Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)

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About Decorations

Decorations on task bars/milestone symbols include the following Data-Driven elements:

  • Date labels
  • Percent complete
  • Baselines
  • Critical path
  • Deadlines
  • Endpoints

Task bar name labels are not considered a Decoration for the purpose of this discussion.

For more information on Managing task bar/milestone symbols and task bar name labels, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

To go directly to the detailed articles covering Modifying decorations on task bar/milestone symbols, please click here: Links to Detailed Decoration Editing Articles

Global Decoration Controls

Decorations are controlled through the Template Properties and Chart Properties forms. For more information on Using the Template Properties form, please see the article at: Managing Templates (Portal)

For more information on Using Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal)

For the purpose of this discussion, focus is placed on the Chart Properties form's Task Bars and Milestones tabs in the control groups as shown below:

Template Properties Form - Task Bars Tab
P70-10 0 1-(1)-06012020.png
Chart Properties Form - Task Bars Tab
P70-10 0 1-(2)-06012020.png

This article overviews instructions on two methods for manually editing decorations for individual task barss/milestone symbols. The two (2) sub-sections below, we’ll briefly cover both methods:

1) Using the Chart Properties form to change all task bars/milestone symbol decoration properties, and
2) the Format… commands available to modify the decoration properties of a single task bar/milestone symbol.

Using the Chart Properties Form To Edit Decorations

Decorations on all task bars/milestone symbols can be manually edited by using the Task Bars or Milestones tabs in the Chart Properties form. Using these controls you can edit the decoration properties in the current chart without changing any of the settings in the current Template Properties form. Doing so makes mavericks of all task bars/milestone symbols participating in the edit in the current chart.

Mirror Format Settings Between Task Bars and Milestones

For convenience, we've added a checkbox titled Mirror format setting between task bars and milestones shown below:

P70-10 0 1-(3)-06012020.png

When this checkbox is checked ON, OnePager automatically makes any edits to Milestone symbols that are made to Task Bars for all settings where a blue dot appears to the right of the setting. This checkbox appears in both the Task Bar tab and the Milestones tab of the Chart Properties form and the corresponding tabs of the Template Properties form. The Milestones tab of the Chart Properties form is illustrated below:

P70-10 0 1-(4)-06012020.png

Task Bar and Milestones fill colors are always mirrored regardless of the Mirror... checkbox being checked ON or OFF. Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown in the next section below:

Links to Detailed Decoration Editing Articles

Use the links below to access more information on editing task bar/milestone symbol decorations:

Task Bar Name Labels for OnePager Pro Task Bar Name Labels for OnePager Express
Labeling Task/Milestone Dates for OnePager Pro Labeling Task/Milestone Dates for OnePager Express
Percent complete for OnePager Pro Percent complete for OnePager Express
Baselines for OnePager Pro Baselines for OnePager Express
Critical path for OnePager Pro
Deadlines for OnePager Pro Deadlines for OnePager Express
Endpoints for OnePager Pro Endpoints for OnePager Express
Order of Tasks/Milestones Decorations

Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor

Decorations can be edited for individual task bars and milestone symbols (or selected groups of them) using the Change Task/Milestone Properties form. This form is accessed in two ways:

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label

Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:

P70-10 0 1-(5)-06012020.png

The Format... command can also be accessed by right-clicking a task bar's name label as shown here:

P70-10 0 1-(5A)-06012020.png

Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

P70-10 0 1-(6)-06012020.png

The Format tab is shown above where you can edit the task bar/milestone symbol's properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Format button on the OnePager Pro Home Ribbon Tool Bar Tab

The Change Task/Milestone Properties form can also be accessed by clicking the Format… button on the OnePager Home ribbon tool bar tab after you selected one or more task bars/milestone symbols to edit. The Format...button on the ribbon is shown below:

P70-10 0 1-(7)-06012020.png

After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed as shown here:

P70-10 0 1-(8)-06012020.png

The Format tab is shown above where you can edit the task bar/milestone symbol format properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Related Link

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

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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