The New MAPS

The new MAPS is very different than the first one. The purpose of this page is to help you familiarize yourself with some aspects of the system that might not be immediately obvious. It's split into two main sections—Basics and Specifics—with many subsections under those. You should read the Basics section, and you can probably skip the subsections of Specifics that don't apply to you.

Table of contents

Basics

Overall, the design and interaction of the new system is much more consistent than the old. There are many components repeated throughout. That's what this section is about.

Before you can do anything, you need to log in.

Logging in

The new login screen is not very different than the old one. You can log in with your existing username and password at maps.masterplans.com.

New MAPS login screen

Work area

But the new system's work area is vastly different than the old system's.

The old system is rigid. You can view only one of the User Tools at a time. The lists under Leads and MAPS Projects are cramped and blocky and their design is inconsistent. They look like an Excel spreadsheet. Sometimes there are dropdowns in the lists and sometimes not. When you click a name, the view of the lead's or project's details is jumbled and ugly. Dropdowns seem just tossed around. Sometimes you add information by clicking a [+] and sometimes you first have to click some underlined text to get a series of textboxes. And there are a few buttons that literally have no purpose.

The new system was designed to be flexible, consistent, personalized, and easier on the eyes.

Blank work area

Drawer

The drawer will store panels for you—you can drag panels here and they'll stay here until you take them out.

When the drawer is empty, it is a clear white. When you mouse over it, it will highlight red to indicate that it's empty. A drawer with panels inside is a darker greenish-bluish grey than the inactive path points, and it will turn blue when you mouse over it. You can toggle the list of panels inside by clicking the drawer.

To put a panel in the drawer, drag and drop the panel's lightning handle on it.

Drag lightning to the drawer

Click the drawer to see the panels inside.

Drawer with one panel inside

You can put as many panels as you want in the drawer.

Drawer with more panels inside

Clicking a panel in the drawer will add it to the main work area and remove it from the list. The panel will return in the same condition it was in when you put it in the drawer.

A panel removed from the drawer

Personal notes area

You can keep notes here. Remind yourself that we're getting Thai delivered on Thursday, or to sign Bryan's birthday card before you leave, or whatever.

Notes box

Main menu

It's through here that you'll access almost all the features of the system.

Main menu

After you click the +, it turns into a × to indicate that clicking it again will close the menu.

Click menu items that have a to access sub-menus. And click any item without one of those to access that aspect of the system. When you do, a new panel will be created and added to the work area.

New panel

Notifications

Every three minutes, the system will ping the server for new notifications. If there are new notifications, the box will turn yellow and the new notification will have the same yellow background.

Notification area

There are two types of notifications: active and nonactive. Active notifications have black text and will create panels when you click them. These will be things like your reminders, callbacks, and new leads in your haystack.

Notification area - active notifications Notification area - new panel

Nonactive notifications will have grey text and nothing will happen when you click them beyond their backgrounds turning white.

Notification area - nonactive notifications

Parts of a panel

Each panel functions as a distinct unit, like an application window on your computer. You can create as many panels as you want. The contents of each can vary but they all have the same basic components:

  1. Lightning handle
  2. Path
  3. Pin and close buttons
  4. Sheet(s)

Parts of a panel

1. Lightning handle

Broadly, the lightning handle controls where and how the panel appears. You can click it to toggle the panel's size—once to minimize, again to enlarge.

Minimize a panel with the lightning handle

This can be handy when you have multiple panels up.

Multiple minimized panels

You can also reorder panels by clicking and dragging. The panel being dragged will go a little transparent, and a line will appear indicating where it's okay to drop.

Reorder panels Panels reordered

You can also drag panels to your drawer.

Dragging to the drawer

3. Pin and close buttons

When you click the @, the panel will pin to the top. The button's colors will invert, indicating that the panel is pinned.

Pin a panel

And any new panels will be added below the pinned panels.

New panels appear under pinned panels New panels appear under pinned panels

You can pin as many panels as you want.

Multiple pinned panels

When you drag an unpinned panel above a pinned panel, it becomes pinned.

Pin panels by dragging Pin panels by dragging

And when you drag a pinned panel below an unpinned panel, it becomes unpinned.

