View source for Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for OnePager Live Beta 2

==Changing Individual Task/Milestone Colors==

9.2.1-OPL2 from 9.2.1-60 7/13/2017

1) The ability to use '''color''' to represent various kinds of information about a task or milestone in OnePager is a powerful communications tool.   When you manually change the '''color''' of a task/milestone, we say that you are creating a '''color maverick'''.

===Changing Colors using the Ribbon===

2) The easiest way to change a '''color''' is to select one or more tasks/milestones (See the article at this link:  [[Selecting Tasks/Milestones for Editing]]), and then use the '''color-changer''' (paint bucket icon) control shown below:

<center>[[File:P52-9_2-(1)-06012015.png]]</center>

3) Clicking the '''color-changer''' control will bring up the '''Color Chooser''' form from which you can select an alternative '''color''' for the selected tasks/milestones.

===Changing Colors Using the Format Selection===  

4) You can also right click on a task/milestone to change '''colors'''.

:a) Right clicking any selected task/milestone will bring up a '''shortcut context menu''' that looks like this:

<center>[[File:P52-9_2-(2)-06012015.png]]</center>

:b) The '''color''' and other controls pertaining to tasks/milestones are contained in the '''Format…''' command shown above. 

:c) When accessed, the '''Change Marker Properties''' form will appear as shown below:

<center>[[File:P52-9_2-(3)-06012015.png]]</center>

:d) Click the '''Color''' dropdown button which brings up the '''Color Chooser''' form shown here:

<center>[[File:P52-9_2-(4)-06012015.png]]</center>

:e) Selecting the new '''color''' will reset the '''color''' shown in the '''Color''' window of the '''Change Marker Properties''' form. 

:f) Or, if you want to use a '''color''' that is not shown, click the '''More colors…''' button to bring up the standard Microsoft '''Color-definition''' form:

<center>[[File:P52-9_2-(5)-06012015.png]]</center>

:g) After selecting an existing or newly defined '''color''' in this manner, all the selected '''shapes''' will now have the new '''color'''. 

:h) Once you are satisfied with the '''color''' of the selected tasks/milestones, click in any blank space in the '''graph area''' to '''deselect''' all selected tasks/milestones.

===Using a Different Color Palette===

5) To have a larger set of '''colors''' to choose from, you can switch among several predefined '''color palettes''' of 24 colors each or you can create your own custom palettes. 

:a) Whenever you are changing the '''color''' of a task/milestone, you can always choose to select the new '''color''' from any of the existing '''color palettes'''. 

:b) To do this, click the '''paint bucket’s dropdown tab''' on the '''Home''' tab which will activate the '''Color Chooser''' form. 

:c) From this point, click the '''Choose color from palette:''' dropdown list and a selection of other '''color palettes''' will appear as shown below:

<center>[[File:P52-9_2-(6)-06012015.png]]</center>

===Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors===

6) In addition to the various colors available and '''color palettes''' available, the '''No Fill''' option in the '''Color Chooser''' form enables you to remove all '''color''' and leave the task or milestone as a '''transparent shape''' with a '''border'''.

====Turning On the No Fill Checkbox====

:a) For example, the portion of the project view shown below has one task selected with a right click using the '''Format…''' command.  Further, selecting the '''Color''' dropdown button reveals the '''Color Chooser''' form.  '''Note''' the '''No Fill''' checkbox shown below:

<center>[[File:P52-9_2-(7)-06012015.png]]</center>

:b) Checking the '''No Fill''' checkbox and clicking '''OK''' in the '''Change Marker Properties''' form will remove the '''color''' and display the selected task as shown below:

<center>[[File:P52-9_2-(8)-06012015.png]]</center>

:c) Since a '''color''' was changed for a task, OnePager will also add a '''legend item''' reflecting the '''no fill''' pattern for the task.  Manual '''legend item text''' update of this added '''legend item''' is recommended.

:d) The feature shown above yields the best results when the task’s '''fill pattern''' is originally flat and the '''background color''' for the project view is solid.

:e) Reversing the process and unchecking the '''No Fill''' checkbox will require you to select a '''color''' before the '''Color Chooser''' form will close and display the selected task in the selected '''color'''.

7) This option is useful when using '''deadlines''' or '''endpoints''' and you want to put emphasis on those '''decorations''' as opposed to the task graphic itself.  

====No Fill Example====

8) Take the example below of two tasks with several '''endpoints''':

<center>[[File:P52-9_2-(9)-06012015.png]]</center>

9) To just put emphasis on the '''endpoints''', apply the '''No Fill''' checkbox on the task’s '''color''' to get the result shown below:

<center>[[File:P52-9_2-(10)-06012015.png]]</center>

====Turning Off the No Fill Check box====

10) When the '''No Fill''' checkbox is checked for a task/milestone, the process of turning the '''No Fill''' function off by unchecking the '''No Fill''' checkbox requires three steps.

:(1) First, select the task/milestone then navigate to the '''Color Chooser''' form displaying the '''No Fill''' checkbox as shown below:

<center>[[File:P52-9_2-(11)-06012015.png]]</center>

(2) Second, uncheck the '''No Fill''' checkbox.  The result will be that the '''No Fill''' checkbox is cleared but the '''Color Chooser''' will not close as shown here:

<center>[[File:P52-9_2-(12)-06012015.png]]</center>

:(3) The last step is to select a '''color''' in the '''Color Chooser''' for the selected task/milestone.  This action tells OnePager what '''color''' to replace the '''No Fill''' condition and will cause the '''Color Chooser''' to close.  In the example below, red was selected, the '''Color Chooser''' closed, and the user then clicked '''OK''' in the '''Change Marker Properties''' form with this result:

<center>[[File:P52-9_2-(13)-06012015.png]]</center>

==Changing Individual Task/Milestone Shapes==

11) To change the '''shape''' (i.e. the specific symbol) of an individual task or milestone, select the task/milestone by right clicking and select the '''Format…''' command.  

12) When the '''Change Marker Properties''' form appears, click the '''Shapes''' dropdown. This will show the '''shape choices''' as shown below:

<center>[[File:P52-9_2-(14)-06012015.png]]</center>

13) As an alternative, after you select the desired task or milestone, click the '''Format…''' button as shown below:

<center>[[File:P52-9_2-(15)-06012015.png]]</center>

:a) Clicking the '''Format…''' button also brings up the '''Change Marker Properties''' form.  If you want to change the '''shape''' of the selected task to something different from a rectangle go ahead and select the desired shape from the dropdown menu.  If you select the double pointed rectangle as shown below, when you click '''OK''' the selected task will look like this:

<center>[[File:P52-9_2-(16)-06012015.png]]</center>

:b) If multiple tasks/milestones are selected, the desired '''shape''' change will be applied to all selected tasks/milestones.  When you manually change the '''shape''' for one or more selected tasks/milestones, you are creating a '''shape maverick'''.

:c) If you wish to change the global default shape (as opposed to making '''shape mavericks''') please go see one of the following article:

<center>
{| class="wikitable"
| [[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->
|}
</center>

==Changing Individual Task/Milestone Fill Patterns==

14) To change the '''fill pattern''' of an individual task/milestone, select the task/milestone with a right click and select the '''Format…''' command.

15) When the '''Change Marker Properties''' form appears, click the '''Fills''' dropdown button. This will show the '''fill pattern''' choices as shown below:

<center>[[File:P52-9_2-(17)-06012015.png]]</center>

:a) If we apply the flat '''Fill''' pattern to the selected task as in the previous example above, the selected task might look like this:

<center>[[File:P52-9_2-(18)-06012015.png]]</center>

:b) As also discussed above, you can get to the '''Change Marker Properties''' form by clicking the '''Format…''' button.

:c) If multiple tasks/milestones are selected, the desired '''fill pattern''' change will be applied to all selected tasks/milestones.   When you change the '''fill pattern''' of a selected task or tasks, you are creating a '''fill maverick'''.

:d) If you wish to change the global default '''fill pattern''' (as opposed to making fill mavericks), please read this article: [[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->.

==Changing Individual Task/Milestone Borders==

===Changing Task/milestone Borders=== 

16) For both task and milestones, you have control over three properties of the tasks/milestone’s '''borders''': 

:(1) '''color''', 

:(2) '''width''', and 

:(3) '''style'''.    

17) To change the '''border''' properties of an individual task/milestone, select the task/milestone with a right click and select the '''Format…''' command. When the '''Change Marker Properties''' form appears, go to the '''Borders''' group of controls on the right side of the form. The control over '''border''' properties is shown below:

<center>[[File:P52-9_2-(19)-06012015.png]]</center>

:a) If we apply the '''Dash-dot-dot border style''' pattern to the selected task as well as change the '''border color''' to black and increase the '''border width''' to 3, the selected task might look like this:

<center>[[File:P52-9_2-(20)-06012015.png]]</center>

:b) As discussed above, you can get to the '''Change Marker Properties''' form by clicking the '''Format…''' button.

18) If multiple tasks/milestones are selected, the desired task/milestone '''border''' property changes will be applied to all selected tasks/milestones.

19) Changing the '''border''' properties of one or more selected tasks/milestones creates a '''border maverick'''.  

20) The initial '''border''' default setting is for the task/milestone '''border''' to be the same '''color''' as the task/milestone '''color''', have a border '''width''' of one (1), and a '''border style''' of solid.

====Using the No Border Option====  

21) OnePager can assign '''colors''' to the '''borders''' of tasks and milestones.  This permits you to use the '''No Border''' feature in the '''Color Chooser''' for '''borders''' to eliminate the '''border'''.  

22) Using the previous project view, you can do the following to '''hide the border''' with the '''No Border''' option as follows:

:a) Below is a portion of a project view where we’ve increased the border '''width''' to 3 to accent the task/milestone '''borders''':

<center>[[File:P52-9_2-(21)-06012015.png]]</center>

:b) Select the task/milestone with a right click and select the '''Format…''' command.  This will take you to the '''Change Marker Properties''' form where you will see a '''Border Color''' dropdown button.

:c) Click the '''Border Color''' dropdown button to reveal the '''Color Chooser''' form for '''borders''' as shown below:

<center>[[File:P52-9_2-(22)-06012015.png]]</center>

:d) Checking the '''No Border''' checkbox then clicking '''OK''' will eliminate the selected task/milestone’s '''border''' and show this result:

<center>[[File:P52-9_2-(23)-06012015.png]]</center>

23) The process can be easily reversed by unchecking the task/milestone’s '''No Border''' checkbox.

==Changing the Font of Task/Milestone Labels==

24) There are several ways to change the '''font type''', '''size''', or '''color''' of one or more selected tasks/milestones '''labels'''.   When you change the '''font''' properties for a selected task/milestone label, you are creating a '''font maverick'''.

===Use the Home Tab===

====Increase/decrease Font Size by One Point.====

:a) After selecting a task/milestone, click the '''decrease font size''' or '''increase font size''' button in the '''Font''' group on the '''Home''' tab. Each click will change the '''font''' size of each selected task/milestone by one point. Once you have the '''fonts''' sized as you want them, click in any blank space in the '''graph area''' to deselect all selected tasks/milestones.

<center>[[File:P52-9_2-(24)-06012015.png]]</center>

====Change to a Specific Font Size====

:b) Change the number in the '''font''' size dropdown box shown below: 

<center>[[File:P52-9_2-(25)-06012015.png]]</center>

====Change to a Specific Font Style====

:c) Choose a different '''font''' style from the dropdown box shown below:

<center>[[File:P52-9_2-(26)-06012015.png]]</center>

====Change the Font Color====

:d) Choose a different '''font color''' by clicking the '''font color''' button shown below:

<center>[[File:P52-9_2-(27)-06012015.png]]</center>

===Use the Context Menus===

25) Alternatively, right clicking any one of the selected tasks/milestones to bring up a '''context menu''' as described above.

