Difference between revisions of "Creating and Editing Rows and Swimlanes for Version 7.0 (Portal)"

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(Links to Detailed Articles on Creating and Editing Rows and Swimlanes)
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| [[Using the Multiple Swimlane Levels Feature - Overview | Using the Multiple Swimlane Levels Feature - Overview]] 12.0.3-70 from 4.0.1.5-70

Revision as of 19:48, 10 June 2020

About Creating and Editing Rows and Swimlanes

1) Rows and swimlanes are a feature of OnePager that help you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data.

2) This article covers how to represent rows and swimlanes in your charts and the manual edits that are available with rows and swimlanes.

3) The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes LevelsFeature.

4) Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-70 articles to familiarize yourself with some of the more common row and swimlane features.

Creating a Chart with Rows and Swimlanes

1) OnePager Pro and Express are distributed with a number of Templates Properties forms that can be used to create various chart looks. Many of these Templates Properties forms already have swimlanes defined. See the article at: Managing Templates (Portal) 24.0.1-70 for more information.

2) Our recommendation for first users of OnePager is to create your first chart with the format specified by the current Template Properties form. Once the chart is created, you have the capability to make edits including designating which source plan field should be used to control the creation of rows and swimlanes.

3) For the purpose of this article series, we assume that you have created a chart without any visible rows or swimlanes and that you desire to organize your chart into swimlanes and provide at least one text column per row in the chart to display source plan information. Please review the Getting Started article at: Getting Started (Portal) 3.0-70 to see the creation of a chart with a swimlane.

Links to Detailed Articles on Creating and Editing Rows and Swimlanes

1) OnePager version 7.0 has a new feature called: multiple swimlane levels.

2) A chart with multiple swimlane level and multiple text columns is shown here:

P70-12 0 1-(1)-06092020.png
P70-12_0_1-(1)-06092020.png

4) In the illustration above, the first three columns in the chart are the three multiple swimlane levels and the two columns to their right are two text columns.

5) A description of this new feature and an overview of its operations and controls are provided in the first two Wiki links below:

About OnePager's Rows and Swimlanes 12.0.2-70
Using the Multiple Swimlane Levels Feature - Overview 12.0.3-70 from 4.0.1.5-70

6) For more detailed information on creating and editing rows and multiple swimlane levels please use the following article links:

Collecting Tasks/Milestones into Rows 12.1.1-70
Showing and Hiding Text Columns or Swimlane Labels 12.2.1-70
Editing Text Columns or Swimlane Labels 12.3.1-70
Snapshot-Dependent Text Columns for OnePager Pro 12.4.1-70 Snapshot-Dependent Text Columns for OnePager Express 12.5.1-70
Row and Swimlane Sorting 12.6.1-70
Row and Swimlane Borders 12.7.1-70
Resizing Text Columns or Swimlane Labels 12.8.1-70
Moving Rows 12.9.1-70
Moving Swimlanes 12.10.1-70
Resizing the Height of Rows 12.11.1-70
Resizing the Height of Swimlanes 12.12.1-70
Hiding and Unhiding Rows and Swimlanes 12.13.1-70
Automatically Hiding Empty Rows for OnePager Pro 12.14.1-70 Automatically Hiding Empty Rows for OnePager Express 12.15.1-70
Adding a Row or Swimlane 12.16.1-70
Splitting Swimlanes 12.17.1-70
Grouping Rows into Swimlanes 12.18.1-70
Adding a Row to a Swimlane 12.19.1-70
Making Each Row into a Swimlane 12.20.1-70
Merging Swimlanes 12.21.1-70
Editing Row and Swimlane Properties 12.22.1-70
Zebra Striping for Rows and Swimlanes for OnePager Pro 12.23.1-70 Zebra Striping for Rows and Swimlanes for OnePager Express 12.24.1-70

(12.0.1-70)