Difference between pages "Manual Task Links for OnePager Express for Version7.0" and "File:P71-8 5 3-71-(25)-05252022.png"

From OnePager Documentation
(Difference between pages)
Jump to: navigation, search
 
(P71-8_5_3-71-(25)-05252022.png)
 
Line 1: Line 1:
==About Manual Task Links==
+
P71-8_5_3-71-(25)-05252022.png
 
+
This article talks about the enhancements made to manual '''Task Links''' in OnePager Express 7.0.
+
 
+
1) First, the article covers the basis controls for '''adding''' and '''deleting '''manual '''Task Links''' and goes on to cover other related command for managing manual '''Task Links''' in the '''Chart Editor'''.
+
 
+
2) Next, the new '''Daisy Chain''' feature is discussed and how it can be used to create a set of manual '''Task Links '''connecting two or more task/milestones.
+
 
+
3) The next section covers all the controls available in the '''Chart Editor '''for '''editing''' manual '''Task Links'''.
+
 
+
4) This section is followed by a discussion of '''Global editing '''techniques for manual '''Task Links''' using the '''Template''' and '''Chart Properties ''' forms.
+
 
+
5) The final section provides intermediate information on other topics such as selecting multiple '''Task Links''', repositioning '''Task Link connection lines '''with the drag and drop method, and taking task shape into consideration when repositioning '''connection lines'''.
+
 
+
==Basic Management of Manual Task Links==
+
 
+
===Adding Manual Task Links===
+
 
+
Adding manual '''Task Links''' to the chart requires you to identify at least two task/milestones to serve as the manual '''Task Link''' pair as follows:
+
 
+
1) Select at least '''two''' tasks by left-clicking the first task or milestone ('''predecessor''') and then use the '''CTL+left-click '''to select the '''second''' and following '''(successor''') task(s).
+
 
+
2) Go to the '''Insert''' tab on the OnePager Express 7.0 ribbon and click the '''Task Link''' button:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6E)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6E)-08062018.png&gt;</center>
+
 
+
3) The manual '''Task Link '''appears in the chart between the selected tasks or milestones:
+
 
+
<center>[[File:X61-19_1_2_2-61-(3)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(3)-08062018.png&gt;</center>
+
 
+
4) You can '''edit''' a manual '''Task Link''' by right-clicking on it and then clicking the appropriate command in the '''context menu''' that appears.
+
 
+
5)  Selecting more than one '''successor''' task/milestone is supported by OnePager and is called a manual '''Task Link Daisy Chain'''.  This feature is further described below.
+
 
+
===Alternative Method for Adding Manual Task Links===
+
 
+
6) A new command, '''Insert task link(s)''' is available in the task/milestones right-click '''context menu''' when two or more task/milestones are selected as shown below
+
 
+
<center>[[File:X61-19_1_2_2-61-(3A)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(3A)-08062018.png&gt;</center>
+
 
+
:a) The '''Insert task links(s) '''command is not available in the task/milestone right-click '''context menu '''when only one task/milestone is selected.
+
 
+
:b) With two or more task/milestones selected, clicking the '''Insert task link(s)''' command inserts a manual '''Task Link''' from the first task selected ('''predecessor''') to the last ('''successor''') task selected.
+
 
+
===The Where Are My Links? Form===
+
 
+
7) With the addition of '''Data-driven Task Links''' in OnePager Express it is necessary to provide you with a list of manual''' '''and '''Data-driven Task Links''' to assist with the management of all '''Task Links '''in the chart and its snapshots.
+
 
+
8) The '''Where Are My Links''' form was created for this purpose and is shown below:
+
 
+
<center>[[File:X61-19_1_2_2-61-(3B)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(3B)-08062018.png&gt;</center>
+
 
+
:a) The '''Where Are My Links? '''form can be accessed easily from the OnePager Express '''Home '''ribbon in the '''Editing''' group of controls using the '''Show/Hide''' dropdown as shown below:
+
 
+
<center>[[File:X61-19_1_2_2-61-(3C)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(3C)-08062018.png&gt;</center>
+
 
+
:b) The '''Where Are My Links?''' form can also be accessed in the '''Chart Propereties '''form '''Task Links '''tab in the '''Data-Driven Task Links '''control group.
+
 
+
:c) Please see the article at: [[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] 19.5.2-70 for more information on using the '''Where Are My Links? '''form.
+
 
+
===Deleting Manual Task Links===
+
 
+
9) To '''delete''' a manual '''Task Link''' from either the current snapshot or all snapshots, right-click on the manual '''Task Link''' and click one of the options for the '''Delete '''command in the '''context menu '''as shown below:
+
 
+
<center>[[File:X61-19_1_2_2-61-(4)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(4)-08062018.png&gt;</center>
+
 
+
10) '''Deleting''' a manual '''Task Link''' from a snapshot removes the entry for the manual '''Task Link deleted''' from the '''Where Are My Links? '''form.
+
 
+
11) Manual '''Task Links''' cannot be '''hidden''' whereas '''Data-driven Task Links''' can be '''hidden '''but not '''deleted'''.
+
 
+
===Ordering Manual Task Links===
+
 
+
12) The '''Order''' command in the manual '''Task Link’s context menu '''allows you to place the selected manual '''Task Link(s)''' within the '''Graph''' relative to other graphics in the '''Z-Level'''.
+
 
