Difference between revisions of "Manual Editing for Version 6.1 (Portal)"
From OnePager Documentation
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==Overview== | ==Overview== | ||
| − | OnePager | + | 1) OnePager Pro and Express give you two main ways to '''edit''' your project view: |
| − | + | :* '''Manually''', by right-clicking and changing '''colors''', '''fonts''', and other formatting by hand. | |
| − | + | :* '''Automatically''', by changing settings and rules in the '''Project-View Properties''' form | |
| − | + | 2) It’s often tempting to change your project view '''manually''', because these Microsoft PowerPoint-style '''edits''' are very intuitive. | |
| − | + | 3) However, when you '''edit''' your project view 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 project view through '''Project View Properties''' form instead of making changes by hand: | ||
| + | |||
| + | :* '''Speed:''' Changing settings through '''Project View 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 '''Project View Properties''' form than it is to select tasks one at a time and change '''fonts''' individually. | ||
| + | |||
| + | :* '''Repeatability:''' When you change settings through '''Project View Properties '''form, those changes can eventually be made into a '''Template '''form, making it easier to repeat the same formatting in other project views. Manual '''edits''' cannot be incorporated into a '''Template '''form—'''ever!''' If you’re going to invest a lot of time in getting your project view 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 project view, 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 project view, 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. | ||
| + | |||
| + | ==Links to Detailed Articles== | ||
| + | |||
| + | The article links below provide additional information on the '''editing''' of tasks/milestones and task links: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Selecting Tasks/Milestones for Editing for Version 6.1 | Selecting Tasks/Milestones]] 9.1.1-61 | + | | [[Selecting Tasks/Milestones for Editing for Version 6.1 | Selecting Tasks/Milestones]] <!--9.1.1-61--> |
|- | |- | ||
| − | | [[Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for Version 6.1 | Changing Individual Task/Milestone Properties (Color, Shapes, etc.)]] 9.2.1- | + | | [[Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for Version 6.1 | Changing Individual Task/Milestone Properties (Color, Shapes, etc.)]] <!--9.2.1-61--> |
|- | |- | ||
| − | | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones for Version 6.1 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones]] 9.3.1-61 | + | | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones for Version 6.1 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones]] <!--9.3.1-61--> |
|- | |- | ||
| − | | [[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 | + | | [[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--> |
|- | |- | ||
| − | | [[Restoring Default Formatting for Version 6.1 | Restoring Default Formatting]] 9.5.1-61 | + | | [[Restoring Default Formatting for Version 6.1 | Restoring Default Formatting]] <!--9.5.1-61--> |
|- | |- | ||
| − | | [[Undoing and Redoing Changes for Version 6.1 | Undoing and Redoing Changes]] 9.6.1-61 | + | | [[Undoing and Redoing Changes for Version 6.1 | Undoing and Redoing Changes]] <!--9.6.1-61--> |
|} | |} | ||
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| − | == | + | ==Related Links== |
| − | + | [[Conditional Formatting for Version 6.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-61--> | |
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| − | [[ | + | [[Creating and Editing Rows and Swimlanes for Version 6.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-61--> |
| − | [[ | + | [[Modifying Decorations on Tasks/Milestones for Version 6.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-61--> |
| − | [[ | + | [[Modifying the Time Axis for Version 6.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-61--> |
| − | [[ | + | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 6.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-61--> |
| − | [[ | + | [[The Project View Legend for Version 6.1 (Portal) | The Project View Legend (Portal)]] <!--15.0.1-61--> |
| − | [[ | + | [[Creating and Managing Curtains for Version 6.1 | Creating and Managing Curtains]] <!--16.0.1-61--> |
| − | [[Creating and Managing | + | [[Creating and Managing Comment Boxes for Version 6.1 | Creating and Managing Comment Boxes]] <!--13.0.1-61--> |
| − | [[ | + | [[Creating and Managing Free Boxes for Version 6.1 | Creating and Managing Free Boxes]] <!--14.0.1-61--> |
| − | [[ | + | [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] <!--17.0.1-61--> |
| − | [[ | + | [[Creating and Managing Virtual Summary Tasks for Version 6.1 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-61--> |
| − | [[Background Images for Version 6.1 (Portal) | Background Images (Portal)]] 20.0.1-61 | + | [[Background Images for Version 6.1 (Portal) | Background Images (Portal)]] <!--20.0.1-61--> |
| − | [[Managing Templates for Version 6.1 (Portal) | Managing Templates (Portal)]] 24.0.1-61 | + | [[Managing Templates for Version 6.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-61--> |
(9.0.1-61) | (9.0.1-61) | ||
Latest revision as of 15:29, 19 December 2018
Overview
1) OnePager Pro and Express give you two main ways to edit your project view:
- Manually, by right-clicking and changing colors, fonts, and other formatting by hand.
- Automatically, by changing settings and rules in the Project-View Properties form
2) It’s often tempting to change your project view manually, because these Microsoft PowerPoint-style edits are very intuitive.
3) However, when you edit your project view 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 project view through Project View Properties form instead of making changes by hand:
- Speed: Changing settings through Project View 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 Project View Properties form than it is to select tasks one at a time and change fonts individually.
- Repeatability: When you change settings through Project View Properties form, those changes can eventually be made into a Template form, making it easier to repeat the same formatting in other project views. Manual edits cannot be incorporated into a Template form—ever! If you’re going to invest a lot of time in getting your project view 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 project view, 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 project view, 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.
Links to Detailed Articles
The article links below provide additional information on the editing of tasks/milestones and task links:
Related Links
Conditional Formatting (Portal)
Creating and Editing Rows and Swimlanes (Portal)
Modifying Decorations on Tasks/Milestones (Portal)
Modifying the Time Axis (Portal)
Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
The Project View Legend (Portal)
Creating and Managing Curtains
Creating and Managing Comment Boxes
Creating and Managing Free Boxes
Absorbing one task into another
Creating and Managing Virtual Summary Tasks
(9.0.1-61)
