Difference between revisions of "Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2"
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==Introduction to the OnePager Task Links== | ==Introduction to the OnePager Task Links== | ||
| − | + | Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike. | |
| − | + | These articles describe OnePager’s '''Task Links''' feature. | |
===OnePager Pro and Express=== | ===OnePager Pro and Express=== | ||
| Line 17: | Line 17: | ||
<!--<center><P70-19_0_1-70-(2)-09282020.png></center>--> | <!--<center><P70-19_0_1-70-(2)-09282020.png></center>--> | ||
| − | ===OnePager Support for Oracle Primavera P6 | + | ===OnePager Support for Oracle Primavera P6, Smartsheet, and Other Source Plan Types=== |
| − | + | OnePager supports '''Data-Driven Task Links imported''' from Oracle Primavera P6 '''XML formatted''' and '''XER formatted source plan '''files. OnePager also supports '''Data-Driven Task Links imported''' from Smartsheet '''source plan''' files. Finally, OnePager supports the '''Manual Task Links''' feature in the '''Chart Editor''' for Project for the Web, Planisware Enterprise, Asana, and Wrike '''imported source plans'''. | |
| − | The | + | The link below points to detailed information on '''importing''', '''managing''', and '''editing''' '''Task Links''' for all supported '''source plan types''': |
| + | |||
| + | <center> | ||
| + | {| class="wikitable" | ||
| + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2#Links to All Detailed Task Link Articles | Links to All Detailed Task Link Articles]] <!--19.0.1-72--> | ||
| + | |} | ||
| + | </center> | ||
==Overview== | ==Overview== | ||
| − | With all editions of OnePager you have the following | + | With all editions of OnePager you have the following capabilities. |
===Imported Task Link Data from Source Plans=== | ===Imported Task Link Data from Source Plans=== | ||
| − | '''Task Link''' information can be '''imported''' from Microsoft Project, Microsoft Excel, Oracle Primavera P6, | + | '''Task Link''' information can be '''imported''' from Microsoft Project, Microsoft Excel, Oracle Primavera P6, Smartsheet, Project for the Web, Planisware Enterprise, Asana, and Wrike '''source plans '''and made available for display and '''editing''' in the chart. '''Task Links''' imported from '''source plans''' are called '''Data-driven Task Links'''. When discussing '''Data-driven Task Link imported''' from Microsoft Project, the capability is also supported to import '''Data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online. |
===Task Link Editing=== | ===Task Link Editing=== | ||
| Line 49: | Line 55: | ||
==Links to All Detailed Task Link Articles== | ==Links to All Detailed Task Link Articles== | ||
| − | Please use the Wiki article links below to access detailed information on the '''Data-driven Task Links''' feature and the enhancements made to manual '''Task Links''' in OnePager. The articles in the top set of links below provide you with an '''overview''' to the | + | Please use the Wiki article links below to access detailed information on the '''Data-driven Task Links''' feature and the enhancements made to manual '''Task Links''' in OnePager. The articles in the top set of links below provide you with an '''overview''' to the '''Data-driven Task Link''' feature and the enhancements made to the existing manual '''Task Link''' capabilities. The articles in the bottom set of links below provide detailed information on the '''importation''', '''management''', and '''editing''' of both '''Data-Driven Task Links''' and manual '''Task Links'''. |
| + | |||
| + | Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike. | ||
<center> | <center> | ||
| − | '''Data-Driven | + | '''Data-Driven Task Links Overview Articles''' |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Data-Driven Task Links for OnePager for Version 7.2 | Data-Driven Task Links for OnePager Pro and Express]] 19.1.1.1-72 | + | | [[Data-Driven Task Links for OnePager for Version 7.2 | Data-Driven Task Links for OnePager Pro and Express]] <!--19.1.1.1-72--> |
|- | |- | ||
