Difference between revisions of "TEMPzz3"

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==Introduction to the Task Labels Feature in OnePager==
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==Introduction to Text Element Ordering for OnePager==
  
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This article describes OnePager’s '''Task Labels''' feature.  The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, OnePager Express, and OnePager 360.  Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
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This article describes OnePager’s '''Text Element Ordering''' feature.  The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, OnePager Express, and OnePager 360.  Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
 +
==Label Text Element Ordering==
  
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==About Task Labels==
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===Overview===
  
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'''Task labels''' displayed in the OnePager charts are '''imported''' from your '''source plan’s Name field'''.  At a minimum, the '''source plan's''' '''Name''' field, along with the task's '''Start/Finish dates''' must be '''imported''' for OnePager to create and display a chart. Once '''imported''', '''task labels''' can be '''edited globally''' or manually in the '''graph'''. This article covers how to '''edit task labels'''.
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In previous version of OnePager two or more '''text elements''' such as task labels, date labels, or percent complete values associated with a task bar/milestone symbol were represented in the '''graph''' horizontally in a fixed order left to right.  OnePager version 7.1 provides the capabilities and controls for you to change '''text element ordering''' as well as select for '''horizontal''' or '''vertical''' positioning of that order.
  
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==Using the Chart Properties Form to Edit Task Labels==
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The controls for '''label text element ordering''' are found in the '''Template Properties '''and '''Chart Properties''' forms at the '''Task Bars''' and '''Milestones '''tabs.  '''Label text element ordering''' controls for OnePager are the same and functions the same in both products.  The '''Change Label Text Element Ordering''' button is shown below in the '''Chart Properties '''form’s '''Task Bars''' tab:
  
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All '''task labels''' can be '''edited''' without changing the settings in the '''Template Properties''' form by clicking the '''Chart Properties '''button on the OnePager '''Home '''ribbon tool bar tab in the '''Settings''' control group as shown below:
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<center>[[File:P70-10_0_1-(4A)-02042021.png]]</center>
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<center>P70-10_0_1-(4A)-02042021.png</center>
  
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<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
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Clicking the '''Change Label Text Element Ordering '''button accesses the '''Change Text Element Ordering Change Label Text Element Order''' form shown below:
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<!--<center>P70-10_1_1-(1)-06012020.png</center>-->
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Clicking the '''Chart Properties '''button access the '''Chart Properties '''form. Navigate to either the '''Task Bars''' or '''Milestones '''tab as appropriate. On the '''Task Bars''' tab, shown below, ensure that the '''Task Labels''' checkbox is checked '''ON''':
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<center>[[File:P70-10_0_1-(4B)-02042021.png]]</center>
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<center>P70-10_0_1-(4B)-02042021.png</center>
  
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<center>[[File:P70-10_15_1-(1)-06042020.png]]</center>
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When '''task bar name labels''', '''date labels''', and '''percent compete values''' are shown in the chart, a typical chart looks like this:
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<!--<center>P70-10_15_1-(1)-06042020.png</center>-->
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Clicking the '''Task Label Properties…''' button to the right of the '''Task Labels''' checkbox accesses the '''Set Label Properties '''for as shown here:
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<center>[[File:P70-10_17_1-(1)-70-02042021.png]]</center>
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<center>P70-10_17_1-(1)-70-02042021.png</center>
  
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<center>[[File:P70-10_15_1-(2)-06042020.png]]</center>
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===Ordering Options===
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<!--<center>P70-10_15_1-(2)-06042020.png</center>-->
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There are two (2) control groups in the '''Set Label Properties '''form.
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At the top of the '''Change Text Element Order''' form there are four radio buttons. These radio buttons represent the four options available for ordering the three '''text elements''' with respect to their parent task bar/milestone symbol.  These options are discussed below:
  
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:* The top three controls in the '''Set Label Properties '''form provide '''Task Label global formatting''' options which are discussed below.
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====Order Text Element Left to Right====
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:* The second control group contains all the controls for you to '''tailor''' the operations of the '''Smart Text Optimization '''feature within OnePager Pro.  This feature is also discussed below.
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===Task Label Format Controls===
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With '''left to right ordering''', the '''first text element''' (identified in the '''Order '''windows in the lower portion of the form) appears to the '''left '''of the other '''text elements'''.  This is the '''default ordering''' and is shown in the two illustrations above.  This option is typically used when you position task bar/milestone symbol '''text elements''' in '''Label positions''' that are '''horizontally oriented''' such as '''Left''', '''Right''', '''Best fit left/right''', and '''Best fit in task bar'''. 
  
