Difference between revisions of "Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0"

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(Changing the Representation of Task Bars/Milestone Symbols)
 
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==Hiding and Unhiding Task/Milestone Text Labels==
 
==Hiding and Unhiding Task/Milestone Text Labels==
  
1) Since the method for selecting '''task bar name labels''' changed in OnePager Pro and Express version 7.0, it is strongly recommended that you read this article before proceeding further:  [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-70.
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Since the method for selecting '''task bar name labels''' changed in OnePager Pro and Express version 7.0, it is strongly recommended that you read this article before proceeding further:  [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
  
 
===Hiding Task Bar Name Labels Using the Home Ribbon Tool Bar Tab's Label Position Dropdown===
 
===Hiding Task Bar Name Labels Using the Home Ribbon Tool Bar Tab's Label Position Dropdown===
 +
<!--Depends on the outcome of Bugzilla 7638-->
  
2)  The easiest way to '''hide''' a '''task bar name label''' is to select it with a left-click.   
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The easiest way to '''hide''' a '''task bar name label''' is to select it with a left-click.  This action '''enables''' the '''Label Position''' controls on the '''Home''' ribbon tool bar tab. Click the '''Label Position''' button to access the '''Label Position''' dropdown and click the '''Hide''' command as shown below:
 
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3) This action '''enables''' the '''Label Position''' controls on the '''Home''' ribbon tool bar tab.
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4) Click the '''Label Position''' button to access the '''Label Position''' dropdown and click the '''Hide''' command as shown below:
+
  
 
<center>[[File:P70-9_3_1-(1)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(1)-05182020.png]]</center>
<center>P70-9_3_1-(1)-05182020.png</center>
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<!--<center>P70-9_3_1-(1)-05182020.png</center>-->
  
5) At the completion of the operation, the chart looks like this:
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At the completion of the operation, the chart looks like this:
  
 
<center>[[File:P70-9_3_1-(2)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(2)-05182020.png]]</center>
<center>P70-9_3_1-(2)-05182020.png</center>
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<!--<center>P70-9_3_1-(2)-05182020.png</center>-->
  
===UnHiding Task Bar Name Labels Using the Home Ribbon Tool Bar Tab's Label Position Dropdown===
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===Unhiding Task Bar Name Labels===
 +
 
 +
In previous versions of OnePager Pro and Express when a '''task bar name label''' is '''hidden''', dragging the mouse over the area in the '''graph''' where the '''task bar name label''' was previously shown caused the cursor to change to a '''arrow plus sign'''. Left-clicking on this '''arrow plus sign''' selected the '''task bar''' and its '''task bar name label'''. In OnePager Pro and Express version 7.0, this feature is '''removed''' because in version 7.0 the selection of the '''task bar''' and the associated '''task bar name label''' are '''decoupled'''.
 +
 
 +
<!--It is recommended that the technique in the sub-section that follows be used to '''unhide''' any '''hidden task bar name labels''' in the '''graph'''. Mousing around the task bar is a way to find the '''hidden task bar name label''' as the mouse cursor changes to an '''arrow plus sign''' as shown below:
  
 
6) Although the '''task bar name label''' in the illustration above is '''hidden''' in the chart it can still be '''selected''' with the left-click.   
 
6) Although the '''task bar name label''' in the illustration above is '''hidden''' in the chart it can still be '''selected''' with the left-click.   
 
7) Mousing around the task bar is a way to find the '''hidden task bar name label''' as the mouse cursor changes to an '''arrow plus sign''' as shown below:
 
  
 
<center>[[File:P70-9_3_1-70-(1C)-06212019.png]]</center>
 
<center>[[File:P70-9_3_1-70-(1C)-06212019.png]]</center>
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<center>P70-9_3_1-(3)-05182020.png</center>
 
<center>P70-9_3_1-(3)-05182020.png</center>
  
8) Performing a left-click with the cursor in the '''arrow plus sign''' configuration highlights the '''task bar name label's border''' but the '''task bar name label''' itself remains '''hidden''' as shown here:
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Performing a left-click with the cursor in the '''arrow plus sign''' configuration highlights the '''task bar name label's border''' but the '''task bar name label''' itself remains '''hidden''' as shown here:
  
 
<center>[[File:P70-9_3_1-70-(1D)-06212019.png]]</center>
 
<center>[[File:P70-9_3_1-70-(1D)-06212019.png]]</center>
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<center>P70-9_3_1-(4)-05182020.png</center>
 
<center>P70-9_3_1-(4)-05182020.png</center>
  
9) When a '''hidden task bar name label''' is selected in this manner the '''Label Position''' controls are '''enabled'''.   
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When a '''hidden task bar name label''' is selected in this manner the '''Label Position''' controls are '''enabled'''.  It is possible to access the '''Label Position''' dropdown and to select one of the other options to '''re-position''' the '''hidden task bar name label'''.  The simplest way to '''unhide a hidden task bar name label''' using the '''Label Position''' controls is to select the original '''label position''' for the '''hidden task bar name label''' before it was '''hidden'''. You may also select a different '''label position''' for the '''hidden task bar name label''' using the '''Label Position''' controls.  For illustrative purposes, suppose the '''hidden task bar label''', previously to the right of its associated task bar, needs to be put in a '''Comment Box'''. This can be done by assuring that the '''hidden task bar name label''' is selected as described above. With the '''hidden task bar name label''' selected, go to the '''Label Position''' button on the '''Home''' ribbon tool bar tab, access the dropdown, and click the '''In comment box''' option.  The result is shown below after '''re-positioning''' the '''Comment Box''':
 
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10) It is possible to access the '''Label Position''' dropdown and to select one of the other options to '''re-position''' the '''hidden task bar name label'''.   
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11) The simplest way to '''unhide a hidden task bar name label''' using the '''Label Position''' controls is to select the original '''label position''' for the '''hidden task bar name label''' before it was '''hidden'''.
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12) You may also select a different '''label position''' for the '''hidden task bar name label''' using the '''Label Position''' controls.   
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13) For illustrative purposes, suppose the '''hidden task bar label''', previously to the right of its associated task bar, needs to be put in a '''Comment Box'''.
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14) This can be done by assuring that the '''hidden task bar name label''' is selected as described above.
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15) With the '''hidden task bar name label''' selected, go to the '''Label Position''' button on the '''Home''' ribbon tool bar tab, access the dropdown, and click the '''In comment box''' option.   
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16) The result is shown below after '''re-positioning''' the '''Comment Box''':
+
  
 
<center>[[File:P70-9_3_1-70-(1E)-06212019.png]]</center>
 
<center>[[File:P70-9_3_1-70-(1E)-06212019.png]]</center>
 
<center>P70-9_3_1-70-(1E)-06212019.png</center>
 
<center>P70-9_3_1-70-(1E)-06212019.png</center>
 
<center>[[File:P70-9_3_1-(5)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(5)-05182020.png]]</center>
<center>P70-9_3_1-(5)-05182020.png</center>
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<center>P70-9_3_1-(5)-05182020.png</center> -->
  
 
===Hiding/Unhiding Task Bar Name Labels Using the Format... Command in the Right-Click Context Menu===
 
===Hiding/Unhiding Task Bar Name Labels Using the Format... Command in the Right-Click Context Menu===
  
17) You can '''hide''' one or more of the '''task bar name labels'''.  
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You can '''hide''' one or more of the '''task bar name labels'''. To do this, make a selection in the '''Chart Editor''' by right-clicking one or more '''task bar name labels''' to access the the '''context menu''' shown here:
 
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18) To do this, make a selection in the '''Chart Editor''' by right-clicking one or more '''task bar name labels''' to access the the '''context menu''' shown here:
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<center>[[File:P70-9_3_1-(6-1)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(6-1)-05182020.png]]</center>
<center>P70-9_3_1-(6-1)-05182020.png</center>
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<!--<center>P70-9_3_1-(6-1)-05182020.png</center>-->
  
19) Click the “Format…” command then navigate to the '''Task Labels''' tab as shown below:  
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Click the “Format…” command then navigate to the '''Task Labels''' tab as shown below:  
  
 
<center>[[File:P70-9_3_1-(7)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(7)-05182020.png]]</center>
<center>P70-9_3_1-(7)-05182020.png</center>
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<!--<center>P70-9_3_1-(7)-05182020.png</center>-->
 
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20) Uncheck the '''Show Task/Milestone label''' checkbox '''OFF''', shown above, to '''hide''' the selected '''task bar name labels'''.
+
  
21) Alternatively, you can click the '''Hide''' option as shown below in the '''Label Position''' dropdown on the '''Home''' ribbon tool bar tab to '''hide''' the '''task bar name label''' for the selected task bar/milestone symbol.
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Uncheck the '''Show Task/Milestone label''' checkbox '''OFF''', shown above, to '''hide''' the selected '''task bar name labels'''. Alternatively, you can click the '''Hide''' option as shown below in the '''Label Position''' dropdown on the '''Home''' ribbon tool bar tab to '''hide''' the '''task bar name label''' for the selected task bar/milestone symbol.
  
 
<center>[[File:P70-9_3_1-(1)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(1)-05182020.png]]</center>
<center>P70-9_3_1-(1)-05182020.png</center>
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<!--<center>P70-9_3_1-(1)-05182020.png</center>-->
  
22) If you have previously '''hidden''' the '''task bar name label''' of any task bars/milestone symbols, you can '''unhide''' them by going back to the '''Task Labels''' tab of the '''Change Task/Milestone Properties''' form shown above and rechecking the '''Show task/milestone label''' checkbox back to '''ON'''.  
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If you have previously '''hidden''' the '''task bar name label''' of any task bars/milestone symbols, you can '''unhide''' them by going back to the '''Task Labels''' tab of the '''Change Task/Milestone Properties''' form shown above and rechecking the '''Show task/milestone label''' checkbox back to '''ON'''. Or, you can click the '''UNDO''' command above the '''Ribbon''' tool bar tabs.
 