| − | | [[Data-Driven Task Links for Primavera for Version 7.2 | Data-Driven Task Links for Primavera]] 19.1.1.3-72 | + | | [[Data-Driven Task Links for Primavera for Version 7.2 | Data-Driven Task Links for Primavera]] <!--19.1.1.3-72--> |
|- | |- | ||
| − | | [[Data-Driven Task Links for Smartsheet for Version 7.2 | Data-Driven Task Links for Smartsheet]] 19.1.1.4-72 | + | | [[Data-Driven Task Links for Smartsheet for Version 7.2 | Data-Driven Task Links for Smartsheet]] <!--19.1.1.4-72--> |
|- | |- | ||
| − | | [[ | + | | [[Data-Driven Task Links for Project for the Web for Version 7.2 | Data-Driven Task Links for Project for the Web]] <!--19.1.1.5-72--> |
|- | |- | ||
| − | | [[Data-Driven Task | + | | [[Data-Driven Task Links for Planisware Enterprise for Version 7.2 | Data-Driven Task Links for Planisware Enterprise]] <!--19.1.1.7-72--> |
| + | |- | ||
| + | | [[Data-Driven Task Links for Asana for Version 7.2 | Data-Driven Task Links for Asana]] <!--19.1.1.9-72--> | ||
| + | |- | ||
| + | | [[Data-Driven Task Links for Wrike for Version 7.2 | Data-Driven Task Links for Wrike]] <!--19.1.1.11-72--> | ||
|} | |} | ||
</center> | </center> | ||
<center> | <center> | ||
| − | '''Importing, Managing, and Editing Data-Driven | + | '''Importing, Managing, and Editing Manual and Data-Driven Task Links''' |
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[ | + | | [[Manual Task Links for OnePager for Version 7.2 | Manual Task Links]] <!--19.1.2.1-72--> |
|- | |- | ||
| − | | [[ | + | | [[Data-Driven Task Link Import Rules for OnePager for Version 7.2 | Data-Driven Task Link Import Rules]] <!--19.1.3.1-72--> |
|- | |- | ||
| − | | [[ | + | | [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-72--> |
|- | |- | ||
| − | | [[ | + | | [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.2 | Editing Task Links with the Chart Properties Form]] <!--19.3.1-72--> |
|- | |- | ||
| − | | [[Notes on Data-Driven Task Links for OnePager 7. | + | | [[Manual Editing of Task Links for OnePager for Version 7.2 | Manual Editing of Task Links]] <!--19.4.1-72--> |
| + | |- | ||
| + | | [[Using the Where Are My Links? Form for OnePager for Version 7.2 | Using the Where Are My Links? Form]] <!--19.5.1-72--> | ||
| + | |- | ||
| + | | [[Notes on Data-Driven Task Links for OnePager 7.2 for Version 7.2 | Notes on Data-Driven Task Links]] <!--19.7.1-72--> | ||
|} | |} | ||
</center> | </center> | ||
| + | <!--| [[Using Task Link Filtering Rules for Tracking Changes Between Snapshots for Version 7.2 | Using Task Link Filtering Rules for Tracking Changes Between Snapshots]] 19.2.2-72--> | ||
==Related Links== | ==Related Links== | ||
| − | [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72 | + | {| class="wikitable" |
| − | + | | [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] <!--3.0.0-72--> | |
| − | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72 | + | | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72--> |
| − | + | |- | |
| − | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72 | + | | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-72--> |
| − | + | | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.2 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-72--> | |
| − | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.2 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] 9.4.1-72 | + | |- |
| − | + | | [[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-72--> | |
| − | [[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] 11.0.1-72 | + | |} |
(19.0.1-72) | (19.0.1-72) | ||
| Line 109: | Line 126: | ||
[[Category:Oracle Primavera P6]] | [[Category:Oracle Primavera P6]] | ||
[[Category:Smartsheet]] | [[Category:Smartsheet]] | ||
| + | [[Category:Project for the Web]] | ||
| + | [[Category:Planisware Enterprise]] | ||
| + | [[Category:Asana]] | ||
| + | [[Category:Wrike]] | ||
[[Category:OnePager Pro]] | [[Category:OnePager Pro]] | ||
[[Category:OnePager Express]] | [[Category:OnePager Express]] | ||
[[Category:OnePager Bundle]] | [[Category:OnePager Bundle]] | ||
Latest revision as of 20:28, 4 January 2024
Contents
Introduction to the OnePager Task Links
Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike.
