View source for Task Link Upgrades for OnePager 6.1

==Introduction to the OnePager 6.1 Task Links Upgrade==

1) OnePager Pro and Express always supported the creation and showing of '''Task Links''' (previously called '''Event Links''').  The process for creating and editing '''Event Links''' was limited and totally manual.   

2) What was not previously possible was to '''import Predecessors '''data from your Microsoft Project or Excel '''source plan '''and have OnePager produce a project view with these '''dependencies '''graphically displayed.  

3) The two illustrations below show a simple Microsoft Project '''source plan '''with '''Predecessors '''data and the OnePager Pro 6.1 project view created with the '''Task Links Upgrade''': 

<center>[[File:P61-0_4_1_7-61-(1-1)-04272018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(1-1)-04272018.png&gt;</center-->

<center>[[File:P61-0_4_1_7-61-(2A)-03092018.png]] </center>
<!--center>&lt;P61-0_4_1_7-61-(2A)-03092018.png&gt;</center-->

===OnePager 6.1 Task Link Upgrade - Overview===

4) With OnePager Pro and Express 6.1 you have the following enhanced capabilities: 

:a) '''Task Link''' information can be '''imported''' from both Microsoft Project and Microsoft Excel '''source plans '''and made available for display and '''editing''' with controls for '''showing''' them in the project view.  

::i) '''Task Links''' imported from '''source plans''' are called '''data-driven Task Links'''.  
::ii) When discussing '''data-driven Task Link imported''' from Microsoft Project, the capability to import '''data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online is also supported.  

:b) '''Task Link''' '''editing''' capabilities are expanded so that you have a greater variety of options for formatting '''Task Link''' '''arrow shapes''', '''arrow''' '''sizes''', '''connection line''' options, '''connection line corner radii''', '''Task Link Dependency Types''', and '''Vertical and Horizontal Anchor points '''on task/milestones.

:c) '''Manual editing''' capabilities are also enhanced so you can perform '''drag and drop''' operations and '''edit''' the''' properties''' of any and all '''Task Links '''using enhanced '''Task Link''' formatting options. 

::i) Manual '''Task Links''' can be '''Daisy Chained'''.  That is, you can select more than two tasks/milestones and create a series (i.e., '''daisy chain''') of manual '''Task Links''' connecting these tasks/milestones.
::ii) You have full control over '''Task Link '''formatting and which '''Task Links '''are '''shown''' or '''hidden''' in project views through the use of the new '''Task Links '''tabs on the '''Template''' and '''Project-View Properties '''forms.  
::iii) Filtering control over '''showing''' (or '''hiding''')''' Task Links''' is provided in a new '''Task Links Filter Rules '''form.  

:d) In a similar fashion to how OnePager 6.1 assists you to manage '''hidden tasks''', OnePager 6.1 provides a '''Where Are My Links?''' form that lists '''Task Links '''specific to each '''snapshot''' and allows you to edit the '''show/hide status''' of any '''Task Link''' in a snapshot.

:e) You also have the capability to manually select a '''Task Link''' with a right-click and use a '''context menu''' to perform manual '''editing''' on the manual or '''data-driven Task Link'''. 

:f) You can perform enhanced '''editing''' of manual '''Task Link properties''' with the enhanced '''Task Link Properties''' form.

5) OnePager Express 6.1 is enhanced such that you can '''import Dependency''' values on tasks from Microsoft Excel '''source plans''' where the '''syntax format selection''' for specifying '''predecessor''' relationships corresponds to the Microsoft Project standards or the '''syntax format selection''' used by Oracle’s Primavera P6.

6) OnePager Pro and Express 6.1 are designed to process '''Task Links''' that are specified as '''Predecessors''' '''ONLY'''.

:a) Although OnePager 6.1 does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.

:b) This approach guaranties that all your '''data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.

===The New Template Task Links Tab===

7) '''OnePager Pro 6.1:''' You have the ability to '''globally '''control the '''properties''' for all '''Task Links '''in OnePager 6.1’s '''Template''' form before a project view is created.  The '''Template '''form’s new '''Task Links '''tab for OnePager Pro 6.1 is shown below:

<center>[[File:P61-0_4_1_7-61-(3)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3)-06092018.png&gt;</center-->

:a) In the '''Template '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''data-driven Task Link import '''feature is turned '''OFF'''.

:b) OnePager Pro 6.1 assumes that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for the '''data-driven Task Link''' information source.  OnePager Pro 6.1 only '''imports predecessor data '''from the Microsoft Project '''Predecessors field'''.

::i) Although OnePager 6.1 does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.
::ii)This approach guaranties that all your '''data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.

8) '''OnePager Express 6.1:''' The '''Template '''form '''Task Links''' tab for OnePager Express 6.1 is a little different from that of OnePager Pro 6.1 since Microsoft Excel '''source plans''' do not have a unique '''field''' defined for '''Predecessors''' or '''Successors'''.  

:a) In the '''Template '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''data-driven Task Link import '''feature is turned '''OFF'''.

:b) For Microsoft Excel '''source plans''', you must tell OnePager Express 6.1 which '''field '''in your '''source plan '''to use and what '''syntax format selection''' to use for the '''Predecessors''' '''field’s '''format. 

:c) The '''Template '''form’s '''Task Link ''' tab for OnePager Express 6.1 is shown below with the dropdown menu of possible '''Predecessor source plan fields''':

<center>[[File:P61-0_4_1_7-61-(3H)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3H)-06092018.png&gt;</center-->

:d) The OnePager Express 6.1 '''Template '''form '''Task Link '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded.  Otherwise the dropdown list is minimized if no '''source plan''' is loaded.

:e) There are two '''syntax format selections''' for Microsoft Excel '''source plans'''.  These are:

::(1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
::(2) The Oracle Primavera P6 '''Predecessor syntax'''.

9) '''Template Form’s Task Link Tab’s Controls:''' OnePager Pro and Express 6.1 supports the visual representation of all four '''Task Link Dependency Types''' including Finish-to-Start (FS), Finish-to-Finish (FF), Start-to-Finish (SF), and Start-to-Start (SS) with proper '''Begin''' and '''End point shape''' placement on the '''Predecessor''' and''' Successor '''task/milestones.  

:a) It is assumed that if '''data-driven Task Links''' are imported they are to be '''shown''' so the '''Show task links '''checkbox is checked.

:b) Additionally in the '''Default Task-Link Formatting''' control group there are established settings for:

::i) '''Line Styles'''
::ii) '''Arrow Styles'''
::iii) '''Font properties'''

10) There are controls available to''' globally''' set the''' Horizontal Anchor positions''' for manual '''Task Link’s Begin '''and '''End point shapes '''for all '''Dependency Types '''along the '''Predecessor '''or '''Successor''' task/milestone’s timespan as shown by the '''slider '''bars in the illustration above.

