Difference between revisions of "TEMPzz3"

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==Introduction to the OnePager Task Links==
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==Introduction to OnePager's Chart Properties Form==
  
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This article describes OnePager’s '''Task Links''' feature.  Illustrations used in this article and the detailed articles referenced here are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express.
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This article describes OnePager’s '''Chart Properties''' form.  Illustrations used in this article and referenced articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express.
  
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==About Editing with the Chart Properties Form==
  
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OnePager Pro and Express always supported the creation and showing of '''Task Links''' (previously called '''Event Links'''). The process for creating and editing '''Event Links''' was limited and totally manual. What was not previously possible was the capability to '''import Predecessors '''data from your Microsoft Project or Excel '''source plan '''and have OnePager produce a chart with these '''dependencies '''graphically displayed.  The two illustrations below show a simple Microsoft Project '''source plan '''with '''Predecessors '''data and the OnePager Pro chart created with the corresponding '''Task Links''':  
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The articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71 shows how to manually '''edit individual shapes''' in the chart  is discussed. These '''edits''' apply to the '''individual shape(s)''' only. The term '''maverick''' is used in OnePager to describe the task bar/milestone symbol '''properties''' that '''differ''' from the '''global defaults''' or from data driven ('''conditional formatting''') values. In addition to manual '''editing individual task bar/ milestone symbol(s)''', OnePager can dynamically '''format''' your charts based on '''global default''' settings established first in '''Template Properties''' form and brought into the chart and managed with the '''Chart Properties''' form as shown below for OnePager Pro at the form's '''Main''' tab:
  
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<center>[[File:P61-0_4_1_7-61-(1-1)-04272018.png]]</center>
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<center>[[File:P70-21_0_1-70-(1A)-10232020.png]]</center>
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<!--<center>&lt;P61-0_4_1_7-61-(1-1)-04272018.png&gt;</center>-->
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<!--<center>P70-21_0_1-70-(1A)-10232020.png</center>-->
  
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<center>[[File:P70-19_0_1-70-(2)-09282020.png]] </center>
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The '''Chart Properties''' form, like the '''Template Properties''' form has twelve (12) tabs, each providing controls for the named component of the chart. These settings available in each of these twelve (3) tabs are maintained in the '''Chart Properties''' form and contain some of the most powerful and time saving OnePager features.  The articles in this series describe global '''editing''' in all twelve tabs for OnePager Pro and OnePager Express.
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<!--<center>&lt;P70-19_0_1-70-(2)-09282020.png&gt;</center>-->
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The tables below contain links to detailed information on '''importing''', '''managing''', and '''editing''' '''Task Links''': [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1#Links to All Detailed Task Link Articles | Links to All Detailed Task Link Articles]] 19.0.1-71
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==Understanding the Chart Properties form==
  
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==Overview==
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Use the '''Chart Properties''' form to '''edit default settings''' that affect the appearance of the chart itself or of all twelve ('''non-maverick''') chart components.  For example, instead of changing all '''milestone symbols''' or '''colors''' one at a time, you can use the '''Chart Properties''' form to define your desired '''shapes''', '''colors''' and other '''properties''' for task bars/milestone symbols and other '''decorations'''.  You can access the '''Chart Properties''' form from the OnePager '''Home''' ribbon tool bar tab by clicking the '''Chart Properties''' button as shown below:
  
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With OnePager Pro and Express you have the following enhanced capabilities.
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<center>[[File:P70-21_0_1-70-(1)-10132020.png]]</center>
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<!--<center>P70-21_0_1-70-(1)-10132020.png</center>-->
  
