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| − | =Using Dynamic Shapes and Emoji Symbols for OnePager Version 7.1 (P71-0_4_4-71-08162021.docx)=
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| − | OnePager version 7.1 is '''enhanced''' with the addition of one hundred eighty five (185) '''dynamic shapes''' and four hundred thirty one (431) '''emoji symbols''' for '''milestone symbols''', '''deadlines''', and''' endpoints'''. Additionally, these '''dynamic shapes '''and '''emoji symbols''' are available options when you configure '''Conditional Formatting Rules '''for '''milestone symbols''' and other uses.
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| − | The purpose of this article is to '''overview''' the '''enhanced dynamic shape '''and '''emoji symbol '''features and the controls available to use these features in the '''Chart Editor'''. Additionally, several examples of use are provided.
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| − | This article uses the '''Chart Properties''' form for most of its examples. For brevity, this article does not cover the features in the '''Template Properties '''form related to these version 7.1 '''upgrades''' because the controls in the '''Template Properties '''form are identical to those of the '''Chart Properties '''form.
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| − | ==Making Global Changes to Dynamic Shapes and Emoji Symbols for Milestone Symbols==
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| − | In addition to the '''dynamic shapes''' currently available for differentiating '''milestone symbols''', we added a set of four hundred thirty one (431) '''emoji symbols''' that can be used as described above.
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| − | ===Dynamic Shapes Controls===
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| − | The '''dynamic shapes''' are shown below as an example at the '''Chart Properties''' form’s '''Milestones''' tab’s '''Shape dropdown''' in the '''Default Milestones Symbol Styles''' sub-section:
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| − | <center>[[File:P71-0_4-71-(3)-08092021.png]]</center>
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| − | <center>P71-0_4-71-(3)-08092021.png</center>
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| − | ===Emoji Symbol Controls===
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| − | When you click the '''Emojis''' sub-tab shown above, the dropdown form containing all the available '''emoji symbols '''appears as shown here:
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| − | <center>[[File:P71-0_4-71-(4)-08092021.png]]</center>
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| − | <center>P71-0_4-71-(4)-08092021.png</center>
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| − | For a complete list of '''dynamic shapes''' and '''emoji symbols''', please see the article at: [[Glossary of Dynamic Shapes and Emoji Symbols for Version 7.1 | Glossary of Dynamic Shapes and Emoji Symbols]] 29.3.1-71
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| − | ===Examples of Dynamic Shapes and Emoji Symbols===
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| − | Using the '''Chart Properties '''form’s '''Milestones''' tab and the '''chart''' shown below, you can change the '''shape '''of milestone symbols:
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| − | <center>[[File:P71-0_4_4-71-(1)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(1)-08132021.png</center>
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| − | When you click the '''OK '''button, the '''selected dynamic shape''' is applied to the selected milestone symbol as shown below:
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| − | <center>[[File:P71-0_4_4-71-(2)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(2)-08132021.png</center>
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| − | When you change a milestone symbol’s '''dynamic shape''', the '''dynamic shape''' takes on the '''color''' of the original milestone symbol.
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| − | In a similar way, starting with the original chart, all the milestone symbols can have their '''shapes''' changed to a specific '''emoji symbol''' as shown in the sequence below:
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| − | <center>[[File:P71-0_4_4-71-(3)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(3)-08132021.png</center>
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| − | When you click the '''OK '''button, the '''selected emoji symbol''' is applied to all milestone symbols as shown below:
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| − | <center>[[File: P71-0_4_4-71-(4)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(4)-08132021.png</center>
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| − | '''Emoji symbols''' have their own '''color''', therefore, when an '''emoji symbol''' replaces a '''dynamic shape''', the new milestone symbol loses its original '''color'''. The '''Legend ''' is also updated with the new '''emoji symbol''' and its inherent '''color'''.