11) For all '''Task Links '''(manual and data-driven)''' '''you are able to '''globally '''set the '''Vertical Anchor positions''' of a '''Task Link’s Begin '''and '''End point shapes '''on the '''Top''', '''Middle''', or '''Bottom''' of the '''Predecessor''' and '''Successor''' task/milestone. You can choose to let OnePager 6.1 determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options.

12) In the '''Data-Driven Task Links '''control group shown above the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked'''.  

:a) This is done so that new project views are not created with all '''available data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template''' form.  

:b) You are given the opportunity to import '''data-driven Task Links '''information''' '''using the same controls in the '''Project-View Properties '''('''PVP''') form’s '''Task Links '''tab in the '''Data-Driven Task Links''' control group after the project view is created.

13) When the '''Import predecessors''' checkbox is checked in the '''Template '''form’s '''Task Link '''tab, you have the option to '''Show all data-driven Task Links''' or use the '''Task Link Filer Rules''' capability by clicking the '''Use Rules''' radio button.

:a) Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form.

:b) This form allows you to establish a set of rules to govern how '''data-driven Task Links''' are '''shown'''.

===The New Project-View Properties Task Links Tab===

14) '''OnePager Pro 6.1:''' The '''PVP''' form’s '''Task Links '''tab is almost identical to that in the '''Template '''form and is shown below:

<center>[[File:P61-0_4_1_7-61-(3A)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3A)-06092018.png&gt;</center-->

:a) In the '''PVP '''form’s '''Task Links '''tab the '''Import and show links''' checkbox is normally '''unchecked'''.

:b) OnePager Pro 6.1 assumes that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for '''data-driven Task Link''' information.

15) '''OnePager Express 6.1:''' The '''PVP '''form '''Task Links''' tab for OnePager Express 6.1 is also slightly different from that of OnePager Pro 6.1 since Microsoft Excel '''source plans''' do not have a standard '''field''' to define '''Predecessors''' or '''Successors'''.  

:a) As a result, you must tell OnePager Express 6.1 which '''field '''in your Microsoft Excel '''source plan '''to use and what '''syntax format selection''' to use for specifying the '''Predecessors''' '''fields'''. 

:b) The '''PVP '''form’s '''Task Link ''' tab for OnePager Express 6.1 is shown below with the dropdown menu of possible '''Predecessor source plan fields''':

<center>[[File:P61-0_4_1_7-61-(3I)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3I)-06092018.png&gt;</center-->

:c) The OnePager Express 6.1 '''PVP '''form '''Task Links '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded.  It makes an attempt to pick an available Microsoft Excel '''field '''that most closely resembles a '''predecessor field''' for the project view.

:d) The same two '''syntax format selection '''choices for Microsoft Excel '''source plans '''are available in the '''PVP '''form '''Task Links''' tab.  These are:

::i) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
::ii) The Oracle Primavera P6 '''Predecessor syntax'''.

16) '''Project-View Properties Form’s Task Link Tab’s Controls:''' The controls in the '''PVP''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for both One Pager Pro and Express 6.1.  The differences in '''Task Link '''tab are only in the '''Data-Driven Task Links '''control groups for both OnePager Pro and Express 6.1.

===Importing Data-driven Task Links after a Project View is Created===

17) The '''PVP '''form '''Task Links''' tab’s '''Import and show links''' checkbox, like the corresponding '''Import predecessors''' checkbox in the '''Template''' form, is unchecked. 

:a) If you decide to check the '''Import and show links''' checkbox after the project view is created and click the '''OK '''button on the '''PVP '''form, OnePager Pro or Express 6.1 goes to the '''source plan''' and '''imports''' the '''data-driven Task Link''' information and '''shows''' them.

:b) Subsequent accesses to the '''PVP '''form’s '''Task Links '''tab show the form changed as highlighted below:

<center>[[File:P61-0_4_1_7-61-(3B)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3B)-06092018.png&gt;</center-->

:a) As shown above, the checkbox is now focused on '''showing''' or '''hiding''' '''data-driven Task Links''' as the '''predecessor''' data are already '''imported'''.

:b) Unchecking the '''Show data-driven links''' checkbox as it is now labeled '''hides '''all '''data-driven Task Links''' once you click the '''Apply '''or '''OK''' button on the '''PVP''' form.

:c) Although '''hidden''', the '''data-driven Task Links''' can be '''reshown''' by rechecking the '''Show data-driven links''' checkbox and again clicking the '''OK '''button on the '''PVP''' form.

18) There is an additional control in the '''Data-Driven Task Links '''control group in the '''PVP '''form '''Task Link '''tab – the '''Where Are My Links? '''button as shown in the '''PVP '''form’s '''Task Links''' tab above.

:a) Clicking this button accesses the '''Where Are My Links? '''form as shown below:

<center>[[File:P61-0_4_1_7-61-(3C)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3C)-06092018.png&gt;</center-->

:b) The form above has an entry for each '''data-driven Task Link''' and manual '''Task Link''' in the snapshot.

:c) There is more information on using the '''Where Are My Links?''' form at this section below:  [[Task Link Upgrades for OnePager 6.1#The New Where Are My Links? Form | The New Where Are My Links? Form]]. <!--0.4.1.7-61-->

19) Given the Microsoft Project based BlueGrass Project Plan Report''' '''being used in this document and the set of '''Task Links '''contained and '''shown '''in the '''Where Are My Links? '''form above, the project view looks like this:

<center>[[File:P61-0_4_1_7-61-(3D)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3D)-06092018.png&gt;</center-->

20) '''Data-driven Task Links '''are '''shown''' in a '''color''' based upon the '''default settings''' established in the distributed '''Template''' forms and carried forward to the '''PVP '''form when this project view is created.  Above the '''Task Links '''are shown in blue.

21) OnePager 6.1 does its best to position the '''Predecessor '''to '''Successor''' '''connection lines''' to avoid overlapping other graphics.  

:a) '''Task Links''' are '''shown '''behind task/milestones but in front of task/milestone labels.  

:b) This positioning can be '''edited'''.

22) You also have the manual capability to select individual '''data-driven Task Links''' and to use '''drag and drop''' techniques to route the '''connection lines''' between pairs of task/milestones.

===Using the Right-Click on Task Link Context Menu===

23) '''Data-Driven Task Links:''' You can use a mouse right-click on a '''data-driven Task Link''' to access its '''context menu''' as shown here:

<center>[[File:P61-0_4_1_7-61-(3E)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3E)-06092018.png&gt;</center-->

:a) '''Data-driven Task Links '''can be '''hidden''' in the current snapshot or all snapshots.

