Difference between revisions of "Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 6.1"

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==About Links and Linking Tasks/Milestones==
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==Introduction to the OnePager 6.1 Task Links ==
  
==Overview==
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1) OnePager Pro and Express always supported the creation and showing of '''Task Links''' (previously called '''Event Links''').  The process for creating and editing '''Event Links''' was limited and totally manual. 
  
If you need to show '''dependencies''', OnePager provides a means for you to '''link''' one task or milestone with others.  In OnePager Pro/Express version 6.1 you can now import '''Task Link''' data from your '''source plans'''.  You can manipulate '''Task Link''' representations in your project views; exercise controls by defining '''Task Link''' '''show/hide''' filter rules; and use enhanced graphics  to alter '''Task Link''' colors, arrow heads, and line stylesAs with previous versions of OnePager you can manually create and edit '''Task Links''' as you’ve probably done before.
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2) What was not previously possible was the capability to '''import Predecessors '''data from your Microsoft Project or Excel '''source plan '''and have OnePager produce a project view with these '''dependencies '''graphically displayed.   
  
==Place Holder for Discussion of overall capabilities to Create/Edit Manual Task Links and Use the Data-Driven Task Link Feature==
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3) The two illustrations below show a simple Microsoft Project '''source plan '''with '''Predecessors '''data and the OnePager Pro 6.1 project view created with the '''Task Links''':
  
{| class="wikitable"
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<center>[[File:P61-0_4_1_7-61-(1-1)-04272018.png]]</center>
| [[Manually Creating and Editing Task Links for OnePager Pro and Express Version 6.1 | Manually Creating and Editing Task Links for OnePager Pro and Express]] 19.1.1-61
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<!--center>&lt;P61-0_4_1_7-61-(1-1)-04272018.png&gt;</center-->
|-
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| [[Data-Driven Task Links for OnePager Pro for Version 6.1 | Using Data-Driven Task Links for OnePager Pro]] 19.2.1-61
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| [[Data-Driven Task Links for OnePager Express for Version 6.1 | Using Data-Driven Task Links for OnePager Express]] 19.2.2-61
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|}
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See 0.4.1.7-61
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<center>[[File:P61-0_4_1_7-61-(2A)-03092018.png]] </center>
<!--
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<!--center>&lt;P61-0_4_1_7-61-(2A)-03092018.png&gt;</center-->
==Adding Links==
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Adding links manually to the project view requires you to identify the two task/milestones that will serve as the link pair.
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==OnePager 6.1 Task Link - Overview==
  
1) Select '''two''' (and only '''two''') links by clicking the '''first''' task or milestone and then clicking the '''second''' task or milestone while holding down the '''CTRL key'''.
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4) With OnePager Pro and Express 6.1 you have the following enhanced capabilities:
  
2) Go to the '''Insert''' tab on the ribbon and click the '''Event Links''' button:
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:a) '''Task Link''' information can be '''imported''' from both Microsoft Project and Microsoft Excel '''source plans '''and made available for display and '''editing''' with controls for '''showing''' them in the project view. 
  
<center>[[File:P53-19_0_1-53-(1)-12302015.png]]</center>
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::i) '''Task Links''' imported from '''source plans''' are called '''Data-driven Task Links'''. 
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::ii) When discussing '''Data-driven Task Link imported''' from Microsoft Project, the capability to import '''Data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online is also supported.
  
3) The '''Specify Event Links''' form will appear, allowing you to customize the style of the link:
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:b) '''Task Link''' '''editing''' capabilities are expanded so that you have a greater variety of options for formatting '''Task Link''' '''arrow shapes''', '''arrow''' '''sizes''', '''connection line''' options, '''connection line corner radii''', '''Task Link Dependency Types''', and '''Vertical and Horizontal Anchor points '''on task/milestones.
  
<center>[[File:P52-19_-(2)-06042015.png]]</center>
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:c)'''Manual editing''' capabilities are also enhanced so you can perform '''drag and drop''' operations and '''edit''' the''' properties''' of any and all '''Task Links '''using enhanced '''Task Link''' formatting options.  
  