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| − | ==Making Dynamic Shape and Emoji Symbol Changes to Individual Milestone Symbols==
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| − | '''Dynamic shapes''' and '''emoji symbols''' can also be applied to '''individually selected''' milestones symbols using the '''Change Task/Milestone Properties''' form. If you '''select''' a milestone symbol as shown in the illustration below by right-clicking on the milestone symbol and then clicking the '''Format '''command in the '''right-click context menu''', you can access the '''Change Task/Milestone Properties '''form at its '''Format '''tab:
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| − | <center>[[File: P71-0_4_4-71-(5)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(5)-08132021.png</center>
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| − | When you click the '''OK '''button on the '''Change Task/Milestone Properties''' form, the change is applied to the chart as shown here:
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| − | <center>[[File: P71-0_4_4-71-(6)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(6)-08132021.png</center>
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| − | You can use this same technique with the '''Change Task/Milestone Properties '''form’s '''Format '''tab to apply different '''emoji symbols''' to individual milestone symbols.
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| − | ==Making Global Changes to Dynamic Shapes and Emoji Symbols for Milestone Symbol Decorations==
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| − | In addition to being able to apply '''dynamic shapes''' and '''emoji symbols '''to milestone symbols, you can also apply these new features to '''baseline decorations '''and the '''four endpoint decorations'''.
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| − | Complete information on task bar/milestone '''decorations''' can be found in the article at: [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71.
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| − | The controls for these '''milestone symbol decoration '''features are discussed below with specific examples.
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| − | ===Baseline Decorations===
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| − | To apply these features to '''baseline decorations '''you need to first access the '''Chart Properties '''form at the '''Milestones '''tab. At the '''Milestones '''tab, navigate to the '''Milestone Symbols Decorations''' section of the form and check the '''Baseline Properties '''checkbox '''ON'''. Then click the '''Baselines Properties '''button to access the '''Set baseline properties '''form as shown in the illustration below:
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| − | <center>[[File:P71-0_4_4-71-(7)-08132021.png]]</center>
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| − | <center> P71-0_4_4-71-(7)-08132021.png</center>
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| − | When the '''dynamic shape''' changes for all '''baseline decorations''' shown above are applied to the chart, the chart looks like this after its been enlarged in the upper left quadrant for ease of viewing:
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| − | <center>[[File:P71-0_4_4-71-(7A)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(7A)-08132021.png</center>
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| − | The '''baseline shape''' was changed to highlight the '''baseline decoration''' in the chart above.
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| − | You can use this same technique with the '''Chart Properties '''form’s '''Baseline Decorations '''tab to apply different '''emoji symbols''' to milestone symbols.
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| − | ===Deadline Decorations===
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| − | To apply these features to '''deadline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Milestones '''tab. At the '''Milestones '''tab, navigate to the '''Milestone Symbol Decorations''' section of the form and check the '''Deadline Properties '''checkbox '''ON'''. Then click the '''Deadline Properties… '''button to access the '''Set deadline properties '''form as shown in the illustration below:
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| − | <center>[[File: P71-0_4_4-71-(8)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(8)-08132021.png</center>
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| − | When the '''dynamic shape''' changes shown above are applied to the chart, the chart looks like this after its been enlarged in the upper left quadrant for ease of viewing:
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| − | <center>[[File:P71-0_4_4-71-(8A)-08132021.png]]</center>
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| − | <center>P71-0_4_4-71-(8A)-08132021.png </center>
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| − | The '''deadline shape''' was changed to highlight the '''deadline decoration''' in the chart above.
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| − | You can use this same technique with the '''Chart Properties '''form’s '''Deadline Decorations '''tab to apply different '''emoji symbols''' to milestone symbols.
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| − | ===Endpoint Decorations===
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| − | '''Endpoint decorations''' are not provided for milestone symbols as milestones are considered an '''endpoint '''with respect to either the '''start''' or '''finish''' of a task.