:b) '''Data-driven Task Links''' cannot be '''deleted''' as they are created from Microsoft Project or Excel '''source plan '''data.

:c) The '''Order''' command functions the same for '''Task Links '''as for other objects in the project view.

:d) Clicking the '''Properties … '''command accesses the '''Task Links Properties '''form as shown below so that you can edit the properties of individual or multiple selected '''Task Links''':

<center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3F)-06092018.png&gt;</center-->

:e) When a '''data-driven Task Link’s '''formatting''' '''is '''edited''' it becomes a '''mavericked data-driven Task Link'''.

24) '''Manual Task Links:''' As with previous versions of OnePager, manual '''Task Links '''can also be selected with a right-click to access their '''context menu '''as shown below:

<center>[[File:P61-0_4_1_7-61-(3G)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3G)-06092018.png&gt;</center-->

:a) As noted above, manual '''Task Links''' can be '''deleted''' as there is no correspondence between manual '''Task Links '''and '''Predecessor''' data from the '''source plan'''.

:b) Manual '''Task Links '''can be '''hidden''' by accessing its '''Where Are My Links? '''form entry and unchecking their '''Show '''checkbox.

:c) When a manual''' Task Link’s '''formatting''' '''is edited it becomes a '''mavericked '''manual''' Task Link.'''

===Selecting Multiple Task Links===

25) You can use your mouse to select multiple '''Task Links''' for '''editing''' using the same procedures as used to select multiple '''task/milestones''', '''Rows''',''' Swimlanes''', and '''Time Axis Level Cells''' by combining the pointing of your mouse to the '''Task Link '''in combination with the '''CTL+Left-Click'''.  

26) This technique is recommended if you want to '''edit''' the '''Task Link properties''' of multiple (but not all) '''Task Links''' such as their '''connection line color''', '''arrow head shape''', or '''connection line dash type''', for example.  

27) Since '''Task Link connection lines''' are generally not configured or routed the same, it is not possible to select '''multiple Task Links''' and use the '''drag and drop method''' on the '''connection lines''' to reroute them manually.

28) As an example, suppose you have the BlueGrass Project Plan Report – Pro project view with all '''data-driven Task Links showing''' as illustrated above.

:a) Using your mouse with the '''CTL+Left-Click''' selects several '''data-driven Task Links'''.

:b) When the first '''Task Link '''is selected, it is highlighted with '''green grab points''' at the '''Begin '''and '''End point shapes''' and '''yellow grab points''' along the '''connection line''' if the routing has multiple corners.

:c) When you select the second, third, and so on '''Task Link''' using this method, the selected '''Task Links''' are highlighted with only '''green grab points''' as shown below:

<center>[[File:P61-0_4_1_7-61-(3K)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3K)-06092018.png&gt;</center-->

:d) To begin the '''edit''' process on the selected '''Task Links''', right-click on any of the selected '''Task Links''' to access the '''context menu '''and click on the desired command as shown here:

<center>[[File:P61-0_4_1_7-61-(3L)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3L)-06092018.png&gt;</center-->

:e) If you select the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:

<center>[[File:P61-0_4_1_7-61-(3M)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3M)-06092018.png&gt;</center-->

:f) To complete the example, you can edit the '''Color: '''dropdown in the '''Line''' '''Style '''sub-group to red and click '''OK''' on the form and get the result shown below:

<center>[[File:P61-0_4_1_7-61-(3N)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3N)-06092018.png&gt;</center-->

:g) After completing the edit operation above, the selected '''Task Links '''remain selected in case you want to make more edits.  Clicking anywhere in open space deactivates the selections.

29) Using this technique, you can select multiple '''data-driven Task Links '''as well as manual '''Task Links''' in one multiple selection operation and perform edits on all selected '''Task Links'''.

30) Making any formatting edits to '''Task Links '''either singly or in a multiple selection operation makes the edited '''Task Links mavericks'''.

31) You can restore multiply selected '''Task Links '''back to their default formatting by accessing the '''Task Links Properties '''form shown above and clicking the '''Use Format Defaults '''button followed by clicking the '''OK '''button.

===The Selecting all Task Links Feature===

32) There is a feature available for you to select '''all''' '''Task Links''' '''shown''' in the project view.  It involves using the OnePager Pro or Express 6.1 ribbon’s '''Home '''tab as follows:

:a) To select all '''Task Links '''('''data-driven''' and manual) in one operation go to the OnePager Pro or Express 6.1 ribbon’s '''Home '''tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:

<center>[[File:P61-0_4_1_7-61-(3J)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3J)-06092018.png&gt;</center-->

:b) This action highlights (selects) all visible '''Task Links'''.  If you right-click on any selected '''Task Link''' to access the '''context menu '''(depending on the '''Task Link '''type you right-clicked), you can access the '''Task Link Properties '''form and edit all the selected '''Task Link''' formats in one operation or used the commands in the '''context menu'''.

===Showing and Hiding Data-Driven Task Links===

33) There are four (4) operational considerations to keep in mind when '''showing''' '''Task Links''' using the '''data-driven Task Link''' feature:  

:(1) The capability is '''by default''' turned '''OFF''' in all OnePager 6.1 distributed '''Templates''' and must be specifically turned '''ON''' for the feature to operate.  The '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group shown in the '''Template '''form’s '''Task Link '''tab is for this purpose.

:(2) Your decision to turn the feature '''ON''' or '''OFF''' can be made before or after project views are created and even after several snapshots are added.

:(3) '''Data-driven Task Links''' and manual '''Task Links '''are '''snapshot-dependent'''. Formatting of '''Task Links '''is consistent across all snapshots, but you do have the ability to '''show '''or''' hide Task Links''' differently between snapshots.

:(4) For '''data-driven Task Links''' to '''show''' both the '''predecessor '''and''' successor''' task/milestones must be '''imported''' and at least partially within the project view’s '''Start/Finish Dates boundaries'''.  

::i) OnePager 6.1 '''shows''' '''data-driven Task Links''' between tasks that are partially visible in the project view.  
::ii) OnePager 6.1 also '''shows data-driven Task Links '''to off-page task/milestones as long as one of the pair of '''predecessor/successor''' task/milestones '''imported '''is within the project view’s '''Start/Finish Dates boundaries'''.

34) Please note that '''lag times''' which can be included in Microsoft Project '''Predecessor field '''data do not change the appearance of '''data-driven Task Link '''visualizations.

===The New Where Are My Links? Form===

35) OnePager 6.1 supports the previous version’s capability to '''create''', '''edit''', and '''delete''' manual '''Task Links'''.  

