Difference between revisions of "Basic Workflows for Version 5.3 (Portal)"
From OnePager Documentation
(→Using the Pull Operation Feature with OnePager Pro and Express Versions 5.3) |
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| − | = | + | ==Overview== |
| − | The [[Getting Started with Version 5.3 (Portal)]] article covered a few ways of creating and updating project views and snapshots | + | The [[Getting Started with Version 5.3 (Portal) | Getting Started (Portal)]] article covered a few ways of creating and updating project views and snapshots. |
| − | ==Creating a NEW Project View with OnePager Pro and Express | + | The article links below provide you with more details on how to use OnePager. There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own. |
| + | |||
| + | In each of these articles we show the flow of steps and illustrate these steps with appropriate figures of the necessary form. | ||
| + | |||
| + | Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow. | ||
| + | |||
| + | ==Creating a NEW Project View with OnePager Pro and Express== | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating a NEW Project View - OnePager Pro Add-in for Version 5.3]] | + | | [[Creating a NEW Project View - OnePager Pro Add-in for Version 5.3 | Creating a NEW Project View - OnePager Pro Add-in]] |
| − | | [[Creating a NEW Project View - OnePager | + | | [[Creating a NEW Project View - OnePager Express Add-in for Version 5.3 | Creating a NEW Project View - OnePager Express Add-in]] |
|- | |- | ||
| − | | [[Creating a NEW Project View - OnePager | + | | [[Creating a NEW Project View - OnePager Pro Desktop for Version 5.3 | Creating a NEW Project View - OnePager Pro Desktop]] |
| − | | [[Creating a NEW Project View - OnePager Express Desktop for Version 5.3]] | + | | [[Creating a NEW Project View - OnePager Express Desktop for Version 5.3 | Creating a NEW Project View - OnePager Express Desktop]] |
|- | |- | ||
|} | |} | ||
| − | ==Creating Another New Project View with OnePager Pro and Express | + | ==Creating Another New Project View with OnePager Pro and Express== |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating Another New Project View - OnePager Pro Add-in for Version 5.3]] | + | | [[Creating Another New Project View - OnePager Pro Add-in for Version 5.3 | Creating Another New Project View - OnePager Pro Add-in]] |
| − | | [[Creating Another New Project View - OnePager | + | | [[Creating Another New Project View - OnePager Express Add-in for Version 5.3 | Creating Another New Project View - OnePager Express Add-in]] |
|- | |- | ||
| − | | [[Creating Another New Project View - OnePager | + | | [[Creating Another New Project View - OnePager Pro Desktop for Version 5.3 | Creating Another New Project View - OnePager Pro Desktop]] |
| − | | [[Creating Another New Project View - OnePager Express | + | | [[Creating Another New Project View - OnePager Express Desktop for Version 5.3 | Creating Another New Project View - OnePager Express Desktop]] |
|- | |- | ||
|} | |} | ||
| − | ==Opening an EXISTING Project View with OnePager Pro and Express | + | ==Opening an EXISTING Project View with OnePager Pro and Express== |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 5.3]] | + | | [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 5.3 | Opening an EXISTING Project View - OnePager Pro Add-in]] |
| − | | [[Opening an EXISTING Project View - OnePager | + | | [[Opening an EXISTING Project View - OnePager Express Add-in for Version 5.3 | Opening an EXISTING Project View - OnePager Express Add-in]] |
|- | |- | ||
| − | | [[Opening an EXISTING Project View - OnePager | + | | [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 5.3 | Opening an EXISTING Project View - OnePager Pro Desktop]] |
| − | | [[Opening an EXISTING Project View - OnePager Express Desktop for Version 5.3]] | + | | [[Opening an EXISTING Project View - OnePager Express Desktop for Version 5.3 | Opening an EXISTING Project View - OnePager Express Desktop]] |
|- | |- | ||
|} | |} | ||
| − | ==ADDING a Snapshot via Push Update with OnePager Pro and Express | + | ==ADDING a Snapshot via Push Update with OnePager Pro and Express== |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3]] | + | | [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] |
| − | | [[ADDING a Snapshot via Push Update - OnePager | + | | [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] |
|- | |- | ||
| − | | [[ADDING a Snapshot via Push Update - OnePager | + | | [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 5.3 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] |
| − | | [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 5.3]] | + | | [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 5.3 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] |
|- | |- | ||
|} | |} | ||
| − | ==REPLACING a Snapshot via Push Update with OnePager Pro and Express | + | ==REPLACING a Snapshot via Push Update with OnePager Pro and Express== |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3 | + | | [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 5.3 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] |
| − | | [[REPLACING a Snapshot via Push Update - OnePager | + | | [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] |
|- | |- | ||
| − | | [[REPLACING a Snapshot via Push Update - OnePager | + | | [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 5.3 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] |
| − | | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 5.3 | + | | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 5.3 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] |
|- | |- | ||
|} | |} | ||
| − | ==Using the Pull Operation Feature with OnePager Pro and Express | + | ==Using the Pull Operation Feature with OnePager Pro and Express== |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 | + | | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Pro]] |
| − | | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3 | + | | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Express]] |
|- | |- | ||
| − | | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | + | | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] |
| − | | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | + | | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]] |
|- | |- | ||
| − | | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3]] | + | | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Pro]] |
| − | | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3]] | + | | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Express]] |
|- | |- | ||
| − | | [[Custom | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] |
| − | | [[Custom | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] |
|- | |- | ||
| − | |[[Using the OnePager "Data" Tab's "Selected file(s)" Button]] | + | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button]] |
|} | |} | ||
| − | |||
| − | |||
==Merging the Wrong Tasks== | ==Merging the Wrong Tasks== | ||
| Line 83: | Line 87: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Merging the Wrong Tasks into a Project View - OnePager Pro]] | + | | [[Merging the Wrong Tasks into a Project View for Version 5.3 - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Pro]] |
| − | | [[Merging the Wrong Tasks into a Project View - OnePager Express]] | + | | [[Merging the Wrong Tasks into a Project View for Version 5.3 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]] |
|} | |} | ||
Latest revision as of 15:41, 14 September 2016
Contents
- 1 Overview
- 2 Creating a NEW Project View with OnePager Pro and Express
- 3 Creating Another New Project View with OnePager Pro and Express
- 4 Opening an EXISTING Project View with OnePager Pro and Express
- 5 ADDING a Snapshot via Push Update with OnePager Pro and Express
- 6 REPLACING a Snapshot via Push Update with OnePager Pro and Express
- 7 Using the Pull Operation Feature with OnePager Pro and Express
- 8 Merging the Wrong Tasks
Overview
The Getting Started (Portal) article covered a few ways of creating and updating project views and snapshots.
The article links below provide you with more details on how to use OnePager. There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own.
In each of these articles we show the flow of steps and illustrate these steps with appropriate figures of the necessary form.
Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.
Creating a NEW Project View with OnePager Pro and Express
Creating Another New Project View with OnePager Pro and Express
Opening an EXISTING Project View with OnePager Pro and Express
ADDING a Snapshot via Push Update with OnePager Pro and Express
REPLACING a Snapshot via Push Update with OnePager Pro and Express
Using the Pull Operation Feature with OnePager Pro and Express
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 | Merging the Wrong Tasks into a Project View - OnePager Express |
(7.0.1-53)