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| − | ===Making Dynamic Shapes and Emoji Symbol Changes to Individual Milestone Symbol Decorations===
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| − | '''Decorations '''for milestone symbols are applied '''globally'''. Although milestone symbol '''properties''' can be '''edited''' individually by '''manually selecting''' a milestone symbol and using the '''Change Task/Milestone Properties '''form’s '''Format '''tab to '''edit''' their '''properties''', it is not possible to '''edit''' the '''dynamic shape''' or '''emoji symbol''' of individual '''baseline''' or '''deadline decorations'''. OnePager is configured such that all milestone symbol '''decorations '''take on '''global properties'''.
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| − | ==Dynamic Shapes and Emoji Symbols and the Chart Legend==
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| − | OnePager updates '''Legend items''' whenever a change is made to the '''dynamic shape''' or '''emoji symbol''' of milestone symbols '''globally''' or '''individually'''. This is illustrated using the starting chart shown below where all task bars in the chart are converted to be represented by milestone symbols at their '''start date''':
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| − | <center>[[File:P71-0_4_4-71-(9G)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(9G)-08162021.png </center>
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| − | ===Allowing Milestone Symbols to Appear in the Legend===
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| − | Most OnePager users do not want to have milestone symbols appear in the '''Legend''' especially when the milestone symbols represent the same '''legend category''' as task bars. If you want milestone symbols to appear in your '''Legend''' as '''legend items''' you need to '''turn OFF''' the '''Do not duplicate task/milestones''' checkbox in the '''Template Properties '''form and/or '''Chart Properties '''form at the '''Legend''' tab as shown below for the '''Chart Properties''' form:
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| − | <center>[[File:P71-0_4_3-71-(9K)-08132021.png]]</center>
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| − | <center>P71-0_4_3-71-(9K)-08132021.png</center>
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| − | For more information on the use of the '''Do not duplicate tasks/milestones''', please see the sub-section in the article at: [[Legend Editing Controls for OnePager for Version 7.1#Controlling Duplication of Legend Items | Legend Editing Controls for OnePager - Controlling Duplication of Legend Items]] 15.3.1-71
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| − | For the purpose of the examples and illustrations that follow, the '''Do not duplicate tasks/milestone''' checkbox is checked '''ON''' so only task bars are shown as '''legend items'''.
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| − | ===Global Changes to All Milestone Symbols===
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| − | Making a '''global''' change to the '''milestone symbols''' for all milestone symbols updates the entire '''Legend''' as shown below:
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| − | <center>[[File: P71-0_4_4-71-(9H)-08162021.png]]</center>
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| − | <center> P71-0_4_4-71-(9H)-08162021.png </center>
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| − | In the illustration above, all milestone symbols have their '''shapes '''changed to the '''Equilateral Triangle Pointing Down shape'''. When the change is made, the milestone symbols reflect the change in the '''graph''' and the '''Legend '''is updated to reflect the '''global''' change.
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| − | ===Changing to a Dynamic Shape for an Individual Milestone Symbol===
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| − | In a similar way the '''Legend '''is also updated if an individual milestone symbol is '''mavericked''' to a '''dynamic shape''' as in the example below starting for the original OnePager chart:
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| − | <center>[[File:P71-0_4_4-71-(9I)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(9I)-08162021.png</center>
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| − | After accessing the '''Change Task/Milestone Properties''' form for the selected milestone symbol, the '''dynamic shape''' is changed to the '''X-Sign shape'''. Making this change adds a new '''Legend Item '''showing the '''mavericked''' milestone symbol’s new '''dynamic shape.'''
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| − | ===Making Global and Individual Emoji Symbol Changes in the Chart===
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| − | OnePager updates the '''Legend''' as described in the two sub-sections above when both '''global''' and '''individual emoji symbol''' changes are made to all or individual milestone symbols in the chart as shown below for a '''global '''change:
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| − | <center>[[File:P71-0_4_4-71-(9J)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(9J)-08162021.png</center>
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| − | As with the example above for '''global dynamic shape''' changes, changing the '''emoji symbol '''updates all items in the '''Legend'''. '''Emoji symbols''' have their own '''color''' as a permanent attribute. Therefore, applying an '''emoji symbol''' to the chart may override the '''color''' associated with the '''legend item'''.''' '''Changes made to individual milestone symbol’s '''emoji symbol''' are also reflected in the '''Legend '''with the addition of a new '''Legend item'''.
