Difference between revisions of "Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal)"

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(→‎Manually Editing Task Bars and Milestone Symbols and Task Bar Name Labels in the Chart Editor)
 
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==Overview==
 
==Overview==
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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.
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This article describes OnePager's '''manual editing of task bar/milestone symbols and text''' features.
  
 
All OnePager  editions (i.e., OnePager Pro, OnePager Express, and OnePager Bundle) give you two (2) main ways to '''edit''' your chart:
 
All OnePager  editions (i.e., OnePager Pro, OnePager Express, and OnePager Bundle) give you two (2) main ways to '''edit''' your chart:
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:* '''Manually''', by '''editing''' and changing '''colors''', '''fonts''', and other formatting by hand in the '''Chart Editor'''.
 
:* '''Manually''', by '''editing''' and changing '''colors''', '''fonts''', and other formatting by hand in the '''Chart Editor'''.
  
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For more information on '''Global editing''', please see the article at: [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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For more information on '''Global editing''', please see the article at:  
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<center>
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{| class="wikitable"
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
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|}
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</center>
  
 
Here are some reasons to customize your chart through the '''Template Properties''' form and/or '''Chart Properties''' form instead of making changes by hand.
 
Here are some reasons to customize your chart through the '''Template Properties''' form and/or '''Chart Properties''' form instead of making changes by hand.
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] <!--24.0.1-72-->
 
|-
 
|-
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| [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Selecting Task/Milestone Shapes and Text Labels for Version 7.2 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-72
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| [[Selecting Task/Milestone Shapes and Text Labels for Version 7.2 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-72-->
 
|-
 
|-
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| [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.2 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-72
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| [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.2 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-72-->
 
|-
 
|-
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| [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.2 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] 9.3.1-72
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| [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.2 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-72-->
 
|-
 
|-
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| [[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-71
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| [[Resolving Task Bar Name Label Collisions for Version 7.2 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-72-->
 
|-
 
|-
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| [[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
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| [[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-->
 
|-
 
|-
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| [[Restoring Default Formatting for Version 7.2 | Restoring Default Formatting]] 9.5.1-72
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| [[Restoring Default Formatting for Version 7.2 | Restoring Default Formatting]] <!--9.5.1-72-->
 
|-
 
|-
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| [[Undoing and Redoing Changes for Version 7.1 | Undoing and Redoing Changes]] 9.6.1-71
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| [[Undoing and Redoing Changes for Version 7.2 | Undoing and Redoing Changes]] <!--9.6.1-72-->
 
|}
 
|}
 
</center>
 
</center>
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==Related Links==
 
==Related Links==
  
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[[Resolving Task Bar Name Label Collisions for OnePager for Version 7.1 | Resolving Task Bar Name Label Collisions for OnePager]] 9.7.1.1-71
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{| class="wikitable"
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| [[Resolving Task Bar Name Label Collisions for OnePager for Version 7.2 | Resolving Task Bar Name Label Collisions for OnePager]] <!--9.7.1.1-72-->
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[[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71
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| [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-72-->
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|-
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[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
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|[[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-72-->
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| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
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[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
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|-
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| [[Creating and Managing Comment Boxes for Version 7.2 | Creating and Managing Comment Boxes]] <!--13.0.1-72-->
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[[Creating and Managing Comment Boxes for Version 7.1 | Creating and Managing Comment Boxes]] 13.0.1-71
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| [[Creating and Managing Free Boxes for Version 7.2 | Creating and Managing Free Boxes]] <!--14.0.1-72-->
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|-
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[[Creating and Managing Free Boxes for Version 7.1 | Creating and Managing Free Boxes]] 14.0.1-71
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| [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-72-->
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| [[Creating and Managing Curtains for Version 7.2 | Creating and Managing Curtains]] <!--16.0.1-72-->
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[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
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|-
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| [[Absorbing one task into another for Version 7.2 | Absorbing one task into another]] <!--17.0.1-72-->
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[[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71
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| [[Creating and Managing Virtual Summary Tasks for Version 7.2 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-72-->
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|-
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[[Absorbing one task into another for Version 7.1 | Absorbing one task into another]] 17.0.1-71
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| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-72-->
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| [[Background Images for Version 7.2 (Portal) | Background Images (Portal)]] <!--20.0.1-72-->
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[[Creating and Managing Virtual Summary Tasks for Version 7.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-71
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|-
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
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[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
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| [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-72-->
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|-
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[[Background Images for Version 7.1 (Portal) | Background Images (Portal)]] 20.0.1-71
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| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] <!--24.0.1-72-->
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|}
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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(9.0.1-72)
 
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[[Category:Version 7.2]]
 
[[Category:Version 7.2]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Tool Bar]]
 
[[Category:Template Properties Form]]
 
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:Oracle Primavera P6]]
 
[[Category:Oracle Primavera P6]]
 
[[Category:Smartsheet]]
 
[[Category:Smartsheet]]
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[[Category:Project for the Web]]
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[[Category:Planisware Enterprise]]
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[[Category:Asana]]
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[[Category:Wrike]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Bundle]]
 
[[Category:OnePager Bundle]]

Latest revision as of 19:41, 18 March 2024

Overview

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.

This article describes OnePager's manual editing of task bar/milestone symbols and text features.

All OnePager editions (i.e., OnePager Pro, OnePager Express, and OnePager Bundle) give you two (2) main ways to edit your chart:

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

For more information on Global editing, please see the article at:

Editing with the Chart Properties form (Portal)

Here are some reasons to customize your chart through the Template Properties form and/or Chart Properties form instead of making changes by hand.

Speed

Changing settings through the Chart Properties form lets you change a large variety of settings at once. For example, if you want to change the font for all of your task bar labels, it’s much faster to change your default font once through Chart Properties form than it is to select task bars 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 Properties form, making it easier to repeat the same formatting in other charts. Manual edits cannot be incorporated into a Template Properties form—ever! If you’re going to invest your time in getting your chart to look the way you want and you want to make that look and feel a standard, make sure that you can use those settings in the future by saving it as a Template Properties form.

Accuracy

The more manual-edits you make to a chart, the farther it gets from the reality of its associated Chart Properties form. 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 room for errors. However, when it is not required to make edits that change settings and rules for all task bars and text labels, OnePager provides you with the tools to edit to individual items in the chart. Both the Global and Manual editing references to associated articles are provided below:

Globally Editing Task Bars and Milestone Symbols and Task Bar Name Labels with the Template Properties and Chart Properties Forms

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

Managing Templates (Portal)
Editing with the Chart Properties form (Portal)

Manually Editing Task Bars and Milestone Symbols and Task Bar Name Labels in the Chart Editor

The article links below provide additional information on the editing of task bars and milestone symbols and task bar name labels in the Chart Editor:

Selecting Task/Milestone Shapes and Text Labels
Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)
Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels
Resolving Task Bar Name Label Collisions (Portal)
Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"
Restoring Default Formatting
Undoing and Redoing Changes

Related Links

Resolving Task Bar Name Label Collisions for OnePager Modifying Decorations on Tasks/Milestones (Portal)
Conditional Formatting (Portal) Creating and Editing Rows and Swimlanes (Portal)
Creating and Managing Comment Boxes Creating and Managing Free Boxes
The Chart Legend (Portal) Creating and Managing Curtains
Absorbing one task into another Creating and Managing Virtual Summary Tasks
Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) Background Images (Portal)
Editing with the Chart Properties form (Portal) Modifying the Time Axis (Portal)
Managing Templates (Portal)

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