Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)

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About Decorations

1) Decorations on task/milestone shapes include the following Data-Driven elements:

  • Date labels
  • Percent complete
  • Baselines
  • Critical path
  • Deadlines
  • Endpoints

2) Task labels are not considered a Decoration for the purpose of this discussion.

3) For more information on Managing task/milestone shapes and labels, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

4) To go directly to the detailed articles covering Modifying decorations on task/milestone shapes, please click here: Links to Detailed Decoration Editing Articles 10.0.1-70.

Global Decoration Controls

1) Decorations are controlled through the Template Properties and Chart Properties forms.

2) For more information on Using the Template form, please see the article at: Managing Templates (Portal) 24.0.1-70

3) For more information on Using Chart Properties form, please see the article at:: Editing with the Chart Properties form (Portal). 21.0.1-70

4) For the purpose of this discussion, focus is placed on the Chart Properties form's Task Bars and Milestone tabs in the control groups as shown below:

Template Properties Form - Task Bars Tab
File:P70-10 0 1-70-(1-1)-09132019.png
P70-10_0_1-70-(1-1)-09132019.png
Chart Properties Form - Task Bars Tab
File:P70-10 0 1-70-(2-1)-09132019.png
P70-10_0_1-70-(2-1)-09132019.png

5) This article overviews instructions on two methods for manually editing decorations for individual tasks/milestones.

6) The two (2) sub-sections below, we’ll briefly cover both methods:

a) Using the Chart Properties form to change all task/milestone shape decoration properties, and
b) the Format… commands available to modify the decoration properties of a single task/milestone shape.

Using the Chart Properties Form To Edit Decorations

1) Decorations on all tasks/milestone shapes can be manually edited by using the Task Bars or Milestones tabs in the Chart Properties form.

2) Using these controls you can edit the decoration properties of all tasks/milestone shapes in the current chart without changing any of the settings in the current Template.

3) Doing so makes mavericks of all task/milestone shapes participating in the edit in the current chart.

Mirror Format Settings Between Task Bars and Milestones

4) For convenience, we've added a checkbox titled Mirror format setting between task bars and milestones shown below:

File:P70-10 0 1-70-(3)-09132019.png
P70-10_0_1-70-(3)-09132019.png

5) When this checkbox is checked On, OnePager automatically makes any edits to Milestone shapes that are made to Task Bars for all settings where a blue dot appears to the right of the setting.

6) This checkbox appears in both the Task Bar tab and the Milestone tab of the Chart Properties form and the corresponding tabs of the Template Properties form.

7) The Milestones tab of the Chart Properties form is illustrated below:

File:P70-10 0 1-70-(4)-09132019.png
P70-10_0_1-70-(4)-09132019.png

8) Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown in the next section below:

Links to Detailed Decoration Editing Articles

9) Use the links below to access more information on editing task/milestone decorations:

Labeling Task/Milestone Shapes for OnePager Pro 10.15.1.-70 Labeling Task/Milestone Shapes for OnePager Express 10.16.1.-70
Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70 Labeling Task/Milestone Dates for OnePager Express 10.2.1-70
Percent complete for OnePager Pro 10.3.1-70 Percent complete for OnePager Express 10.4.1-70
Baselines for OnePager Pro 10.5.1-70 Baselines for OnePager Express 10.6.1-70
Critical path for OnePager Pro 10.7.1-70 Critical path for OnePager Express 10.8.1-70
Deadlines for OnePager Pro 10.9.1-70 Deadlines for OnePager Express 10.10.1-70
Endpoints for OnePager Pro 10.11.1-70 Endpoints for OnePager Express 10.12.1-70
Order of Tasks/Milestones Decorations 10.13.1-70

Editing Individual Task/Milestone Shape Decorations in the Chart Editor

1) Decorations can be edited for individual task and milestone shapes (or selected groups of them) using the Change Task/Milestone Properties form.

2) This form can be accessed two ways:

Right-Clicking a Task/Milestone

3) Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task or milestone.

4) This action accesses the available commands in the context menu shown below:

File:P70-10 0 1-70-(5)-09132019.png
P70-10_0_1-70-(5)-09132019.png

5) Clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

File:P70-10 0 1-70-(6)-09132019.png
P70-10_0_1-70-(6)-09132019.png

6) The Format tab is shown above where you can edit the task/milestone shape's properties shown.

7) Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task/milestone shape(s).

8) The Task Labels tab is used for positioning the text label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70.

Format button on the OnePager Pro Home Ribbon

9) The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more task/milestone shapes to edit.

10) The Format...button on the ribbon is shown below:

File:P70-10 0 1-70-(7)-09132019.png
P70-10_0_1-70-(7)-09132019.png

11) After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed as shown here:

File:P70-10 0 1-70-(8)-09132019.png
P70-10_0_1-70-(8)-09132019.png

12) The Format tab is shown above where you can edit the task/milestone properties shown.

13) Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task/milestone shape(s).

14) The Task Labels tab is used for positioning the text label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70.

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

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

Managing Templates (Portal) 24.0.1-70

(10.0.1-70)