Unpin panels by dragging Unpin panels by dragging

And the close button does what you might expect.

Close panels Panels close

2. Path

The path shows and tells you what the panel contains. It contains at least one point, which is a chunk of text. In this case, PROJECTS.

Single path point

But there can be multiple path points.

Multiple path points

Path points function like tabs in a web browser. When you click one, the sheet connected to it will appear and the others will hide. The active, visibile component of the path is black, the others are a greenish-bluish grey.

Active and inactive path points

They also function like a file path or directory hierarchy. Moving left to right, the path describes an informational parent-child relationship.

Elements within a sheet that will spawn a new sheet highlight blue when you mouse over them.

Blue indicates new sheet

If there are child sheets beyond the current one, they will be dropped and replaced with the new one.

New child sheet

Also, you can double-click any path point to refresh its sheet. The path will reset to the point you refresh and any child sheets beneath it will be dropped. So if the path contains four points and you refresh the second, the third and fourth will be dropped.

Four path points Clicked to refresh and clear two sheets

4. Sheet(s)

Path points are connected to sheets, which contain all the stuff you work with. Everything within the panel beneath the top bar that contains the path and pin and close buttons is a sheet. There will be one sheet for every path point.

Elements that turn blue when you mouse over them will affect the panel's sheets in some way. Path points turn blue and clicking them will make the sheet attached to that point the active sheet. Certain buttons within a sheet turn blue and clicking them will spawn a new sheet. The ? button in line with search bars turns blue and clicking it will perform the search, hopefully replacing the information in the sheet with information matching your search. &c.

Weight, case, color

The new MAPS contains no system-default buttons, checkboxes, or radio toggles. Instead, there's text. There are icons in places only where text would be ugly or inconvenient. And almost everything is clickable. The color that the element turns when you mouse over it indicates what will happen when you click it:

Only flat grey elements do nothing.

Text in ALL CAPS AND BOLD acts like buttons. These elements will do something when you click them.

List of buttons

Elements that are bold are important, selected, on, etc., depending on context.

Bank of toggles

Elements with normal weight and normal case that are not colored flat grey are editable.

Editing

All editable elements will turn purple when you mouse over them, but how they react when you click them depends on context.

Things like names, phone numbers, and street addresses will turn into text boxes. The text boxes will disappear when you click outside of them, and your changes will be saved and appear in place.

Editing inline: start Editing inline: finish

Things that have only two options, like 3- and 5-year fins, will just toggle back and forth.

Toggle edits: start Toggle edits: finish

Things that have multiple options, like the plan level or PM, will spawn dropdowns.

Dropdown edits: start Dropdown edits: finish

Dates will spawn calendars.

Date edits

Notes areas will invert their colors when you click in, then revert when you click out.

Notes edits: start Notes edits: finish

For cases when it's helpful and potentially quicker to tab between multiple text fields, like when entering someone's contact information, there are forms you can toggle.

Editing in a form: part 1 Editing in a form: part 2 Editing in a form: part 3

Your edits are copied to the appropriate places outside the form.

Editing in a form: part 4

This data-syncing can occur potentially in many places.

Datasync: part 1 Datasync: part 2 Datasync: part 3

Across panels, too.

Datasync: part 4

System messages

Every time you edit something or create a new panel or spawn a sheet or whatever, a little message bar along the bottom of the screen, in line with the notifications box, will appear to tell you what the system is doing.

Messages: fetching

If there are any errors, they will appear here too.

Messages: errors

Most of these messages will self-destruct. When you fetch or edit something, they will self-destruct when the action completes. Sometimes, like when you close a deal or create a new project, the message will linger for a few seconds before disappearing. Errors will stay in place until you click them.

Searching

The process for searching Leads and Projects is practically identical.

Searching: the options

There are two methods, which are really one and the same.

Either you can enter a term in the search bar.

Searching: enter the term

Or you can use the form.

Searching: use the form Searching: used the form

The form pipes the components of your query into the search bar. It is effectively a clickable way of ensuring that your query is formatted in a lucid, easily understood way.

Searching: the form's returns

So the form and the textbar are related, and the relation goes both ways. You can use the form to pass terms into the textbar, and if you edit the values in the textbar, they will be pulled into the form.