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There are three (3) '''global task label formatting''' controls available at the top of the '''Set Label Properties''' form.
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====Order Top to Bottom====
  
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====Task Label Field Selection====
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The '''top to bottom ordering''' is typically used in situations where you want to keep the '''text elements '''compact horizontally.  This option is typically used when you position task bar/milestone symbol '''text elements''' in '''Label positions''' such as '''Above''', '''Below''', '''Best fit above/below''', and '''Best fit all directions'''.  In many cases it is useful also to increase the '''height of the row''' so that sufficient room is provided for up to three '''text elements '''as shown below:
  
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The '''Label field''' control is a dropdown list containing all '''imported fields '''from your '''source plan''' as shown here:
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<center>[[File:P70-10_17_1-(2-1)-70-02042021.png]]</center>
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<center>P70-10_17_1-(2-1)-70-02042021.png</center>
  
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<center>[[File:P70-10_15_1-(3)-06042020.png]]</center>
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As for an example, the chart portion looks like this with '''text element Label position '''remaining as '''Best fit left/right''':
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<!--<center>P70-10_15_1-(3)-06042020.png</center>-->
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The '''default setting''' is the '''Name field'''; however, any available field in the dropdown list shown above can be used to serve the purpose of the '''task label'''.
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<center>[[File:P70-10_17_1-(3-1)-70-02042021.png]]</center>
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<center>P70-10_17_1-(3-1)-70-02042021.png</center>
  
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====Task Label Font Controls====
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====Order Horizontal Inside to Outside====
  
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Clicking the drop down associated with the '''Label font''' control accesses the standard OnePager '''Font properties '''form shown below:
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The third option radio button, when selected, '''orders text elements horizontally inside to outside'''. This means that the '''first text element''' is always '''closest to the task bar''', the next '''text element''' is farther to the left or right, and the '''third text '''element''' is farthest to the left or right. This '''text element ordering''' option is best used when '''text elements '''are to appear in the chart in '''horizontal '''arrangements. This update to the '''Change Text Element Order '''form is shown below:
  
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<center>[[File:P70-10_15_1-(4)-06042020.png]]</center>
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<center>[[File:P70-10_17_1-(4)-70-02042021.png]]</center>
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<!--<center>P70-10_15_1-(4)-06042020.png</center>-->
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<center>P70-10_17_1-(4)-70-02042021.png</center>
  
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Once the '''Font properties''' form is accessed, you have a variety of '''task label formatting options''' available including '''Font style'''; '''task label text color'''; '''font size'''; and options to '''Bold''', ''Italic'', and [[Underline]] the '''task label text'''.
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When this '''ordering '''is''' '''applied to the chart, it looks like this:
  
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====Task Label Position Controls====
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<center>[[File:P70-10_17_1-(3)-70-02042021.png]]</center>
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<center>P70-10_17_1-(3)-70-02042021.png</center>
  
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The '''Label position '''dropdown list provides eleven (11) '''position options''' for the placement of the '''task label''' with respect to its associated task bar/milestone symbol as shown here:
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Notice that regardless of the sequencing of the three '''text elements''', the designated '''first text element''' is always '''closest''' to the task bar.
  
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<center>[[File:P70-10_15_1-(5)-06042020.png]]</center>
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====Order Vertically Inside to Outside====
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<!--<center>P70-10_15_1-(5)-06042020.png</center>-->
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These '''Label position options''' are a subset of the full set of '''Label Position options '''available from the thirteen (13) '''options''' available using the '''Label Position '''dropdown found on the OnePager '''Home '''ribbon tool bar’s '''Position '''control group shown here:
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The last option radio button, when selected, '''orders text elements vertically inside to outside'''. This means that the '''first text element''' is always '''closest''' to the task bar, the next '''text element''' is farther away from the task bar, and the '''third text element''' is farthest away from the task bar in '''vertical orientation'''.  This '''text element ordering''' option is best used when '''text elements '''are to appear in the chart in '''vertical '''arrangements and when text is placed above or below the task or milestone.
  
