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| − | =Manual Task Links for OnePager Pro (P61-19.1.2.1-61-08022018)= | + | ==Rules for Importing Data-Driven Task Links – Template Form Rules== |
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| − | ==About Manual Task Links==
| + | The requirements for '''importing data-drive Task Links''' '''before''' a project view is created include the following: |
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| − | This article talks about the enhancements made to manual '''Task Links''' in OnePager Pro 6.1.
| + | 1) The '''“master”''' switch in the OnePager Pro 6.1 '''Template '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here: |
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| − | 1) First, the article covers the basis controls for '''adding''' and '''deleting '''manual '''Task Links''' and goes on to cover other related command for managing manual '''Task Links''' in the '''Project View Editor'''. | + | <center>[[File:P61-19_1_3_1-61-(1)-08092018.png]]</center> |
| | + | <!--center><P61-19_1_3_1-61-(1)-08092018.png></center--> |
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| − | 2) Next, the new '''Daisy Chain''' feature is discussed and how it can be used to create a set of manual '''Task Links '''connecting two or more task/milestones.
| + | :a) The default setting for the '''Show task links''' checkbox is checked or '''ON'''. |
| | | | |
| − | 3) The next section covers all the controls available in the '''Project View Editor '''for '''editing''' manual '''Task Links'''.
| + | :b) If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''. |
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| − | 4) This section is followed by a discussion of '''Global editing '''techniques for manual '''Task Links''' using the '''Template''' and '''Project View Properties '''('''PVP''') forms.
| + | 2) In order to '''import Data-driven Task Links''' when a project view is being created, the '''Import predecessors''' checkbox located in the '''Data-Driven Task Links '''control group of the above '''Template '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below: |
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| − | 5) The final section provides intermediate information on other topics such as selecting multiple '''Task Links''', repositioning '''Task Link connection lines '''with the drag and drop method, and taking task shape into consideration when repositioning '''connection lines'''.
| + | <center>[[File:P61-19_1_3_1-61-(2)-08092018.png]]</center> |
| | + | <!--center><P61-19_1_3_1-61-(2)-08092018.png></center--> |
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| − | ==Basic Management of Manual Task Links==
| + | :a) In the '''Template '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''. |
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| − | ===Adding Manual Task Links===
| + | :b) OnePager Pro 6.1 assumes that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for the '''Data-driven Task Link''' information source. OnePager Pro 6.1 only '''imports predecessor data '''from the Microsoft Project '''predecessor field'''. |
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| − | Adding manual '''Task Links''' to the project view requires you to identify at least two task/milestones to serve as the manual '''Task Link''' pair as follows:
| + | ::i) Although OnePager Pro 6.1 does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''. |
| | + | ::ii) This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''. |
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| − | 1) Select at least '''two''' tasks by left-clicking the first task or milestone ('''predecessor''') and then use the '''CTL+left-click '''to select the '''second''' and following '''(successor''') task(s).
| + | ==Rules for Importing Data-Driven Task Links – Project-View Properties Form Rules== |
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| − | 2) Go to the '''Insert''' tab on the OnePager Pro 6.1 ribbon and click the '''Task Link''' button:
| + | The requirements for '''importing data-drive Task Links''' '''after''' a project view is created include the following: |
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| − | <center>[[File:P61-0_4_1_7-61-(6E)-06122018.png]]</center>
| + | 1) Assume for a moment that the current '''Template '''form is configured in the '''Task Links ''' tab such that the '''Show task links''' checkbox is checked '''ON''', the '''Import predecessors''' checkbox is checked '''OFF''', and the project view is created and looks like this: |
| − | <center><P61-0_4_1_7-61-(6E)-06122018.png>></center>
| + | |
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| − | 3) The '''Task Link Properties''' form appears, allowing you to '''edit''' the properties of the new manual '''Task Link''': | + | <center>[[File:P61-19_1_3_1-61-(3)-08092018.png]]</center> |
| | + | <!--center><P61-19_1_3_1-61-(3)-08092018.png></center--> |
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| − | <center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
| + | 2) In this situation the project view above is created '''without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''. |
| − | <center><P61-0_4_1_7-61-(3F)-06092018.png></center>
| + | |
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| − | 4) Make the desired '''edits''' to the settings in the form and then click '''OK'''. The manual '''Task Link '''appears in the project view between the selected tasks or milestones:
| + | 3) To '''import '''and '''show''' all '''Data-driven Task Links''', the '''Project-View Properties '''('''PVP''') form must be accessed and the '''Import and show links''' checkbox in the '''Data-Driven Task Links '''control group of the '''PVP '''form’s '''Task Links '''tab must be checked '''ON''' as shown here: |
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| − | <center>[[File:P61-19_1_2_1-61-(3)-08032018.png]]</center> | + | <center>[[File:P61-19_1_3_1-61-(4)-08092018.png]]</center> |
| − | <center><P61-19_1_2_1-61-(3)-08032018.png></center> | + | <!--center><P61-19_1_3_1-61-(4)-08092018.png></center--> |
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| − | 5) You can '''edit''' a manual '''Task Link''' by right-clicking on it and then clicking the appropriate command in the '''context menu''' that appears.
| + | 4) When you click the '''Apply''' or '''OK''' button on the '''PVP''' form, OnePager Pro 6.1 goes back to your '''source plan''', '''imports''' the available '''Dependency '''information, and '''shows''' the '''Data-driven Task Links '''that comply with the '''show''' '''rules''' discussed below. The revised project view then looks like this: |
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| − | 6) Selectin more than one '''successor''' task/milestone is supported by OnePager 6.1 and is called a manual '''Task Link Daisy Chain'''. This feature is further described below.
| + | <center>[[File:P61-19_1_3_1-61-(5)-08092018.png]]</center> |
| | + | <!--center><P61-19_1_3_1-61-(5)-08092018.png></center--> |
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| − | ===Alternative Method for Adding Manual Task Links===
| + | 5) At this point '''Data-driven Task Links''' can be '''edited''' by changing the '''show/hide''' status or by '''editing '''their '''format properties'''. |
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| − | 7) A new command, '''Insert task link(s)''' is available in the task/milestones right-click '''context menu''' when two or more task/milestones are selected as shown below
| + | 6) Please see these articles for more information on '''editing''' '''Task Links''': [[Editing Task Links with the Project-View Properties Form for OnePager Pro for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Pro]] <!--19.3.1-61--> and [[Manual Editing of Task Links for OnePager Pro for Version 6.1 | Manual Editing of Task Links for OnePager Pro]]. <!--19.4.1-61.--> |
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| − | <center>[[File:P61-19_1_2_1-61-(3A)-08032018.png]]</center>
| + | ==Rules for Showing Data-Driven Task Links== |
| − | <center><P61-19_1_2_1-61-(3A)-08032018.png></center>
| + | |
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| − | :a) The '''Insert task links(s) '''command is not available in the task/milestone right-click '''context menu '''when only one task/milestone is selected.
| + | ===Rules Regarding Imported Tasks and Milestones=== |
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| − | :b) With two or more task/milestones selected, clicking the '''Insert task link(s)''' command inserts a manual '''Task Link''' from the first task selected ('''predecessor''') to the last ('''successor''') task selected.