Searching: bar to form 1 Searching: bar to form 2 Searching: form to bar 1 Searching: form to bar 2

But if the value you enter isn't one that the form creates, it won't work as expected.

Searching: bunk terms 1 Searching: bunk terms 2 Searching: bunk terms 3

There are a few shorthands for more complex queries. In the textbar you can enter $1650 +- 350 to search for leads or projects with quotes or contracts between $1300 and $2000. You can enter email != "@gmail" to search for email addresses that are not "@gmail". And more shorthands can be added as we think of them.

When the textbar has the cursor is in it, you can trigger the search by hitting the enter key. And you can clear it by hitting escape.

Filtering

Some sheets, like the production calendar and PTO, have filter... bars instead of search.... Typing into these will hide elements that don't contain the term you type.

Filter bar: unfiltered Filter bar: filtered

If you type a colon before someone's name and hit enter, the sheet will refresh and limit its returns to that person.

Filter bar: colon name Filter bar: colon name returns

The filter bar will then show that you're filtering on that person's name.

Filter bar: colon name bar

And you can then filter that list.

Filter bar: colon name bar filter

Either type a plain colon and hit enter or double-click the sheet's path point to return to the initial view.

Specifics

Most of the CRM functions pertain only to sales, and most of the MAPS functions pertain only to production. But if you're bored or curious or just want to understand the new system better, then it wouldn't hurt to read both.

CRM

The CRM section contains the tools relevant to sales—getting the lead in the system, working the sales alchemy, then handing them off to production.

Phone form

The phone form is pretty straightforward.

The phone form

You enter the contact's information in the text boxes.

After you enter the phone number, the system will ping the server to see if that number is already in the system. If it is, a little warning will appear.

The phone form: dupe check on phone number

An equals sign. Meaning the number is equal to a number we already have. Ha.

If you click the equals sign, it will spawn a sheet containing the matches.

The phone form: dupe check list

The form will also pre-screen the email address.

The phone form: dupe check on email

If the salesperson doesn't want the lead, you can click the NOPE button.

The phone form: nope

But if you click someone's name, the form will drop the new lead into that lucky person's haystack. The form will also clear itself.

The phone form: to the haystack

Haystack

Unclaimed leads live in the haystack.

The haystack

Each block contains (top row) the contact information, (second row) data on when and how they entered the system, (smaller text) notes, and (last) a row of buttons.

If the phone number is in a reasonable format, then the area code will be a link. Click it to open a new tab in your browser that will give you information on that area code.

The haystack: area code check

Likewise with the email address. If it seems valid, then you'll be able to click it to visit that domain in a new tab.

The haystack: domain name check

Likewise with the street address. If it's present, then you can click the Zillow link to look up the address in Zillow in a new tab.

The haystack: Zillow check

The DELETE button will delete the lead.

The haystack: Delete

The GOAT FARM button will send the generic reply email to the lead's email address and also delete them.

The haystack: Goat farm

The TRANSFER button will toggle the transfer form, so if a lead looks too good to be true you can send them to someone else.

The haystack: Transfer The haystack: Transfer form

The CLAIM button claims the lead as yours.

The haystack: Claim The haystack: Claimed

Leads

Leads appear in the Leads list.

Leads: main list

By default, salespeople will see only their leads, and everyone else will see all leads. To change that, the salesperson can be specified in the search form.

Leads: change salesperson

Each block in the Leads list shows contact information in the top row and project information in the second.

Leads list: info rows

The color of the block correlates to the lead's status.

The lead's sheet is split into three parts.

Leads sheet: parts

  1. Contact information
  2. Project information
  3. Functions
Contact information

The new system allows you to link any number of contacts to any number of projects. The new contact form toggles when you click the + under the contacts list. When you click the SAVE button, the new contact is (1) saved to the database, (2) associated with the project, and (3) added to the bottom of the list.

Leads sheet: tog new contact form Leads sheet: new contact form togged on Leads sheet: new contact added

You can use the lightning handles to reorder the contacts in the same way that you can reorder panels.

Leads sheet: reorder contacts Leads sheet: contacts reordered

The contact on top of the list is the primary contact. And it's the primary contact's information that will most often be shown in the list.