:a) Manual '''Task Links''' are accounted for as are '''data-driven Task Links''' using the '''Where Are My Links?''' form.  

:b) The '''Where Are My Links? '''is shown here:

<center>[[File:P61-0_4_1_7-61-(4)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(4)-06092018.png&gt;</center-->

:c) If the '''Task Link '''is '''shown '''in the snapshot, the checkbox in the '''Show''' column is checked.

:d) The names and '''Unique ID '''of each pair of '''Predecessor '''and '''Successor''' task/milestones are shown in the form and the last column ('''Source''') tells you if the '''Task Link '''was '''imported''' or created manually.

:e) You can use the checkboxes in the '''Show '''column to edit the '''show/hide status''' of any entry in the form.  Unchecking an entry’s '''Show''' column checkbox '''hides''' the '''Task Link''' once you’ve clicked the '''OK '''button at the bottom of the form.

:f) The four columns in the form can be sorted by clicking on the column’s header.

::i) Shorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
::ii) Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field.  
::iii) Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
::iv) Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.

:g) The three buttons at the bottom of the '''Where Are My Links?''' form are shortcut buttons which operates as follows:

::i) '''Use Show/Hide Defaults''':  When this button is clicked all '''Task Links''' in the snapshot have their properties reverted to the '''global''' settings in the '''PVP''' form’s '''Task Links '''tab.
::ii) '''Show All''':  Clicking this button makes all '''Task Links''' visible by setting the entire '''Show '''column’s checkboxes to check.
::iii) '''Hide All''':  Clicking this button '''hides''' all '''Task Links''' by setting the entire '''Show '''column’s checkboxes to unchecked. 

:h) The contents in the '''Where Are My Links? '''form are specific to each snapshot as '''Task Links '''are '''snapshot-dependent.'''

===Using Task Link Filter Rules===

36) Since some Microsoft Project and Excel '''source plans''' can be fully constrained, that is have many tasks with '''Predecessor '''data, '''importing all data-driven Task Links''' can lead to a cluttered project view.  Additionally, '''showing all data-driven Task Links''' might distract from the goals of your schedule conversation.

37) To deal with this, OnePager Pro and Express 6.1 has a '''Task Link Filtering rule''' capability that allows you to establish conditions under which '''data-driven Task Links '''are '''shown''' as described below:

:a) You have options in the '''Project View Editor''' ('''PVE''') to '''show''' '''all data-driven Task Links''', '''show''' only those that meet your specified '''Task Link Filtering rules''', or '''show''' only those '''Task Links''' that you specifically desire '''shown'''.  

:b) The '''Task Link Filter Rules '''form is provided for you to '''add''', '''edit''', and '''delete''' your '''Task Link Filter rules''' to control '''showing '''or''' hiding''' of individual '''Task Links'''.  

:c) The '''Task Link Filter Rules''' form is accessed by going to the '''PVP''' form’s '''Task Links '''tab and first clicking the '''Use Rules''' radio button in the '''Data-Driven Task Links''' control group and then clicking the '''Manage Rules''' button as shown here:

<center>[[File:P61-0_4_1_7-61-(4A)-06272018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(4A)-06272018.png&gt;</center-->

:d) The '''Task Link Filter Rules '''form is shown below:

<center>[[File:P61-0_4_1_7-61-(5)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(5)-06092018.png&gt;</center-->

38) To demonstrate this capability, suppose you want to only '''show data-driven Task Links '''that relate to the '''ADONIS''' and '''MERLIN''' Subcontractor’s activities in the BlueGrass Project Plan Report – Pro project view.

:a) First, the project view with all the '''data-driven Task Links showing''' looks like this with some adjustment made to '''row height''': 

<center>[[File:P61-0_4_1_7-61-(5A)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(5A)-06092018.png&gt;</center-->

:b) The create '''Task Link Filter rules''' you need to access the '''Task Link Filter Rules''' form shown above which is done by going to the '''PVP '''form '''Task Links '''tab and first checking the '''Use Rules '''radio button followed by clicking the '''Manage Rules''' button.

:c) As shown in the form below are the two rules needed to '''filter data-driven Task Links '''and restrict the '''showing '''of '''data-driven Task Links '''to only those task/milestones involving the '''ADONIS '''and '''MERLIN''' Subcontractors:

<center>[[File:P61-0_4_1_7-61-(5B)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(5B)-06092018.png&gt;</center-->

:d) When you click the '''OK''' button on the '''Task Link Filter Rules '''form and click either the '''Apply''' or '''OK '''button on the '''PVP '''form, the resulting project view looks like this with a little adjustment made to '''row height''':

<center>[[File:P61-0_4_1_7-61-(5C)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(5C)-06092018.png&gt;</center-->

:e) The project view above is less cluttered and focused on those tasks/milestones (both '''Predecessor''' and '''Successor''') that apply to the two subcontractors of interest.

:f) Note further that the individual '''data-driven Task Link '''manual editing features were used in the above project view to assure that the '''data-driven Task Links '''involved show their '''connection line '''routing clearly between '''predecessor''' and '''successor'''.

:g) Finally, if you look at the '''Where Are My Links? '''form you can see which entries are '''shown '''and which are '''hidden''':

<center>[[File:P61-0_4_1_7-61-(5D)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(5D)-06092018.png&gt;</center-->

===Globally Editing Task Links===

39) '''In the Template Form:''' You can establish '''Task Link '''properties in the '''Template '''form’s '''Task Links '''tab as mentioned above.  These '''Task Link '''properties are applied to all project views created with the '''Template'''.  

:a) What is important to note with OnePager Pro and Express 6.1 is that you have the option in the '''Template '''form’s '''Task Link '''tab to define '''Task Link Filter rules''' prior to creating any project view.  

:b) As long as the defined '''Task Link Filter rules '''remain defined in the '''Template''' form, these rules are always applied as the project view is initially created.  

:c) A sample '''Template''' form with defined '''Task Link Filter rules''' is shown below:

<center>[[File:P61-0_4_1_7-61-(6)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6)-06122018.png&gt;</center-->

40) To access the '''Task Link Filter Rules '''form, the '''Import predecessors''' checkbox must be checked '''ON''', and the '''Use Rules''' radio button selected.  This activates the '''Manage Rules…''' button so you can click it and access the '''Task Link Filter Rules''' form.

41) Use the '''Add Rules''', '''Copy Rule(s)''', and '''Delete Rules(s) '''buttons to create and manage your rule entries.

42) Any Microsoft Project or Excel '''field imported''' by OnePager Pro or Express 6.1 can be used in the '''Field '''column of the above form.  