+
:a)  The '''Order''' command operates similar to other '''Order''' command operations in OnePager Express. 
+
 
+
:b) Please see the article on [[Deleting, Ordering, and Changing Images for Version 7.0 | Deleting, Ordering, and Changing Images]] 20.4.1-70 in the [[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] 20.0.1-70 group of articles. 
+
 
+
:c)  The '''Order''' command looks like this when you right-click a manual '''Task Link''':
+
 
+
<center>[[File:X61-0_4_1_7-61-(4G)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4G)-08062018.png&gt;</center>
+
 
+
===Adding Another Manual Task Link===
+
 
+
13) The '''Add Another …''' command in the manual '''Task Link context menu '''accesses the '''Task Link Properties''' form for the selected tasks/milestones. 
+
 
+
:a) This allows you to add another manual '''Task Link(s)''' between the two or more selected task/milestones.
+
 
+
:b) Having two or more manual '''Task Links''' connecting the same set of task/milestones allows you to alter the '''properties''' of the manual '''Task Links''' in the chart or to reroute their manual '''Task Link connection lines'''. 
+
 
+
:c) When an '''another manual Task Link''' is added to the chart, the added manual '''Task Link '''is superimposed over the original manual '''Task Link '''but automatically '''shown''' as selected so that you can '''edit''' the routing of this additional manual '''Task Link’s connection line '''as shown below where the second manual '''Task Link’s connection line''' is moved to the right:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4H)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4H)-08062018.png&gt;</center>
+
 
+
:d) The additional manual '''Task Link''' added to the chart is also represented as a new entry in the '''Where Are My Links? '''form as shown below:
+
 
+
<center>[[File:X61-19_1_2_2-61-(6)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(6)-08062018.png&gt;</center>
+
 
+
===Putting Links in all Snapshots===
+
 
+
14) The '''Put in all snapshots '''command assures that in a multi-snapshot chart the selected manual '''Task Link''' is included in all snapshots where the two or more participating tasks appear. 
+
 
+
15) To have manual '''Task Links''' appear in only some snapshots they must be first established in all snapshots and manually '''deleted''' from those snapshots where the manual '''Task Links''' are not desired.
+
 
+
:a) You have the option, as noted in the '''Delete '''manual '''Task Links''' discussion above, to '''Delete '''manual '''Task Links''' from individual snapshots. 
+
 
+
:b) To do this requires going to the desired snapshot and specifically using the '''Delete '''command with the '''From this snapshot''' sub-command to achieve the desired result. 
+
 
+
:c) This option works in the same way as '''Deleting Curtains''' from specific snapshots. 
+
 
+
:d) Please see this article for reference:  [[Creating and Managing Curtains for Version 7.0 | Creating and Managing Curtains]]. 16.0.1-70
+
 
+
==Creating Daisy Chained Manual Task Links==
+
 
+
1) As discussed above by selecting more than two task/milestones you can create a series of manual '''Task Links''' called a '''Daisy Chain '''connecting the multiple task/milestone you selected in one operation.
+
 
+
2) Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step process.
+
 
+
:a) First, using your mouse and the '''CTL+Left-Click''', make a series of mouse selections of task/milestones in the order desired from '''Predecessor''' to the last '''Successor '''task/milestone as shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6D)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6D)-08062018.png&gt;</center>
+
 
+
:b) The second step is to click the '''Task Link''' button on the OnePager ribbon’s '''Insert''' tab shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6E)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6E)-08062018.png&gt;</center>
+
 
+
:c) At the completion of the second step, the chart looks like this with the increased the '''row height''' to better '''show''' the '''Daisy Chain '''of three manual '''Task Links''':
+
 
+
<center>[[File:X61-0_4_1_7-61-(6F)-08032018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6F)-08032018.png&gt;</center>
+
 
+
3) Manual '''Task Links''' created with this procedure are created as '''Finish-to-Start''' '''Dependency types''' and have '''connection lines''' routed by OnePager to minimize conflicts with other graphics.
+
 
+
====Alternative Method for Creating a Daisy Chain====
+
 
+
4) '''Daisy Chained '''manual''' Task Links''' can also be created by selecting the tasks/milestones as described above but using the right-click on any selected task/milestone to access the '''context menu’s Insert task link(s) '''command to create the desired '''Daisy Chain''' as shown in the following example:
+
 
+
:a) Starting with the chart below where the selected task/milestones are to be connected with a '''Daisy Chained '''manual '''Task Link''' as the first step.
+
 
+
<center>[[File:X61-0_4_1_7-61-(6D1)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6D1)-08062018.png&gt;</center>
+
 
+
:b) The second step is to right-click any of the selected task/milestones to access the '''context menu''' shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6I)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6I)-08062018.png&gt;</center>
+
 
+
:c) When you click the '''Insert task link(s)''' command in the task/milestone right-click '''context menu '''the '''Daisy Chained '''manual '''Task Link''' looks like this:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6F)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6F)-08062018.png&gt;</center>
+
 
+
====Creating Daisy Chains with the Lasso and Select all Ribbon Options====
+
 
+
5) For creating simple '''daisy chains''' of manual '''Task Links''' it can be easier to use the '''lasso''' technique with the mouse left-click '''drag and drop '''feature to select all the task/milestones you want to be included in the '''daisy chain''' of manual '''Task Links'''.
+
 
