Difference between revisions of "Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal)"
From OnePager Documentation
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5) Here are references to articles that specifically deal with '''editing''' your chart using the '''Template''' form or the '''Chart Properties''' form: | 5) Here are references to articles that specifically deal with '''editing''' your chart using the '''Template''' form or the '''Chart Properties''' form: | ||
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− | + | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70 | |
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==Links to Detailed Articles== | ==Links to Detailed Articles== | ||
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| [[Undoing and Redoing Changes for Version 7.0 | Undoing and Redoing Changes]] 9.6.1-70 | | [[Undoing and Redoing Changes for Version 7.0 | Undoing and Redoing Changes]] 9.6.1-70 | ||
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==Related Links== | ==Related Links== |
Revision as of 15:42, 14 June 2019
Overview
1) OnePager Pro and Express give you two main ways to edit your chart:
- Manually, by right-clicking and changing colors, fonts, and other formatting by hand.
- Automatically, by changing settings and rules in the Chart Properties form
2) It’s often tempting to change your chart manually, because these Microsoft PowerPoint-style edits are very intuitive.
3) However, when you edit your chart by hand, you are selling OnePager short, and probably signing yourself up for even more editing in the future!
4) Here’s why it’s better to customize your chart through the Chart Properties form instead of making changes by hand:
- Speed: Changing settings through the Chart Properties form lets you change lots of things at once. For example, if you want to change the font for all of your tasks, it’s much faster to change your default font once through Chart Properties form than it is to select tasks one at a time and change fonts individually.
- Repeatability: When you change settings through Chart Properties form, those changes can eventually be made into a Template form, making it easier to repeat the same formatting in other charts. Manual edits cannot be incorporated into a Template form—ever! If you’re going to invest a lot of time in getting your chart to look the way you want, make sure that you can use those settings in the future.
- Accuracy: The more hand-edits you make to a chart, the farther it gets from reality. Letting OnePager dynamically assign colors is always going to be accurate. On the other hand, if you are hand-painting colors in your OnePager chart, you’ll have to review each one of those colors for accuracy every time your project changes, which leaves a lot of room for error.
5) Here are references to articles that specifically deal with editing your chart using the Template form or the Chart Properties form: