Difference between revisions of "Basic Workflows for Version 5.3 (Portal)"

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The [[Getting Started with Version 5.3 (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:
 
The [[Getting Started with Version 5.3 (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:

Revision as of 15:11, 20 November 2015

Basic Workflows for Version 5.3 (Portal)

The Getting Started with Version 5.3 (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 with OnePager Pro and Express Versions 5.3

Creating a NEW Project View - OnePager Pro Add-in for Version 5.3 7.1.1-53 Creating a NEW Project View - OnePager Pro Desktop for Version 5.3 7.1.2-53
Creating a NEW Project View - OnePager Express Add-in for Version 5.3 7.2.1-53 Creating a NEW Project View - OnePager Express Desktop for Version 5.3 7.2.2-53

Creating Another New Project View with OnePager Pro and Express Versions 5.3

Creating Another New Project View - OnePager Pro Add-in for Version 5.3 for the same project 7.3.1-53 Creating Another New Project View - OnePager Pro Desktop for Version 5.3 for the same project 7.3.2-53
Creating Another New Project View - OnePager Express Add-in for Version 5.3 for the same project 7.4.1-53 Creating Another New Project View - OnePager Express Desktopfor Version 5.3 for the same project 7.4.2-53

Opening an Existing Project View with OnePager Pro and Express Versions 5.3

Opening an Existing Project View - OnePager Pro Add-in for Version 5.3 7.5.1-53 Opening an Existing Project View - OnePager Pro Desktop for Version 5.3 7.5.2-53
Opening an Existing Project View - OnePager Express Add-in for Version 5.3 7.6.1-53 Opening an Existing Project View - OnePager Express Desktop for Version 5.3 7.6.2-53

ADDING a Snapshot via Push Update with OnePager Pro and Express Versions 5.3

ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3 to existing project views 7.7.1-53 ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 5.3 to existing project views 7.7.2-53
ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3 to existing project views 7.8.1-53 ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 5.3 to existing project views 7.8.2-53

REPLACING a Snapshot via Push Update with OnePager Pro and Express Versions 5.3

REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3 in a project view 7.9.1-53 REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 5.3 in a project view 7.9.2-53
REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3 in a project view 7.10.1-53 REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 5.3 in a project view 7.10.2-53

Using the Pull Update Method with OnePager Pro and Express Versions 5.3

REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3 in a project view 7.15.1-53 REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3 in a project view 7.15.2-53
ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3 to existing project views 7.16.1-53 ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3 to existing project views 7.16.2-53
Custom REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3 in a project view 7.17.1-53 Custom REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3 in a project view 7.17.2-53

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.

Merging the Wrong Tasks

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 7.11-52 Merging the Wrong Tasks into a Project View - OnePager Express 7.12-52

(7.0.1-53)