Difference between revisions of "Task Labels for OnePager Pro for Version 7.0"

From OnePager Documentation
Jump to: navigation, search
(Show Task/Milestone Label)
(Editing the Task Bar Name Label Only)
Line 246: Line 246:
 
<center>P70-10_15_1-(16)-06052020.png </center>
 
<center>P70-10_15_1-(16)-06052020.png </center>
  
25) After typing in your changes to the selected '''task bar name label''', close the '''Edit text '''form by clicking the '''OK''' button.  The updated '''task bar name label '''appears in the same position as the old '''label/text''' and is considered a '''task bar name label maverick'''.
+
25) After typing in your changes to the selected '''task bar name label''', close the '''Edit text '''form by clicking the '''OK''' button.   
  
26) '''Mavericked task bar name 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.
+
26) The updated '''task bar name label '''appears in the same position as the old '''label/text''' and is considered a '''task bar name label maverick'''.
 +
 
 +
27) '''Mavericked task bar name 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.
  
 
==Related Topic==
 
==Related Topic==

Revision as of 19:35, 31 August 2020

About Task Bar Name Labels

1) Task bar name label displays in the OnePager Pro graph are imported from your Microsoft Project source plan’s Name field.

2) At a minimum, the Microsoft Project Name field, along with the tasks Start/Finish dates must be imported for OnePager Pro to create and display a chart.

3) Once imported, task bar name labels can be edited globally or manually in the graph.

4) This article covers how to edit task bar name labels.

Using the Chart Properties Form to Edit Task Bar Name Labels

1) All task bar name labels can be edited without changing the settings in the Template Properties form as follows:

2) From an existing OnePager Pro chart, click the Chart Properties button on the OnePager Home ribbon tool bar tab in the Settings control group as shown below:

P70-10 1 1-(1)-06012020.png
P70-10_1_1-(1)-06012020.png

3) Clicking the Chart Properties button access the Chart Properties form.

4) Navigate to either the Task Bars or Milestones tab as appropriate.

5) On the Task Bars tab, shown below, ensure that the Task Labels checkbox is checked ON:

P70-10 15 1-(1)-06042020.png
P70-10_15_1-(1)-06042020.png

6) Clicking the Task Bar Label Properties… button to the right of the Task Labels checkbox accesses the Set Label Properties for as shown here:

P70-10 15 1-(2)-06042020.png
P70-10_15_1-(2)-06042020.png

7) There are two (2) control groups in the Set Label Properties form.

a) The top three controls in the Set Label Properties form provide Task Bar Name Label global formatting options which are discussed below.
b) The second control group in the form 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.

Task Bar Name Label Format Controls

8) There are three (3) global task bar name label formatting controls available at the top of the Set Label Properties form.

Task Bar Name Label Field Selection

9) The Label field control is a dropdown list containing all imported fields from your Microsoft Project source plan as shown here:

P70-10 15 1-(3)-06042020.png
P70-10_15_1-(3)-06042020.png

10) The default setting is the Microsoft Project Name field; however, any available field in the dropdown list shown above can be used to serve the purpose of the task bar name label.

Task Bar Name Label Font Controls

11) Clicking the drop down associated with the Label font control accesses the standard OnePager Font properties form shown below:

P70-10 15 1-(4)-06042020.png
P70-10_15_1-(4)-06042020.png

12) Once the Font properties form is accessed, you have a variety of task bar name label formatting options available including Font style; task bar name label text color; font size; and options to Bold, Italic, and Underline the task bar name label text.

Task Bar Name Label Position Controls

13) The Label position dropdown list provides eleven (11) position options for the placement of the task bar name label with respect to its associated task bar/milestone symbol as shown here:

P70-10 15 1-(5)-06042020.png
P70-10_15_1-(5)-06042020.png

14) 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:

P70-10 15 1-(6)-06042020.png
P70-10_15_1-(6)-06042020.png

Smart Text Optimization Feature Controls

15) The bottom control group in the Set Label Properties form is devoted to the controls for the Smart Text Optimization feature.

16) The Smart Text Optimization feature is overviewed in the article at: Resolving Task Bar Name Label Collisions (Portal) 9.7.1-70.

17)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 Pro 9.7.1.1-70.

18) Since the two articles referenced above cover the Smart Text Optimization feature comprehensively, this article focuses on the control group briefly.

Enabling and Disabling the Smart Text Optimization Feature

19) 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:

P70-10 15 1-(7)-06042020.png
P70-10_15_1-(7)-06042020.png

20) 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.

21) At your option, you can disable the Smart Text Optimization feature by unchecking the Enable Smart Labeling for task/milestone labels OFF.

Smart Labeling Settings Control Group

22) The Smart Labeling Settings control group has four (4) sets of three (3) controls each as shown here:

P70-10 15 1-(8)-06042020.png
P70-10_15_1-(8)-06042020.png

23) Each set is called an Escape Path which provides an alternative way to reorient a task bar name label such that it no longer is in collision with another task bar name label, task bar/milestone symbol, or another nearby informational text element.

Escape Path Controls

24) The three controls in each of the four sets are:

a) The Escape Path checkbox which, when checked ON, enables the Escape Path for consideration as a solution to the task bar name label collision situation.
b) 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 bar name label can only be wrapped up to 2 lines.
c) 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.

25) The default Escape Path is Wrap text up to 2 lines with the highest priority.