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| − | For more information on '''Legends''', please see the articles at: [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71.
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| − | ==Using Dynamic Shapes and Emoji Symbols in Conditional Formatting Rules – An Example==
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| − | '''Conditional Formatting Rules''' allow you to dynamically change the '''shape''', '''color''', '''fill pattern''', '''background color''', and other properties of task bars/milestone symbols''' '''based upon a '''rule''' or '''set of rules''' driven by data OnePager '''imports''' from your '''source plan'''. In version 7.1 the enhancement for '''dynamic shapes '''and '''emoji symbols '''is extended to '''conditional formatting rules'''.
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| − | Before proceeding further, if you need to refresh your knowledge of '''Conditional Formatting Rules''', please see the articles at: [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71.
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| − | ===Example – Starting Chart Configuration===
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| − | To illustrate the use of the new '''dynamic shape '''and '''emoji symbols''', suppose you are starting off with the chart shown below that consists of a project plan using five (5) different '''resources''' where OnePager has created the chart using different '''colors''' to represent different '''resources'''. When this is done, the '''Legend''' reflects the '''resources''' and the '''colors '''OnePager assigned. The chart looks like this with all task bars represented again as milestone symbols at their '''start date''':
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| − | <center>[[File:P71-0_4_4-71-(10)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(10)-08162021.png</center>
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| − | ===Example – Adding Conditional Formatting Rules to Highlight an Issue===
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| − | Now suppose there is an issue with '''Team 1''' and '''Team 2''' and you want the chart you plan to use for this '''schedule conversation''' to have the milestone symbols that are the responsibility of '''Team 1''' and '''Team 2''' to stand out clearly. This can be done by adding '''conditional formatting rules''' that apply different '''dynamic shapes''' or '''emoji symbols''' to the milestone symbols involved. Using the '''Conditional Formatting Rules''' form shown below, you can configure '''rules''' for '''Team 1''' and '''Team 2''':
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| − | <center>'''Creating of Conditional Formatting Rule for Team 1'''</center>
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| − | <center>[[File:P71-0_4_4-71-(11)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(11)-08162021.png</center>
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| − | <center>'''Creating of Conditional Formatting Rule for Team 2'''</center>
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| − | <center>[[File:P71-0_4_4-71-(12)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(12)-08162021.png</center>
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| − | ===Example – Chart with Highlighted Task Bars Using Hash Fill Patterns===
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| − | Applying these two '''Conditional Formatting Rules '''to the chart, the chart looks like this:
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| − | <center>[[File:P71-0_4_4-71-(13)-08162021.png]]</center>
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| − | <center>P71-0_4_4-71-(13)-08162021.png</center>
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| − | When '''Emoji symbols''' are used in '''conditional formatting rules''', the '''color '''attributes for '''foreground color''' and/or '''background color''' are not used when the chart is updated when the '''conditional formatting rules''' are applied.
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| − | '''Conditional Formatting Rules''' can be formulated before the chart is created by adding the '''rules '''to the '''Conditional Formatting Rules''' form in the current '''Template Properties '''form.
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| − | ==Related Links==
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| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-71
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| − | [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71
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| − | [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
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| − | [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
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| − | [[Glossary of Gradient and Hash Fill Patterns for Version 7.1 | Glossary of Gradient and Hash Fill Patterns]] 29.2.1-71
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| − | (0.4.4-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Dynamic Shapes]]
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| − | [[Category:Emoji Symbols
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| − | [[Category:Charts]]
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| − | [[Category:Template Properties Form]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Conditional Formatting]]
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| − | [[Category:Editing a Chart]]
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| − | [[Category:Task/Milestone Editing]]
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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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