checkboxes for each node
- Green = completed, Red = incomplete
- Checkboxes are only visual and not included in exports
Step 5: Understand Saving and Locking
- Your mind map is autosaved every 3 seconds
- Current save status is visible in the upper-left corner
- If someone is editing, the map locks for 3 minutes to avoid conflicts
Step 6: Global Mind Maps View
- Go to the Global menu → Mind Maps to view all accessible mind maps across projects
Step 7: Task Integration
- You can link a node to any task in any project you have access to
- This helps bridge Mind Maps with actual execution items
Step 8: Template Support
- Mind Maps are supported in project templates for reuse and standardization
Conclusion
Mind Maps are a flexible planning and brainstorming tool in Easy8. Use them to visually structure your project or process before tasks are needed. You can annotate, tag, link to tasks, and track progress with checkboxes—all inside an intuitive editor.