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<center>[[File:P70-10_15_1-(6)-06042020.png]]</center>
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To make an example that is different from the previous examples, we’ll modify the '''Change Text Element Order '''form to show '''Date Labels '''as the '''first text element in the ordering'''.  The corresponding '''Change Text Element Order '''form is shown below:
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<!--<center>P70-10_15_1-(6)-06042020.png</center>-->
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===Smart Text Optimization Feature Controls===
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<center>[[File:P70-10_17_1-(5)-70-02042021.png]]</center>
 +
<center>P70-10_17_1-(5)-70-02042021.png</center>
  
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The bottom control group in the '''Set Label Properties''' form is devoted to the controls for the '''Smart Text Optimization '''feature.
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When this change is applied to the chart, along with appropriate '''heightening of rows''' and selecting the '''Best fit above/below text element Label position''', a selected portion of the chart looks like this:
  
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The '''Smart Text Optimization '''feature is overviewed in the article at: [[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-71
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<center>[[File:P70-10_17_1-(6-1)-70-02052021.png]]</center>
 +
<center>P70-10_17_1-(6-1)-70-02052021.png</center>
  
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For detailed information on the '''Smart Text Optimization '''feature for OnePager Pro, please see the article at: [[Resolving Task Bar Name Label Collisions for OnePager for Version 7.1 | Resolving Task Bar Name Label Collisions for OnePager]] 9.7.1.1-71
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Again notice that regardless of the sequencing of the three '''text elements''', the designated '''first text element''' is always '''closest''' to the task bar. In the illustration above, the '''first text element '''is '''Date label(s)'''.
  
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Since the two articles referenced above cover the '''Smart Text Optimization '''feature comprehensively, this article focuses on the control group briefly.
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===Text Element Order Sequencing===
  
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====Enabling and Disabling the Smart Text Optimization Feature====
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The lower portion of the '''Change Text Element Order''' form provides you with the controls to change the '''sequence of text elements''' as they are used in the four '''ordering options''' discussed in the previous sub-section.  The '''default settings''' are:
  
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The control for '''enabling''' and '''disabling''' the '''Smart Text Optimization '''feature is the checkbox titled '''Enable Smart Labeling for task/milestone labels''' as shown below:
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* '''Task/milestone label – First'''
  
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<center>[[File:P70-10_15_1-(7)-06042020.png]]</center>
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* '''Date label(s) – Second'''
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<!--<center>P70-10_15_1-(7)-06042020.png</center>-->
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All OnePager Pro '''Template Properties''' forms are distributed with the '''Enable Smart Labeling for task/milestone labels''' checkbox checked '''ON '''so the feature is '''enabled''' in the '''Template Properties''' form and in the '''Chart Properties''' form when charts are created and '''updated'''. At your option, you can '''disable''' the '''Smart Text Optimization '''feature by unchecking the '''Enable Smart Labeling for task/milestone labels''' '''OFF'''.
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* '''Percent Complete - Third'''
  
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====Smart Labeling Settings Control Group====
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Changing the '''text element order sequence''' changes the order of '''text elements''' applied to the chart when one of the four '''ordering options''' is selected.
  
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The '''Smart Labeling Settings '''control group has four (4) sets of three (3) controls each as shown here:
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<!--
 +
===Relationship to Other Text Element Positioning Controls===
  
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<center>[[File:P70-10_15_1-(8)-06042020.png]]</center>
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The '''Change Text Element Order''' form is used to make '''global''' changes to '''text element ordering''' in the chart. That said, you can always use the OnePager '''Home '''ribbon tool bar’s '''Label position '''dropdown to change the '''label position '''of any of the three possible '''text elements '''by individually selecting the '''text element '''and making the manual '''Label position '''change.   
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<!--<center>P70-10_15_1-(8)-06042020.png</center>-->  
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Each set is called an '''Escape Path''' which provides an alternative way to reorient a '''task label''' such that it no longer is in '''collision '''with another '''task label''', task bar/milestone symbol, or another nearby informational '''text element'''.
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Using the chart shown below as a starting point, the '''text elements '''are '''ordered left to right''' with the '''Date label(s)''' as the '''First text element '''in the '''sequence''':
  
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=====Escape Path Controls=====
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<center>[[File:P70-10_17_1-(7)-70-02042021.png]]</center>
 +
<center>P70-10_17_1-(7)-70-02042021.png</center>
  
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The three controls in each of the four sets are:
+
For this example, suppose we select the '''Percent complete value''' of the '''Create Working Plan''' task bar of '''50% '''change its position in the row to the left of the task bar.  This can be done in two steps:
  
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:* The '''Escape Path '''checkbox which, when checked '''ON''', '''enables''' the '''Escape Path '''for consideration as a solution to the '''task label collision situation'''.
+
:1) Click on the '''50% '''value in the task bar’s row to select the value.  This places a selection rectangle around the '''text element''' and '''enables '''the '''Label position '''dropdown on the OnePager '''Home '''ribbon tool bar tab as shown here:
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:* A '''limit control''' specifying the maximum extent to which the '''Escape Path''' can be applied.  For example, the number 2 in the '''Wrap text up to Escape Path '''specifies that the subject '''task label '''can only be '''wrapped '''up to 2 lines.
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:* The '''Priority''' of the '''Escape Path''' from '''highest''' to '''lowest''' among the four available '''Escape Paths '''tells the software which '''Escape Path''' to try first, second, and so on.
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The '''default Escape Path''' is '''Wrap text up to 2 lines''' with the '''highest priority'''. '''Escape Paths''' can be '''enabled''' with any available '''priority ordering'''.
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<center>[[File:P70-10_17_1-(8)-70-02042021.png]]</center>
 +
<center>P70-10_17_1-(8)-70-02042021.png</center>
  
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=====Re-optimizing After Updates Control=====
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:2) Go to the '''enabled Label Position '''dropdown list and click on the '''Left''' position option. The result is that the '''50% value''' is repositioned to the '''left '''of the task bar and the remaining '''text elements '''are unchanged as shown below:
  
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The '''Re-optimizing After Updates:''' control at the bottom of the form is specifically to tell OnePager which of three (3) options for '''re-optimizing task label collisions''' should be employed when the chart undergoes an '''UPDATE''' operation specifically in the '''Replacement Mode'''.  
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<center>[[File:P70-10_17_1-(9)-70-02042021.png]]</center>
 +
<center>P70-10_17_1-(9)-70-02042021.png</center>
  
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For more information on '''Replacement Mode Work Flows''', please see the articles at: [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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Please be advised that in some cases, repositioning '''text elements''' can trigger the '''text collision avoidance algorithm '''to operate if the '''text collision avoidance''' feature is turned '''ON'''.
 +
-->
  
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There are three (3) '''Re-optimizing After Updates: '''options available are shown here:
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==Related Links==
  
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<center>[[File:P70-10_15_1-(9)-06042020.png]]</center>
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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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<!--<center>P70-10_15_1-(9)-06042020.png</center>-->
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The selection of one of the three options tells OnePager how to handle '''task label collision situations''' that may arise as a result of '''updating '''the chart. These options are:
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
  