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23) Or, you can click the '''UNDO''' command above the '''Ribbon''' tool bar tabs.
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==Hiding and Unhiding Task Bars and Milestones Symbols==
 
==Hiding and Unhiding Task Bars and Milestones Symbols==
  
1) You can '''hide''' task bars/milestone symbols alone with its '''task bar name label'''.  
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You can '''hide''' task bars/milestone symbols alone with its '''task bar name label'''. To do this, select one or several task bars/milestone symbols and then use the right-click on one of them to access the '''task bar''' right-click '''context menu'''.  Then click the '''Hide''' command in the '''context menu''' shown below:
 
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2) To do this, select one or several task bars/milestone symbols and then use the right-click on one of them to access the '''task bar''' right-click '''context menu'''.   
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3) Then click the '''Hide''' command in the '''context menu''' shown below:
+
  
 
<center>[[File:P70-9_3_1-(8)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(8)-05182020.png]]</center>
<center>P70-9_3_1-(8)-05182020.png</center>
+
<!--<center>P70-9_3_1-(8)-05182020.png</center>-->
  
4) When the operation is complete the chart looks like this:
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When the operation is complete the chart looks like this:
  
 
<center>[[File:P70-9_3_1-(9)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(9)-05182020.png]]</center>
<center>P70-9_3_1-(9)-05182020.png</center>
+
<!--<center>P70-9_3_1-(9)-05182020.png</center>-->
  
5) When task bars/milestone symbol's and '''task bar name labels''' are '''hidden''' along with their associated '''Task Links''' as well.
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When task bars/milestone symbol's and '''task bar name labels''' are '''hidden''' along with their associated '''Task Links''' as well. If you have '''hidden''' some task bars/milestone symbols and '''task bar name labels''' and want to make them all visible again, go to the '''Home''' ribbon tool bar tab’s '''Editing''' control group and click the '''Show/Hide''' dropdown menu. Then, click the '''Show All Tasks/Milestones''' command as shown below:
 
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6) If you have '''hidden''' some task bars/milestone symbols and '''task bar name labels''' and want to make them all visible again, go to the '''Home''' ribbon tool bar tab’s '''Editing''' control group and click the '''Show/Hide''' dropdown menu.
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7) Then, click the '''Show All Task/Milestones''' command as shown below:
+
  
 
<center>[[File:P70-9_3_1-(10)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(10)-05182020.png]]</center>
<center>P70-9_3_1-(10)-05182020.png</center>
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<!--<center>P70-9_3_1-(10)-05182020.png</center>-->
  
8) When '''task bar name labels''' are '''hidden''' separate from their associated task bar/milestone symbol, the '''Show All Task/Milestones''' command in the '''Show/Hide''' dropdown menu does '''NOT''' restore visibility to these '''hidden task bar name labels'''.   
+
When '''task bar name labels''' are '''hidden''' separate from their associated task bar/milestone symbol, the '''Show All Task/Milestones''' command in the '''Show/Hide''' dropdown menu does '''NOT''' restore visibility to these '''hidden task bar name labels'''.  Separately '''hidden task bar name labels''' can be restored by right-clicking on their visible task bar/milestone symbol, accessing the '''task bar''' right-click '''context menu''' and clicking the '''Format...''' command to access the '''Change Task/Milestone Properties''' form. At the '''Task Labels''' tab and recheck the '''Show task/milestone labels''' checkbox '''ON'''. '''Unhiding''' task bars/milestone symbols with '''Task Links''' '''unhides''' the '''Task Links''' if the chart is set up to '''show Task Links'''.
 
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9) Separately '''hidden task bar name labels''' can be restored by right-clicking on their visible task bar/milestone symbol, accessing the right-click '''context menu''' and clicking the '''Format...''' command to access the '''Change Task/Milestone Properties''' form .
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10) At the '''Task Labels''' tab and recheck the '''Show task/milestone labels''' checkbox '''ON'''.
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11) '''Unhiding''' task bars/milestone symbolss with '''Task Links''' '''unhides''' the '''Task Links''' if the chart is set up to '''show Task Links'''.
+
  
 
==Moving Task Bars/Milestone Symbols to Different Rows==
 
==Moving Task Bars/Milestone Symbols to Different Rows==
  
1) A lot of the power of OnePager comes from its efficient handling of space in the '''graph'''.  
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A lot of the power of OnePager comes from its efficient handling of space in the '''graph'''. To manage vertical space, it is often very useful to move task bars/milestone symbols so that several of them occupy the same '''row'''. To do this in the '''Chart Editor''', select one or multiple task bars or milestone symbols. From here you can change '''row position assignments''' several ways:
 
