Difference between revisions of "Selecting Task/Milestone Shapes and Text Labels for Version 7.0"

Revision as of 18:21, 14 June 2019

About Selecting Task/Milestone Shapes and Text Labels

1) OnePager provides several methods for selecting one or multiple task/milestone shapes and/or text labels in order to make manual edits:

Selecting Task/Milestone Shapes with the Left-Click

2) Single task/milestone shape selection: Select, using a left-click, a single task/milestone shape in the graph, and notice that it receives a solid border selection box with two grab points (top and bottom) in the middle of the task/milestone.

3) Multiple task/milestone shape selections: Select multiple tasks/milestones shapes by holding down the Control key (CTRL) and then selecting several tasks or milestones using successive left-clicks.

4) Lasso: You can also drag a selection lasso around a group of tasks/milestones by first left clicking the mouse in some empty area of the graph and then dragging the selection rectangle around a group of tasks/milestones. Releasing the mouse left-click button selects the tasks/milestones inside the lasso.

5) Select all: Alternatively, go to the OnePager Home tab and click Select All button in the Editing group to select all task/milestone shapes on the screen. Then you can hold down the Control key and deselect tasks that you do not want to select.

6) Esc key: If you want to redo your task/milestone selections, press the ESC key and OnePager deselects all previously selected task/milestone shapes.

Selecting Task/Milestone Text Labels with the Left-Click

7) With Version 7.0 of OnePager Pro and Express the selection actions for selecting task/milestone shapes and their text labels is separated.

8) Single task/milestone text label selection: Select, using a left-click, a single task milestone text label in the graph and notice that the selected text label becomes enclosed in a rectangle.

9) Multiple task/milestone text label selections: Select multiple tasks/milestones text label by holding down the Control key (CTRL) and then selecting several text labels using successive left-clicks.

10) Lasso: The lasso is not an effective technique for selecting multiple text labels and attempting its use in not recommended for multiple text label selection.

11) Select all: The use of the Select all options on the Home ribbon tab is not a preferred techniques for selecting task/milestone text labels. See the section below covering the Select associated text checkbox feature in the Chart Properties form's Advanced tab.

12) Esc key: If you want to redo your task/milestone text label selections, press the ESC key and OnePager deselects all previously selected task/milestone text labels.

Selecting Task/Milestone Shapes and Text Label with the Right-Click

13) Right-clicking the task/milestone shape accesses the task/milestone context menuas shown below:

14) For the task/milestone shape context menu, the commands behave exactly the same as in previous versions of OnePager.

15) Right-clicking on the task/milestone text label accesses the text label context menu as shown below:

16) For the task/milestone text label context menu, there are two commands in the context menu:

(1) Edit task name… or

(2) Format… to access the Change Task/Milestone Properties form at the Task Label tab.

17) The Edit task name… and the Format… commands both behave as in previous versions of OnePager when selected with a right-click in the text label. Please see this article for more information: Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.) 9.2.1-70.

Making the Task/Milestone Shape Left-Click Selection Select Both the Task Shape and Text Label in One Left Click

18) OnePager 7.0 provides a control for you to change the response that a left-click on a task shape allowing a single click on the task shape to select both the task shape and its corresponding text label.

19) The control is called the Select associated text checkbox and is found in the Template and Chart Properties form’s Advanced tab in the Display options control group as shown below for the Chart Properties form:

20) If you mouse over this checkbox the following tool tip appears: When the task/milestone shape is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels. As with all tool tips they are provided to assist you in determining what the control basically does.

21) As an example, the illustration below is a chart portion where there was a left-click on the task shape only when the Select associated text checkbox is checked OFF.

a) Left-clicking the task shape only selects the task shape as shown above.

b) When the task shape is selected in the above example, only the Icons on the Home tool bar tab that are applicable to editing task shapes are enabled. The enabled control groups are: Editing, Settings, Font, and Format.

c) Even with the Select associated text checkbox checked OFF, left-clicks on the task shape still allow you to change Font properties but not text label position. You can change text label alignment if the text label is configured such that text label alignment changes are available.

d) However, in the situation described above, where one or more task shapes are left-clicked with the Select associated text checkbox checked OFF, you can right-click on any of the selected task shape, access its normal context menu, and use all the commands in the context menu as well as all the tabs available in the Change Task/Milestone Properties form accessed from the Format… command in the context menu.

e) Additionally, you can access the Change Task/Milestone Properties form by clicking the Format… Icon on the Home tool bar tab as shown below:

22) To complete the example, the illustration below is a chart portion where the Select associated text checkbox is checked ON, and the task shape is selected with a left-click:

a) With the Select associated text checkbox checked ON, a left-click on the task shape selects the task shape and its text label as shown above.

b) When the task shape and text label are selected in the above example, ALL Icons on the Home tool bar tab that are applicable to editing task shapes and text labels are enabled. The applicable control groups are: Editing, Settings, Font, Format, and Position. The Alignment control group is only enabled if there is an option available to re-align the text label or text labels for selected items.

c) Essentially, checking the Select associated text checkbox ON makes the OnePager 7.0 behavior relative to left-clicking of task shapes or text labels operate the same as left-clicking only the task shape in previous versions of OnePager.

d) You can right-click on either the task shape or text label in this situation and the appropriate context menu is accessed and all associated commands operate as documented including gaining access to the Change Task/Milestone Properties form.

23) OnePager 7.0, regardless of the status of the Select associated text status of checked ON or checked OFF, permits you to right-click on any previously selected task shape or text label and accesses any of the context menu commands.

About Selecting Task Links in the Chart

Please use the following references for more information on selecting Data-driven and manual Task Links in the chart:

Related Links

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

(9.1.1-70)