Basic Workflows (Portal)
From OnePager Documentation
The Getting Started (Portal) article covered a few ways of creating and updating project views and snapshots. These more detailed articles provide five (5) essential “How to” articles which can be referenced as needed. These articles are:
| Creating a NEW Project View - OnePager Pro | Creating a NEW Project View - OnePager Express |
| Creating Another New Project View - OnePager Pro for the same project | Creating Another New Project View - OnePager Express for the same project |
| Opening an Existing Project View - OnePager Pro | Opening an Existing Project View - OnePager Express |
| ADDING a Snapshot - OnePager Pro to existing project views | ADDING a Snapshot - OnePager Express to existing project views |
| REPLACING a Snapshot - OnePager Pro in a project view | REPLACING a Snapshot - OnePager Express in a project view |
In each of these articles we will show the flow of steps and illustrate these steps with appropriate figures of the “OnePager choices” form and OnePager “Project-View Properties” form as needed.
In addition, it is recommended that users review the following articles related to merging new tasks into existing project views for OnePager Pro and OnePager Express:
| Merging the Wrong Tasks into a Project View - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Express |
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