Difference between revisions of "Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal)"

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(Overview)
(Manually Editing Task/Milestone Shapes and Text Labels in the Chart Editor)
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===Manually Editing Task/Milestone Shapes and Text Labels in the Chart Editor===
 
===Manually Editing Task/Milestone Shapes and Text Labels in the Chart Editor===
  
6) The article links below provide additional information on the '''editing''' of tasks/milestones, text labels, and task links in the '''Chart Editor''':
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6) The article links below provide additional information on the '''editing''' of task/milestone shapes, '''text labels''', and '''task links''' in the '''Chart Editor''':
  
 
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Revision as of 16:38, 26 June 2019

Overview

1) OnePager Pro and Express give you two main ways to edit your chart:

  • Globally, by changing settings and rules in the Template form and/or Chart Properties form
  • Manually, by right-clicking and changing colors, fonts, and other formatting by hand.

2) Here are some reasons to customize your chart through the Template form and/or 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.

3) However, when it is not required to make edits that change settings and rules for all task shapes and text labels, OnePager Pro and Express provide you with the tools to edit to individual items in the chart.

4) Both the Global and Manual editing references to associated articles are provided below:

Globally Editing Task/Milestone Shapes and Text Labels with the Template and Chart Properties Forms

5) Here are references to articles that specifically deal with editing your chart using the Template form or the Chart Properties form:

Managing Templates (Portal) 24.0.1-70 Editing with the Chart Properties form (Portal) 21.0.1-70

Manually Editing Task/Milestone Shapes and Text Labels in the Chart Editor

6) The article links below provide additional information on the editing of task/milestone shapes, text labels, and task links in the Chart Editor:

Selecting Task/Milestone Shapes and Text Labels 9.1.1-70
Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.) 9.2.1-70
Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels 9.3.1-70
Resolving Task/Milestone Text Label Collisions (Portal) 9.7.1-70 NEW TBD
Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" 9.4.1-70
Restoring Default Formatting 9.5.1-70
Undoing and Redoing Changes 9.6.1-70

Related Links

Conditional Formatting (Portal) 11.0.1-70

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-70

Modifying Decorations on Tasks/Milestones (Portal) 10.0.1-70

Modifying the Time Axis (Portal) 22.0.1-70

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-70

The Chart Legend (Portal) 15.0.1-70

Creating and Managing Curtains 16.0.1-70

Creating and Managing Comment Boxes 13.0.1-70

Creating and Managing Free Boxes 14.0.1-70

Absorbing one task into another 17.0.1-70

Creating and Managing Virtual Summary Tasks 18.0.1-70

Background Images (Portal) 20.0.1-70

Editing with the Chart Properties form (Portal) 21.0.1-70

Managing Templates (Portal) 24.0.1-70

(9.0.1-70)