:a) Next, click the '''Format…''' command which brings up the '''Change Marker Properties''' form.  Select the '''Task Labels''' tab (or the '''Milestones''' tab) and go to the '''Label font''' dropdown button as shown below: 

<center>[[File:P52-9_2-(28)-06012015.png]]</center>

:b) Clicking the dropdown control as show above shows the '''Font properties''' form where all task/milestone '''label font''' property controls are located. You may then select '''font style''', '''color''' of text, '''font size''', and control whether the text is '''Bold''', ''Italic'', or [[Underline]].

:c) The '''Font properties''' form is standard throughout OnePager for controlling text '''font''' properties.

:d) '''Note''' the button labeled '''Use Label Defaults'''. Clicking this button causes all the task/milestone’s properties, including '''font size''', to adhere to the global default task '''label''' settings, and will return any task '''label mavericks''' to the global defaults.

26) If you wish to change the global default '''font''' (as opposed to making '''font mavericks'''), please go see one of the following article:

<center>
{| class="wikitable"
| [[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->
|}
</center>

==Changing the Text Position of Tasks/Milestone Labels==

27) You can specify where the task or milestone '''label''' is '''positioned''' in one of '''nine positions''' relative to the task/milestone shape itself: 

:(1) '''left''', 

:(2) '''right''', 

:(3) '''best fit left/right''', 

:(4) '''above''', 

:(5) '''below''', 

:(6) '''over the task/milestone''', 

:(7) '''fit inside the task/milestone''', 

:(8) '''in a comment box''', or 

:(9) '''hidden'''.   

28) When you change the '''position''' of the '''label''' of an individual task/milestone we say that you are creating a '''text position maverick'''.  

29) Once you have a selection, you can change the '''text position''' of all selected tasks/milestones in one of several ways:

===Use the Home Ribbon===

:a) On the One Pager '''Home''' tab’s '''Position''' group, click one of the following buttons: '''text to the right''', '''text to the left''', the '''text centered''', '''text above''', or '''text below''' as shown below:

<center>[[File:P52-9_2-(29)-06012015.png]]</center>

===Use the Context Menus===

:b) Alternatively, right click any tasks/milestones to bring up a '''context menu''' as described previously.  

:c) Next, click the '''Format…''' command to bring up the '''Change Marker Properties''' form.

:d) Select the '''Task Labels''' tab and then click the '''Label Position''' dropdown as shown for a task/milestone below:

<center> [[File:P52-9_2-(30)-06012015.png]]</center>

30) If you wish to change the global default '''text position''' (as opposed to changing '''text positions''' manually), please go see one of the following article:

<center>
{| class="wikitable"
| [[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->
|}
</center>

==Editing the Task/Milestone Label Text==

31) You can replace the '''imported task name''' from your Microsoft Project  or Microsoft Excel '''sourceplan''' with a shorter or more descriptive '''label''' without affecting the name in the original Microsoft Project or Microsoft Excel '''source plan'''.

:a) To do this, just double click the task/milestone and enter the desired task/milestone '''label''' in the box that appears as shown below: 

<center>[[File:P52-9_2-(31)-06012015.png]]</center>

:b) OnePager will display the new edited task/milestone '''label''' in all '''snapshots''' of the project view.

<center>[[File:P52-9_2-(32)-06012015.png]]</center>

32) Alternatively, you can right click the task/milestone to display the '''context menu''' shown below: 

<center>[[File:P52-9_2-(33)-06012015.png]]</center>

:a) Click the '''Edit task name…''' command which brings up same the '''Enter text''' form as shown above.  

:b) Make the desired edit to the task/milestone '''label text''' and click '''OK'''.

==Related Links==

[[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->

(9.2.1-OPL2)

[[Category:OnePager Live]]
[[Category:Project Views]]
[[Category:Editing a Project View]]
[[Category:Task/Milestone Editing]]
[[Category:Color Palettes]]
[[Category:Labels]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]