Leads sheet: new primary contact in info box

But not exclusively. Every contact is searchable, so when you search using contact information, that contact's information will appear in the box, whether or not they're the primary contact.

Leads sheet: contact in multiple projects Leads sheet: non-primary contact in sheet

The contact data is independent of the project data. So when you edit a contact person's information, that change carries through every project that person is attached to.

Data edits propogate: 1 Data edits propogate: 2 Data edits propogate: 3

You can delete a contact with the DELETE button in their form.

Delete a contact

When you delete a contact, you only delete their relation to the active project. So if someone is related to multiple projects, you can delete them from one without deleting them from every one.

But every project needs at least one contact person.

Delete a contact: rejected

Project information

The right column contains the the project details.

Lead sheet: project info

From top to bottom and left to right, the column shows:

Initially, the project name is Untitled.

Lead sheet: project name Untitled

The project name appears in the panel's path to indicate that this sheet, as well as any child sheets, contain this project's information.

Project name in the path Edited project name in the path Project path drill down

As with the contacts, you can add multiple quotes to the project with the form that toggles when you click the + beneath them.

Quote form Quote form filled New quote added

And you can reorder them with the lightning handle.

Reorder quotes

And, as with the contacts, the top one is the primary/active quote. When you close the deal, the active quote will be the one closed on and will be the only one that the Project Manager sees.

New active quote

And, as with contacts, you can delete quotes with the DELETE button in their form. But, because the quote info is already easily editable, that's the only option in their form.

Delete a quote

Also, as with contacts, you can't delete the project's only quote.

Delete a quote rejected

Functions

Some of these, the ones that highlight blue when you mouse over them, will spawn new sheets. The ones that highlight green will save or create or otherwise do something according to the text. And the delete button will delete.

Billing/mailing

The BILLING/MAILING button will spawn a sheet that contains that information.

Lead functions: spawn a sheet Leads: billing/mailing sheet

If the contact's address was entered in the phone form, then it will be brought in as the default billing and mailing addresses.

Contact's address from the phone form

The parts of the address that aren't present will be italicized.

Leads: absent zipcode: hover Leads: absent zipcode: edited

You can also edit the addresses by clicking the button to toggle the form. It's in this form that you can add credit cards to a billing address.

Leads: form toggle Leads: add a credit card

If the first digit of the credit card number is 3 through 6, the card type will be selected automatically.

Leads: credit card type autoselected

And if the card number is the expected 15 or 16 digit length, then it will be starred out in the list view.

Leads: new card added

But the full number will appear when you click on it. It just hides when you don't need to see the whole thing.

Leads: number is starred Leads: full number appears for editing

You can add a new address with the form that toggles when you click the + button.

Leads: toggle new address form Leads: new address form toggled

When you click SAVE, the new address will be saved to the database, attached to the project, and added to the list.

Billing and mailing information is not attached to a particular contact person—it is unique to a project. So if you create multiple projects under the same contact people, then there can be varying billing and mailing addresses.

As with the lightning handles on contacts and panels, you can click it to toggle its appearance and drag it to reorder.

Leads: address lightning hover Leads: address lightning clicked Leads: drag lightning to reorder

You can also drag the lightning handles to the + and buttons. When you drop the lightning on the +, the form is filled with the values from the address you dragged.

Leads: drag lightning to new address form Leads: new form is filled with lightning

When you drop the lightning on the , the old values are overwritten.

Leads: drag lightning to edit form Leads: old address is overwritten with lightning

The Notes for billing and Notes for PM boxes will save those notes and make them visible to the appropriate parties.

Leads: billing and closing notes boxes Leads: billing and closing notes in projects

You can create and kill secure payment information entry links with CREATE SECURE ENTRY FORM button. After a link is created, the URL appears in a textbox beneath the button and the button's text changes to KILL SECURE ENTRY FORM. If you click that, the URL disappears and becomes invalid.

Leads: add a credit card Leads: add a credit card

The CLOSE THIS DEAL button does what you might expect.

Leads: close this deal button Leads: closed deal message

After you close the deal, the project's box in the Leads list will turn blue.

Leads: closed deals get blue boxes

Callbacks

Clicking the CALLBACK button will set a callback for the salesperson.