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2) To manage vertical space, it is often very useful to move task bars/milestone symbols so that several of them occupy the same '''row'''.  
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3) To do this in the '''Chart Editor''', select one or multiple task bars or milestone symbols.  
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4) From here you can change '''row position assignments''' several ways:
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===Drag and Drop the Selected Task Bar with the Mouse===   
 
===Drag and Drop the Selected Task Bar with the Mouse===   
  
5) After selecting the desired task bar/milestone symbol, you can drag it up or down to a '''new row position'''.  
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After selecting the desired task bar/milestone symbol, you can drag it up or down to a '''new row position'''. Note that it is not possible to drag task bars/milestone symbols left or right. This prohibition is to protect the '''integrity of the data imported''' from the Microsoft Project or Microsoft Excel '''source plan''' that provided the task bar/milestone symbol’s original '''Start''' and '''Finish dates'''.  To move any task bar/milestone symbol from one '''row to another row''', first left-click the task bar/milestone symbol to select it. With the left-click button held down, '''drag''' the selected task bar/milestone symbol to the desired '''new row''' as shown in the '''BEFORE''' and '''AFTER''' illustrations below:
 
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6) Note that it is not possible to drag task bars/milestone symbols left or right.  
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7) This prohibition is to protect the '''integrity of the data imported''' from the Microsoft Project or Microsoft Excel '''source plan''' that provided the task bar/milestone symbol’s original '''Start''' and '''Finish dates'''.   
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8) To move any task bar/milestone symbol from one '''row to another row''', first left-click the task bar/milestone symbol to select it.
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9) With the left-click button held down, drag the selected task bar/milestone symbol to the desired '''new row''' as shown in the '''BEFORE''' and '''AFTER''' illustrations below:
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<center>'''BEFORE'''</center>
 
<center>'''BEFORE'''</center>
 
<center>[[File:P70-9_3_1-(11)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(11)-05182020.png]]</center>
<center>P70-9_3_1-(11)-05182020.png</center>
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<!--<center>P70-9_3_1-(11)-05182020.png</center>-->
 
   
 
   
 
<center>'''AFTER'''</center>
 
<center>'''AFTER'''</center>
 
<center>[[File:P70-9_3_1-(12)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(12)-05182020.png]]</center>
<center>P70-9_3_1-(12)-05182020.png</center>
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<!--<center>P70-9_3_1-(12)-05182020.png</center>-->
  
10) You can select several task/milestone shapes and drag them as a group to different rows.   
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You can select several task/milestone shapes and drag them as a group to different rows.  The multiple task/milestone shapes selected retain their relative positions when dragged up or down to different rows. When moving task/milestone shapes to different rows their '''text labels''' may overlap with other '''text labels''', other task/milestone shapes, or the edges of the '''graph'''.  In the illustration below, the '''task bar label''' for the right most task bar/milestone symbol in the gaining '''new row''' was '''re-positioned''' to the right of the right most task bar for readability purposes as shown below:  
 
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11) The multiple task/milestone shapes selected retain their relative positions when dragged up or down to different rows.
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12) When moving task/milestone shapes to different rows their '''text labels''' may overlap with other '''text labels''', other task/milestone shapes, or the edges of the '''graph'''.   
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13) In the illustration below, the '''task bar label''' for the right most task bar/milestone symbol in the gaining '''new row''' was '''re-positioned''' to the right of the right most task bar for readability purposes as shown below:  
+
  
 
<center>[[File:P70-9_3_1-(13)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(13)-05182020.png]]</center>
<center>P70-9_3_1-(13)-05182020.png</center>
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<!--<center>P70-9_3_1-(13)-05182020.png</center>-->
  
14) Task bar/milestone symbol and '''task bar name label''' overlaps or '''collisions''' happen often enough such that OnePager Pro and Express version 7.0 are enhanced with a new feature that automatically detects these '''task bar name label collisions''' and provides several methods for avoiding them.
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Task bar/milestone symbol and '''task bar name label''' overlaps or '''collisions''' happen often enough such that OnePager Pro and Express version 7.0 are enhanced with a new feature that automatically detects these '''task bar name label collisions''' and provides several methods for avoiding them.  
  
15) For more information on resolving '''task bar name label collisions''', please see this article:  [[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70.
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For more information on resolving '''task bar name label collisions''', please see this article:  [[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] <!--9.7.1-70-->
  
 
===Use the Arrow Keys===   
 
===Use the Arrow Keys===   
  
16) You can also move selected task bars/milestone symbols to '''new rows''' by using your keyboard’s '''UP/DOWN arrow''' keys.   
+
You can also move selected task bars/milestone symbols to '''new rows''' by using your keyboard’s '''UP/DOWN arrow''' keys.  As noted above, you can move several selected task bars/milestone symbols at once using this method.
 