:a) The '''Operator''' and '''Value '''columns are tailored to the type of the '''Field '''column''' '''selection and the dropdowns are provided accordingly.  

:b) The '''Applies to '''column lets you select if you want the '''rule''' to apply to only '''Predecessor''' task/milestones, '''Successor '''task/milestones''', '''or '''both'''.  

43) The '''Show task links when: '''set of radio buttons allow you to establish either an '''OR''' relationship between the active '''Task Link Filter rules''' or an '''AND''' relationship between the rules.  This operates the same as with the '''Conditional Import Rules''' form.

44) When you have the '''rules '''defined, click the '''OK '''button on the '''Task Link Filter Rules''' form and the '''Save and use''' button on the '''Template''' form to '''save''' the '''rules''' and other '''Template '''form settings.

45) When this '''Template '''form is used to create a project view, the settings pertaining to '''Task Links '''are incorporated into the '''Project-View Properties '''form of the project view and can be refined once the project view is created as noted in the next section.

46) '''In the Project-View Properties Form:''' As mentioned above, the '''PVP '''form takes its initial '''Task Link '''settings from the '''Template '''form used to create the initial project view.

47) '''Task Link '''property settings can be '''edited''' at any time after the project view is created by accessing the '''PVP''' form’s '''Task Links '''tab and making the setting '''edits''' desired.  Once the '''edits''' are '''applied''', they are incorporated into the project view.

48) This also applies to '''Task Link Filter rules'''.  '''Task Link Filtering''' is applied to the project view when it is created if the '''Template '''form’s '''Task Links '''tab was set up with '''Task Link Filtering rules'''.  

:a) Once the project view is created you can access the '''PVP '''form’s '''Task Link '''tab and edit any '''Task Link Filtering rules'''.

:b) When you make such an '''edit''', click '''OK''' in the '''PVP '''form’s '''Task Link Filter Rules''' form and click '''Apply''' or '''OK '''in the '''PVP '''form.  OnePager 6.1 goes back to the '''source plan''' and '''reimports''' the '''source plan’s Predecessor '''information and applies the '''Task Link Filter rules '''from the '''PVP '''form.

:c) If you '''edit''' '''Task Link Filter rules''' in the '''PVP '''form’s '''Task Link '''tab, the modified '''Task Link Filer rules''' remain in effect for each subsequent snapshot created for the project view.

49) As with any other settings in the '''PVP '''form you can edit the settings in the '''Task Links''' tab without impacting the settings made to the original '''Template '''form.

===Editing Task Links===

====Editing Data-Driven Task Links====

50) Once '''data-driven Task Links''' are '''imported '''and '''shown''' they can individually be selected and '''edited''' as mentioned earlier with a combination of the left-click to select, right-click to access the '''context menu''', and a click on the '''Properties … '''command to access the''' Task Link Properties '''form shown below:

<center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(3F)-06092018.png&gt;</center-->

51) Further, you can individually select a '''data-driven Task Link''' which, depending on its '''connection line '''routing, displays '''green''' and/or '''yellow grab points''' for your mouse.  

:a) The '''green grab points''' are '''Begin '''and '''End point shapes''' for the '''Task Link ''' and the '''yellow grab points''' are points where you can use your mouse to '''drag and drop''' the '''connection line''' as shown here: 

<center>[[File:P61-0_4_1_7-61-(6A)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6A)-06122018.png&gt;</center-->

:b) Using the '''yellow grab points''' you can make manual adjustments to the '''connection line '''routing of a '''data-driven Task Link '''as demonstrated below:

<center>[[File:P61-0_4_1_7-61-(6B)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6B)-06122018.png&gt;</center-->

:c) The '''green grab points''' are used to reposition the '''Begin '''and '''End point shapes''' of the '''data-driven Task Link '''on its '''Predecessor '''or '''Successor '''task/milestone as shown below:

<center>[[File:P61-0_4_1_7-61-(6C)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6C)-06122018.png&gt;</center-->

52) Making these and other manual '''edits''' to an individual '''Task Link '''makes the '''Task Link '''a '''maverick'''.

53) As shown in the '''Task Link Properties '''form above, a '''Mavericked Link''' can be restored to the default settings in the '''PVP '''form by clicking the '''Use Format Defaults '''button provided in the form.

====Creating and Editing Manual Task Links====

54) Manual '''Task Links''', previously termed '''Event Links''' in earlier versions of OnePager Pro and Express, use the OnePager ribbon’s''' Insert '''tab to create a manual '''Task Link''' once the two participating task/milestones are selected.  

55) The procedure is slightly altered in OnePager Pro and Express 6.1 and enhanced.

:a) In previous versions of OnePager Pro and Express selection of task/milestones to participate in creating a manual '''Event Link''' was by selecting the '''Successor '''task/milestone first followed by selecting the '''Predecessor '''task/milestone with a '''CTL+Left-Click'''.  

:b) Once the two task/milestones were selected in this manner, you clicked the '''Event Link '''button on the ribbon’s '''Insert '''tab and OnePager created the '''Event Link'''.

56) In OnePager Pro and Express 6.1 the selection sequence has changed so that the procedure is to '''first select the Predecessor''' task/milestone followed by selecting the '''Successor '''task/milestone while using the '''CTL+Left-Click'''.

:a) This change was made because it is more intuitive to select the '''Predecessor''' before the '''Successor'''.

:b) This procedural change also provides a new enhanced capability to '''Daisy Chain''' manual '''Task Links''' thereby creating a sequence of two or more task/milestones in one operation that are connected by individual manual '''Task Links'''.

57) Once manual '''Task Links''' are created they can be '''edited''' as described above for '''data-driven Task Links'''.  This applies to manual '''Task Link '''properties such as '''connection line color''', '''dash type''', and '''arrow shape''' but also to the ability to use your mouse to '''drag and drop''' the '''connection lines'''.

===Creating and Editing Daisy Chained Manual Task Links===

58) '''Creating Daisy Chained Manual Task Links:''' Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step process.

:a) First, using your mouse and the '''CTL+Left-Click''', make a series of mouse selections of task/milestones in the order desired from '''Predecessor''' to the last '''Successor '''task/milestone as shown here:

<center>[[File:P61-0_4_1_7-61-(6D)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6D)-06122018.png&gt;</center-->

:b) The second step is to click the '''Task Link''' button on the OnePager 6.1 ribbon’s '''Insert''' tab shown here:

<center>[[File:P61-0_4_1_7-61-(6E)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6E)-06122018.png&gt;</center-->

:c) At the completion of the second step, the project view looks like this after you increased the '''row height''' to better '''show''' the '''Daisy Chain '''of three manual '''Task Links''':

<center>[[File:P61-0_4_1_7-61-(6F)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6F)-06122018.png&gt;</center-->

59) Manual '''Task Links''' created with this procedure are created as '''Finish-to-Start''' '''Dependency types''' and have '''connection lines''' routed by OnePager 6.1 to minimize conflicts with other graphics.