Lead functions: callback

Click it again to set another.

Lead functions: callback clicked

And another!

Lead functions: callback clicked again

They will appear in the salesperson's Callbacks list.

Lead functions: callback clicked again

They will also get a notification indicating their callbacks for the day.

Lead functions: callback notification

Reminders

The SET REMINDER button allows you set a reminder of this lead for yourself.

Lead functions: set reminder Lead functions: set reminder form Lead functions: reminder set

Reminders appear in the Reminders list.

Reminders sheet

And, like Callbacks, if you have any reminders for the day, they will appear in a notification.

To cancel the reminder, just click the button. It highlights red to indicate that you're killing it.

Lead functions: cancel reminder

Send to Blazonco

The SEND TO BLAZONCO button will email the primary contact's information to Wayne at Blazonco.

Lead functions: Send to Blazonco

Promotional materials

The PROMOTIONAL MATERIALS button will spawn a sheet that allows you to email the promotional PDFs.

Lead functions: Promotional materials Promotional materials sheet

Select PDFs from the list in the left column and specify who to send them to in the right column. It defaults to the primary contact's name and email but you can edit those. The email will appear to be sent from you.

Chronicle

The CHRONICLE button spawns a sheet containing the chronicle.

Lead functions: chronicle

The chronicle shows nearly every action on and interaction with this project to date.

Chronicle sheet

It might contain a lot of information. You can filter it.

Chronicle sheet filtered

New project

The NEW PROJECT button will toggle a form that allows you to create a new project under the current contact people.

Lead functions: new project button

The contact people will be listed in the form. By default they will all be selected for inclusion in the new project, but you can deselect the ones that don't apply.

Lead functions: new project form Lead functions: new project form filled Lead functions: new project added Lead functions: new project sheet

Delete

The DELETE PROJECT button will delete the project.

Lead functions: delete project button

Confirmation popups are bad. No confirmation will pop up when you click the DELETE PROJECT button, but the project won't disappear from view without you being aware of its death.

Lead functions: undo delete button

In the list, deleted projects appear with black backgrounds.

Dead lead in list

Until you refresh or open the Leads list in a new panel, the project will stay in place.

As a rule, almost nothing is ever technically deleted from the database. So if you kill something and need it revived, that can be accomplished. I took a night class on necromancy.

Callbacks & Reminders

These two features function in nearly identical ways.

To set a callback for the salesperson, just click the lead's CALLBACK button.

Lead functions: callback

The callback will appear in two places.

One, the salesperson will receive a notification that will spawn a panel containing TODAY'S CALLBACKS.

Leads: callbacks notification Leads: today's callbacks panel

Two, it will be added to the main CALLBACKS list, which contains all active callbacks.

Leads: main menu to callbacks list Leads: all callbacks panel

In the callbacks list, like with the leads list, each box contains (top row) contact information, (second row) project information, and the extra third row shows who created the callback and when. It also contains a DISMISS button. Click that to dismiss the callback.

Leads: dismiss a callback

A lead's callbacks will always go to the salesperson.

Nearly all of this information applies equally to reminders. The only real difference is that reminders go to you, and you can set the date.

Leads: set a reminder Leads: reminder notification Leads: today's reminders panel Leads: reminders through main menu Leads: main reminders panel

After the project has been sold you can also set callbacks for the Project Manager. Other than that, these features function the same way under both Leads and Projects.

Immigration attorneys & EB-5 regional centers

These two are also nearly identical.

Immigration attorneys through main menu Immigration attorneys list EB-5 Regional Center list

As with projects, the colors of the boxes correspond the attorney's status.

The same color scheme applies both to attorneys and EB-5 regional centers. Their info sheets look the same too.

Attorney sheet EB-5 Regional Center sheet

There are a few ways these areas could be expanded. One obvious option is to add a chronicle. We could also figure out a way to link lawyers with leads. If you get any good ideas, let them be known.

MAPS

The MAPS section of MAPS contains the tools relevant to production—connecting with the client, creating milestones, assigning tasks, all that stuff.

Projects

You can access the Projects panel through the main menu.

Access projects through main menu Main projects list

Each block in the list contains (top row) contact information, and (bottom row) project information. And the box's background color corresponds to the project's status.