| + | Although OnePager Pro 6.1 '''imports''' all '''Dependency '''information when the conditions stated above are met, '''Data-driven Task Links''' are not always eligible to be '''shown '''in the project view unless the conditions stated below are also met. |
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| − | ===The Where Are My Links? Form===
| + | 1) For a '''Data-driven Task Link''' to be '''shown '''in the project view, its '''predecessor '''and '''successor''' tasks must be '''flagged '''for '''import''' by OnePager Pro 6.1. |
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| − | 8) With the addition of '''data-driven Task Links''' in OnePager Pro 6.1 it is necessary to provide you with a list of manual''' '''and '''data-driven Task Links''' to assist with the management of all '''Task Links '''in the project view and its snapshots.
| + | 2) If either the '''predecessor''' or '''successor''' task in the pair is not '''imported''', OnePager Pro 6.1 cannot '''show''' its associated '''Data-driven Task Link''' although the '''Dependency''' information is '''imported'''. |
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| − | 9) The '''Where Are My Links''' form was created for this purpose and is shown below:
| + | 3) One or both of the '''Predecessor/Successor''' pair of tasks must be within the '''Start/Finish Date boundaries''' for the project view for the corresponding '''Data-driven Task Link''' to be '''shown'''. |
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| − | <center>[[File:P61-19_1_2_1-61-(3B)-08032018.png]]</center>
| + | 4) OnePager Pro 6.1 shows '''Data-driven Task Link connection lines '''to tasks that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''. |
| − | <center><P61-19_1_2_1-61-(3B)-08032018.png></center>
| + | |
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| − | :a) The '''Where Are My Links? '''form can be accessed easily from the OnePager Pro 6.1 '''Home '''ribbon in the '''Editing''' group of controls using the '''Show/Hide''' dropdown as shown below:
| + | ===Rules Regarding Hiding Predecessor or Successor Task/Milestone(s)=== |
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| − | <center>[[File:P61-19_1_2_1-61-(3C)-08032018.png]]</center>
| + | 5) If you '''hide''' a '''predecessor '''or '''successor '''task/milestone that was previously '''imported''': |
| − | <center><P61-19_1_2_1-61-(3C)-08032018.png></center>
| + | |
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| − | :b) The '''Where Are My Links?''' form can also be accessed in the '''PVP '''form '''Task Links '''tab in the '''Data-Driven Task Links '''control group. | + | :a) The task/milestone is '''hidden''', |
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| − | :c) Please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] 19.5.1-61 for more information on using the '''Where Are My Links? '''form. | + | :b) Any associated '''Task Links '''('''data-'''driven or manual) '''are''' '''hidden''', and |
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| − | ===Deleting Manual Task Links===
| + | :c) The '''Where Are My Links? '''form (see the subsection following) contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked'''. |
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| − | 10) To '''delete''' a manual '''Task Link''' from either the current snapshot or all snapshots, right-click on the manual '''Task Link''' and click one of the options for the '''Delete '''command in the '''context menu '''as shown below:
| + | 6) The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task/milestone(s). Please see these articles for more information on '''hiding''' tasks/milestones and the '''Where’s My Stuff?''' form: [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones for Version 6.1 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones]] <!--9.3.1-61--> and [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-61--> |
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| − | <center>[[File:P61-19_1_2_1-61-(4)-08032018.png]]</center>
| + | 7) You are not able to '''check '''the '''Show''' checkbox for such an entry in the '''Where Are My Links?''' form to '''restore''' the '''Data-driven Task Link''' to the '''show status''' as long as its associated task/milestone(s) remain '''hidden'''. A '''tool tip''' is provided when you hover over the '''Show '''column checkbox under these conditions. |
| − | <center><P61-19_1_2_1-61-(4)-08032018.png></center>
| + | |
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| − | 11) '''Deleting''' a manual '''Task Link''' from a snapshot removes the entry for the manual '''Task Link deleted''' from the '''Where Are My Links? '''form.
| + | 8) To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task/milestone(s) by either: |
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| − | 12) Manual '''Task Links''' cannot be '''hidden''' whereas '''data-driven Task Links''' can be '''hidden '''but not '''deleted'''.
| + | :a) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task/milestone(s), |
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| − | ===Ordering Manual Task Links===
| + | :b) Use the OnePager 6.1 ribbon’s '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or |
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| − | 13) The '''Order''' command in the manual '''Task Link’s context menu '''allows you to place the selected manual '''Task Link(s)''' within the '''Graph''' relative to other graphics in the '''Z-Level'''.
| + | :c) Use the '''UNDO''' command on the OnePager 6.1 ribbon if you are able. |
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| − | :a) The '''Order''' command operates similar to other '''Order''' command operations in OnePager Pro.
| + | 9) Once the '''hidden''' task/milestone(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well. |
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| − | :b) Please see the article on [[Deleting, Ordering, and Changing Images for Version 6.1 | Deleting, Ordering, and Changing Images]] 20.4.1-61 in the [[Background Images for Version 6.1 (Portal) | Background Images (Portal)]] 20.0.1-61 group of articles.
| + | ==Managing Task Links in the Project View== |
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| − | :c) The '''Order''' command looks like this when you right-click a manual '''Task Link''':
| + | After '''Data-driven Task Links''' are '''imported''' and are being '''shown''' in the project view, OnePager Pro 6.1 provides you a tool for managing your '''Task Links''' as described in the following subsections: |
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| − | <center>[[File:P61-0_4_1_7-61-(4G)-06252018.png]]</center>
| + | ===The OnePager Pro 6.1 Where Are My Links? Form=== |
| − | <center><P61-0_4_1_7-61-(4G)-06252018.png></center>
| + | |
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| − | ===Adding Another Manual Task Link===
| + | 1) In OnePager Pro 6.1, the '''PVP '''form '''Task Link '''tab, in the '''Data-Driven Task Links '''control group there is an additional button, the '''Where Are My Links? '''button, as shown here: |
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| − | 14) The '''Add Another …''' command in the manual '''Task Link context menu '''accesses the '''Task Link Properties''' form for the selected tasks/milestones.
| + | <center>[[File:P61-19_1_3_1-61-(6)-08092018.png]]</center> |
| | + | <!--center><P61-19_1_3_1-61-(6)-08092018.png></center--> |
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| − | :a) This allows you to add another manual '''Task Link(s)''' between the two or more selected task/milestones.