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17) As noted above, you can move several selected task bars/milestone symbols at once using this method.
+
  
 
==Changing the Representation of Task Bars/Milestone Symbols==
 
==Changing the Representation of Task Bars/Milestone Symbols==
  
1) Task bars can also be represented as milestone symbols either at their '''start date''' or '''finish date'''.  
+
Task bars can also be represented as milestone symbols either at their '''start date''' or '''finish date'''. You can select the type of task bar representation '''globally''' in the '''Template Properties''' and '''Chart Properties''' forms or on an individual task bar/milestone symbol basis.  
  
2) You can select the type of task bar representation '''globally''' in the '''Template Properties''' and '''Chart Properties''' forms or on an individual task bar/milestone symbol basis.
+
For more information on '''Managing Templates''', please see the articles at:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
3) For more information on '''Managing Templates''', please see the articles at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]) 24.0.1-70.
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For more information on '''Editing with the Chart Properties''' form, please see the articles at: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
4) For more information on '''Editing with the Chart Properties''' form, please see the articles at: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
+
An individual task bar can be changed to a milestone by right-clicking the task and selecting '''Task representation''' command as shown below:
 
+
5)  An individual task bar can be changed to a milestone by right-clicking the task and selecting '''Task representation''' command as shown below:
+
  
 
<center>[[File:P70-9_3_1-(14)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(14)-05182020.png]]</center>
<center>P70-9_3_1-(14)-05182020.png</center>
+
<!--<center>P70-9_3_1-(14)-05182020.png</center>-->
 
+
6)  There are four (4) options available that can be applied to the selected task bars:
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:a) The '''Gantt bar''' option makes the selected task bar/milestone symbol into a task bar.
+
 
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:b) The '''As milestone at finish''' option turns a selected task bar into a milestone symbol positioned at the task bar’s '''finish date'''.
+
  
:c) The '''As milestone at start''' option turns a selected task bar into a milestone symbol positioned at the task bar’s '''start date'''.
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There are four (4) options available that can be applied to the selected task bars:
  
:d) The '''Use default''' option turns a selected task bar/milestone symbol into the default type specified in the current '''Template Properties''' form in the '''Advanced''' Tab within the '''Task Representation''' control group shown here:
+
:* The '''Gantt bar''' option makes the selected task bar/milestone symbol into a task bar.
 +
:* The '''As milestone at finish''' option turns a selected task bar into a milestone symbol positioned at the task bar’s '''finish date'''.
 +
:* The '''As milestone at start''' option turns a selected task bar into a milestone symbol positioned at the task bar’s '''start date'''.
 +
:* The '''Use default''' option turns a selected task bar/milestone symbol into the default type specified in the current '''Template Properties''' form in the '''Advanced''' Tab within the '''Task Representation''' control group shown here:
  
 
<center>[[File:P70-9_3_1-(15)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(15)-05182020.png]]</center>
<center>P70-9_3_1-(15)-05182020.png</center>   
+
<!--<center>P70-9_3_1-(15)-05182020.png</center>-->   
  
7) The illustration below is provided to assist.
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The illustration below is provided to assist. You can also change task bar representation on the '''Home''' ribbon tool bar tab by clicking the '''Representation''' dropdown in the '''Editing''' control group shown below:
 
+
8)  You can also change task bar representation on the '''Home''' ribbon tool bar tab by clicking the '''Representation''' dropdown in the '''Editing''' control group shown below:
+
  
 
<center>[[File:P70-9_3_1-(16)-05182020.png]]</center>
 
<center>[[File:P70-9_3_1-(16)-05182020.png]]</center>
<center>P70-9_3_1-(16)-05182020.png</center>
+
<!--<center>P70-9_3_1-(16)-05182020.png</center>-->
  
9)  Changing the task bar representation of a selected task bar/milestone symbol or set of task bars/milestone symbols creates a '''representation maverick'''.
+
Changing the task bar representation of a selected task bar/milestone symbol or set of task bars/milestone symbols creates a '''representation maverick'''.  
  
10)  If you wish to change the '''global''' task bar/milestone symbol visualrepresentation (as opposed to changing representations manually), please reference this article: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
+
If you wish to change the '''global''' task bar/milestone symbol visual representation (as opposed to changing representations manually), please reference this article: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
10) To make  changes to a task/milestone shape '''representation''' use the following steps:  
+
To make  changes to a task bar/milestone symbol  '''representation''' use the following steps:  
  
:a) Open the '''Chart Properties''' form and go to the '''Advanced''' tab as shown below:
+
Open the '''Chart Properties''' form and go to the '''Advanced''' tab as shown below:
  
<center>[[File:P70-9_3_1-70-(11-1)-06192019.png]]</center>
+
<center>[[File:P70-9_3_1-(17)-05182020.png]]</center>
<center>P70-9_3_1-70-(11-1)-06192019.png</center>
+
<!--<center>P70-9_3_1-(17)-05182020.png</center>--> 
  
:b) Individual task/milestone shape settings are overridden by the '''Task/Milestone threshold''' setting.  
+
Individual task bar/milestone symbol settings are overridden by the '''Task/Milestone threshold''' setting. This setting automatically converts short-duration task bars into milestone symbols for easier reading. The '''default value''' for this setting is '''2 days'''. This means that any task bars with less than '''2 days duration''' in the '''graph''' are automatically rendered in the '''Chart Editor''' and '''output media''' as a milestone symbols. To reduce this effect, increase the number of days for the '''Task/Milestone threshold''' setting to a larger value (e.g. to 5 days).
  
:c) This setting automatically converts short-duration task shapes into milestone shapes for easier reading.
+
==Resizing the Height of Task Barss/Milestone Symbols==
  
:d) The default value for this setting is '''2 days'''.
+
OnePager provides the capability to change the '''height''' of a task bar/milestone symbol by first selecting it and then dragging the '''grab box''' at the top or bottom of the selected task bar/milestone symbol up or down, as shown below. When the '''height''' is increased, both the top and bottom of the task bar/milestone symbol expand. Conversely, both the top and bottom of the task bar/milestone symbol contract when you reduce the task bars/milestone symbol's '''height''':
 
+
:e) This means that any task shapes with less than '''2 days''' duration on the screen is automatically rendered as a milestone shape.
+
 
+
:f) To reduce this effect, increase the number (e.g. to 5 days).
+
 
+
==Resizing the Height of Tasks/Milestones ==
+
 
+
1) OnePager provides the capability to change the '''height''' of a task/milestone shape by first selecting it and then dragging the '''grab box''' at the top or bottom of the selection task/milestone shape up or down, as shown below.  
+
 
+
2)  When the '''height''' is increased, both the top and bottom of the task/milestone shape expand. Conversely both the top and bottom of the task/milestone shape contract when you reduce the task/milestone shape’s '''height''':
+
  
 
<center>[[File:P61-9_3_1-61-(11)-10272017.png]]</center>
 
<center>[[File:P61-9_3_1-61-(11)-10272017.png]]</center>
<center>P61-9_3_1-61-(11)-10272017.png</center>
+
<!--<center>P61-9_3_1-61-(11)-10272017.png</center>-->
 
+
3) If you prefer to set a fixed '''height''' for a task/milestone shape instead of dragging it, right-click the task/milestone shape and choose the '''Format….''' command.
+
 
+
4) This shows the '''Change Task/Milestone Properties''' form, where you have the option to adjust the '''Height''' control:
+
 
+
<center>[[File:P70-9_3_1-70-(12)-06192019.png]]</center>
+
<center>P70-9_3_1-70-(12)-06192019.png</center>
+
 
+
5) The '''Task Height''' controls, shown above, allow you to select whether you want the selected task/milestone shape’s '''height''' to be a percentage of the row '''height''' (recommended) or if you want the task/milestone shape’s '''height''' to be in terms of absolute '''height''' in '''inches''' or''' centimeters'''. 
+
  
6) The quantity in parentheses, ('''row height = 0.38''') tells you the current '''height''' of the row that contains the task/milestone shape.
+
If you prefer to set a fixed '''height''' for a task bar/milestone symbol instead of selecting it first and then dragging it, right-click the task bar/milestone symbol to access the right-click '''context menu''' and choose the '''Format….''' command. This accesses the '''Change Task/Milestone Properties''' form, where you have the option to adjust the '''Height''' control:
  
7) Changing the '''height''' of an individual task/milestone shape creates a '''height maverick'''.
+
<center>[[File:P70-9_3_1-(18)-05182020.png]]</center>
 +
<!--<center>P70-9_3_1-(18)-05182020.png</center>-->
  
8) Changing the '''height''' of an individual task/milestone shape does not change the '''height''' of the row containing the selected task/milestone shape.
+
The '''Task Height''' controls, shown above, allow you to select whether you want the selected task bars/milestone symbol’s '''height''' to be a '''percentage of the row height''' (recommended) or if you want the task bars/milestone symbol’s '''height''' to be in terms of absolute '''height''' in '''inches''' or''' centimeters'''.  The quantity in parentheses, ('''row height = 0.38''') tells you the current '''height''' of the '''row''' that contains the task bar/milestone symbol. Changing the '''height''' of an individual task bar/milestone symbol creates a '''height maverick'''. Changing the '''height''' of an individual task bar/milestone symbol does not change the '''height''' of the '''row''' containing the selected task bar/milestone symbol.  
  