Click a block to spawn the project's info sheet.

There are three parts to the project sheet.

Projects sheet

  1. Contact information
  2. Project information
  3. Functions
Contact information

The contact information features are the same in both the Leads and the Projects views. So please, first, click this to save your spot; then click this to read about the contact information; then, when you're done, click your browser's back button to come back here. And while you're reading, just imagine that the screenshots show PROJECTS instead of LEADS.

Project information

The project information is in the right column of the sheet.

Projects: project information

The project's name appears in the panel's path to indicate that this sheet, as well as any child sheets, contain this project's information.

Projects: project name in the path Projects: project name and more in the path

From top to bottom and left to right, the column shows:

You can switch between the Project, Sales, Closing, and Billing notes by clicking the headings above the notes box.

Projects: multiple notes Projects: change to other notes

Functions

Keeping with the button mouseover color scheme, some of the buttons will spawn new sheets, some will create or do something, and one will delete.

Billing/Mailing

The BILLING/MAILING button will spawn a sheet that contains that information.

Projects: billing/mailing button Projects: billing/mailing sheet

The billing information, including the transactions, is in the left column. Mailing information is in the right.

As with the contacts and the panels, the lightning handles on the addresses allow you to toggle their appearance and reorder them.

Projects: toggle address with lightning Projects: toggled address with lightning Projects: reorder addressed with lightning

You can also drag the lightning to + and buttons. In both cases, the values of the address you're dragging will be filled into the appropriate slots.

When dragging to a +, the address values will fill the form fields.

Projects: drag lightning to plus Projects: dragged lightning to plus

The new address form, as with the new contact form, will save the address, attach it to the project, and add it to the bottom of the addresses list.

When dragging to a , the old values will be overwritten.

Projects: drag lightning to form Projects: dragged lightning to form

Clicking the will toggle the address' text field form.

Projects: toggle address form Projects: toggled address form

You can add, edit, and delete credit card information using this form.

Projects: add a card

If the card's first digit is between 3 and 6, the card's type will be selected automatically.

Projects: card type automatically selected

If the card's number is of the expected 15 or 16 digit length, then it will be starred out in the list.

Projects: card number starred out

The full number appears if you click to edit it. It just hides when you don't need to see the whole thing.

Projects: card number hidden Projects: card number appears to edit

All the cards on all the addresses are scanned and added to the transaction form.

Transaction form toggle Transaction form card select Transaction form card selected

You can select the payment processor too.

Transaction form processor select

When you click SAVE, the new transaction will be processed (or not processed, if you selected Non-Proc) and added to the list. Successful transactions will appear in grey (all Non-Proc transactions will be successful), and their amounts will be subtracted from the remaining balance. Failed transactions will appear in red, and their amounts will not affect the balance. You can click the button to see the transaction notes.

Transaction notes toggle Transaction notes toggled

If you try to delete a card that has been charged, you'll get this helpful error.

Charged card deletion error

Production

Clicking the PRODUCTION button will spawn a sheet showing the project's milestones.

Projects production button Projects production sheet

This sheet will show all of the project's milestones.

Projects production sheet more milestones

Each block in the list shows (top row) the milestone name and the date it was created, its due date, and the date it was marked complete, and (second row) the milestone's tasks. Red text indicates lateness.

Each block in the list, like each block in the main Projects list, will spawn a sheet. The sheet it spawns will contain that milestone's details.

Milestone list hover Milestone sheet

As with the main project and billing/mailing sheets, the milestone sheet is split in two columns. The left column contains (on top) the milestone's title and dates, and (below that) the aggregate of notes. The right column contains the tasks.

A due date can be any date, so clicking it will create a calendar. And if the new due date makes things late or no longer late, their colors will change accordingly.

Milestone due date: hover Milestone due date: select Milestone due date: changed Milestone due date: changed in list

But the done date is a simple toggle. So clicking it will simply toggle the thing's status as done or not done. If the milestone is done, the date that it was marked done will show in the list.

Milestone done date: hover Milestone done date: changed Milestone done date: added to list

Changing due dates and done dates for the tasks works in the same way.

Task due date: hover Task due date: changed Task due date: color changed

You can also reassign the tasks or edit the time estimates. They will create dropdowns.