4) Make the changes desired to the settings in the form and then click '''OK'''.  The link will appear in the project view between the two selected tasks or milestones:
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::i) Manual '''Task Links''' can be '''Daisy Chained''', that is, you can select more than two tasks/milestones and create a series (i.e., '''daisy chain''') of manual '''Task Links''' connecting these tasks/milestones.
 +
::ii) You have full control over '''Task Link '''formatting and which '''Task Links '''are '''shown''' or '''hidden''' in project views through the use of the new '''Task Links '''tabs on the '''Template''' and '''Project-View Properties '''forms.   
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::iii) Filtering control over '''showing''' (or '''hiding''')''' Task Links''' is provided in a new '''Task Links Filter Rules '''form. 
  
<center>[[File:P52-19_-(3)-06042015.png]]</center>
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:d) In a similar fashion to how OnePager 6.1 assists you to manage '''hidden tasks''', OnePager 6.1 provides a '''Where Are My Links?''' form that lists '''Task Links '''specific to each snapshot and allows you to edit the '''show/hide status''' of any '''Task Link''' in a snapshot.
  
5) You may edit a link by right-clicking the link and selecting the appropriate command from the '''context menu''' that appears.
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:e) You also have the capability to manually select a '''Task Link''' with a right-click and use a '''context menu''' to perform manual '''editing''' on the manual or '''Data-driven Task Link'''.  
  
==Deleting Links==
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:f) You can perform enhanced '''editing''' of manual&nbsp;'''Task Link properties''' with the enhanced '''Task Link Properties''' form.
  
6) To '''delete''' a task/milestone link either from the '''current snapshot''' or '''all snapshots''', right-click on the link and choose one of the '''Delete''' options as shown below:
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5) OnePager Express 6.1 is enhanced such that you can '''import Dependency''' values on tasks from Microsoft Excel '''source plans''' where the '''syntax format selection''' for specifying '''predecessor''' relationships corresponds to the Microsoft Project standards or the '''syntax format selection''' used by Oracle’s Primavera P6.
  
<center>[[File:P52-19_-(4)-06042015.png]]</center>
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6) OnePager Pro and Express 6.1 are designed to process '''Task Links''' that are specified as '''Predecessors''' '''ONLY'''.
  
==Ordering Links==
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:a) Although OnePager 6.1 does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.
  
7) The '''Order''' command allows you to place the link within the display area relative to other graphics in the '''Z-Level.
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:b) This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.
  
:a) This command operates similar to other '''Order''' operations. 
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==Links to All Detailed Task Link Articles==
  
: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.   
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7) Please use the Wiki article links below to find detailed information on the new '''Data-driven Task Links''' feature and the enhancements made to manual '''Task Links''' in OnePager 6.1.   
  
:c) The '''Order''' command appears like this when you right-click a link:
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8) The articles in the top two row's in the table of links below provide you with an overview to the new '''Data-driven Task Link''' feature and the enhancements made to the existing manual '''Task Link''' capabilities.
  
<center>[[File:P52-19_-(5)-06042015.png]]</center>
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{| class="wikitable"
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| [[Data-Driven Task Links for OnePager Pro for Version 6.1 | Data-Driven Task Links for OnePager Pro]] <!--19.1.1.1-61-->
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| [[Data-Driven Task Links for OnePager Express for Version 6.1 | Data-Driven Task Links for OnePager Express]] <!--19.1.1.2-61-->
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|-
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| [[Manual Task Links for OnePager Pro for Version 6.1 | Manual Task Links for OnePager Pro]] <!--19.1.2.1-61-->
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| [[Manual Task Links for OnePager Express for Version6.1| Manual Task Links for OnePager Express]] <!--19.1.2.2-61-->
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|-
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| [[Data-Driven Task Link Import Rules for OnePager Pro for Version 6.1| Data-Driven Task Link Import Rules for OnePager Pro]] <!--19.1.3.1-61-->
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| [[Data-Driven Task Link Import Rules for OnePager Express for Version 6.1 | Data-Driven Task Link Import Rules for OnePager Express]] <!--19.1.3.2-61-->
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|-
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| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 6.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-61-->
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| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 6.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-61-->
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|-
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| [[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-->
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| [[Editing Task Links with the Project-View Properties Form for OnePager Express for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Express]] <!--19.3.2-61-->
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|-
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| [[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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| [[Manual Editing of Task Links for OnePager Express for Version 6.1 | Manual Editing of Task Links for OnePager Express]] <!--19.4.2-61-->
 +
|-
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| [[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-->
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| [[Using the Where Are My Links? Form for OnePager Express for Version 6.1 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-61-->
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|-
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| [[Notes on Data-Driven Task Links for OnePager 6.1 for Version 6.1 | Notes on Data-Driven Task Links for OnePager 6.1]] <!--19.7.1-61-->
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|}
  
==Adding Another Link==
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==Related Links==
  
8) This command, when selected, will bring up the '''Specify Event Link''' form for the selected tasks/milestones.
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[[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]] <!--3.0.1-61-->
  
:a) This allows you to '''add another link''' between the two selected task/milestones with different properties.
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[[Basic Workflows for Version 6.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-61-->
  
:b) The example below shows a second link added that is positioned further to the right of the first link:
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[[Conditional Import for Version 6.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-61-->
  
<center>[[File:P52-19_-(6)-06042015.png]]</center>
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[[Conditional Formatting for Version 6.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-61-->
  
==Modifying Link Properties==
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[[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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9) The '''Properties …''' command is discussed more extensively in the '''Modifying Link Formatting''' discussion below.
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==Putting Links in all Snapshots==
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10) This command will assure that in a '''multi-snapshot''' project view that the selected link is included in '''all snapshots''' where the two participating tasks appear.  To have links appear in only '''some snapshots''' they must be first established in '''all snapshots''' and manually '''deleted''' from those snapshots where the links are not desired.
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:a)  You have the option, as noted in the '''Delete''' links discussion above, to '''delete links''' from individual snapshots. 
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:b) 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. 
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:c) This option works in the same way as '''deleting curtains''' from specific '''snapshots'''. 
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:d) Please see this article for reference:  [[Creating and Managing Curtains for Version 6.1 | Creating and Managing Curtains]] 16.0.1-61.
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==Modifying Link Formatting==
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Once a task/milestone link is created, its '''properties''' can be modified as shown by the steps below:
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1) Begin by right-clicking the link, and choosing '''Properties …''' command. This will bring up the same '''Specify Event Links''' form.
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<center>[[File:P52-19_-(7)-06042015.png]]</center>
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2) The following '''link properties''' may be modified:
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:a) '''Link annotation'''.  This window allows for the insertion of optional text that '''labels''' the task/milestone link.  See '''Link font''' below for instructions for changing the text in the '''Link annotation''' window.
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:b) '''Time position of link on first task/milestone'''.  This slider bar allows you to position the '''starting point''' of the link on the '''first''' task bar. You can show a that a link '''starts''' somewhere in the interior of a task/milestone.
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:c) '''Time position of link on second task/milestone'''.  This slider bar allows you to position the '''ending point''' of the link somewhere in the interior of the '''second''' task/milestone.
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:d) '''Elbow position'''.  This slider bar allows you to position the '''horizontal elbow''' of the link. This is useful for making sure that the '''link annotation''' is not obscured by something else.
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:e) '''Arrows'''.  This radio buttons allows you to specify '''arrow point''' at the '''start and/or finish''' of the link.
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:f) '''Link color'''.  This control allows you to specify the '''color''' of the link line segment.  The '''Link color''' dropdown button provides access to the '''Color Chooser''' form.  This form also provides access to '''alternative palettes''' and the '''No Fill''' feature.
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:g) '''Link thickness'''.  This control sets the '''thickness''' of the link line segment.  Line '''thickness''' is measured in the units established in the '''Template''' (i.e., '''inches''' or '''centimeters''').
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:h) '''Link font'''.  This control gives you access to the '''Font properties''' form for controlling the '''font properties''' of the '''link annotation''' (i.e., link '''label text''') as shown below:
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<center>[[File:P52-19_-(8)-06042015.png]]</center>
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3) The '''No Fill''' feature applies to links and can be useful for representations of '''thick link segments'''. -->
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(19.0.1-61)
 
(19.0.1-61)
  
 
[[Category:Version 6.1]]
 
[[Category:Version 6.1]]
[[Category:Editing a Project View]]
 
[[Category:Event Links/Dependencies]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Project Views]]
 
[[Category:Templates]]
 
[[Category:Project-View Properties Form]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 +
[[Category:Task Links]]
 +
[[Category:Snapshots]]
 +
[[Category:Snapshot Independent]]
 +
[[Category:Task/Milestone]]
 +
[[Category:Template]]
 +
[[Category:Project-View Properties]]
 +
[[Category:Task Links Tab]]
 +
[[Category:Where Are My Links?]]
 +
[[Category:Where’s My Stuff?!]]

Latest revision as of 15:25, 10 December 2018

Introduction to the OnePager 6.1 Task Links

1) OnePager Pro and Express always supported the creation and showing of Task Links (previously called Event Links). The process for creating and editing Event Links was limited and totally manual.

2) What was not previously possible was the capability to import Predecessors data from your Microsoft Project or Excel source plan and have OnePager produce a project view with these dependencies graphically displayed.

3) The two illustrations below show a simple Microsoft Project source plan with Predecessors data and the OnePager Pro 6.1 project view created with the Task Links:

P61-0 4 1 7-61-(1-1)-04272018.png
P61-0 4 1 7-61-(2A)-03092018.png

OnePager 6.1 Task Link - Overview

4) With OnePager Pro and Express 6.1 you have the following enhanced capabilities:

a) Task Link information can be imported from both Microsoft Project and Microsoft Excel source plans and made available for display and editing with controls for showing them in the project view.
i) Task Links imported from source plans are called Data-driven Task Links.
ii) When discussing Data-driven Task Link imported from Microsoft Project, the capability to import Data-driven Task Links from Microsoft Project Server and Microsoft Project Online is also supported.
b) Task Link editing capabilities are expanded so that you have a greater variety of options for formatting Task Link arrow shapes, arrow sizes, connection line options, connection line corner radii, Task Link Dependency Types, and Vertical and Horizontal Anchor points on task/milestones.
c)Manual editing capabilities are also enhanced so you can perform drag and drop operations and edit the properties of any and all Task Links using enhanced Task Link formatting options.
i) Manual Task Links can be Daisy Chained, that is, you can select more than two tasks/milestones and create a series (i.e., daisy chain) of manual Task Links connecting these tasks/milestones.
ii) You have full control over Task Link formatting and which Task Links are shown or hidden in project views through the use of the new Task Links tabs on the Template and Project-View Properties forms.
iii) Filtering control over showing (or hiding) Task Links is provided in a new Task Links Filter Rules form.
d) In a similar fashion to how OnePager 6.1 assists you to manage hidden tasks, OnePager 6.1 provides a Where Are My Links? form that lists Task Links specific to each snapshot and allows you to edit the show/hide status of any Task Link in a snapshot.
e) You also have the capability to manually select a Task Link with a right-click and use a context menu to perform manual editing on the manual or Data-driven Task Link.
f) You can perform enhanced editing of manual Task Link properties with the enhanced Task Link Properties form.

5) OnePager Express 6.1 is enhanced such that you can import Dependency values on tasks from Microsoft Excel source plans where the syntax format selection for specifying predecessor relationships corresponds to the Microsoft Project standards or the syntax format selection used by Oracle’s Primavera P6.

6) OnePager Pro and Express 6.1 are designed to process Task Links that are specified as Predecessors ONLY.

a) Although OnePager 6.1 does not import Successor data from your source plan, successor information is the inverse on predecessor information found in your source plan.
b) This approach guaranties that all your Data-driven Task Links are based on valid information from your Microsoft Project source plan.

Links to All Detailed Task Link Articles

7) Please use the Wiki article links below to find detailed information on the new Data-driven Task Links feature and the enhancements made to manual Task Links in OnePager 6.1.

8) The articles in the top two row's in the table of links below provide you with an overview to the new Data-driven Task Link feature and the enhancements made to the existing manual Task Link capabilities.

Data-Driven Task Links for OnePager Pro Data-Driven Task Links for OnePager Express
Manual Task Links for OnePager Pro Manual Task Links for OnePager Express
Data-Driven Task Link Import Rules for OnePager Pro Data-Driven Task Link Import Rules for OnePager Express
Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express
Editing Task Links with the Project-View Properties Form for OnePager Pro Editing Task Links with the Project-View Properties Form for OnePager Express
Manual Editing of Task Links for OnePager Pro Manual Editing of Task Links for OnePager Express
Using the Where Are My Links? Form for OnePager Pro Using the Where Are My Links? Form for OnePager Express
Notes on Data-Driven Task Links for OnePager 6.1

Related Links

Getting Started (Portal)

Basic Workflows (Portal)

Conditional Import Filters (Portal)

Conditional Formatting (Portal)

Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"

(19.0.1-61)