| + | 2) The '''Where Are My Links?''' form can also be accessed from the '''Editing''' control group on the OnePager 6.1 ribbon’s '''Home''' tab by clicking the '''Show/Hide '''dropdown and selecting the '''Where Are My Links? '''command as shown below: |
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| − | :b) Having two or more manual '''Task Links''' connecting the same set of task/milestones allows you to alter the '''properties''' of the manual '''Task Links''' in the project view or to reroute their manual '''Task Link connection lines'''. | + | <center>[[File:P61-0_4_1_7-61-(3O)-06222018.png]]</center> |
| | + | <!--center><P61-0_4_1_7-61-(3O)-06222018.png></center--> |
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| − | :c) When an '''another manual Task Link''' is added to the project view, the added manual '''Task Link '''is superimposed over the original manual '''Task Link '''but automatically '''shown''' as selected so that you can '''edit''' the routing of this additional manual '''Task Link’s connection line '''as shown below where the second manual '''Task Link’s connection line''' is moved to the right:
| + | 3) Using either the PVP form’s '''Task '''Links tab or the OnePager 6.1 ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here: |
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| − | <center>[[File:P61-0_4_1_7-61-(4H)-06252018.png]]</center> | + | <center>[[File:P61-0_4_1_7-61-(3P)-06222018.png]]</center> |
| − | <center><P61-0_4_1_7-61-(4H)-06252018.png></center> | + | <!--center><P61-0_4_1_7-61-(3P)-06222018.png></center--> |
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| − | :d) The additional manual '''Task Link''' added to the project view is also represented as a new entry in the '''Where Are My Links? '''form as shown below: | + | :a) The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''. |
| | | | |
| − | <center>[[File:P61-19_1_2_1-61-(6)-08032018.png]]</center>
| + | :b) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager 6.1 creates the form’s content based upon the snapshot that is being displayed in the '''Project View Editor '''('''PVE'''). |
| − | <center><P61-19_1_2_1-61-(6)-08032018.png></center>
| + | |
| | | | |
| − | ===Putting Links in all Snapshots===
| + | :c) At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task/milestones that meet the '''task name filtering rule''' appears in the form’s data window. |
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| − | 16) The '''Put in all snapshots '''command assures that in a multi-snapshot project view the selected manual '''Task Link''' is included in all snapshots where the two or more participating tasks appear.
| + | :d) For example, if you want to show only those entries that relate to '''Engineering Team 2''' task names, type the task name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this: |
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| − | :a) To have manual '''Task Links''' appear in only some snapshots they must be first established in all snapshots and manually '''deleted''' from those snapshots where the manual '''Task Links''' are not desired. | + | <center>[[File:P61-0_4_1_7-61-(3Q)-06222018.png]]</center> |
| | + | <!--center><P61-0_4_1_7-61-(3Q)-06222018.png></center--> |
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| − | :b) You have the option, as noted in the '''Delete '''manual '''Task Links''' discussion above, to '''Delete '''manual '''Task Links''' from individual snapshots. | + | :e) After clicking the '''Filter '''button the entries shown in the '''Where Are My Links? '''form’s window are only those where the '''Engineering Team 2''' task name appears in either a '''Predecessor''' or '''Successor '''task/milestone name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden'''). The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes. |
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| − | :c) To do this requires going to the desired snapshot and specifically using the '''Delete '''command with the '''From this snapshot''' sub-command to achieve the desired result. | + | :f) Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window. |
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| − | :d) This option works in the same way as '''Deleting Curtains''' from specific snapshots.
| + | 4) There are four (4) columns in the '''Where Are My Links? '''form as described below: |
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| − | :e) Please see this article for reference: [[Creating and Managing Curtains for Version 6.1 | Creating and Managing Curtains]] 16.0.1-61. | + | :a) In the '''Show '''column (1)''' '''you can check or uncheck any entry’s checkbox to control the '''showing''' (or '''hiding'''), respectively, of the associated '''Task Links. ''' |
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| − | ==Creating Daisy Chained Manual Task Links==
| + | :b) The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair. The numbers in parenthesis following the task name correspond to the '''Unique ID''' for Microsoft Project '''source plans''' or the '''Task ID''' for Microsoft Excel '''source plans'''. |
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| − | 1) As discussed above by selecting more than two task/milestones you can create a series of manual '''Task Links''' called a '''Daisy Chain '''connecting the multiple task/milestone you selected in one operation.
| + | :c) The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual'''). |
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| − | 2) Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step process.
| + | 5) The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''. |
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| − | :a) First, using your mouse and the '''CTL+Left-Click''', make a series of mouse selections of task/milestones in the order desired from '''Predecessor''' to the last '''Successor '''task/milestone as shown here: | + | :a) Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries. |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6D)-06122018.png]]</center>
| + | :b) Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field. Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa. |
| − | <center><P61-0_4_1_7-61-(6D)-06122018.png></center>
| + | |
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| − | :b) The second step is to click the '''Task Link''' button on the OnePager 6.1 ribbon’s '''Insert''' tab shown here: | + | :c) Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries. |
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| − | <center>[[File:P61-0_4_1_7-61-(6E)-06122018.png]]</center>
| + | 6) The '''Use Show/Hide Defaults''' button at the bottom of the form controls the '''resetting of defaults''' for '''showing ('''or '''hiding''')''' Task Links''' based upon the '''Task Link Filter rules '''you established in the '''Task Link Filter Rules '''form. |
| − | <center><P61-0_4_1_7-61-(6E)-06122018.png></center>
| + | |
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| − | :c) At the completion of the second step, the project view looks like this after you increased the '''row height''' to better '''show''' the '''Daisy Chain '''of three manual '''Task Links''': | + | :a) This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''. |
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| − | <center>[[File:P61-0_4_1_7-61-(6F)-06122018.png]]</center>
| + | :b) If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection. |
| − | <center><P61-0_4_1_7-61-(6F)-06122018.png></center>
| + | |
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| − | 3) Manual '''Task Links''' created with this procedure are created as '''Finish-to-Start''' '''Dependency types''' and have '''connection lines''' routed by OnePager 6.1 to minimize conflicts with other graphics.
| + | 7) The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All''' '''Task Link '''entries in the project view'''. '''These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form. |
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| − | ====Alternative Method for Creating a Daisy Chain==== | + | ===Using the Where Are My Links? Form to Show or Hide Task Link=== |
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| − | 4) '''Daisy Chained '''manual''' Task Links''' can also be created by selecting the tasks/milestones as described above but using the right-click on any selected task/milestone to access the '''context menu’s Insert task link(s) '''command to create the desired '''Daisy Chain''' as shown in the following example:
| + | 8) Use the form to quickly '''edit''' the '''show/hide status '''of any '''Task Link '''entry in the form for the '''current snapshot''' by either checking ('''ON''') or unchecking ('''OFF''') the checkbox in the '''Show '''column of the form for the '''Task Link '''entry you want to '''edit'''. |
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| − | :a) Starting with the project view below where the selected task/milestones are to be connected with a '''Daisy Chained '''manual '''Task Link''' as the first step.
| + | 9) The '''Where Are My Links? '''form is shown below: |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6D1)-06122018.png]]</center> | + | <center>[[File:P61-0_4_1_7-61-(3R)-06222018.png]]</center> |
| − | <center><P61-0_4_1_7-61-(6D1)-06122018.png></center> | + | <!--center><P61-0_4_1_7-61-(3R)-06222018.png></center--> |
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| − | :b) The second step is to right-click any of the selected task/milestones to access the '''context menu''' shown below:
| + | 10) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager 6.1 provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''PVE'''. |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6I)-06122018.png]]</center>
| + | 11) If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time. |
| − | <center><P61-0_4_1_7-61-(6I)-06122018.png></center>
| + | |
| | | | |
| − | :c) When you click the '''Insert task link(s)''' command in the task/milestone right-click '''context menu '''the '''Daisy Chained '''manual '''Task Link''' looks like this: | + | :a) More information on the controls in the '''Where Are My Links?''' form can be in the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]]. <!--19.5.1-61.--> |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6F)-06122018.png]]</center>
| + | :b) '''Editing''' the '''show/hide status '''of '''Task Link(s) '''in the '''Where Are My Links?''' form as described above can turn the '''edited Task Link(s) '''into '''maverick Task Link(s)'''. The '''edit''' made to any entry in the '''Where Are My Links?''' form applies to the '''current snapshot'''. |
| − | <center><P61-0_4_1_7-61-(6F)-06122018.png></center>
| + | |
| | | | |
| − | ====Creating Daisy Chains with the Lasso and Select all Ribbon Options==== | + | ==Related Links== |
| | | | |
| − | 5) For creating simple '''daisy chains''' of manual '''Task Links''' it can be easier to use the '''lasso''' technique with the mouse left-click '''drag and drop '''feature to select all the task/milestones you want to be included in the '''daisy chain''' of manual '''Task Links'''.
| + | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones for Version 6.1 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones]] <!--9.3.1-61--> |
| | | | |
| − | :a) For example, below the mouse is used to select all visible task/milestones by including them inside the '''lasso''' as shown:
| + | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-61--> |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6O)-06202018.png]]</center>
| + | [[Editing Task Links with the Project-View Properties Form for OnePager Pro for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Pro]] <!--19.3.1-61--> |
| − | <center><P61-0_4_1_7-61-(6O)-06202018.png></center>
| + | |
| | | | |
| − | :b) Releasing the mouse left-click in the lower right of the project view selects all the task/milestones within the boundary of the '''lasso''' as shown here:
| + | [[Manual Editing of Task Links for OnePager Pro for Version 6.1 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-61--> |
| | | | |
| − | <center>[[File:P61-0_4_1_7-61-(6P)-06202018.png]]</center>
| + | [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-61--> |
| − | <center><P61-0_4_1_7-61-(6P)-06202018.png></center>
| + | |
| | | | |
| − | :c) To complete the process, right-click on any selected task/milestone to access task/milestone '''context menu '''and click the '''Insert task link(s)''' command.
| + | (19.1.3.1-61) |
| − | | + | |
| − | :d) Doing this causes OnePager Pro or Express 6.1 to draw the '''daisy chain '''manual '''Task Links''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(6Q)-06202018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(6Q)-06202018.png></center>
| + | |
| − | | + | |
| − | :e) As an alternative to using the '''lasso''' to select all task/milestones you can use the OnePager Pro or Express 6.1 ribbon’s '''Home''' tab in the '''Editing '''group of controls to make the selection.
| + | |
| − | | + | |
| − | :f) To do this click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(6R)-06202018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(6R)-06202018.png></center>
| + | |
| − | | + | |
| − | :g) Once all the task/milestones are selected proceed with a right-click on any selected task/milestone to access the '''context menu''' and click the '''Insert task link(s)''' command.
| + | |
| − | | + | |
| − | :6) Using the '''lasso''' or the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' tells OnePager Pro or Express 6.1 that you want the resulting '''daisy chain '''to progress from upper left to lower right.
| + | |
| − | | + | |
| − | :a) Not selecting all tasks/milestones creates a '''daisy chain''' just involving those selected task/milestones with manual '''Task Links''' applied in the order that your manual selection of the task/milestones was made.
| + | |
| − | | + | |
| − | :b) If you need to select some task/milestones but not all by using the '''CTL+Left-Click''' technique for selection, OnePager Pro or Express 6.1 can create a '''daisy chain '''of manual '''Task Links''' in the order selected as shown below where not all visible task/milestones are selected.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(6S)-06202018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(6S)-06202018.png></center>
| + | |
| − | | + | |
| − | :c) With the project view and the task/milestone selections shown above, using either the ribbon command or the '''context menu''' command to '''Insert task link(s)''', results in the project view shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(6T)-06202018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(6T)-06202018.png></center>
| + | |
| − | | + | |
| − | 7) '''Caution:''' Some care is needed when using a combination of the '''lasso''' or '''Select all''' technique with individual task/milestone selections or de-selections to identify those task/milestones to participate in the creation of a '''daisy chain'''.
| + | |
| − | | + | |
| − | :a) If you do the combination of '''lasso''' and then, holding the '''CTL+Left-Click''', you individually select additional task/milestones, OnePager Pro or Express 6.1 may not be able to follow your sequence and interpret your intentions.
| + | |
| − | | + | |
| − | :b) It is recommended that you '''do not '''combine these techniques for selecting task/milestones in a single action but use separate actions in individual steps with the '''Insert task link(s)''' command used between steps while making sure that selected task/milestones are de-selected between steps.
| + | |
| − | | + | |
| − | ==Editing Manual Task Links==
| + | |
| − | | + | |
| − | ===Manual Editing of Task Link Properties in the Project View Editor===
| + | |
| − | | + | |
| − | 1) Manual '''Task Links''' can be easily edited in the project view.
| + | |
| − | | + | |
| − | 2) Editing manual''' Task Links''' results in the edited manual '''Task Link''' becoming a '''maverick'''.
| + | |
| − | | + | |
| − | 3) Manual editing of '''Task Links''' can be done by accessing the '''Task Link Properties''' form which contains the controls found in the '''PVP '''form '''Task Links '''tab’s '''Default Task-Links Formatting '''control group. Using the '''PVP''' form to edit '''Task Links '''is discussed below.
| + | |
| − | | + | |
| − | :a) The '''Task Link Properties '''form is accessed by right-clicking on the manual '''Task Link''' to access the '''context menu''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P61-19_1_2_1-61-(5)-08032018.png]]</center>
| + | |
| − | <center><P61-19_1_2_1-61-(5)-08032018.png></center>
| + | |
| − | | + | |
| − | :b) The '''Task Link Properties '''form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4D)-06222018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4D)-06222018.png></center>
| + | |
| − | | + | |
| − | :c) After making your edits to the selected '''Task Link(s)''', click the '''OK '''button to apply them to the selected '''Task Link(s)'''. This action applies all the edits you made to the selected '''Task Link(s)''' at one time. You can return to the '''Task Link Properties '''form as many times as necessary for further editing to selected '''Task Link(s)'''.
| + | |
| − | | + | |
| − | :d) To restore a manual '''Task Link''' back to its '''default format setting''' you need to select the '''mavericked Task Link(s)''' as shown above and then access the '''Task Link Properties '''form again.
| + | |
| − | | + | |
| − | :e) When the '''Task Link Properties '''form appears, click the '''Use Default Format''' button followed by clicking the '''OK''' button on the form as shown below to restore the '''Task Link''' to default settings:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4C)-06222018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4C)-06222018.png></center>
| + | |
| − | | + | |
| − | ====Editing Manual Task Links====
| + | |
| − | | + | |
| − | 4) Individually editing manual '''Task Link''' is initiated by right-clicking on the manual '''Task Link'''. This action selects the manual '''Task Link '''and accesses the '''context menu''' shown below:
| + | |
| − | | + | |
| − | <center> [[File:P61-0_4_1_7-61-(4F)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4F)-06252018.png></center>
| + | |
| − | | + | |
| − | 5) '''Deleting''' a manual '''Task Link''' includes two options: (1) '''At this snapshot''' and (2)''' At all snapshots'''. The handling of each option in OnePager 6.1 is explained below:
| + | |
| − | | + | |
| − | :a) '''At this snapshot''': '''Deleting''' a manual '''Task Link At this snapshot''' removes its presence from the current snapshot
| + | |
| − | | + | |
| − | ::i) The action also unchecks the entry for this manual '''Task Link''' in the '''Where Are My Links?''' form for this snapshot but the entry remains in the form.