Task time estimate: hover Task time estimate: select Task time estimate: changed

You can add a new task using the form that toggles when you click the + at the bottom of the task list.

New task: form toggle hover New task: blank form New task: form filled New task: added to task list New task: added to block in list

You can add notes in pretty much the same way.

New note: form toggle hover New note: hover on subject New note: subject selected New note: save button hover New note: added to list

Back on the milestones list sheet, you can add a new milestone with the form that toggles with the NEW MILESTONE button.

New milestone: button hover New milestone: blank form

The new milestone form is shaped similar to the milestone sheet. The milestone's title and due date and first note are in the left column, and the tasks are in the right. There is also a pool of tasks in the left column.

New milestone: select milestone

When you select a milestone title, its default tasks are automatically selected. You can toggle the tasks in the pool. Selected tasks will appear in the right column.

New milestone: default tasks auto-selected

When you select a due date for the milestone, the time estimates list will appear to the right of the form. The initial date range is around the current day, but it changes when you select a date.

New milestone: select due date New milestone: due date selected

With the form filled to your liking, click the save button to add the new milestone to the list.

New milestone: save it New milestone: it saved

Callbacks & Reminders

The callbacks and reminders features function nearly the same as how they do in the Leads view. So please click here to save your place, read this, then click either your browser's back button or the link at the end of that section to come back here.

The only difference in functionality is that, after the project manager is set, callbacks can be set for either the PM or the salesperson.

Callbacks for PM

Chronicle

Projects chronicle button

The whole point of the chronicle is to chronicle every interaction with and edit on this project from the start. So the same information applies to the chronicle in the Leads view as in the Projects view. So please click here to save your place, read this, then click your browser's back button to return here when you're done.

Delete

The process of deleting a project is the same as deleting a lead. So please click here to save your place, read this, then click your browser's back button to return here when you're done.

Projects delete button

Calendar

You can access the MAPS calendar through the main menu.

MAPS calendar from main menu

By default, the calendar will contain 10 business days—three behind the current, seven ahead–and the window will scroll down to the current day.

MAPS calendar first view

You can fetch more days by clicking the MORE PAST and MORE FUTURE buttons at the top and bottom of the calendar, respectively.

MAPS calendar MORE PAST button MAPS calendar MORE PAST button clicked

The colored day blocks contain the milestones and tasks due that day.

MAPS calendar day block

Each milestone in the day block shows (top row) project and milestone name and (second row) tasks. When the top row is colored blue, that milestone is due that day. When the top row is black, only the tasks are due that day. When anything is red, it's late.

You can click the milestone block to spawn the milestone sheet.

MAPS calendar milestone block hover MAPS calendar milestone sheet

And you can click the project's name to spawn the project sheet.

MAPS calendar project name hover MAPS calendar project sheet

The path will show the project name instead of the milestone name. This is for two reasons. One, say you had a lot of minimized panels up. Showing the milestone name would be ambiguous—there could be a lot of indistinguishable CALENDAR   DRAFT ONE L1 paths. So showing the project name reduces ambiguity. Two, you can't change the milestone title, and the project name isn't shown in the sheet, so, with the project name in the path and the milestone title in the sheet, it's clear what information the sheet contains.

Anyway. If you change the due date of a milestone or task, the task or milestone will move to the new place in the calendar.

MAPS calendar milestone over two days MAPS calendar edit task due date MAPS calendar new task due date MAPS calendar task moved days

Callbacks & Reminders

MAPS callbacks and reminders in main menu

The callbacks and reminders functions function nearly the same as how they do in the Leads view. So please click here to save your place, read this, then click your browser's back button to come back here.

The only difference in functionality is that, after the project manager is set, callbacks can be set for either the PM or the salesperson.

PTO

You can access the PTO features through the main menu.

MAPS PTO in main menu MAPS PTO sheet

Add new PTO with the form that toggles with the + button.

MAPS PTO new form toggle MAPS PTO new form: blank MAPS PTO new form: filled

The new PTO is added to the sheet.

MAPS PTO sheet

You can edit the dates and notes.

MAPS PTO edit date hover MAPS PTO edited date

Articles

The four tools under the Articles menu deal with the keyterm articles section of the website.

