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| − | ==Introduction to the Task Labels Feature in 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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| − | ==About Task Labels==
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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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| − | ==Using the Chart Properties Form to Edit Task Labels==
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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_1_1-(1)-06012020.png]]</center>
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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_15_1-(1)-06042020.png]]</center>
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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_15_1-(2)-06042020.png]]</center>
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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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| − | :* The top three controls in the '''Set Label Properties '''form provide '''Task Label global formatting''' options which are discussed below.
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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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| − | There are three (3) '''global task label formatting''' controls available at the top of the '''Set Label Properties''' form.
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| − | ====Task Label Field Selection====
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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_15_1-(3)-06042020.png]]</center>
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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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| − | ====Task Label Font Controls====
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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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| − | <center>[[File:P70-10_15_1-(4)-06042020.png]]</center>
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| − | <!--<center>P70-10_15_1-(4)-06042020.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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| − | ====Task Label Position Controls====
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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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| − | <center>[[File:P70-10_15_1-(5)-06042020.png]]</center>
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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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| − | <center>[[File:P70-10_15_1-(6)-06042020.png]]</center>
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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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| − | 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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| − | 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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| − | 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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| − | 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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| − | ====Enabling and Disabling the Smart Text Optimization Feature====
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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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| − | <center>[[File:P70-10_15_1-(7)-06042020.png]]</center>
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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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| − | ====Smart Labeling Settings Control Group====
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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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| − | <center>[[File:P70-10_15_1-(8)-06042020.png]]</center>
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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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| − | =====Escape Path Controls=====
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| − | The three controls in each of the four sets are:
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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'''.
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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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| − | =====Re-optimizing After Updates Control=====
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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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| − | 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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| − | There are three (3) '''Re-optimizing After Updates: '''options available are shown here:
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| − | <center>[[File:P70-10_15_1-(9)-06042020.png]]</center>
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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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| − | :* '''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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| − | :* '''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 7.0 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 Label in One Left Click | Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Label in One Left Click]] 9.1.1-70
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| − | ==Related Link==
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| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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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)]] 9.0.1-70
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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
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| − | [[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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| − | [[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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| − | [[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 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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| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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| − | (10.15.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Charts]]
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| − | [[Category:Chart Properties Form]]
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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:Name Label Collision Avoidance]]
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| − | [[Category:Labels]]
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| − | [[Category:Mavericks]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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| − | [[Category:OnePager 360]]
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