| + | |
| − | ::ii) At this point you can '''UNDO''' the action whereupon the selected manual '''Task Link '''is '''shown''' and the entry for the “deleted at this snapshot” manual '''Task Link''' is rechecked in the '''Where Are My Links?''' form.
| + | |
| − | ::iii) Rechecking the entry yourself also restores the subject manual '''Task Link '''at the current snapshot.
| + | |
| − | | + | |
| − | :b) '''At all snapshots''': '''Deleting''' a manual '''Task Link At all snapshots''' removes the '''Task Links '''presence from '''all snapshots''' and '''deletes''' the manual '''Task Link’s '''entry in the '''Where Are My Links?''' form for all snapshots.
| + | |
| − | | + | |
| − | ::i) Since the entry in the '''Where Are My Links?''' form is gone; the '''deleted''' manual '''Task Link''' cannot be restored through the form.
| + | |
| − | ::ii) However, an immediate '''UNDO '''restores the manual '''Task Link''' '''deleted''' '''At all snapshots''' to visibility in '''all''' snapshots of the project view and restores the entry in the '''Where Are My Links? '''form.
| + | |
| − | | + | |
| − | 6) The '''Order''', '''Add another …''', and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to manual '''Task Links'''.
| + | |
| − | | + | |
| − | :a) The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''.
| + | |
| − | | + | |
| − | :b) This command operates similar to other '''Order''' operations in OnePager.
| + | |
| − | | + | |
| − | :c) The '''Order''' command appears like this when you right-click a link:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4G)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4G)-06252018.png></center>
| + | |
| − | | + | |
| − | 7) The '''Add another … '''command, when clicked, immediately adds another '''Task Link '''to the selected pair of task or milestone with the same properties as the original manual '''Task Link''' selected.
| + | |
| − | | + | |
| − | :a) This allows you to '''“add another”''' manual '''Task Link '''between the two selected task/milestones with different properties.
| + | |
| − | | + | |
| − | :b) The example below shows a second manual '''Task Link''' added that is positioned further to the right of the first selected manual '''Task Link''':
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4H)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4H)-06252018.png></center>
| + | |
| − | | + | |
| − | 8) The '''Put in all snapshots''' command assures that in '''multi-snapshot''' project views that the selected '''Task Link''' is included in snapshots where the two participating task/milestones appear.
| + | |
| − | | + | |
| − | :a) To have manual '''Task Links''' appear in only '''some''' snapshots, they must first be established in '''all''' '''snapshots''' and manually '''deleted''' in those snapshots where the '''Task Links''' are not desired.
| + | |
| − | | + | |
| − | :b) You have the option, as noted in the '''delete''' manual '''Task Links''' discussion above, to '''delete '''manual''' Task Links''' in individual snapshots.
| + | |
| − | | + | |
| − | :c) To do this requires going to the desired snapshot and specifically using the '''Delete''' command with the '''At this snapshot''' sub-command to achieve the desired result as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4I)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4I)-06252018.png></center>
| + | |
| − | | + | |
| − | 9) Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4J)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4J)-06252018.png></center>
| + | |
| − | | + | |
| − | :a) When a manual '''Task Link(s)''' are selected and the '''Properties… '''command is selected from the '''context menu''', all controls in the '''Task Link Properties''' form are '''enabled'''.
| + | |
| − | | + | |
| − | :b) You have the capability to modify all '''properties''' of the manual '''Task Links '''selected including the '''Horizontal Anchor points '''and '''Dependency Type:'''.
| + | |
| − | | + | |
| − | :c) For manual '''Task Links''', all the controls in the '''Horizontal Anchor''' control group are '''enabled''' when the '''Dependency Type:''' window is set to '''Custom'''.
| + | |
| − | | + | |
| − | :d) If you specify a specific '''Dependency Type''' for a selected manual '''Task Link '''(other than '''Custom'''), the '''slider bars''' for the '''Predecessor''' and '''Successor''' are '''disabled''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4K)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4K)-06252018.png></center>
| + | |
| − | | + | |
| − | :c) For manual''' Task Links''', the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor '''control groups are '''enabled'''.
| + | |
| − | | + | |
| − | :d) The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template''' and '''PVP '''form’s '''Task Link''' Tab.
| + | |
| − | | + | |
| − | ::i) Making an edit in the above form such that the edit deviates from the '''default settings''' established in the '''PVP''' form changes the selected '''Task Link(s)''' to a '''maverick.'''
| + | |
| − | ::ii) The settings for a '''mavericked Task Link''' can be '''restored''' to the '''default settings''' by clicking the '''Use Format Defaults''' button shown above.
| + | |
| − | ::iii) This action restores the '''mavericked Task Link '''to the settings in the current '''PVP''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control''' '''group of the form.
| + | |
| − | ::iv) Since '''Task Link mavericking''' is considered to be '''formatting''', edits to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' snapshots.
| + | |
| − | ::v) When clicking the '''Use Format Defaults''' button to restore '''default format properties''' to a '''Task Link''' in one snapshot, the action restores '''default format properties''' to that '''Task Link '''in '''all''' '''snapshots''' that it appears.
| + | |
| − | ::vi) Recall that '''default Task Link '''settings can include '''Task Link Filter rules''' established in the '''Template''' form or by using the '''PVP '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.
| + | |
| − | | + | |
| − | :e) Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected manual '''Task Links'''.
| + | |
| − | | + | |
| − | ===Enhanced Manual Task Link Property Formatting Capabilities===
| + | |
| − | | + | |
| − | ====Using the Task Link Properties Form to Edit Task Link Format Properties====
| + | |
| − | | + | |
| − | 10) As mentioned above, OnePager 6.1 now has an expanded formatting repertoire for '''Task Links '''to give you more options. The '''Task Link Properties '''form is very useful for '''editing''' the '''format properties''' of '''data-driven '''and manual '''Task Links'''.
| + | |
| − | | + | |
| − | 11) Previously, you only had the '''solid connection line type'''.''' '''In OnePager 6.1 all '''five connection line type options''' that are currently supported for '''connection lines''' to '''baselines''', '''deadlines''', '''endpoints '''to task/milestone are included. These '''five connection line options''' are shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4L)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4L)-06252018.png></center>
| + | |
| − | | + | |
| − | 12) In OnePager 6.1 there are enhanced '''Arrow Styles''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4M)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4M)-06252018.png></center>
| + | |
| − | | + | |
| − | :a) There are five '''Begin Type arrow styles '''and five '''End Type arrow styles '''to select from. The default setting is the '''None '''selection for the '''Begin Type''' and the '''Arrow''' selection for the '''End Type'''.
| + | |
| − | | + | |
| − | :b) OnePager 6.1 recognizes which end of the '''connection line''' is the '''Begin''' and '''End '''based upon the '''Dependency Type'''.
| + | |
| − | | + | |
| − | :c) '''Caution:''' You can override OnePager 6.1’s determination of '''Begin''' and '''End Types''' by making your own selections in the dropdown windows shown in the above form.
| + | |
| − | | + | |
| − | 13) You also have options when specifying '''Corner radius''' of a '''Task Link''' '''connection line''' regardless of the '''line option''' selected.