26) Escape Paths can be enabled with any available priority ordering.

Re-optimizing After Updates Control

27) 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 bar name label collisions should be employed when the chart undergoes an UPDATE operation specifically in the Replacement Mode.

28) For more information on Replacement Mode Work Flows, please see the articles at: Basic Workflows (Portal) 7.0.1-70.

29) There are three (3) Re-optimizing After Updates: options available are shown here:

P70-10 15 1-(9)-06042020.png
P70-10_15_1-(9)-06042020.png

30) The selection of one of the three options tells OnePager how to handle task bar name label collision situations that may arise as a result of updating the chart. These options are:

a) Do not re-optimize: When this option is selected, OnePager does not examine the updated chart to look for task bar name label collision situations and does not perform any task bar name label optimization.
b) 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 bar name label collision situation avoidance if collision situations are found for any changed tasks.
c) Re-optimize all tasks: Under this option, OnePager looks at all imported/updated tasks whether changed or not, examines all tasks, and performs task bar name label collision situation avoidance if collision situations are found for any imported/changed tasks.

31) 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 Pro 9.7.1.1-70.

Editing Individual Task Bar Name Labels in the Chart

1) There are three (3) methods for accessing the controls for editing individual task bar name labels on individual task bars and milestone symbols:

a) 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.
b) You can right-click on the selected task bar name label itself to access the task bar name label right-click context menu followed by clicking the Format… command.
c) You can click the Format… button on the OnePager Home ribbon tool bar tab after selecting a task bar/milestone symbol or task bar name label.

2) Each of these methods is discussed below.

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label

3) 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 bar name label to access the task bar right-click context menu for either.

Right-Clicking on a Task Bar/Milestone Symbol

4) This action accesses the available commands in the task bar right-click context menu when a task bar is right-clicked as shown below:

P70-10 0 1-(5)-06012020.png
P70-10_0_1-(5)-006012020.png

5) 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:

P70-10 0 1-(6)-06012020.png
P70-10_0_1-(6)-006012020.png

Right-Clicking on a Task Bar Name Label

6) The Format… command can also be accessed by right-clicking a task bar's name label as shown here:

P70-10 0 1-(5A)-06012020.png
P70-10_0_1-(5A)-006012020.png

7) Accessing the Change Task/Milestone Properties form from the task bar name label, accesses the form at its Task Label tab.

P70-10 15 1-(10)-06052020.png
P70-10_15_1-(10)-06052020.png

8) Navigate to the Task Labels tab on the Change Task/Milestones Properties form to make your edits to the selected task bar name labels.

9) The controls in the Change Task/Milestone Properties form's Task Labels tab are discussed below.

Format Button on the OnePager Pro Home Ribbon Tool Bar

10) 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 bar name labels to edit.

11) The Format… button on the Home ribbon tool bar tab is shown below:

P70-10 0 1-(7)-06012020.png
P70-10_0_1-(7)-006012020.png

12) 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.

13) Navigate to the Task Labels tab on the Change Task/Milestones Properties form to make your edits to the selected task bar name labels.

Using the Change Task/Milestone Properties Form’s Task Labels Tab

14) Using any method to access the Change Task/Milestone Properties form, the Task Labels tab looks like this:

P70-10 15 1-(11)-06052020.png
P70-10_15_1-(11)-06052020.png

Show Task/Milestone Label

15) The Show task/milestone label checkbox determines if the selected task bar name label is shown or hidden with respect to its associated task bar/milestone symbol.

16) The default setting for this checkbox is checked ON. Unchecking the checkbox to OFF, hides the selected task bar name label and disables the other controls on the Task Labels tab.

Label Position Options

17) There are eleven (11) label position options to select from using the Label Position dropdown list as shown below:

P70-10 15 1-(12)-06052020.png
P70-10_15_1-(12)-06052020.png

Label Font Properties

18) Clicking the Label Font dropdown menu button access the Font properties form as shown below:

P70-10 15 1-(13)-06052020.png
P70-10_15_1-(13)-06052020.png

19) Within the Font properties form are controls for task bar name label font style, color and size.

20) Additionally, you can set the date text to Bold, Italic, or Underline.

Use Label Defaults

21) 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 bar name label or labels back to the settings established in the Chart Properties form.

22) The Use Label Defaults button looks like this:

P70-10 15 1-(14)-06052020.png
P70-10_15_1-(14)-06052020.png

Editing the Task Bar Name Label Only

23) The task bar name label itself can be changed in the graph by right-clicking on the task bar name label to access its right-click context menu as shown here where the Edit task name … command is available:

P70-10 15 1-(15)-06052020.png
P70-10_15_1-(15)-06052020.png

24)) When the Edit task name … command is clicked, the Edit text form is accesses as shown here:

P70-10 15 1-(16)-06052020.png
P70-10_15_1-(16)-06052020.png

25) After typing in your changes to the selected task bar name label, close the Edit text form by clicking the OK button.

26) The updated task bar name label appears in the same position as the old label/text and is considered a task bar name label maverick.

27) Mavericked task bar name 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.

Related Topic

1) 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 bar name label.

2) For more information on this feature, please see the section of this article at: 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.

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Selecting Task/Milestone Shapes and Text Labels 9.1.1-70

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

Editing with the Chart Properties form (Portal) 21.0.1-70

Managing Templates (Portal) 24.0.1-70

(10.15.1-70)