+
:a) For example, below the mouse is used to select all visible task/milestones by including them inside the '''lasso''' as shown:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6O)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6O)-08062018.png&gt;</center>
+
 
+
:b) Releasing the mouse left-click in the lower right of the chart selects all the task/milestones within the boundary of the '''lasso''' as shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6P)-08202018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6P)-08202018.png&gt;</center>
+
 
+
:c) To complete the process, right-click on any selected task/milestone to access task/milestone '''context menu '''and click the '''Insert task link(s)''' command. 
+
 
+
<center>[[File:X61-0_4_1_7-61-(6Q)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6Q)-08062018.png&gt;</center>
+
 
+
:d) Doing this causes OnePager Express to draw the '''daisy chain '''manual '''Task Links''' as shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6Q1)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6Q1)-08062018.png&gt;</center>
+
 
+
:e) As an alternative to using the '''lasso''' to select all task/milestones you can use the OnePager Express ribbon’s '''Home''' tab in the '''Editing '''group of controls to make the selection. 
+
 
+
:f) To do this click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6R)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6R)-08062018.png&gt;</center>
+
 
+
:g) Once all the task/milestones are selected proceed with a right-click on any selected task/milestone to access the '''context menu''' and click the '''Insert task link(s)''' command.
+
 
+
6) Using the '''lasso''' or the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' tells OnePager Express that you want the resulting '''daisy chain '''to progress from upper left to lower right.
+
 
+
:a) Not selecting all tasks/milestones creates a '''daisy chain''' just involving those selected task/milestones with manual '''Task Links''' applied in the order that your manual selection of the task/milestones was made.
+
 
+
:b) If you need to select some task/milestones but not all by using the '''CTL+Left-Click''' technique for selection, OnePager Express can create a '''daisy chain '''of manual '''Task Links''' in the order selected as shown below where not all visible task/milestones are selected.
+
 
+
<center>[[File:X61-0_4_1_7-61-(6S)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6S)-08072018.png&gt;</center>
+
 
+
:c) With the chart and the task/milestone selections shown above, using either the ribbon command or the '''context menu''' command to '''Insert task link(s)''', results in the chart shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(6T)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(6T)-08072018.png&gt;</center>
+
 
+
7) '''Caution:'''  Some care is needed when using a combination of the '''lasso''' or '''Select all''' technique with individual task/milestone selections or de-selections to identify those task/milestones to participate in the creation of a '''daisy chain'''.
+
 
+
:a) If you do the combination of '''lasso''' and then, holding the '''CTL+Left-Click''', you individually select additional task/milestones, OnePager Express may not be able to follow your sequence and interpret your intentions.
+
 
+
:b) It is recommended that you '''do not '''combine these techniques for selecting task/milestones in a single action but use separate actions in individual steps with the '''Insert task link(s)''' command used between steps while making sure that selected task/milestones are de-selected between steps.
+
 
+
==Editing Manual Task Links==
+
 
+
===Manual Editing of Task Link Properties in the Chart Editor===
+
 
+
1) Manual '''Task Links''' can be easily '''edited''' in the chart.
+
 
+
2) '''Editing manual Task Links''' results in the '''edited manual Task Link''' becoming a '''maverick'''.
+
 
+
3) Manual '''editing of Task Links''' can be done by accessing the '''Task Link Properties''' form which contains the controls found in the '''Chart Propereties '''form '''Task Links '''tab’s '''Default Task-Links Formatting '''control group.  Using the '''Chart Propereties''' form to '''edit Task Links '''is discussed below.
+
 
+
:a) The '''Task Link Properties '''form is accessed by right-clicking on the manual '''Task Link''' to access the '''context menu''' as shown here:
+
 
+
<center>[[File:X61-19_1_2_2-61-(5)-08072018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(5)-08072018.png&gt;</center>
+
 
+
:b) The '''Task Link Properties '''form looks like this:
+
 
+
<center>[[File:X61-0_4_1_7-61-(3F)-07312018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(3F)-07312018.png&gt;</center>
+
 
+
:c) After making your '''edits''' to the selected '''Task Link(s)''', click the '''OK '''button to apply them to the selected '''Task Link(s)'''. This action applies all the '''edits''' you made to the selected '''Task Link(s)''' at one time.  You can return to the '''Task Link Properties '''form as many times as necessary for further '''editing''' to selected '''Task Link(s)'''.
+
 
+
:d) To restore a manual '''Task Link''' back to its '''default format setting''' you need to select the '''mavericked Task Link(s)''' as shown above and then access the '''Task Link Properties '''form again.
+
 
+
:e) When the '''Task Link Properties '''form appears, click the '''Use Default Format''' button followed by clicking the '''OK''' button on the form as shown below to restore the '''Task Link''' to default settings:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4C)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4C)-08072018.png&gt;</center>
+
 
+
===Editing Manual Task Links===
+
 
+
4) Individually '''editing manual Task Link''' is initiated by right-clicking on the manual '''Task Link'''.  This action selects the manual '''Task Link '''and accesses the '''context menu''' shown below:
+
 
+
<center>[[File:X61-19_1_2_2-61-(4)-08062018.png]]</center>
+
<center>&lt;X61-19_1_2_2-61-(4)-08062018.png&gt;</center>
+
 
+
5) '''Deleting''' a manual '''Task Link''' includes two options:  (1) '''At this snapshot''' and (2)''' At all snapshots'''.  The handling of each option in OnePager is explained below:
+
 
+
:a) '''At this snapshot''':  '''Deleting''' a manual '''Task Link At this snapshot''' removes its presence from the current snapshot 
+
 
+
::i) The action also unchecks the entry for this manual '''Task Link''' in the '''Where Are My Links?''' form for this snapshot but the entry remains in the form.
+
::ii) At this point you can '''UNDO''' the action whereupon the selected manual '''Task Link '''is '''shown''' and the entry for the '''“deleted at this snapshot”''' manual '''Task Link''' is rechecked in the '''Where Are My Links?''' form. 
+
::iii) Rechecking the entry yourself also restores the subject manual '''Task Link '''at the current snapshot.
+
 
+
:b) '''At all snapshots''':  '''Deleting''' a manual '''Task Link At all snapshots''' removes the '''Task Links '''presence from '''all snapshots''' and '''deletes''' the manual '''Task Link’s '''entry in the '''Where Are My Links?''' form for all snapshots. 
+
 
+
::i) Since the entry in the '''Where Are My Links?''' form is gone; the '''deleted''' manual '''Task Link''' cannot be restored through the form. 
+
::ii) However, an immediate '''UNDO '''restores the manual '''Task Link''' '''deleted''' '''At all snapshots''' to visibility in '''all''' snapshots and restores the entry in the '''Where Are My Links? '''form.
+
 
+
6) The '''Order''', '''Add another …''', and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to manual '''Task Links'''.
+
 
+
:a) The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''. 
+
 
+
:b) This command operates similar to other '''Order''' operations in OnePager. 
+
 
+
:c) The '''Order''' command appears like this when you right-click a link:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4G)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4G)-08062018.png&gt;</center>
+
 
+
7) The '''Add another … '''command, when clicked, immediately adds another '''Task Link '''to the selected pair of task or milestone with the same properties as the original manual '''Task Link''' selected.
+
 
+
:a) This allows you to '''“add another”''' manual '''Task Link '''between the two selected task/milestones with different properties. 
+
 
+
:b) The example below shows a second manual '''Task Link''' added that is positioned further to the right of the first selected manual '''Task Link''':
+
 
+
<center>[[File:X61-0_4_1_7-61-(4H)-08062018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4H)-08062018.png&gt;</center>
+
 
+
8) The '''Put in all snapshots''' command assures that in '''multi-snapshot''' charts that the selected '''Task Link''' is included in snapshots where the two participating task/milestones appear. 
+
 
+
:a) To have manual '''Task Links''' appear in only '''some''' snapshots, they must first be established in '''all''' '''snapshots''' and manually '''deleted''' in those snapshots where the '''Task Links''' are not desired.
+
 
+
:b) You have the option, as noted in the '''delete''' manual '''Task Links''' discussion above, to '''delete '''manual''' Task Links''' in individual snapshots. 
+
 
+
:c) To do this requires going to the desired snapshot and specifically using the '''Delete''' command with the '''At this snapshot''' sub-command to achieve the desired result as shown below: 
+
 
+
<center>[[File:X61-0_4_1_7-61-(4I)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4I)-08072018.png&gt;</center>
+
 
+
9) Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(3F)-08082018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(3F)-08082018.png&gt;</center>
+
 
+
:a) When a manual '''Task Link(s)''' are selected and the '''Properties… '''command is selected from the '''context menu''', all controls in the '''Task Link Properties''' form are '''enabled'''.
+
 
+
:b) You have the capability to modify all '''properties''' of the manual '''Task Links '''selected including the '''Horizontal Anchor points '''and '''Dependency Type:'''.
+
 
+
:c) For manual '''Task Links''', all the controls in the '''Horizontal Anchor''' control group are '''enabled''' when the '''Dependency Type:''' window is set to '''Custom'''. 
+
 
+
:d) If you specify a specific '''Dependency Type''' for a selected manual '''Task Link '''(other than '''Custom'''), the '''slider bars''' for the '''Predecessor''' and '''Successor''' are '''disabled''' as shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4K)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4K)-08072018.png&gt;</center>
+
 
+
:e) For manual''' Task Links''', the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor '''control groups are '''enabled'''. 
+
 
+
:f) The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template''' and '''Chart Propereties '''form’s '''Task Link''' Tab. 
+
 
+
::i) Making an '''edit''' in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''Chart Propereties''' form changes the selected '''Task Link(s)''' to a '''maverick.'''
+
::ii) The settings for a '''mavericked Task Link''' can be '''restored''' to the '''default settings''' by clicking the '''Use Format Defaults''' button shown above. 
+
::iii) This action restores the '''mavericked Task Link '''to the settings in the current '''Chart Propereties''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control''' '''group of the form.
+
::iv) Since '''Task Link mavericking''' is considered to be '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' snapshots. 
+
::v) When clicking the '''Use Format Defaults''' button to restore '''default format properties''' to a '''Task Link''' in one snapshot, the action restores '''default format properties''' to that '''Task Link '''in '''all''' '''snapshots''' that it appears.
+
::vi) Recall that '''default Task Link '''settings can include '''Task Link Filter rules''' established in the '''Template''' form or by using the '''Chart Propereties '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.
+
 
+
g) Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected manual '''Task Links'''.
+
 
+
===Enhanced Manual Task Link Property Formatting Capabilities===
+
 
+
====Using the Task Link Properties Form to Edit Task Link Format Properties====
+
 
+
10) As mentioned above, OnePager now has an expanded formatting repertoire for '''Task Links '''to give you more options.  The '''Task Link Properties '''form is very useful for '''editing''' the '''format properties''' of '''Data-driven '''and manual '''Task Links'''.
+
 
+
11) Previously, you only had the '''solid connection line type'''.''' '''In OnePager 7.0 all '''five connection line type options''' that are currently supported for '''connection lines''' to '''baselines''', '''deadlines''', '''endpoints '''to task/milestone are included. These '''five connection line options''' are shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4L)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4L)-08072018.png&gt;</center>
+
 
+
12) In OnePager there are enhanced '''Arrow Styles''' as shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4M)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4M)-08072018.png&gt;</center>
+
 
+
:a) There are five '''Begin Type arrow styles '''and five '''End Type arrow styles '''to select from.  The default setting is the '''None '''selection for the '''Begin Type''' and the '''Arrow''' selection for the '''End Type'''.
+
 
+
:b) OnePager recognizes which end of the '''connection line''' is the '''Begin''' and '''End '''based upon the '''Dependency Type'''.
+
 
+
:c) '''Caution:''' You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own selections in the dropdown windows shown in the above form. 
+
 
+
13) You also have options when specifying '''Corner radius''' of a '''Task Link''' '''connection line''' regardless of the '''line option''' selected. 
+
 
+
:a) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the connection line’s '''90 degree bends'''. 
+
 
+
:b) The '''higher''' the pixel count the '''more rounded''' the connection line '''bend''' appears.
+
 
+
:c) Below is an example of a '''Corner Radius''' of 4:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4N)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4N)-08072018.png&gt;</center>
+
 
+
:d) For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4O)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4O)-08072018.png&gt;</center>
+
 
+
14) For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4P)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4P)-08072018.png&gt;</center>
+
 
+
:a) Selecting the dropdown’s '''Custom''' option '''enables '''the '''slider bars''' to be used to position the '''Horizontal Anchor points''' for the '''predecessor''' and '''successor'''.
+
 
+
:b) Selecting any of the other '''Dependency Type:''' options '''disable '''the '''slider bars '''because the selection in the '''Dependency Type:''' dropdown determines the '''Horizontal Anchor points'''.
+
 
+
15) There is an additional '''Task Link Dependency type''' for manual '''Task Links '''called the '''Custom Dependency type'''. 
+
 
+
:a) This is the '''default''' setting when you place a manual '''Task Link '''into the chart and shows in the '''Dependency Type:''' window of the '''Chart Propereties '''form’s '''Task Link '''tab and '''Task Link Properties '''form. 
+
 
+
:b) The initial '''Custom Dependency Type''' for manual '''Task Links''' is Finish-to-Start (FS). 
+
 
+
:c) You can '''edit''' the '''default''' setting for manual '''Task Links '''to any other '''Dependency Type '''(i.e., FF, FS, SF, or SS) which sets the manual '''Task Links''' horizontal '''Begin point '''and '''End point shape’s positions'''. 
+
 
+
:d) If you reset the '''Dependency Type''' for a manual '''Task Link '''using the '''Dependency Type:''' dropdown window in the forms, the '''slider bars '''for '''Predecessor '''or '''Successor''' are '''disabled'''. 
+
 
+
:e) Leaving the '''Dependency Type:''' window set to '''Custom''' '''enables''' the '''slider bars '''for '''Predecessor '''and '''Successor '''and allows you to use them to position '''Begin point '''and '''End point shapes '''for the manual '''Task Link'''.
+
 
+
:f) When a manual '''Task Link '''is selected with a right-click and the '''Properties … '''command is selected the '''Task Link Properties''' form is brought up as shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4J)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4J)-08072018.png&gt;</center>
+
 
+
16) Finally, for both '''Data-driven '''and manual '''Task Links''', you have control over where the '''Task Link Vertical Anchors''' connect to the task/milestone.  There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' tasks''' '''as follows:
+
 
+
:a) '''Top''':  The '''Task Link connection line''' '''anchors''' at the '''Top''' of the task/milestone and '''departs vertically '''or '''horizontally''' from the '''Top'''.
+
 
+
<center>[[File:X61-0_4_1_7-61-(4Q)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4Q)-08072018.png&gt;</center>
+
 
+
:b) '''Middle''': The '''Task Link''' '''connection line anchors''' at the '''vertical center''' of the task/milestone and '''departs horizontally''' or '''vertically '''from the '''middle'''. 
+
 
+
<center>[[File:X61-0_4_1_7-61-(4R)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4R)-08072018.png&gt;</center>
+
 
+
:c) '''Bottom''':  The '''Task Link connection line anchors''' at the '''bottom '''of the task or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
+
 
+
<center>[[File:X61-0_4_1_7-61-(4S)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4S)-08072018.png&gt;</center>
+
 
+
:d) '''Auto''':  The '''Auto''' '''option''' is the '''default''' option employed by OnePager so that it can initially make decisions on how best to vertically position the '''Begin point''' and '''End point shapes''' of the '''Task Link''' '''connection line''' routing through the chart.  The '''Task Link’s Dependency Type''' is preserved.
+
 
+
===Editing Daisy Chain Properties in the Chart Editor===
+
 
+
17) Recall that '''Daisy Chains''' are represented in the chart as sets of individual manual '''Task Links''' conveniently created with a simple technique.
+
 
+
18) As such, the manual '''Task Links''' included in the '''Daisy Chain '''set can be '''edited '''using the techniques discussed above by selecting either a single manual '''Task Link '''in the set or multiple manual '''Task Links'''.  Once selected '''editing''' is accomplished as described above.
+
 
+
19) Manual '''Task Links''' included in the '''Daisy Chain '''set are not represented as such in the '''Where Are My Links?''' form but as individual manual '''Task Link '''entries.
+
 
+
==Global Task Link Property Editing Capabilities Using the Template and Chart Propereties forms ==
+
 
+
1) '''Global editing''' of all '''Task Links '''can be performed in two ways:
+
 
+
:(1) Using the '''Template '''form’s '''Task Link''' tab, or
+
 
+
:(2) Using the '''Chart Propereties''' form’s '''Task Link '''tab
+
 
+
2) Both the '''Template '''and the '''Chart Propereties''' form’s '''Task Link '''tabs have mostly the same controls so this section describes the controls in the '''Chart Propereties''' form’s '''Task Link''' tab.  These same control operations work the same in the '''Template''' form’s''' Task Link''' tab.
+
 
+
===Template Form Task Link Properties Tab===
+
 
+
3) As with all '''“editing”''' with the '''Template''' form, '''edits''' made in the '''Template''' form control how the first chart is created. 
+
 
+
4) After a chart is created, '''global editing''' is performed with the '''Chart Properties''' form. 
+
 
+
5) The '''Template''' form '''Task Link''' tab looks like this:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4)-08072018.png&gt;</center>
+
 
+
===Chart Properties Form Task Link Properties Tab===
+
 
+
6) The '''Template '''form and the '''Chart Propereties''' form’s '''Task Links''' tab have a '''“master”''' control for turning the '''Task Link '''feature '''ON''' and '''OFF''' and '''two major control groups''' for the '''Chart Propereties '''form are shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4A)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4A)-08072018.png&gt;  </center>
+
 
+
7) '''Show task links '''checkbox:  This major control is available in both the '''Template''' and''' Chart Propereties''' form’s '''Task Links '''tab. 
+
 
+
:a) This checkbox, when checked '''ON''', '''enables''' the entire '''Task Link''' feature in OnePager. 
+
 
+
:b) If this checkbox is turned '''OFF''' in the '''Template '''form, no '''Data-driven Task Links '''can be '''imported'''
+
 
+
:c) Likewise, if this checkbox is turned '''OFF '''in the '''Template '''form, no manual '''Task Links '''can be created.
+
 
+
8) '''Default Task Link Formatting '''control group: Initially, this control group is set to the distributed '''default '''settings for manual and '''Data-driven Task Links'''.  These controls are used for detailed formatting of all '''Task Links''' '''shown'''.  The control sub-group controls include:
+
 
+
:a) '''Line Style''' sub-group:  The '''Line Style''' controls provide the means to select the '''connection line color''', the '''Width''' of the '''connection lines''', the '''connection line Dash type''', and the '''connection line Corner radius'''.
+
 
+
:b) The '''Line Style''' '''Width''' and '''Dash type''' are defined the same as used elsewhere in OnePager for '''connection lines''' associated with '''baselines''', '''endpoints''', and '''comment boxes'''.
+
 
+
:c) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the '''connection line’s''' 90 degree corners.  The larger the pixel count, the more rounded the '''connection line''' corner appears.  See example in the section above titled: '''Using the Task Link Properties Form to Edit Task Link Format Properties'''.
+
 
+
:d) '''Arrow Style''':  The '''Arrow Style''' control sub-group allows you to select the '''Begin Type anchor point shape''' and '''End Type anchor point shape''' for each '''Task Link'''.  You also have control over the '''size '''of each '''anchor point shape'''.
+
 
+
:e) '''Horizontal Anchor (Manual Task Links Only)''' controls: This control sub-group permits you to specify the '''Dependency Type''' for manual '''Task Links '''only.  You also have '''slider bar''' controls over the positioning of the '''Begin''' '''point shape''' of the '''Task Link''' on the '''predecessor '''task/milestone and the positioning of the '''End point shape''' on the '''successor '''task/milestone.   
+
 
+
:f) '''Vertical Anchor (All Task Links) '''controls: This control sub-group gives you control over where the '''Task Links''' are connected to the '''predecessor '''and '''successor''' task/milestones in terms of the '''Top''' of the task/milestone, the '''Middle''', or the '''Bottom''' for '''predecessor '''and '''successor '''task/milestones.  Clicking the '''Auto''' radio button '''ON''' tells OnePager to make this determination as best it can to avoid cluttering within the chart.
+
 
+
9) '''Data-Driven Task Links '''control group: This control group does not apply to manual '''Task Links''' but is mentioned here for completeness in this discussion because it controls the '''import''' of '''Data-driven Task Links''' by:
+
 
+
:a) Providing the controls for turning''' ON''' and '''OFF''' the '''Data-driven Task Link''' '''import '''and '''show '''feature,
+
 
+
:b) Specifying globally what '''Data-driven Task Links''' are '''shown''',
+
 
+
:c) Providing access to the '''Task Link Filter Rules''' form, and
+
 
+
:d) Providing access to the '''Where Are My Links? '''form.
+
 
+
10) For OnePager Express, not shown above, the '''Data-Driven Task Links''' control group has controls for specifying which '''source plan''' '''field''' name is used by OnePager Express as the '''predecessor''' '''field''' to '''import''', and the '''syntax format selection''' for the '''predecessor '''information. 
+
 
+
==Other Topics==
+
 
+
====Selecting Multiple Task Links to Edit with the Task Link Properties Form====
+
 
+
1) OnePager Express permits you to select multiple manual '''Task Links''' using the '''CTL+Left-Click''' method.
+
 
+
2) Because there are two different types of '''Task Links''' that can be '''shown''', it is recommended that when making multiple '''Task Link '''selections that the set selected consist of only one type.
+
 
+
:a) When you want to access the '''Task Link’s''' '''context menu''' and you select '''Task Links '''of different types, OnePager provides the '''context menu''' for the '''Task Link '''type which you used the right-click to access the '''context menu'''.
+
 
+
:b) If you selected a manual '''Task Link''' first, and with the '''CTL+Left-Click''' you selected a '''Data-driven Task Link '''second, followed by a right-click on the '''Data-driven Task Link, '''OnePager provides the '''Data-driven Task Link’s context menu'''.
+
 
+
:c) If you reverse the selection above and right-click on the manual '''Task Link '''second, OnePager provides the manual '''Task Link’s context menu'''.
+
 
+
:d) The difference between the two types of '''context menus''' is that the '''Data-driven Task Link context menu''' has the '''Hide '''command while the manual '''Task Link context menu''' has the '''Delete '''command.
+
 
+
:e) The remaining commands in the two types of '''context menus''' are almost identical with the exception that the manual '''Task Link’s context menu''' has the '''Add another …''' command and the '''Data-driven Task Link’s context menu''' does not.
+
 
+
3) When you do make multiple '''Task Link '''selections of '''different types''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks like this:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4Y)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4Y)-08072018.png&gt;</center>
+
<center>'''Bugzilla 6368 Issue with above screenshot'''</center>
+
 
+
:a) In the '''Task Link Properties''' form above accessed by multiple selection of different types of '''Task Links''' all control groups are '''enabled '''except the '''Horizontal Anchor (Manual Links Only) '''control group which is '''disabled'''.
+
 
+
:b) For all the selected '''Task Links''' regardless of type (manual or '''Data-driven''') you can '''edit''' the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor (All Links) '''settings.
+
 
+
:c) '''Caution: '''You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own selections in the above form. 
+
 
+
4) When you make multiple '''Task Link '''selections of the '''same type''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks the same as the illustration above except that OnePager can be able to identify the '''connection line color''' and show it in the form.
+
 
+
:a) When multiple '''Data-driven Task Links '''are selected, the '''Task Link Properties '''form is accessed with the '''Horizontal Anchor (Manual Links Only)''' control group '''disabled'''.  All other control groups are '''enabled''' in this situation.
+
 
+
:b) When multiple manual''' Task Links''' are selected, the '''Task Link Properties '''form is accessed with all control groups '''enabled'''.
+
 
+
====Repositioning Task Link Connection Lines Using Drag and Drop Methods====
+
 
+
5) You can use '''drag and drop''' methods for '''editing''' the '''connection line '''routing of '''Task Links '''and the position of '''Begin '''and '''End point shapes '''on their respective task/milestones.  This capability was not provided in previous versions of OnePager but it is in OnePager as described here.
+
 
+
6) When one or more manual '''Task Links''' are selected, the '''Task Link Begin '''and '''End point shapes''' are represented with '''green grab points '''on '''predecessor '''and '''successor '''tasks as shown in the illustration in the next paragraph. 
+
 
+
7) '''Task Link connection lines''' have '''yellow grab points''' on the '''connection''' '''line segments''' in the middle if the '''Task Link''' is displayed as a '''multi-segment connection line''' as shown in the examples below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4T)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4T)-08072018.png&gt;</center>
+
 
+
8) Clicking on any of these '''grab points''' allows you to use your mouse to move the '''Begin '''or''' End point shapes '''or the '''connection line segments''' in the '''Chart Editor'''. 
+
 
+
9) Although you can select multiple '''Task Links''' and the '''green''' and '''yellow''' '''grab points''' are provided, OnePager only allows you to use the '''drag and drop''' method of repositioning the '''connection line''' or the '''Begin '''or '''End point shape''' on one '''Task Link '''at a time.  When using the '''drag and drop '''method, the other selected '''Task Links '''remain selected.
+
 
+
10) For''' Begin''' and '''End point shapes''', the '''green grab points '''do not come off of the task/milestone.  The selection''' grab points''' behave as follows when using your mouse to adjust their positions:
+
 
+
:a) '''Beginning and Ending Green Grab Points''':  These '''green grab points''' can be moved up and down between three positions on the task/milestone to fine tune their position '''vertically '''as shown in the sequence below: 
+
 
+
<center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
+
<center>[[File:X61-0_4_1_7-61-(4U)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4U)-08072018.png&gt;</center>
+
 
+
<center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
+
<center>[[File:X61-0_4_1_7-61-(4V)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4V)-08072018.png&gt;</center>
+
 
+
::i) When a '''Task Link '''is selected as shown in the first illustration above, OnePager indicates where the '''Begin '''and '''End point shapes positions''' are with '''green grab points'''.
+
::ii) If you select the '''End point shape''' of the '''Task Link '''as shown in the second illustration above, OnePager provides '''unfilled green grab points''' to indicate valid '''snap-to-positions''' for the '''End point shape.'''
+
::iii) If you position the '''Task Link’s End point shape''' in between the '''snap-to-positions '''and release the mouse button the '''Task Link’s End point shape '''moves to the nearest '''snap-to-position'''.   
+
::iv) For manual '''Task Links''', you are able to '''drag''' the '''Begin''' and '''End point shape’s''' '''green grab points horizontally''' to adjust the '''horizontal anchor position '''as shown below:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4W)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4W)-08072018.png&gt;</center>
+
 
+
:b) '''Middle Yellow Grab Points''':  When there is a '''multi-segment connection line '''representing a '''Task Link''', the '''yellow grab point(s) '''in the '''middle''' of the '''multi-segment connection line''' are displayed when the '''Task Link '''is selected''' '''as shown here:'''
+
 
+
<center>[[File:X61-0_4_1_7-61-(4X)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4X)-08072018.png&gt;</center>
+
 
+
::i) Grabbing a '''middle yellow grab point '''with the mouse allows you to move the '''yellow grab point '''in either a '''horizontal''' or '''vertical''' direction within the '''graph'''. 
+
::ii) Attempting to move '''yellow grab point''' too far in the '''graph area '''can produce unexpected results. 
+
::iii) You can manipulate the '''middle yellow grab point''' for either a manual '''Task Link''' without causing the '''Task Link''' to become a '''maverick'''.
+
 
+
====Repositioning Task Link Connection Lines on Various Task Shapes====
+
 
+
11) OnePager Express has a variety of task shapes available, so we have a few tips for repositioning '''Task Link Begin/End points '''when working with a task shape with rounded or pointed ends.
+
 
+
:a) The two tasks shown below are rectangular with a '''Task Link Connection Line''' '''Begin point''' originating the '''Predecessor’s bottom vertical anchor''' to the '''Successor’s top vertical anchor''': 
+
 
+
<center>[[File:X61-0_4_1_7-61-(4Z)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4Z)-08072018.png&gt;</center>
+
 
+
:b) Changing the '''Successor '''task shape to a shape with a point on both ends, as in the example below, shifts the '''Task Link Connection Line’s End point '''to appear to be at the '''Successor’s middle vertical anchor''':  In reality, the top anchor position has moved downward on the shape do to its geometry.
+
 
+
<center>[[File:X61-0_4_1_7-61-(4ZA)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4ZA)-08072018.png&gt;</center>
+
 
+
:c) For a more clear view of how '''Task '''Links are attaching to your task shapes, right-click on the '''Task Link '''and click the '''Properties … '''command.  You can now see that the '''Vertical Anchor point''' for this '''Successor '''task is likely set to '''Auto '''as shown here:
+
 
+
<center>[[File:X61-0_4_1_7-61-(4ZC)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4ZC)-08072018.png&gt;</center>
+
 
+
:d) '''Editing the Vertical Anchor '''settings for the '''Successor '''task to '''Top''', '''Middle''', or '''Bottom '''enables you to know for sure where the '''Task Link''' is attaching.
+
 
+
<center>[[File:X61-0_4_1_7-61-(4ZD)-08072018.png]]</center>
+
<center>&lt;X61-0_4_1_7-61-(4ZD)-08072018.png&gt;</center>
+
 
+
:e) It is recommended that consideration be given to task shape and '''connection line routing''' when considering using the drag and drop method to reposition '''Task Link Begin/End Vertical Anchor points'''.
+
 
+
==Related Links==
+
 
+
[[Creating and Managing Curtains for Version 7.0 | Creating and Managing Curtains]] 16.0.1-70
+
 
+
[[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] 19.5.2-70
+
 
+
[[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] 20.0.1-70
+
 
+
[[Deleting, Ordering, and Changing Images for Version 7.0 | Deleting, Ordering, and Changing Images]] 20.4.1-70
+
 
+
(19.1.2.2-70)
+
 
+
[[Category:Version 7.0]]
+
[[Category:Editing the Chart]]
+
[[Category:Task Links]]
+
[[Category:Manual Task Links]]
+
[[Category:Data-Driven Task Links]]
+
[[Category:Task/Milestone]]
+
[[Category:Ribbon]]
+
[[Category:Snapshots]]
+
[[Category:Charts]]
+
[[Category:Templates]]
+
[[Category:Chart Properties]]
+
[[Category:Task Links Tab]]
+
[[Category:Where Are My Links?]]
+
[[Category:OnePager Express]]
+

Latest revision as of 19:52, 25 May 2022

P71-8_5_3-71-(25)-05252022.png