| + | |
| − | | + | |
| − | :a) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the connection line’s '''90 degree bends'''.
| + | |
| − | | + | |
| − | :b) The '''higher''' the pixel count the '''more rounded''' the connection line '''bend''' appears.
| + | |
| − | | + | |
| − | :c) Below is an example of a '''Corner Radius''' of 4:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4N)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4N)-06252018.png></center>
| + | |
| − | | + | |
| − | :d) For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4O)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4O)-06252018.png></center>
| + | |
| − | | + | |
| − | 14) For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4P)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4P)-06252018.png></center>
| + | |
| − | | + | |
| − | :a) Selecting the dropdown’s '''Custom''' option '''enables '''the '''slider bars''' to be used to position the '''Horizontal Anchor points''' for the '''predecessor''' and '''successor'''.
| + | |
| − | | + | |
| − | :b) Selecting any of the other '''Dependency Type:''' options '''disable '''the '''slider bars '''because the selection in the '''Dependency Type:''' dropdown determines the '''Horizontal Anchor points'''.
| + | |
| − | | + | |
| − | 15) There is an additional '''Task Link Dependency type''' for manual '''Task Links '''called the '''Custom Dependency type'''.
| + | |
| − | | + | |
| − | :a) This is the '''default''' setting when you place a manual '''Task Link '''into the project view and shows in the '''Dependency Type:''' window of the '''PVP '''form’s '''Task Link '''tab and '''Task Link Properties '''form.
| + | |
| − | | + | |
| − | :b) The initial '''Custom Dependency Type''' for manual '''Task Links''' is Finish-to-Start (FS).
| + | |
| − | | + | |
| − | :c) You can edit the '''default''' setting for manual '''Task Links '''to any other '''Dependency Type '''(i.e., FF, FS, SF, or SS) which sets the manual '''Task Links''' horizontal '''Begin point '''and '''End point shape’s positions'''.
| + | |
| − | | + | |
| − | :d) If you reset the '''Dependency Type''' for a manual '''Task Link '''using the '''Dependency Type:''' dropdown window in the forms, the '''slider bars '''for '''Predecessor '''or '''Successor''' are '''disabled'''.
| + | |
| − | | + | |
| − | :e) Leaving the '''Dependency Type:''' window set to '''Custom''' '''enables''' the '''slider bars '''for '''Predecessor '''and '''Successor '''and allows you to use them to position '''Begin point '''and '''End point shapes '''for the manual '''Task Link'''.
| + | |
| − | | + | |
| − | :f) When a manual '''Task Link '''is selected with a right-click and the '''Properties … '''command is selected the '''Task Link Properties''' form is brought up as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4J)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4J)-06252018.png></center>
| + | |
| − | | + | |
| − | 16) Finally, for both manual '''Task Links''', you have control over where the '''Task Link Vertical Anchors''' connect to the task/milestone. There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' tasks''' '''as follows:
| + | |
| − | | + | |
| − | :a) '''Top''': The '''Task Link connection line''' '''anchors''' at the '''Top''' of the task/milestone and '''departs vertically '''or '''horizontally''' from the '''Top'''.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4Q)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4Q)-06252018.png></center>
| + | |
| − | | + | |
| − | :b) '''Middle''': The '''Task Link''' '''connection line anchors''' at the '''vertical center''' of the task/milestone and '''departs horizontally''' or '''vertically '''from the '''middle'''.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4R)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4R)-06252018.png></center>
| + | |
| − | | + | |
| − | :c) '''Bottom''': The '''Task Link connection line anchors''' at the '''bottom '''of the task or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4S)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4S)-06252018.png></center>
| + | |
| − | | + | |
| − | :d) '''Auto''': The '''Auto''' '''option''' is the '''default''' option employed by OnePager 6.1 so that it can initially make decisions on how best to vertically position the '''Begin point''' and '''End point shapes''' of the '''Task Link''' '''connection line''' routing through the project view. The '''Task Link’s Dependency Type''' is preserved.
| + | |
| − | | + | |
| − | ===Editing Daisy Chain Properties in the Project View Editor===
| + | |
| − | | + | |
| − | 17) Recall that '''Daisy Chains''' are represented in the project view as a set of individual manual '''Task Links''' conveniently created with simple technique.
| + | |
| − | | + | |
| − | 18) As such, the manual '''Task Links''' included in the '''Daisy Chain '''set can be '''edited '''using the techniques discussed above by selecting either a single manual '''Task Link '''in the set or multiple manual '''Task Links'''. Once selected '''editing''' is accomplished as described above.
| + | |
| − | | + | |
| − | 19) Manual '''Task Links''' included in the '''Daisy Chain '''set are not represented as such in the '''Where Are My Links?''' form but as individual manual '''Task Link '''entries. | + | |
| − | | + | |
| − | ==Global Task Link Property Editing Capabilities Using the Template and PVP forms ==
| + | |
| − | | + | |
| − | 1) '''Global editing''' of all '''Task Links '''can be performed in two ways: | + | |
| − | | + | |
| − | :(1) Using the '''Template '''form’s '''Task Link''' tab, or
| + | |
| − | | + | |
| − | :(2) Using the '''PVP''' form’s '''Task Link '''tab
| + | |
| − | | + | |
| − | 2) Both the '''Template '''and the '''PVP''' form’s '''Task Link '''tabs have mostly the same controls so this section describes the controls in the '''PVP''' form’s '''Task Link''' tab. These same control operations work the same in the '''Template''' form’s''' Task Link''' tab.
| + | |
| − | | + | |
| − | ===Template Form Task Link Properties Tab===
| + | |
| − | | + | |
| − | 3) As with all '''“editing”''' with the '''Template''' form, edits made in the '''Template''' form control how the first project view is created. | + | |
| − | | + | |
| − | 4) After a project view is created, '''global editing''' is performed with the '''Project-View Properties''' ('''PVP''') form.
| + | |
| − | | + | |
| − | 5) The '''Template''' form '''Task Link''' tab looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4)-06222018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4)-06222018.png></center>
| + | |
| − | | + | |
| − | ===Project-View Properties (PVP) Form Task Link Properties Tab===
| + | |
| − | | + | |
| − | 6) The '''Template '''form and the '''PVP''' form’s '''Task Links''' tab have a '''“master”''' control for turning the '''Task Link '''feature '''ON''' and '''OFF''' and '''two major control groups''' for the '''PVP '''form are shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4A)-06222018.png]] </center>
| + | |
| − | <center><P61-0_4_1_7-61-(4A)-06222018.png> </center>
| + | |
| − | | + | |
| − | 7) '''Show task links '''checkbox: This major control is available in both the '''Template''' and''' PVP''' form’s '''Task Links '''tab.
| + | |
| − | | + | |
| − | :a) This checkbox, when checked '''ON''', '''enables''' the entire '''Task Link''' feature in OnePager 6.1.
| + | |
| − | | + | |
| − | :b) If this checkbox is turned '''OFF''' in the '''Template '''form, no '''data-driven Task Links '''are '''imported'''.
| + | |
| − | | + | |
| − | :c) Likewise, if this checkbox is turned '''OFF '''in the '''Template '''form, no manual '''Task Links '''can be created.
