Basic Workflows for Version 5.3 (Portal)
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)