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===Imported Task Link Data from Source Plans===
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Once the '''Chart Properties''' form is available in the '''Chart Editor''', notice that the form has several tabs wherein there are multiple available settings you can configure to tailor the look of your charts. Each of these tabs is described in detail for OnePager Pro and Express at the following article links (In some cases there are links to only OnePager Pro articles as the information applies equally to OnePager Express):
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'''Task Link''' information can be '''imported''' from both Microsoft Project and Microsoft Excel '''source plans '''and made available for display and '''editing''' in the chart.  '''Task Links''' imported from '''source plans''' are called '''Data-driven Task Links'''.  When discussing '''Data-driven Task Link imported''' from Microsoft Project, the capability is also supported to import '''Data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online.
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===Task Link Editing===
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'''Task Link''' '''editing''' capabilities are expanded so that you have a greater variety of options for formatting '''Task Link''' '''arrow shapes''', '''arrow''' '''sizes''', '''connection line''' options, '''connection line corner radii''', '''Task Link Dependency Types''', and '''Vertical and Horizontal Anchor points '''on task/milestone shapes. '''Manual editing''' capabilities are also enhanced so you can perform '''drag and drop''' operations and '''edit''' the''' properties''' of any and all '''Task Links '''using enhanced '''Task Link''' formatting options.  
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Manual '''Task Links''' can be '''Daisy Chained''', that is, you can select more than two task bars/milestone symbols and create a series (i.e., '''daisy chain''') of manual '''Task Links''' connecting these task bars/milestone symbols. You have full control over '''Task Link '''formatting and which '''Task Links '''are '''shown''' or '''hidden''' in charts through the use of the new '''Task Links '''tabs on the '''Template''' and '''Chart Properties '''forms.  There are '''Filtering control''' over '''showing''' (or '''hiding''')''' Task Links''' provided in a new '''Task Links Filter Rules '''form.  In a similar fashion to how OnePager assists you to manage '''hidden tasks''', OnePager provides a '''Where Are My Links?''' form that lists '''Task Links '''specific to each snapshot and allows you to edit the '''show/hide status''' of any '''Task Link''' in a snapshot. You also have the capability to manually select a '''Task Link''' with a right-click and use '''task link''' right-click '''context menu''' to perform manual '''editing''' on the manual or '''Data-driven Task Link'''.  You can perform enhanced '''editing''' of manual '''Task Link properties''' with the enhanced '''Task Link Properties''' form.
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OnePager Express is enhanced such that you can '''import Dependency''' values on tasks from Microsoft Excel '''source plans''' where the '''syntax format selection''' for specifying '''predecessor''' relationships corresponds to the Microsoft Project standards or the '''syntax format selection''' used by Oracle’s Primavera P6.
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===Task Links Based On Predecessor Data===
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OnePager Pro and Express are designed to process '''Task Links''' that are specified as '''Predecessors''' '''ONLY'''. Although OnePager does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''. This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.
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===Template Properties and Chart Properties Forms and Task Links===
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The '''Template Properties''' forms distributed with OnePager Pro and Express contain an enhanced '''Task Links''' tab with basic settings that can be tailored as needed. As with all '''Chart Properties''' tabs, the '''Task Links''' tab takes on the '''properties''' for '''Task Links''' based on the '''properties''' in the current '''Template Properties''' form. The '''properties''' in the '''Chart Properties''' form's '''Task Link''' tab can be '''edited''' at any time. Additionally, both '''Data-Driven''' and manual '''Task Links''' can be '''selected''' in the chart and '''edited''' individually.
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==Links to All Detailed Task Link Articles==
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Please use the Wiki article links below to access detailed information on the '''Data-driven Task Links''' feature and the enhancements made to manual '''Task Links''' in OnePager.  The articles in the top set of links below provide you with an '''overview''' to the new '''Data-driven Task Link''' feature and the enhancements made to the existing manual '''Task Link''' capabilities. The articles in the bottom set of links below provide detailed information on the '''importation''', '''management''', and '''editing''' of both '''Data-Driven Task Links''' and manual '''Task Links'''.
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<center>
 
<center>
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'''Manual Task Link and Data-Driven Overview Articles'''
 
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Data-Driven Task Links for OnePager Pro for Version 7.0 | Data-Driven Task Links for OnePager Pro]] 19.1.1.1-70
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| [[Main Tab for Version 7.0 | Main Tab]] 21.1.1-70
 
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|-
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| [[Manual Task Links for OnePager Pro for Version 7.0 | Manual Task Links for OnePager Pro]] 19.1.2.1-70
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| [[Time Axis Tab for Version 7.0 (OnePager Pro) | Time Axis Tab for OnePager Pro]] 21.17.1-70
 
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| [[Data-Driven Task Link Import Rules for OnePager Pro for Version 7.0| Data-Driven Task Link Import Rules for OnePager Pro]] 19.1.3.1-70
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| [[Rows/Swimlane Tab for Version 7.0 | Rows/Swimlane Tab]] 21.2.1-70
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|}
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</center>
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<center>
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'''Importing, Managing, and Editing Data-Driven and Manual Task Links'''
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{| class="wikitable"
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| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] 19.2.1-70
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| [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] 19.3.1-70
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| [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] 21.3.1-70
 
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| [[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] 19.4.1-70
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| [[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] 21.5.1-70
 
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| [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] 19.5.1-70
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| [[Legend Tab for Version 7.0 (OnePager Pro) | Legend Tab for OnePager Pro]] 21.7.1-70
 