| + | |
| − | | + | |
| − | 8) '''Default Task Link Formatting '''control group: Initially, this control group is set to the distributed '''default '''settings for manual and '''data-driven Task Links'''. These controls are used for detailed formatting of all '''Task Links''' '''shown'''. The control sub-group controls include:
| + | |
| − | | + | |
| − | :a) '''Line Style''' sub-group: The '''Line Style''' controls provide the means to select the '''connection line color''', the '''Width''' of the '''connection lines''', the '''connection line Dash type''', and the '''connection line Corner radius'''.
| + | |
| − | | + | |
| − | :b) The '''Line Style''' '''Width''' and '''Dash type''' are defined the same as used elsewhere in OnePager for '''connection lines''' associated with '''baselines''', '''endpoints''', and '''comment boxes'''.
| + | |
| − | | + | |
| − | :c) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the '''connection line’s''' 90 degree corners. The larger the pixel count, the more rounded the '''connection line''' corner appears. See example in the section above titled: '''Using the Task Link Properties Form to Edit Task Link Format Properties'''.
| + | |
| − | | + | |
| − | :d) '''Arrow Style''': The '''Arrow Style''' control sub-group allows you to select the '''Begin Type anchor point shape''' and '''End Type anchor point shape''' for each '''Task Link'''. You also have control over the '''size '''of each '''anchor point shape'''.
| + | |
| − | | + | |
| − | :e) '''Horizontal Anchor (Manual Task Links Only)''' controls: This control sub-group permits you to specify the '''Dependency Type''' for manual '''Task Links '''only. You also have '''slider bar''' controls over the positioning of the '''Begin''' '''point shape''' of the '''Task Link''' on the '''predecessor '''task/milestone and the positioning of the '''End point shape''' on the '''successor '''task/milestone.
| + | |
| − | | + | |
| − | :f) '''Vertical Anchor (All Task Links) '''controls: This control sub-group gives you control over where the '''Task Links''' are connected to the '''predecessor '''and '''successor''' task/milestones in terms of the '''Top''' of the task/milestone, the '''Middle''', or the '''Bottom''' for '''predecessor '''and '''successor '''task/milestones. Clicking the '''Auto''' radio button '''ON''' tells OnePager 6.1 to make this determination as best it can to avoid cluttering within the project view.
| + | |
| − | | + | |
| − | 9) '''Data-Driven Task Links '''control group: This control group does not apply to manual '''Task Links''' but is mentioned here for completeness in this discussion because it controls the '''import''' of '''data-driven Task Links''' by:
| + | |
| − | | + | |
| − | :a) Providing the controls for turning''' ON''' and '''OFF''' the '''data-driven Task Link''' '''import '''and '''show '''feature,
| + | |
| − | | + | |
| − | :b) Specifying globally what '''data-driven Task Links''' are '''shown''',
| + | |
| − | | + | |
| − | :c) Providing access to the '''Task Link Filter Rules''' form, and
| + | |
| − | | + | |
| − | :d)Providing access to the '''Where Are My Links? '''form.
| + | |
| − | | + | |
| − | 10) For OnePager Express 6.1, not shown above, the '''Data-Driven Task Links''' control group has controls for specifying which '''source plan''' '''field''' name is used by OnePager Express 6.1 as the '''predecessor''' '''field''' to '''import''', and the '''syntax format selection''' for the '''predecessor '''information.
| + | |
| − | | + | |
| − | ==Other Topics==
| + | |
| − | | + | |
| − | ====Selecting Multiple Task Links to Edit with the Task Link Properties Form====
| + | |
| − | | + | |
| − | 1) OnePager Pro 6.1 permits you to select multiple manual '''Task Links''' using the '''CTL+Left-Click''' method.
| + | |
| − | | + | |
| − | 2) Because there are two different types of '''Task Links''' that can be '''shown''', it is recommended that when making multiple '''Task Link '''selections that the set selected consist of only one type.
| + | |
| − | | + | |
| − | :a) When you want to access the '''Task Link’s''' '''context menu''' and you select '''Task Links '''of different types, OnePager 6.1 provides the '''context menu''' for the '''Task Link '''type which you used the right-click to access the '''context menu'''.
| + | |
| − | | + | |
| − | :b) If you selected a manual '''Task Link''' first, and with the '''CTL+Left-Click''' you selected a '''data-driven Task Link '''second, followed by a right-click on the '''data-driven Task Link, '''OnePager 6.1 provides the '''data-driven Task Link’s context menu'''.
| + | |
| − | | + | |
| − | :c) If you reverse the selection above and right-click on the manual '''Task Link '''second, OnePager 6.1 provides the manual '''Task Link’s context menu'''.
| + | |
| − | | + | |
| − | :d) The difference between the two types of '''context menus''' is that the '''data-driven Task Link context menu''' has the '''Hide '''command while the manual '''Task Link context menu''' has the '''Delete '''command.
| + | |
| − | | + | |
| − | :e) The remaining commands in the two types of '''context menus''' are almost identical with the exception that the manual '''Task Link’s context menu''' has the '''Add another …''' command and the '''data-driven Task Link’s context menu''' does not.
| + | |
| − | | + | |
| − | 3) When you do make multiple '''Task Link '''selections of '''different types''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4Y)-06272018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4Y)-06272018.png></center>
| + | |
| − | | + | |
| − | :a) In the '''Task Link Properties''' form above accessed by multiple selection of different types of '''Task Links''' all control groups are '''enabled '''except the '''Horizontal Anchor (Manual Links Only) '''control group which is '''disabled'''.
| + | |
| − | | + | |
| − | :b) For all the selected '''Task Links''' regardless of type (manual or '''data-driven''') you can edit the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor (All Links) '''settings.
| + | |
| − | | + | |
| − | :c) '''Caution: '''You can override OnePager 6.1’s determination of '''Begin''' and '''End Types''' by making your own selections in the above form.
| + | |
| − | | + | |
| − | 4) When you make multiple '''Task Link '''selections of the '''same type''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks the same as the illustration above except that OnePager 6.1 can be able to identify the '''connection line color''' and show it in the form.
| + | |
| − | | + | |
| − | :a) When multiple '''data-driven Task Links '''are selected, the '''Task Link Properties '''form is accessed with the '''Horizontal Anchor (Manual Links Only)''' control group '''disabled'''. All other control groups are '''enabled''' in this situation.
| + | |
| − | | + | |
| − | :b) When multiple manual''' Task Links''' are selected, the '''Task Link Properties '''form is accessed with all control groups '''enabled'''.
| + | |
| − | | + | |
| − | ====Repositioning Task Link Connection Lines Using Drag and Drop Methods====
| + | |
| − | | + | |
| − | 5) You can use '''drag and drop''' methods for editing the '''connection line '''routing of '''Task Links '''and the position of '''Begin '''and '''End point shapes '''on their respective task/milestones. This capability was not provided in previous versions of OnePager but it is in OnePager 6.1 as described here.
| + | |
| − | | + | |
| − | 6) When one or more '''Task Links''' are selected, the '''Task Link Begin '''and '''End point shapes''' are represented with '''green grab points '''on '''predecessor '''and '''successor '''tasks as shown in the illustration in the next paragraph.