These articles describe OnePager’s Task Links feature.
OnePager Pro and Express
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. 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 chart with these dependencies graphically displayed.
The two illustrations below show a simple Microsoft Project source plan with Predecessors data and the OnePager Pro chart created with the corresponding Task Links:
-04272018.png)
-09282020.png)
OnePager Support for Oracle Primavera P6, Smartsheet, and Other Source Plan Types
OnePager supports Data-Driven Task Links imported from Oracle Primavera P6 XML formatted and XER formatted source plan files. OnePager also supports Data-Driven Task Links imported from Smartsheet source plan files. Finally, OnePager supports the Manual Task Links feature in the Chart Editor for Project for the Web, Planisware Enterprise, Asana, and Wrike imported source plans.
The link below points to detailed information on importing, managing, and editing Task Links for all supported source plan types:
| Links to All Detailed Task Link Articles |
Overview
With all editions of OnePager you have the following capabilities.
Imported Task Link Data from Source Plans
Task Link information can be imported from Microsoft Project, Microsoft Excel, Oracle Primavera P6, Smartsheet, Project for the Web, Planisware Enterprise, Asana, and Wrike source plans and made available for display and editing in the chart. Task Links imported from source plans are called Data-driven Task Links. When discussing Data-driven Task Link imported from Microsoft Project, the capability is also supported to import Data-driven Task Links from Microsoft Project Server and Microsoft Project Online.
Task Link Editing
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/milestone shapes. 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.
Manual Task Links can be Daisy Chained, that is, you can select more than two task bars/milestone symbols and create a series (i.e., daisy chain) of manual Task Links connecting these task bars/milestone symbols. You have full control over Task Link formatting and which Task Links are shown or hidden in charts through the use of the new Task Links tabs on the Template and Chart Properties forms. There are Filtering control over showing (or hiding) Task Links provided in a new Task Links Filter Rules form. In a similar fashion to how OnePager assists you to manage hidden tasks, OnePager 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. You also have the capability to manually select a Task Link with a right-click and use task link right-click context menu to perform manual editing on the manual or Data-driven Task Link. You can perform enhanced editing of manual Task Link properties with the enhanced Task Link Properties form.
OnePager Express 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.
Task Links Based On Predecessor Data
All editions of OnePager are designed to process Task Links that are specified as Predecessors ONLY. Although OnePager does not import Successor data from your source plan, successor information is the inverse on predecessor information found in your source plan. This approach guaranties that all your Data-driven Task Links are based on valid information from your source plan.
Template Properties and Chart Properties Forms and Task Links
The Template Properties forms distributed with each edition of OnePager contain an enhanced Task Links tab with basic settings that can be tailored as needed. As with all Chart Properties tabs, the Task Links tab takes on the properties for Task Links based on the properties in the current Template Properties form. The properties in the Chart Properties form's Task Link tab can be edited at any time. Additionally, both Data-Driven and manual Task Links can be selected in the chart and edited individually.
Links to All Detailed Task Link Articles
Please use the Wiki article links below to access detailed information on the Data-driven Task Links feature and the enhancements made to manual Task Links in OnePager. The articles in the top set of links below provide you with an overview to the Data-driven Task Link feature and the enhancements made to the existing manual Task Link capabilities. The articles in the bottom set of links below provide detailed information on the importation, management, and editing of both Data-Driven Task Links and manual Task Links.
Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.
Data-Driven Task Links Overview Articles
Importing, Managing, and Editing Manual and Data-Driven Task Links
Related Links
| Getting Started (Portal) | Basic Workflows (Portal) |
| Conditional Import Filters (Portal) | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" |
| Conditional Formatting (Portal) |
(19.0.1-72)
- Version 7.2
- Task Links
- Snapshots
- Snapshot Independent
- Task/Milestone
- Template Properties Form
- Chart Properties Form
- Task Links Tab
- Where Are My Links?
- Where’s My Stuff?!
- Microsoft Project
- Microsoft Excel
- Oracle Primavera P6
- Smartsheet
- Project for the Web
- Planisware Enterprise
- Asana
- Wrike
- OnePager Pro
- OnePager Express
- OnePager Bundle