60) '''Alternative Method for Creating a Daisy Chain:'''  '''Daisy Chained '''manual''' Task Links''' can also be created by selecting the tasks/milestones as described above but using the right-click on any selected task/milestone to access the '''context menu’s Insert task link(s) '''command to create the desired '''Daisy Chain''' as shown in the following example:

:a) Starting with the project view below where the selected task/milestones are to be connected with a '''Daisy Chained '''manual '''Task Link''' as the first step.

<center>[[File:P61-0_4_1_7-61-(6D1)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6D1)-06122018.png&gt;</center-->

:b) The second step is to right-click any of the selected task/milestones to access the '''context menu''' shown below:

<center>[[File:P61-0_4_1_7-61-(6I)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6I)-06122018.png&gt;</center-->

:c) When you click the '''Insert task link(s)''' command in the task/milestone right-click '''context menu '''the '''Daisy Chained '''manual '''Task Link''' looks like this:

<center>[[File:P61-0_4_1_7-61-(6F)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6F)-06122018.png&gt;</center-->

61) '''Creating Daisy Chains with the Lasso and Select all Ribbon Options:''' For creating simple '''daisy chains''' of manual '''Task Links''' it can be easier to use the '''lasso''' technique with the mouse left-click '''drag and drop '''feature to select all the task/milestones you want to be included in the '''daisy chain''' of manual '''Task Links'''.

:a) For example, below the mouse is used to select all visible task/milestones by including them inside the '''lasso''' as shown:

<center>[[File:P61-0_4_1_7-61-(6O)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6O)-06202018.png&gt;</center-->

:b) Releasing the mouse left-click in the lower right of the project view selects all the task/milestones within the boundary of the '''lasso''' as shown here:

<center>[[File:P61-0_4_1_7-61-(6P)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6P)-06202018.png&gt;</center-->

:c) To complete the process, right-click on any selected task/milestone to access task/milestone '''context menu '''and click the '''Insert task link(s)''' command.  

:d) Doing this causes OnePager Pro or Express 6.1 to draw the '''daisy chain '''manual '''Task Links''' as shown below:

<center>[[File:P61-0_4_1_7-61-(6Q)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6Q)-06202018.png&gt;</center-->

:e) As an alternative to using the '''lasso''' to select all task/milestones you can use the OnePager Pro or Express 6.1 ribbon’s '''Home''' tab in the '''Editing '''group of controls to make the selection.  

:f) To do this click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:

<center>[[File:P61-0_4_1_7-61-(6R)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6R)-06202018.png&gt;</center-->

:g) Once all the task/milestones are selected proceed with a right-click on any selected task/milestone to access the '''context menu''' and click the '''Insert task link(s)''' command.

62) Using the '''lasso''' or the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' tells OnePager Pro or Express 6.1 that you want the resulting '''daisy chain '''to progress from upper left to lower right.

:a) Not selecting all tasks/milestones creates a '''daisy chain''' just involving those selected task/milestones with manual '''Task Links''' applied in the order that your manual selection of the task/milestones was made.

:b) If you need to select some task/milestones but not all by using the '''CTL+Left-Click''' technique for selection, OnePager Pro or Express 6.1 can create a '''daisy chain '''of manual '''Task Links''' in the order selected as shown below where not all visible task/milestones are selected.

<center>[[File:P61-0_4_1_7-61-(6S)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6S)-06202018.png&gt;</center-->

:c) With the project view and the task/milestone selections shown above, using either the ribbon command or the '''context menu''' command to '''Insert task link(s)''', results in the project view shown below:

<center>[[File:P61-0_4_1_7-61-(6T)-06202018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6T)-06202018.png&gt;</center-->

63) '''Caution:''' Some care is needed when using a combination of the '''lasso''' or '''Select all''' technique with individual task/milestone selections or de-selections to identify those task/milestones to participate in the creation of a '''daisy chain'''. 

:a) If you do the combination of '''lasso''' and then, holding the '''CTL+Left-Click''', you individually select additional task/milestones, OnePager Pro or Express 6.1 may not be able to follow your sequence and interpret your intentions.

:b) It is recommended that you '''do not '''combine these techniques for selecting task/milestones in a single action but use separate actions in individual steps with the '''Insert task link(s)''' command used between steps while making sure that selected task/milestones are de-selected between steps.

64) '''Editing Daisy Chained Manual Task Links:''' Manual '''Task Links '''can be individually '''edited''' as described above for '''data-driven Task Links '''as shown in the example below:

<center>[[File:P61-0_4_1_7-61-(6G)-06122018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6G)-06122018.png&gt;</center-->

65) Although the right-click''' context menu''' for manual '''Task Links '''differs slightly from the '''context menu '''for '''data-driven Task Links''', you can still use it to access the '''Task Links Properties '''form for any selected manual '''Task Link'''.

:a) Manual '''Task Links''', even if created by the '''Daisy Chain '''method, can always be individually selected and their properties individually edited. 

:b) Likewise, manual '''Task Links '''can have their '''default '''properties individually restored using the '''Task Link Properties '''form’s '''Use Format Default''' button.

:c) Using the '''UNDO''' button above the OnePager 6.1 ribbon immediately after a '''Daisy Chain '''of manual '''Task Links '''is created causes the entire '''Daisy Chain''' to be undone.

===Task Links and Virtual Summary Tasks===

66) As a bit of a review, a V'''irtual Summary Task''' ('''VST''') is a summary task created by OnePager that does not exist in a Microsoft Project or Excel '''source plan'''. It represents the '''Start date''' and '''End date''' of two or more constituent tasks or milestones.  In this respect the '''VST''' is a OnePager '''Summary''' task.   

:a) OnePager computes the '''Start''' and '''End Dates''' of a '''VST''' as its constituent tasks dates change from snapshot to snapshot. It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' (One Pager Pro ('''OPP''') only) for tasks being summarized.

:b) Details on creating and using the '''VST '''feature can be found at this article:  [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 6.1 | Creating and Managing Virtual Summary Tasks]]. <!--18.0.1-61.-->

:c) When '''Task Links''' exist on constituent tasks (whether manual or '''data-driven Task Links'''), and those constituent tasks are turned into a '''VST''', the '''Task Links''' become '''hidden'''. Upon '''Unmaking '''the '''VST''', the '''Task Links '''are again '''shown '''with their constituent tasks.

