Editing with the Chart Properties form for Version 7.0 (Portal)

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About Editing with the Chart Properties Form

The articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) shows how to manually edit individual shapes in the chart is discussed. These edits apply to the individual shape(s) only. The term maverick is used in OnePager to describe the task bar/milestone symbol properties that differ from the global defaults or from data driven (conditional formatting) values. In addition to manual editing individual task bar/ milestone symbol(s), OnePager can dynamically format your charts based on global default settings established first in Template Properties form and brought into the chart and managed with the Chart Properties form as shown below for OnePager Pro at the form's Main tab:

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The Chart Properties form, like the Template Properties form has twelve (12) tabs, each providing controls for the named component of the chart. These settings available in each of these twelve (3) tabs are maintained in the Chart Properties form and contain some of the most powerful and time saving OnePager features. The articles in this series describe global editing in all twelve tabs for OnePager Pro and OnePager Express.

Understanding the Chart Properties form

Use the Chart Properties form to edit default settings that affect the appearance of the chart itself or of all twelve (non-maverick) chart components. For example, instead of changing all milestone symbols or colors one at a time, you can use the Chart Properties form to define your desired shapes, colors and other properties for task bars/milestone symbols and other decorations. You can access the Chart Properties form from the OnePager Home ribbon tool bar tab by clicking the Chart Properties button as shown below:

P70-21 0 1-70-(1)-10132020.png

Once the Chart Properties form is available in the Chart Editor, notice that the form has several tabs wherein there are multiple available settings you can configure to tailor the look of your charts. Each of these tabs is described in detail for OnePager Pro and Express at the following article links (In some cases there are links to only OnePager Pro articles as the information applies equally to OnePager Express):

Main Tab
Time Axis Tab for OnePager Pro Time Axis Tab for OnePager Express
Rows/Swimlane Tab
Task Bars Tab for OnePager Pro Task Bars Tab for OnePager Express
Milestones Tab for OnePager Pro Milestones Tab for OnePager Express
Legend Tab for OnePager Pro Legend Tab for OnePager Express
Page Layout
Headers and Footers Tab for OnePager Pro Headers and Footers Tab for OnePager Express
Comment Boxes
Task Links Tab for OnePager Pro Task Links Tab for OnePager Express
Advanced Tab for OnePager Pro Advanced Tab-OnePager Express
Field Mappings Tab for OnePager Pro Field Mappings Tab for OnePager Express

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

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