Palisade DocumentationBigPicture 2016 Manual Notes, Markers and TagsWhat are markers, and how do I create them?

What are markers, and how do I create them?

Markers provide additional information about topics, and they appear as icons below topics. You can add more than one marker to a topic.

Adding Markers

Markers can be added in a variety of ways most of which will bring up a dialog that looks like the following. Note that this example shows how three different markers can be added to one topic.

The articles below cover how to add markers using the following methods.

  • Via Right-Click
  • Via Marker Menu
  • Via Outline Pane
  • Via Topic Pane

NOTE: To remove a Marker from a Topic, select it in the Markers dialog and use the <Del> key on your keyboard.

Adding Markers

Via Right-click

To add a marker to a topic you can right-click on the topic and select Markers from the BigPicture pop up menu. This will bring up the Markers dialog shown in the image above. Simply click in the cell to the right of the List Name and click on the drop down arrow to view a listing of markers associated with that particular list. As soon as you click on the name of the marker, it will be added to the topic.

The Markers window will remain open, allowing you to click through your map to easily add markers. To close the dialog, click the Close button.

NOTE: You can add markers to multiple topics at one time by selecting the topic(s) using the BigPicture selection tools, or by <CTRL+Click> or <SHIFT+Click>, then choose your markers from the Markers dialog.

Via Right-click

Via Markers menu in Ribbon

Similarly to adding markers via the right click option, you can do the same steps with the Markers option in the ribbon.

  • Select Markers>Add Markers... from the BigPicture Ribbon. (Seee #1)
  • This will bring up the Markers dialog.
  • Click in the cell to the right of the List Name and click on the drop down arrow (See #2) to view a listing of markers associated with that particular list. Click on the name of the marker, it will immediately be added to the topic.

The Markers window will remain open, allowing you to click through your map to easily add markers to other topics. To close the dialog, click the Close button.

NOTE: You can add markers to multiple topics at one time by selecting the topic(s) using the BigPicture selection tools, or by <CTRL+Click> or <SHIFT+Click>, then choose your markers from the Markers dialog.

Via Outline Pane

You can add Markers directly from the outline in the Markers View. Note that if you have Markers already assigned to some topics, those Markers will be listed and the Topics that are assigned to that particular Marker will be listed below it. Topics that do not have a Marker assigned to them yet, will appear in the No Markers section of the outline. (See #1)

Add a Marker via Right Click

  • Right click on the topic name in the outline that you would like to add a Marker to
  • Select Markers in the pop up menu
  • Choose the Marker option that you would like in the Markers Dialog window.

Add a Marker via Drag and Drop

Any topics that do not have a Marker will appear in the No Markers section of the outline.

  • Click on the Topic(s) that you would like to add a Marker to. When you click and begin to drag, a blue triangle will appear. (See #2)
  • Drag and drop it onto the Marker that you would like to assign to it. (See #3)
  • BigPicture will automatically assign the Marker the Topic(s) in the map. (See #4)

NOTE: If the Marker you are looking for does not exist in the outline because it has yet to be assigned to a topic, you can add a placeholder (blank) Marker to your outline by clicking on the Gear icon (See #5) and selecting the Marker(s) that you would like to add. As soon as you click on the Marker name in the dialog, it will automatically be added to the outline so that you can drag and drop the topics onto the Marker names.

Via the Topic pane

  • Click on the Topic button in the View section of the BigPicture ribbon (See #1) to display the Topic pane to the right of your workbook. (See #2)
  • Click on the desired topic in the map to select it. (See #3)
  • Click on the Markers option in the Topic Pane (See #4)
  • Next to the desired marker list, click in the Marker column and use the drop-down list to select a marker. (See #5)
  • Your selected marker will appear to the lower-right side of your Topic (See #6)

Note: If you would like to use one of the markers as a picture inside the topic, you can do so by clicking on the Change Marker to Picture button. (#7)

To delete marker select it in the marker list and click the Delete Marker button.

Another example of this can be seen in the How do I add pictures to topics? help article.

Via the Topic pane

Add your own marker list

BigPicture includes some built-in lists of markers, however you can add your own custom markers to suite your needs. Be sure to follow the following steps to see to it that your custom markers are added properly.

  • Enter the name of your new marker list in a cell
  • Directly below the name of the list, enter the marker names
  • Import your pictures into Excel, placing each of them in the cell to the right of their names (See #1)
  • Click on the Markers icon in the BigPicture Ribbon
  • Select Manage Markers...
  • Click on the Excel selection icon in the upper right corner of the Manage Markers dialog  (See #2)
  • Select the two columns that have your marker images and titles  (See #3)
  • Click OK
  • The Manage Markers dialog will appear. If you would like your custom markers to be used in other maps, click on the Save As Default button. (See #4) If you would prefer that they only be used in the current workbook, you can click the OK button.
  • Your new Marker list will now appear in the Markers dialog. (See #5)

HINT: If you have a variety of Marker List ideas that you would like to have available to you, create a worksheet that has all of your custom markers in it and repeat the above steps for each list in your worksheet being sure to choose Save As Default. This will ensure that your custom markers are always available.

For additional practice with creating custom markers, you can also reference the Adding Markers and Marker Lists.xlsx Example Spreadsheet included with your download.

Add your own marker list