67) When '''Task Links '''are added to a '''VST '''(which can only be done with manual '''Task Links'''), and that '''VST '''is then broken up (i.e., '''unmade'''), the manual '''Task Links '''previously created are '''deleted permanently'''.

===Task Links and Absorbing Tasks===

68) A review on '''Absorption '''is provided here'''.'''  The idea is to '''absorb''' one task or milestone into another task or milestone, leaving behind only a '''Comment Box''' (or perhaps several '''Comment Boxes''') to indicate the presence of the '''Absorbed''' task/milestones.

:a) Please see the article at:  [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] <!--17.0.1-61--> for instructions on how to perform the '''absorption '''function.

:b) In addition, to properly use the function, there are two control options found in the '''Template/Project-View Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes.  

::i) The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate.  
::ii) Please see the descriptions for these controls at the '''Display Options''' section of these articles:  [[Advanced Tab for OnePager Pro for Version 6.1 | Advanced Tab for OnePager Pro]] <!--21.13.1-61--> and [[Advanced Tab for OnePager Express for Version 6.1 | Advanced Tab-OnePager Express]]. <!--21.14.1-61.-->

69) When '''Task Links''' exist on constituent task/milestones being '''Absorbed '''(whether manual or '''data-driven Task Links'''), their '''Task Links''' become '''hidden'''. Upon '''Unabsorbing '''the constituent task/milestones, the '''Task Links '''are again '''shown '''with their constituent tasks.

70) Any '''Task Links''' that are attached to the task/milestones receiving the '''Absorbed '''task/milestones remain '''showing'''.  When the '''Unabsorb task''' command is executed, the '''Task Links''' on the task/milestones receiving the '''Absorbed''' task/milestones remain '''showing.'''

71) When '''Task Links '''are added to a task/milestone that was '''Absorbed into '''(which can only be done with manual '''Task Links'''), and that '''Absorbed '''task/milestone construct''' '''is later broken down (i.e., using the''' Unabsorb task '''command), the manual '''Task Links '''previously created on the '''Absorbed into '''task/milestone '''remains showing'''.

72) As has always been the case, It is not possible to add a manual '''Task Link''' to a constituent task/milestone that was '''Absorbed''' because that '''absorbed''' task/milestone are only represented by a '''Comment Box''' after the '''Absorb function''' is complete.

===Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ===

73) You have the capability when '''editing''' the project view to move task/milestones up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task/milestones up or down in the project view.

74) When you make any of these three '''edits''', '''data-driven''' and manual '''Task Links''' that are '''showing''' have their '''Task Link connection line''' geometry changed to retain the properties of the individual '''Task Links''' involved.

75) Given the portion of a project view with '''data-driven Task Links showing''', what follows are three examples of how the project view changes when task/milestones, row, and swimlanes are moved:

:a) Here is the project view before any task/milestones, rows, or swimlanes are moved:

<center>[[File:P61-0_4_1_7-61-(6K)-06192018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6K)-06192018.png&gt;</center-->

:b) After moving the '''Create Working Plans''' task to the bottom row of the project view above, the result looks like this:

<center>[[File:P61-0_4_1_7-61-(6L)-06192018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6L)-06192018.png&gt;</center-->

:c) Starting from the original project view, move the last '''Prime''' '''row''' in the '''Planning Phase''' '''swimlane''' to just above the last '''row''' in the project view.  When this operation is completed the project view looks like the one below:

<center>[[File:P61-0_4_1_7-61-(6M)-06192018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6M)-06192018.png&gt;</center-->

:d) Finally, from the original project view, move the '''Planning Phase''' swimlane to a position between the '''Development Phase''' and '''Integration & Testing Phase''' swimlanes.  When completed, this project view looks like the following:

<center>[[File:P61-0_4_1_7-61-(6N)-06192018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(6N)-06192018.png&gt;</center-->

76) In the cases above, OnePager Pro and Express 6.1 attempt to '''route''' the '''data-driven''' and manual''' Task Link connection lines''' so as to minimize their length and avoid conflicts with other graphics in the '''Project View Editor'''.

===Behavior of Data-Driven Task Links When Adding or Replacing Snapshots===

77) OnePager Pro and Express 6.1 '''updates''' the presentation of '''data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows.  These '''Update '''workflows''' '''include:  

:(1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.

:(2) Creating a '''NEW snapshot'''.

78) For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager Pro and Express 6.1:

:(1) If you make a change to a '''Predecessor''' task in the '''source plan''' (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish),''' '''OnePager Pro and Express 6.1 makes the change to the '''Task Link Dependency Type '''during the '''Update'''.  OnePager 6.1 does not process '''lag time''' for '''data-driven Task Links'''.

:(2) If the change involves no longer specifying a '''Predecessor''' task/milestone for a '''Successor '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''data-driven Task Link '''from '''all snapshots'''.

79) For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager Pro and Express 6.1 '''hides''' the '''data-driven Task Link''' in the subject snapshot when there is no '''Predecessor''' task/milestone specified.

===OnePager 6.1’s Data-Driven Task Link Import Process===

80) Below is a brief overview of the OnePager Pro and Express 6.1 the '''import''' process for '''data-driven Task Links'''.

:a) OnePager Pro 6.1 can '''import''' '''standard predecessor''' '''field''' data from Microsoft Project '''source plans''' and '''show''' them in a project view totally under your control.  

:b) OnePager Express 6.1 can do the same although you must tell OnePager Express 6.1 the name of the '''Predecessor field''' in your Microsoft Excel '''source plan '''and the''' syntax format selection '''to use.  

81) The capability to '''show''' '''data-driven Task Links''' '''imported''' from your '''source plans '''can present some significant opportunities for helping to tell your schedule story.  

:a) You now can use '''data-driven Task Links''' directly''' imported''' from your '''source plans''' without needing to manually create them.  

:b) OnePager Pro and Express 6.1 '''ONLY''' '''imports''' available '''Dependency '''data from '''source plans''' when you turn the new '''Task Links '''feature '''ON '''(i.e., Check the '''Import predecessors''' checkbox '''ON''' in the '''Template''' form '''Task Link''' tab’s '''Data-Driven Task Links''' control group). 

:c) You can later, after the project view is created, '''import data-driven Task Links''' by going to the '''PVP '''form '''Task Links''' tab and checking the '''Show data-driven links''' checkbox and specifying if you want to '''Show all''' '''data-driven Task Links''' or use '''Task Link Filter rules''' to selectively '''show imported data-driven Task Links'''.

:d) You have the capability to individually control the '''showing''' or''' hiding''' of '''data-driven Task Links'''.