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:* '''Do not re-optimize''': When this option is selected, OnePager does not examine the '''updated''' chart to look for '''task label collision situations''' and does not perform any '''task label optimization.'''
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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:* '''Re-optimize changed tasks''': Under this option, OnePager looks at those '''imported/updated''' tasks that have changed as a result of the '''update''', examines only the '''changed tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for any '''changed tasks'''.
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:* '''Re-optimize all tasks''': Under this option, OnePager looks at '''all imported/updated''' tasks whether changed or not, examines '''all tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for '''any imported/changed tasks'''.
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For detailed information on the controls in the '''Set Label Properties '''form for '''Smart Text Optimization''', please see the article at: [[Resolving Task Bar Name Label Collisions for OnePager for Version 7.1 | Resolving Task Bar Name Label Collisions for OnePager]] 9.7.1.1-71
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==Editing Individual Task Labels in the Chart==
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There are three (3) methods for accessing the controls for '''editing''' individual '''task labels''' on individual task bars and milestone symbols:
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:* You can right-click on any selected task bar/milestone symbol to access the '''task bar''' right-click '''context menu''' followed by clicking the '''Format…''' command.
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:* You can right-click on the selected '''task label''' itself to access the '''task label''' right-click '''context menu''' followed by clicking the '''Format…''' command.
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:* You can click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting a task bar/milestone symbol or '''task label'''.
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Each of these methods is discussed below.
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===Right-Clicking a Task Bar/Milestone Symbol or Task Label===
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Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task label''' to access the '''task bar''' right-click '''context menu''' for either. 
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====Right-Clicking on a Task Bar/Milestone Symbol====
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This action accesses the available commands in the '''task bar''' right-click '''context menu''' when a task bar is right-clicked as shown below:
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<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5)-006012020.png</center>-->
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If you click the '''Format… '''command from the task bar or milestone symbol, the '''Change Task/Milestone Properties''' form is accessed at its '''Format '''tab as shown here:
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<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(6)-006012020.png</center>-->
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====Right-Clicking on a Task Label====
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The '''Format…''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
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<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
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Accessing the '''Change Task/Milestone Properties '''form from the '''task label''', accesses the form at its '''Task Label '''tab.
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<center>[[File:P70-10_15_1-(10)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(10)-06052020.png</center>-->
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Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''. The controls in the '''Change Task/Milestone Properties''' form's '''Task Labels''' tab are discussed below.
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====Format Button on the OnePager Pro Home Ribbon Tool Bar====
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The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager Pro '''Home '''ribbon tool bar tab after you selected one or more task bars/milestone symbols or '''task labels '''to '''edit'''.  The '''Format…''' button on the '''Home '''ribbon tool bar tab is shown below:
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<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(7)-006012020.png</center>-->
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After clicking the '''Format…''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format… '''tab or the '''Task Labels '''tab depending on what object was selected. Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''.
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===Using the Change Task/Milestone Properties Form’s Task Labels Tab===
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Using any method to access the '''Change Task/Milestone Properties '''form, the '''Task Labels''' tab looks like this:
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<center>[[File:P70-10_15_1-(11)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(11)-06052020.png</center>-->
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====Show Task/Milestone Label====
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The '''Show task/milestone label''' checkbox determines if the selected '''task label '''is '''shown''' or '''hidden''' with respect to its associated task bar/milestone symbol. The '''default setting''' for this checkbox is checked '''ON'''.  Unchecking the checkbox to '''OFF''', '''hides''' the selected '''task label '''and '''disables''' the other controls on the '''Task Labels '''tab.
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====Label Position Options====
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There are eleven (11) '''label position options '''to select from using the '''Label Position '''dropdown list as shown below:
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<center>[[File:P70-10_15_1-(12)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(12)-06052020.png</center>-->
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====Label Font Properties====
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Clicking the '''Label Font '''dropdown menu button access the '''Font properties '''form as shown below:
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<center>[[File:P70-10_15_1-(13)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(13)-06052020.png</center>-->
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Within the '''Font properties''' form are controls for '''task label font style''', '''color''', and '''size'''. Additionally, you can set the '''date text''' to '''Bold''', ''Italic'', or [[Underline]].
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====Use Label Defaults====
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Clicking the '''Use Label Defaults''' button in the '''Task Labels '''tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected task label or labels''' back to the settings established in the '''Chart Properties''' form.  The '''Use Label Defaults''' button looks like this:
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<center>[[File:P70-10_15_1-(14)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(14)-06052020.png</center>-->
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===Editing the Task Label Only===
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The '''task label''' itself can be changed in the '''graph''' by right-clicking on the '''task label''' to access its right-click context menu as shown here where the '''Edit task name … '''command is available:
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<center>[[File:P70-10_15_1-(15)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(15)-06052020.png</center>-->
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When the '''Edit task name … '''command is clicked, the '''Edit text''' form is accesses as shown here:
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<center>[[File:P70-10_15_1-(16)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(16)-06052020.png</center>-->
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After typing in your changes to the selected '''task label''', close the '''Edit text '''form by clicking the '''OK''' button.  The updated '''task label '''appears in the same position as the old '''label/text''' and is considered a '''task label maverick'''. '''Mavericked task labels''' cannot be reversed, that is, returned to the value '''imported''' from the associated Microsoft Project '''source plan''' using the '''Use Label Defaults''' button discussed above on the '''Task Labels '''tab of the '''Change Task/Milestone Properties '''form.
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==Related Topic==
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OnePager provides a control for you to change the response that a left-click on a task bar has by allowing a single left-click on the task bar to select '''both the task bar and its corresponding task label'''. 
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For more information on this feature, please see the section of this article at: [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0#Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Bar Name Label in One Left Click | Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Bar Name Label in One Left Click]] 9.1.1-70
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==Related Link==
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[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-70
 
[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-70
  
 
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
 
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[https://www.onepager.com/support/whats-new/text-element-ordering.html Text Element Ordering]
  
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Revision as of 18:13, 19 February 2021

Introduction to Text Element Ordering for OnePager

This article describes OnePager’s Text Element Ordering feature. The article covers the Add-in and Standalone editions of OnePager Pro, OnePager Express, and OnePager 360. Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.

Label Text Element Ordering

Overview

In previous version of OnePager two or more text elements such as task labels, date labels, or percent complete values associated with a task bar/milestone symbol were represented in the graph horizontally in a fixed order left to right. OnePager version 7.1 provides the capabilities and controls for you to change text element ordering as well as select for horizontal or vertical positioning of that order.