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| [[Notes on Data-Driven Task Links for OnePager 7.0 for Version 7.0 | Notes on Data-Driven Task Links for OnePager 7.0]] 19.7.1-70
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| [[Page Layout Tab for Version 7.0 | Page Layout]] 21.8.1-70
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|-
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| [[Headers and Footers Tab for OnePager Pro for Version 7.0 | Headers and Footers Tab for OnePager Pro]] 21.9.1-70
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|-
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| [[Comment Boxes Tab for Version 7.0 | Comment Boxes]] 21.11.1-70
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|-
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| [[Task/Milestone Links Tab for Version 7.0 (OnePager Pro) | Task Links Tab for OnePager Pro]] 21.12.1-70
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|-
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|[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] 21.13.1-70
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|-
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|[[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] 21.15.1-70
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|[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] 21.16.1-70
 
|}
 
|}
 
</center>
 
</center>
  
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==Related Links==
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==Related Link==
  
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[[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] 3.0.1-71
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
  
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[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
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(21.0.1-71)
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[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
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[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
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[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
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(19.0.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Editing the Chart]]
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[[Category:Task/Milestone Editing]]
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[[Category:Task/Milestone Decorations]]
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[[Category:Ribbon]]
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[[Category:Snapshots]]
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[[Category:Charts]]
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[[Category:Edit the Chart]]
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[[Category:Templates]]
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[[Category:Chart Properties Form]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
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[[Category:Task Links]]
 
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[[Category:Snapshots]]
 
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[[Category:Snapshot Independent]]
 
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[[Category:Task/Milestone]]
 
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[[Category:Template]]
 
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[[Category:Chart Properties Form]]
 
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[[Category:Chart]]
 
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[[Category:Chart Properties]]
 
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[[Category:Task Links Tab]]
 
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[[Category:Where Are My Links?]]
 
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[[Category:Where’s My Stuff?!]]
 

Revision as of 16:27, 11 February 2021

Introduction to OnePager's Chart Properties Form

This article describes OnePager’s Chart Properties form. Illustrations used in this article and referenced articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express.

About Editing with the Chart Properties Form

The articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71 shows how to manually edit individual shapes in the chart is discussed. These edits apply to the individual shape(s) only. The term maverick is used in OnePager to describe the task bar/milestone symbol properties that differ from the global defaults or from data driven (conditional formatting) values. In addition to manual editing individual task bar/ milestone symbol(s), OnePager can dynamically format your charts based on global default settings established first in Template Properties form and brought into the chart and managed with the Chart Properties form as shown below for OnePager Pro at the form's Main tab:

P70-21 0 1-70-(1A)-10232020.png

The Chart Properties form, like the Template Properties form has twelve (12) tabs, each providing controls for the named component of the chart. These settings available in each of these twelve (3) tabs are maintained in the Chart Properties form and contain some of the most powerful and time saving OnePager features. The articles in this series describe global editing in all twelve tabs for OnePager Pro and OnePager Express.

Understanding the Chart Properties form

Use the Chart Properties form to edit default settings that affect the appearance of the chart itself or of all twelve (non-maverick) chart components. For example, instead of changing all milestone symbols or colors one at a time, you can use the Chart Properties form to define your desired shapes, colors and other properties for task bars/milestone symbols and other decorations. You can access the Chart Properties form from the OnePager Home ribbon tool bar tab by clicking the Chart Properties button as shown below:

P70-21 0 1-70-(1)-10132020.png

Once the Chart Properties form is available in the Chart Editor, notice that the form has several tabs wherein there are multiple available settings you can configure to tailor the look of your charts. Each of these tabs is described in detail for OnePager Pro and Express at the following article links (In some cases there are links to only OnePager Pro articles as the information applies equally to OnePager Express):

Main Tab 21.1.1-70
Time Axis Tab for OnePager Pro 21.17.1-70
Rows/Swimlane Tab 21.2.1-70
Task Bars Tab for OnePager Pro 21.3.1-70
Milestones Tab for OnePager Pro 21.5.1-70
Legend Tab for OnePager Pro 21.7.1-70
Page Layout 21.8.1-70
Headers and Footers Tab for OnePager Pro 21.9.1-70
Comment Boxes 21.11.1-70
Task Links Tab for OnePager Pro 21.12.1-70
Advanced Tab for OnePager Pro 21.13.1-70
Field Mappings Tab for OnePager Pro 21.15.1-70 Field Mappings Tab for OnePager Express 21.16.1-70

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

(21.0.1-71)

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