:e) You have the capability to individually edit the properties of '''data-driven''' and manual '''Task Links'''.

82) These capabilities, however, present some challenges. 

:a) '''Showing''' too many '''data-driven Task Links''' clutters the project view; potentially concealing important information.  

:b) Too many '''data-driven Task Links''' can make graphics potentially difficult for your audiences to see.  

83) The OnePager 6.1 '''Task Links Upgrade''' is designed to cope with these challenges through the following mechanisms:

:a) By default, OnePager Pro and Express 6.1 are typically launched with the '''data-driven Task Link '''feature turned '''OFF'''.  

:b) The default '''OFF '''setting approach prevents the creation of a cluttered project view initially or a cluttered snapshot further on when the original project view is '''updated'''.

:c) OnePager Pro and Express 6.1 '''ONLY''' '''imports''' available '''Dependency''' data from your '''source plan''' when the feature is turned '''ON''' in either the '''Template''' or '''PVP '''form.

:d) Additionally, OnePager Pro and Express 6.1 does '''not''' '''show''' any '''data-driven Task Links''' unless their associated task/milestones are '''flagged '''for '''import''' and are within the '''Start/Finish Date boundaries'''.

:e) New tabs, called the '''Task Links''' tabs, are added to the '''Template''' and '''PVP''' forms so you have '''global''' control over all '''Task Links '''properties.

:f) Any '''Task Link''', either '''manual''' or '''data-driven''' can be individually selected and '''edited''' as in previous version of OnePager.  

:g) Manually '''editing''' any '''Task Link''' turns it into a '''Maverick''' '''Task Link'''.

:h) You have the capability to easily construct a '''Daisy Chain''' of manual '''Task Links'''.

84) After carefully determining how many and which '''Task Links''' to '''show''' in your schedule discussion graphic, you can set the '''Task Links '''feature '''ON'''.  You can use the '''Task Link''' feature’s editing controls to determine which '''Task Links''' to '''show''' or '''hide''' and how they should look.

===Import Process Summary===

85) The flow chart below shows, in general, how OnePager 6.1 processes '''data-driven Task Links''' with imported task/milestones under your control:

<center>[[File:P61-0_4_1_7-61-(8-1)-04282018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(8-1)-04282018.png&gt;</center-->

===Saving OnePager 6.1 Project Views to Previous Versions===

86) As with previous releases of OnePager Pro and Express you have the option to '''save''' project views (i.e., '''.TAM''' files) to previous versions.

:a) To save a project view to a previous OnePager Pro or Express version go to the OnePager Pro or Express 6.1 ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as project view''' window.

:b) Click the '''Save as type:''' dropdown and you’ll see the options as shown below:

<center>[[File:P61-0_4_1_7-61-(7)-06192018.png]]</center>
<!--center>&lt;P61-0_4_1_7-61-(7)-06192018.png&gt;</center-->

87) When saving a project view with '''data-driven Task Links''', it should be recognized that the '''data-driven Task Link''' information is '''lost''' when the project view is saved to Version 6.0 or earlier version of OnePager Pro or Express and subsequently opened.  

:a) Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions.  

:b) Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties'''.  '''All other properties of manual '''Task Links''' converted to '''Event Links''' are lost.

:c) Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when saving to a previous version from version 6.1.

===Opening Previous Versions of OnePager using OnePager 6.1 ===

88) Opening a project view created with OnePager Pro or Express versions '''prior''' to version 6.1 with OnePager Pro or Express 6.1 provides a project view where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.  

:a) If a project view is being opened but was originally created with OnePager Pro or Express 6.1 and '''saved''' as a previous version '''no''' '''data-driven Task Links''' are available to be '''shown'''.

:b) If you open a previous version of a project view and subsequently '''Update''' the project view using OnePager Pro or Express version 6.1 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Pro or Express 6.1 imports this '''Dependency''' information if the '''Update method is Replace All Properties'''. Subsequent to the '''Update''', the project view is able to '''show data-driven Task Links'''.

:c) Any '''Event Links''' present in the previous version of the project view being opened with OnePager Pro or Express 6.1 '''shows''' these '''links''' as manual '''Task Links'''.

==Links to Detailed Articles==

{| class="wikitable"
| [[Data-Driven Task Links for OnePager Pro for Version 6.1 | Data-Driven Task Links for OnePager Pro]] <!--19.1.1.1-61-->
| [[Data-Driven Task Links for OnePager Express for Version 6.1 | Data-Driven Task Links for OnePager Express]] <!--19.1.1.2-61-->
|-
| [[Manual Task Links for OnePager Pro for Version 6.1 | Manual Task Links for OnePager Pro]] <!--19.1.2.1-61-->
| [[Manual Task Links for OnePager Express for Version6.1| Manual Task Links for OnePager Express]] <!--19.1.2.2-61-->
|-
| [[Data-Driven Task Link Import Rules for OnePager Pro for Version 6.1| Data-Driven Task Link Import Rules for OnePager Pro]] <!--19.1.3.1-61-->
| [[Data-Driven Task Link Import Rules for OnePager Express for Version 6.1 | Data-Driven Task Link Import Rules for OnePager Express]] <!--19.1.3.2-61-->
|-
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 6.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-61-->
| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 6.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-61-->
|-
| [[Editing Task Links with the Project-View Properties Form for OnePager Pro for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Pro]] <!--19.3.1-61--> 
| [[Editing Task Links with the Project-View Properties Form for OnePager Express for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Express]] <!--19.3.2-61-->
|-
| [[Manual Editing of Task Links for OnePager Pro for Version 6.1 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-61-->
| [[Manual Editing of Task Links for OnePager Express for Version 6.1 | Manual Editing of Task Links for OnePager Express]] <!--19.4.2-61-->
|-
| [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-61-->
| [[Using the Where Are My Links? Form for OnePager Express for Version 6.1 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-61-->
|-
| [[Notes on Data-Driven Task Links for OnePager 6.1 for Version 6.1 | Notes on Data-Driven Task Links for OnePager 6.1]] <!--19.7.1-61-->
|}

==Related Links==

[[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]] <!--3.0.1-61-->

[[Basic Workflows for Version 6.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-61-->

[[Conditional Import for Version 6.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-61-->

[[Conditional Formatting for Version 6.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-61-->

(0.4.1.7-61)

[[Category:Version 6.1]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
[[Category:Task Links]]
[[Category:Snapshots]]
[[Category:Snapshot Independent]]
[[Category:Task/Milestone]]
[[Category:Template]]
[[Category:Project-View Properties]]
[[Category:Task Links Tab]]
[[Category:Where Are My Links?]]
[[Category:Where’s My Stuff?!]]