The controls for label text element ordering are found in the Template Properties and Chart Properties forms at the Task Bars and Milestones tabs. Label text element ordering controls for OnePager are the same and functions the same in both products. The Change Label Text Element Ordering button is shown below in the Chart Properties form’s Task Bars tab:

P70-10 0 1-(4A)-02042021.png
P70-10_0_1-(4A)-02042021.png

Clicking the Change Label Text Element Ordering button accesses the Change Text Element Ordering Change Label Text Element Order form shown below:

P70-10 0 1-(4B)-02042021.png
P70-10_0_1-(4B)-02042021.png

When task bar name labels, date labels, and percent compete values are shown in the chart, a typical chart looks like this:

P70-10 17 1-(1)-70-02042021.png
P70-10_17_1-(1)-70-02042021.png

Ordering Options

At the top of the Change Text Element Order form there are four radio buttons. These radio buttons represent the four options available for ordering the three text elements with respect to their parent task bar/milestone symbol. These options are discussed below:

Order Text Element Left to Right

With left to right ordering, the first text element (identified in the Order windows in the lower portion of the form) appears to the left of the other text elements. This is the default ordering and is shown in the two illustrations above. This option is typically used when you position task bar/milestone symbol text elements in Label positions that are horizontally oriented such as Left, Right, Best fit left/right, and Best fit in task bar.

Order Top to Bottom

The top to bottom ordering is typically used in situations where you want to keep the text elements compact horizontally. This option is typically used when you position task bar/milestone symbol text elements in Label positions such as Above, Below, Best fit above/below, and Best fit all directions. In many cases it is useful also to increase the height of the row so that sufficient room is provided for up to three text elements as shown below:

P70-10 17 1-(2-1)-70-02042021.png
P70-10_17_1-(2-1)-70-02042021.png

As for an example, the chart portion looks like this with text element Label position remaining as Best fit left/right:

P70-10 17 1-(3-1)-70-02042021.png
P70-10_17_1-(3-1)-70-02042021.png

Order Horizontal Inside to Outside

The third option radio button, when selected, orders text elements horizontally inside to outside. This means that the first text element is always closest to the task bar, the next text element is farther to the left or right, and the third text element is farthest to the left or right. This text element ordering option is best used when text elements are to appear in the chart in horizontal arrangements. This update to the Change Text Element Order form is shown below:

P70-10 17 1-(4)-70-02042021.png
P70-10_17_1-(4)-70-02042021.png

When this ordering is applied to the chart, it looks like this:

P70-10 17 1-(3)-70-02042021.png
P70-10_17_1-(3)-70-02042021.png

Notice that regardless of the sequencing of the three text elements, the designated first text element is always closest to the task bar.

Order Vertically Inside to Outside

The last option radio button, when selected, orders text elements vertically inside to outside. This means that the first text element is always closest to the task bar, the next text element is farther away from the task bar, and the third text element is farthest away from the task bar in vertical orientation. This text element ordering option is best used when text elements are to appear in the chart in vertical arrangements and when text is placed above or below the task or milestone.

To make an example that is different from the previous examples, we’ll modify the Change Text Element Order form to show Date Labels as the first text element in the ordering. The corresponding Change Text Element Order form is shown below:

P70-10 17 1-(5)-70-02042021.png
P70-10_17_1-(5)-70-02042021.png

When this change is applied to the chart, along with appropriate heightening of rows and selecting the Best fit above/below text element Label position, a selected portion of the chart looks like this:

P70-10 17 1-(6-1)-70-02052021.png
P70-10_17_1-(6-1)-70-02052021.png

Again notice that regardless of the sequencing of the three text elements, the designated first text element is always closest to the task bar. In the illustration above, the first text element is Date label(s).

Text Element Order Sequencing

The lower portion of the Change Text Element Order form provides you with the controls to change the sequence of text elements as they are used in the four ordering options discussed in the previous sub-section. The default settings are:

  • Task/milestone label – First
  • Date label(s) – Second
  • Percent Complete - Third

Changing the text element order sequence changes the order of text elements applied to the chart when one of the four ordering options is selected.


Related Links

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

Editing with the Chart Properties form (Portal) 21.0.1-71

Managing Templates (Portal) 24.0.1-71

Selecting Task/Milestone Shapes and Text Labels 9.1.1-70

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.) 9.2.1-70

Resolving Task Bar Name Label Collisions for OnePager 9.7.1.1-71

Text Element Ordering

(10.17.1-71)

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