9)  If you wish to change the global task/milestone shape '''height''' (as opposed to making '''height mavericks'''), please reference this article: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70.
+
If you wish to change the '''global''' task bar/milestone symbol '''height''' (as opposed to making '''height mavericks'''), please reference this article: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
==Related Links==
 
==Related Links==
  
[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-70
+
[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
  
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
+
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
  
[[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70
+
[[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] <!--9.7.1-70-->
  
[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] 19.4.1-70
+
[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-70-->
  
[[Manual Editing of Task Links for OnePager Express for Version 7.0 | Manual Editing of Task Links for OnePager Express]] 19.4.2-70
+
[[Manual Editing of Task Links for OnePager Express for Version 7.0 | Manual Editing of Task Links for OnePager Express]] <!--19.4.2-70-->
  
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
(9.3.1-70)
 
(9.3.1-70)

Latest revision as of 17:32, 12 January 2021

Hiding and Unhiding Task/Milestone Text Labels

Since the method for selecting task bar name labels changed in OnePager Pro and Express version 7.0, it is strongly recommended that you read this article before proceeding further: Selecting Task/Milestone Shapes and Text Labels

Hiding Task Bar Name Labels Using the Home Ribbon Tool Bar Tab's Label Position Dropdown

The easiest way to hide a task bar name label is to select it with a left-click. This action enables the Label Position controls on the Home ribbon tool bar tab. Click the Label Position button to access the Label Position dropdown and click the Hide command as shown below:

P70-9 3 1-(1)-05182020.png

At the completion of the operation, the chart looks like this:

P70-9 3 1-(2)-05182020.png

Unhiding Task Bar Name Labels

In previous versions of OnePager Pro and Express when a task bar name label is hidden, dragging the mouse over the area in the graph where the task bar name label was previously shown caused the cursor to change to a arrow plus sign. Left-clicking on this arrow plus sign selected the task bar and its task bar name label. In OnePager Pro and Express version 7.0, this feature is removed because in version 7.0 the selection of the task bar and the associated task bar name label are decoupled.


Hiding/Unhiding Task Bar Name Labels Using the Format... Command in the Right-Click Context Menu

You can hide one or more of the task bar name labels. To do this, make a selection in the Chart Editor by right-clicking one or more task bar name labels to access the the context menu shown here:

P70-9 3 1-(6-1)-05182020.png

Click the “Format…” command then navigate to the Task Labels tab as shown below:

P70-9 3 1-(7)-05182020.png

Uncheck the Show Task/Milestone label checkbox OFF, shown above, to hide the selected task bar name labels. Alternatively, you can click the Hide option as shown below in the Label Position dropdown on the Home ribbon tool bar tab to hide the task bar name label for the selected task bar/milestone symbol.

P70-9 3 1-(1)-05182020.png

If you have previously hidden the task bar name label of any task bars/milestone symbols, you can unhide them by going back to the Task Labels tab of the Change Task/Milestone Properties form shown above and rechecking the Show task/milestone label checkbox back to ON. Or, you can click the UNDO command above the Ribbon tool bar tabs.

Hiding and Unhiding Task Bars and Milestones Symbols

You can hide task bars/milestone symbols alone with its task bar name label. To do this, select one or several task bars/milestone symbols and then use the right-click on one of them to access the task bar right-click context menu. Then click the Hide command in the context menu shown below:

P70-9 3 1-(8)-05182020.png

When the operation is complete the chart looks like this:

P70-9 3 1-(9)-05182020.png

When task bars/milestone symbol's and task bar name labels are hidden along with their associated Task Links as well. If you have hidden some task bars/milestone symbols and task bar name labels and want to make them all visible again, go to the Home ribbon tool bar tab’s Editing control group and click the Show/Hide dropdown menu. Then, click the Show All Tasks/Milestones command as shown below:

P70-9 3 1-(10)-05182020.png

When task bar name labels are hidden separate from their associated task bar/milestone symbol, the Show All Task/Milestones command in the Show/Hide dropdown menu does NOT restore visibility to these hidden task bar name labels. Separately hidden task bar name labels can be restored by right-clicking on their visible task bar/milestone symbol, accessing the task bar right-click context menu and clicking the Format... command to access the Change Task/Milestone Properties form. At the Task Labels tab and recheck the Show task/milestone labels checkbox ON. Unhiding task bars/milestone symbols with Task Links unhides the Task Links if the chart is set up to show Task Links.

Moving Task Bars/Milestone Symbols to Different Rows

A lot of the power of OnePager comes from its efficient handling of space in the graph. To manage vertical space, it is often very useful to move task bars/milestone symbols so that several of them occupy the same row. To do this in the Chart Editor, select one or multiple task bars or milestone symbols. From here you can change row position assignments several ways:

Drag and Drop the Selected Task Bar with the Mouse

After selecting the desired task bar/milestone symbol, you can drag it up or down to a new row position. Note that it is not possible to drag task bars/milestone symbols left or right. This prohibition is to protect the integrity of the data imported from the Microsoft Project or Microsoft Excel source plan that provided the task bar/milestone symbol’s original Start and Finish dates. To move any task bar/milestone symbol from one row to another row, first left-click the task bar/milestone symbol to select it. With the left-click button held down, drag the selected task bar/milestone symbol to the desired new row as shown in the BEFORE and AFTER illustrations below:

BEFORE
P70-9 3 1-(11)-05182020.png
AFTER
P70-9 3 1-(12)-05182020.png

You can select several task/milestone shapes and drag them as a group to different rows. The multiple task/milestone shapes selected retain their relative positions when dragged up or down to different rows. When moving task/milestone shapes to different rows their text labels may overlap with other text labels, other task/milestone shapes, or the edges of the graph. In the illustration below, the task bar label for the right most task bar/milestone symbol in the gaining new row was re-positioned to the right of the right most task bar for readability purposes as shown below:

P70-9 3 1-(13)-05182020.png

Task bar/milestone symbol and task bar name label overlaps or collisions happen often enough such that OnePager Pro and Express version 7.0 are enhanced with a new feature that automatically detects these task bar name label collisions and provides several methods for avoiding them.

For more information on resolving task bar name label collisions, please see this article: Resolving Task/Milestone Text Label Collisions (Portal)

Use the Arrow Keys

You can also move selected task bars/milestone symbols to new rows by using your keyboard’s UP/DOWN arrow keys. As noted above, you can move several selected task bars/milestone symbols at once using this method.

Changing the Representation of Task Bars/Milestone Symbols

Task bars can also be represented as milestone symbols either at their start date or finish date. You can select the type of task bar representation globally in the Template Properties and Chart Properties forms or on an individual task bar/milestone symbol basis.

For more information on Managing Templates, please see the articles at: Managing Templates (Portal)

For more information on Editing with the Chart Properties form, please see the articles at: Editing with the Chart Properties form (Portal)

An individual task bar can be changed to a milestone by right-clicking the task and selecting Task representation command as shown below:

P70-9 3 1-(14)-05182020.png

There are four (4) options available that can be applied to the selected task bars:

  • The Gantt bar option makes the selected task bar/milestone symbol into a task bar.
  • The As milestone at finish option turns a selected task bar into a milestone symbol positioned at the task bar’s finish date.
  • The As milestone at start option turns a selected task bar into a milestone symbol positioned at the task bar’s start date.
  • The Use default option turns a selected task bar/milestone symbol into the default type specified in the current Template Properties form in the Advanced Tab within the Task Representation control group shown here:
P70-9 3 1-(15)-05182020.png

The illustration below is provided to assist. You can also change task bar representation on the Home ribbon tool bar tab by clicking the Representation dropdown in the Editing control group shown below:

P70-9 3 1-(16)-05182020.png

Changing the task bar representation of a selected task bar/milestone symbol or set of task bars/milestone symbols creates a representation maverick.

If you wish to change the global task bar/milestone symbol visual representation (as opposed to changing representations manually), please reference this article: Managing Templates (Portal)

To make changes to a task bar/milestone symbol representation use the following steps:

Open the Chart Properties form and go to the Advanced tab as shown below:

P70-9 3 1-(17)-05182020.png

Individual task bar/milestone symbol settings are overridden by the Task/Milestone threshold setting. This setting automatically converts short-duration task bars into milestone symbols for easier reading. The default value for this setting is 2 days. This means that any task bars with less than 2 days duration in the graph are automatically rendered in the Chart Editor and output media as a milestone symbols. To reduce this effect, increase the number of days for the Task/Milestone threshold setting to a larger value (e.g. to 5 days).

Resizing the Height of Task Barss/Milestone Symbols

OnePager provides the capability to change the height of a task bar/milestone symbol by first selecting it and then dragging the grab box at the top or bottom of the selected task bar/milestone symbol up or down, as shown below. When the height is increased, both the top and bottom of the task bar/milestone symbol expand. Conversely, both the top and bottom of the task bar/milestone symbol contract when you reduce the task bars/milestone symbol's height:

P61-9 3 1-61-(11)-10272017.png

If you prefer to set a fixed height for a task bar/milestone symbol instead of selecting it first and then dragging it, right-click the task bar/milestone symbol to access the right-click context menu and choose the Format…. command. This accesses the Change Task/Milestone Properties form, where you have the option to adjust the Height control:

P70-9 3 1-(18)-05182020.png

The Task Height controls, shown above, allow you to select whether you want the selected task bars/milestone symbol’s height to be a percentage of the row height (recommended) or if you want the task bars/milestone symbol’s height to be in terms of absolute height in inches or centimeters. The quantity in parentheses, (row height = 0.38) tells you the current height of the row that contains the task bar/milestone symbol. Changing the height of an individual task bar/milestone symbol creates a height maverick. Changing the height of an individual task bar/milestone symbol does not change the height of the row containing the selected task bar/milestone symbol.

If you wish to change the global task bar/milestone symbol height (as opposed to making height mavericks), please reference this article: Managing Templates (Portal)

Related Links

Selecting Task/Milestone Shapes and Text Labels

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Resolving Task/Milestone Text Label Collisions (Portal)

Manual Editing of Task Links for OnePager Pro

Manual Editing of Task Links for OnePager Express

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

(9.3.1-70)