Search terms

Articles: search terms through main menu

The SEARCH TERMS sheet shows all terms not yet approved.

Search terms sheet

You can approve or delete individual articles, or approve or delete all visible articles with the APPROVE THESE and DELETE THESE buttons.

Search terms sheet buttons

After a term is approved, it can be claimed. After a term is claimed, it can be unclaimed.

Search terms sheet claim button Search terms sheet unclaim button

You can add a new term with the form that toggles when you click the + button.

Search terms form button Search terms form filled New search term in list

New terms are assumed approved.

Available articles

Approved terms appear in the AVAILABLE ARTICLES list.

Available articles through main menu Available articles sheet

This sheet allows you to claim and unclaim or delete articles. You can also add new articles in the same way you can under the SEARCH TERMS sheet.

Search terms sheet buttons

My articles

The MY ARTICLES list shows the articles you've claimed.

My Articles in main menu My Articles sheet

You can unclaim and edit your articles. Unclaiming an article will return it to the AVAILABLE ARTICLES list. The EDIT button will spawn a new sheet.

My Articles: edit sheet (top)

In the EDIT sheet the top textbox holds the term, the box beneath that holds the unique part of the URL for that article's page on the site, and the placeholders in each text area beneath those tell you what content belongs in them.

My Articles: edit sheet (bottom, 1) My Articles: edit sheet (bottom, 2)

And the buttons allow you to publish, visit, or delete the page. After a page it published, it cannot be unclaimed.

The cloud

This sheet lists the published articles comprising our article cloud, along with who wrote them.

The Cloud in main menu The Cloud list

Analytics

The Analytics menu allows you to view various analytics.

Logins

The Logins list shows login and logout times.

Logins in main menu Logins sheet

It can be filtered and limited in the expected ways.

Logins list filtered Logins list limited

Dashboard

The dashboard allows you to create and view various analytics tables.

Dashboard in main menu Dashboard sheet

The form functions like the search form in Leads and Projects. You select the table you want to see from the dropdown, select the dates, and click the Show me button. The resulting table will appear below the form.

Dashboard table selection

If you neglect to select the dates, the system will default to the current day and 30 business days back.

Dashboard table with default dates

The dates can be specified in either order.

Dashboard dates one way Dashboard dates another way

Config

The menu items under Config allow you to create and edit various system settings.

Config in main menu

Misc. settings

Misc. settings in main menu

This sheet allows you to edit primarily the minimum quote values but also the sales goal percentage, the Goat Farm generic reply email, etc.

Misc. Settings sheet

Lead weights

Lead weights in main menu

This sheet allows you to edit the lead form distribution weights.

Lead weights sheet

Taskmaster

Taskmaster in main menu

This sheet allows you to edit milestone names, reorder their appearance in the main milestone dropdown, and edit default task settings.

Taskmaster sheet

Clicking the milestone's lightning handle will toggle a view of its default tasks and task defaults, including the time estimates and the number of days before the milestone that the task should be due.

Taskmaster milestone details

Reserved terms

Reserved terms in main menu

This sheet allows you to create and edit lead form reserved terms.

Reserved terms sheet

Bonus & Comm. settings

Bonus and commission settings in main menu

This sheet allows you to create and edit bonus defaults and also edit commission settings.

Users, or My info

Users in main menu My Info in main menu

You will see only one of the above menu items. If yours is Users, then you will be able to view and edit user data, including permissions and preferences. If yours is My info, then you will be able to edit your own information.

Payroll

Payroll in main menu

The Payroll sheet lists payroll bonuses in day blocks.

Payroll sheet Payroll day block

You can add new bonuses with the form that toggles when you click the + button.

Payroll new bonus form

Dropbox

The Dropbox allows you to send anonymous comments to Bryan.

Dropbox in main menu Dropbox sheet

No information is sent except the message.

Dropbox form filled Dropbox email sent

That one was sent to me so I could grab the screenshot, but when the system is live they will go to Bryan.

Thank you

Thanks for reading. If you find any errors in this document, or if you have any questions about the new MAPS that aren't covered here, please email me.

I hope you find the new MAPS friendlier and more useful than the old one.

You're awesome