| + | |
| − | | + | |
| − | 7) '''Task Link connection lines''' have '''yellow grab points''' on the '''connection''' '''line segments''' in the middle if the '''Task Link''' is displayed as a '''multi-segment connection line''' as shown in the examples below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4T)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4T)-06252018.png></center>
| + | |
| − | | + | |
| − | 8) Clicking on any of these '''grab points''' allows you to use your mouse to move the '''Begin '''or''' End point shapes '''or the '''connection line segments''' in the '''PVE'''.
| + | |
| − | | + | |
| − | 9) Although you can select multiple '''Task Links''' and the '''green''' and '''yellow''' '''grab points''' are provided, OnePager 6.1 only allows you to use the '''drag and drop''' method of repositioning the '''connection line''' or the '''Begin '''or '''End point shape''' on one '''Task Link '''at a time. When using the '''drag and drop '''method, the other selected '''Task Links '''remain selected.
| + | |
| − | | + | |
| − | 10) For''' Begin''' and '''End point shapes''', the '''green grab points '''do not come off of the task/milestone. The selection''' grab points''' behave as follows when using your mouse to adjust their positions:
| + | |
| − | | + | |
| − | :a) '''Beginning and Ending Green Grab Points''': These '''green grab points''' can be moved up and down between three positions on the task/milestone to fine tune their position '''vertically '''as shown in the sequence below:
| + | |
| − | | + | |
| − | <center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
| + | |
| − | <center>[[File:P61-0_4_1_7-61-(4U)-06252018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4U)-06252018.png></center>
| + | |
| − | | + | |
| − | <center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
| + | |
| − | <center>[[File:P61-0_4_1_7-61-(4V)-06252018.png]] </center>
| + | |
| − | <center><P61-0_4_1_7-61-(4V)-06252018.png></center>
| + | |
| − | | + | |
| − | ::i) When a '''Task Link '''is selected as shown in the first illustration above, OnePager 6.1 indicates where the '''Begin '''and '''End point shapes positions''' are with '''green grab points'''.
| + | |
| − | ::ii) If you select the '''End point shape''' of the '''Task Link '''as shown in the second illustration above, OnePager 6.1 provides '''unfilled green grab points''' to indicate valid '''snap-to-positions''' for the '''End point shape.'''
| + | |
| − | ::iii) If you position the '''Task Link’s End point shape''' in between the '''snap-to-positions '''and release the mouse button the '''Task Link’s End point shape '''moves to the nearest '''snap-to-position'''.
| + | |
| − | ::iv) For manual '''Task Links''', you are able to '''drag''' the '''Begin''' and '''End point shape’s''' '''green grab points horizontally''' to adjust the '''horizontal anchor position '''as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4W)-06252018.png]] </center>
| + | |
| − | <center><P61-0_4_1_7-61-(4W)-06252018.png></center>
| + | |
| − | | + | |
| − | :b) '''Middle Yellow Grab Points''': When there is a '''multi-segment connection line '''representing a '''Task Link''', the '''yellow grab point(s) '''in the '''middle''' of the '''multi-segment connection line''' are displayed when the '''Task Link '''is selected''' '''as shown here:''' '''
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4X)-06252018.png]] </center>
| + | |
| − | <center><P61-0_4_1_7-61-(4X)-06252018.png></center>
| + | |
| − | | + | |
| − | ::i) Grabbing a '''middle yellow grab point '''with the mouse allows you to move the '''yellow grab point '''in either a '''horizontal''' or '''vertical''' direction within the '''graph'''.
| + | |
| − | ::ii) Attempting to move '''yellow grab point''' too far in the '''graph area '''can produce unexpected results.
| + | |
| − | ::iii) You can manipulate the '''middle yellow grab point''' for either a manual '''Task Link''' without causing the '''Task Link''' to become a '''maverick'''.
| + | |
| − | | + | |
| − | ====Repositioning Task Link Connection Lines on Various Task Shapes====
| + | |
| − | | + | |
| − | 11) OnePager Pro 6.1 has a variety of task shapes available, so we have a few tips for repositioning '''Task Link Begin/End points '''when working with a task shape with rounded or pointed ends.
| + | |
| − | | + | |
| − | :a) The two tasks shown below are rectangular with a '''Task Link Connection Line''' '''Begin point''' originating the '''Predecessor’s bottom vertical anchor''' to the '''Successor’s top vertical anchor''':
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4Z)-08022018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4Z)-08022018.png></center>
| + | |
| − | | + | |
| − | :b) Changing the '''Successor '''task shape to a shape with a point on both ends, as in the example below, shifts the '''Task Link Connection Line’s End point '''to appear to be at the '''Successor’s middle vertical anchor''': In reality, the top anchor position have moved downward on the shape do to its geometry.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4ZA)-08022018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4ZA)-08022018.png></center>
| + | |
| − | | + | |
| − | :c) For a more clear view of how '''Task '''Links are attaching to your task shapes, right-click on the '''Task Link '''and click the '''Properties … '''command. You can now see that the '''Vertical Anchor point''' for this '''Successor '''task is likely set to '''Auto '''as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4ZC)-08022018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4ZC)-08022018.png></center>
| + | |
| − | | + | |
| − | :d) Editing the '''Vertical Anchor '''settings for the '''Successor '''task to '''Top''', '''Middle''', or '''Bottom '''enables you to know for sure where the '''Task Link''' is attaching.
| + | |
| − | | + | |
| − | <center>[[File:P61-0_4_1_7-61-(4ZD)-08022018.png]]</center>
| + | |
| − | <center><P61-0_4_1_7-61-(4ZD)-08022018.png></center>
| + | |
| − | | + | |
| − | :e) It is recommended that consideration be given to task shape and '''connection line routing''' when considering using the drag and drop method to reposition '''Task Link Begin/End Vertical Anchor points'''.
| + | |
| − | | + | |
| − | ==Related Links==
| + | |
| − | | + | |
| − | [[Creating and Managing Curtains for Version 6.1 | Creating and Managing Curtains]] 16.0.1-61
| + | |
| − | | + | |
| − | [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] 19.5.1-61
| + | |
| − | | + | |
| − | [[Background Images for Version 6.1 (Portal) | Background Images (Portal)]] 20.0.1-61
| + | |
| − | | + | |
| − | [[Deleting, Ordering, and Changing Images for Version 6.1 | Deleting, Ordering, and Changing Images]] 20.4.1-61
| + | |
| − | | + | |
| − | (19.2.1-61)
| + | |
| | | | |
| | [[Category:Version 6.1]] | | [[Category:Version 6.1]] |
| − | [[Category:Editing a Project View]] | + | [[Category:OnePager Pro]] |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| − | [[Category:Manual Task Links]] | + | [[Category:Snapshots]] |
| − | [[Category:Data-Driven Task Links]] | + | [[Category:Snapshot Independent]] |
| | [[Category:Task/Milestone]] | | [[Category:Task/Milestone]] |
| − | [[Category:Ribbon]] | + | [[Category:Template]] |
| − | [[Category:Snapshots]]
| + | |
| − | [[Category:Project Views]]
| + | |
| − | [[Category:Templates]]
| + | |
| | [[Category:Project-View Properties]] | | [[Category:Project-View Properties]] |
| | [[Category:Task Links Tab]] | | [[Category:Task Links Tab]] |
| | [[Category:Where Are My Links?]] | | [[Category:Where Are My Links?]] |
| − | [[Category:OnePager Pro]] | + | [[Category:Where’s My Stuff?!]] |
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