Difference between revisions of "Testing Article1"

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==About Editing Endpoints==
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==About Task Labels==
  
There are four '''endpoints''' definable in OnePager for each task bar.  Although '''deadlines''' can be applied to both task bars and milestone symbols, the four '''endpoints''' apply only to task bars. Accordingly, and for all practical purposes, the four possible '''endpoints''' ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') can be thought of as additional '''deadlines dates''' for task bars that can be defined to meet your needs.  
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'''Task labels''' displayed in the OnePager Pro '''graph''' are '''imported''' from your Microsoft Project '''source plan’s Name field'''. At a minimum, the Microsoft Project '''Name''' field, along with the task's '''Start/Finish dates''' must be '''imported''' for OnePager Pro to create and display a chart. Once '''imported''', '''task labels''' can be '''edited globally''' or manually in the '''graph'''. This article covers how to '''edit task labels'''.
  
The control and the behavior of all four '''endpoints''' are identical to that discussed for '''deadlines'''. 
+
==Using the Chart Properties Form to Edit Task Labels==
  
For more information on '''Deadlines''', please see the article at: [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
All '''task labels''' can be '''edited''' without changing the settings in the '''Template Properties''' form by clicking the '''Chart Properties '''button on the OnePager '''Home '''ribbon tool bar tab in the '''Settings''' control group as shown below:
  
As an additional thought, you can consider the four '''endpoints''' as task-oriented '''milestones''' as they occupy the same row as their parent task bar. By convention and as a default, the initial association of '''Endpoints 1 through 4''' are to Microsoft Excel '''source plan''' fields is as follows:
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<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
 +
<!--<center>P70-10_1_1-(1)-06012020.png</center>-->
  
:* '''Endpoint 1: Start Date'''.
+
Clicking the '''Chart Properties '''button access the '''Chart Properties '''form. Navigate to either the '''Task Bars''' or '''Milestones '''tab as appropriate. On the '''Task Bars''' tab, shown below, ensure that the '''Task Labels''' checkbox is checked '''ON''':
:* '''Endpoint 2: Finish Date'''.
+
:* '''Endpoint 3: Baseline Start Date'''.
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:* '''Endpoint 4: Baseline Finish Date'''.
+
  
These default settings are contained in all distributed OnePager Express '''Template Properties''' forms. Since controls are provided as described below whereby you can '''edit''' the '''endpoint''' association with Microsoft Excel '''source plan''' fields, it is recommended that you establish your '''endpoint''' relationships to specific Microsoft Project '''date''' fields before creating the first chart. This recommendation can be done by '''editing''' the '''Template Properties''' form you plan to use before launching OnePager Express or after launching OnePager Express by '''editing''' the '''Template Properties''' using the '''access point''' in the '''OnePager choices''' ('''OPC''') form described in the following section.
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<center>[[File:P70-10_15_1-(1)-06042020.png]]</center>
 +
<!--<center>P70-10_15_1-(1)-06042020.png</center>-->
  
==Displaying Endpoints==
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Clicking the '''Task Label Properties…''' button to the right of the '''Task Labels''' checkbox accesses the '''Set Label Properties '''for as shown here:
  
For OnePager to properly display your '''endpoints''', you must first define the '''endpoint''' field in Microsoft Excel and map them to OnePager through the OnePager choices ('''OPC''') form. A sample, Microsoft Excel '''source plan''' is shown below with both '''deadline''' and '''endpoint''' definitions:
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<center>[[File:P70-10_15_1-(2)-06042020.png]]</center>
 +
<!--<center>P70-10_15_1-(2)-06042020.png</center>-->
  
<center>[[File:X70-10_12_1-70-(1)-09202019.png]]</center>
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There are two (2) control groups in the '''Set Label Properties '''form.
<!--<center>X70-10_12_1-70-(1)-09202019.png</center>-->
+
  
In the sample above, we see the typical task information with '''Show It''' used to signal OnePager which rows to import, the Microsoft Excel field named '''Deadline''' and four '''Date''' fields ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') which are used to '''import''' information to OnePager representing '''Endpoints 1 through 4''' respectively. When the '''OnePager''' button is clicked on the Microsoft Excel tool bar and you click the '''NEW''' button on the '''OnePager Express Start''' form, OnePager displays the first page of the '''OPC''' form as shown below:
+
:* The top three controls in the '''Set Label Properties '''form provide '''Task Label global formatting''' options which are discussed below.
 +
:* The second control group contains all the controls for you to '''tailor''' the operations of the '''Smart Text Optimization '''feature within OnePager Pro.  This feature is also discussed below.
  
<center>[[File:X70-10_12_1-70-(2)-09202019.png]]</center>
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===Task Label Format Controls===
<!--<center>X70-10_12_1-70-(2)-09202019.png</center>-->
+
  
Clicking the '''Next&gt;''' button with the '''Show field mappings''' checkbox checked '''ON''' accesses the second page of the '''OPC''' form shown below:
+
There are three (3) '''global task label formatting''' controls available at the top of the '''Set Label Properties''' form.
  
<center>[[File:X70-10_12_1-70-(3-1)-09202019.png]]</center>
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====Task Label Field Selection====
<!--<center>X70-10_12_1-70-(3-1)-09202019.png</center>-->
+
  
Clicking the '''Edit current template…''' button takes you to the '''Template Properties''' form. Navigate to the '''Task Bars''' tab and the '''Endpoints''' checkbox in the '''Task Bar Decorations''' control group of the form as shown below:
+
The '''Label field''' control is a dropdown list containing all '''imported fields '''from your Microsoft Project '''source plan''' as shown here:
  
<center>[[File:X70-10_12_1-70-(4-1)-09222020.png]]</center>
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<center>[[File:P70-10_15_1-(3)-06042020.png]]</center>
<!--<center>X70-10_12_1-70-(4-1)-09222020.png</center>-->
+
<!--<center>P70-10_15_1-(3)-06042020.png</center>-->
  
Clicking the '''Endpoint Properties..." button accesses the '''Set endpoint properties''' form shown below where you can '''set and edit''' the properties of any one '''endpoint''' or all four.
+
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 label'''.
  
==Editing All Endpoint Properties==
+
====Task Label Font Controls====
  
The '''Set endpoint properties''' form is a '''multi-endpoint''' form in that using this one form you are able to '''edit''' the properties of all four '''endpoint shapes''' available for display in the chart.
+
Clicking the drop down associated with the '''Label font''' control accesses the standard OnePager '''Font properties '''form shown below:
  
===Set Endpoint Properties Form===
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<center>[[File:P70-10_15_1-(4)-06042020.png]]</center>
 +
<!--<center>P70-10_15_1-(4)-06042020.png</center>-->
  
Clicking the '''Endpoint Properties...''' button accesses the '''Set endpoint properties''' form where the '''Choose endpoint''' dropdown is shown below allowing you the option to select to '''edit''' one of the four available '''endpoints''':
+
Once the '''Font properties''' form is accessed, you have a variety of '''task label formatting options''' available including '''Font style'''; '''task label text color'''; '''font size'''; and options to '''Bold''', ''Italic'', and [[Underline]] the '''task label text'''.
  
<center>[[File:X70-10_12_1-70-(5)-09202019.png]]</center>
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====Task Label Position Controls====
<!--<center>X70-10_12_1-70-(5)-09202019.png</center>-->
+
  
In the illustration above, '''Endpoint 1''' is shown '''edited''' with all its available elements turned '''ON'''. The above form is almost identical to the '''Set deadline properties''' form. The difference is the '''Show this endpoint''' checkbox which refers to the dropdown menu shown above whereby you can select which '''endpoint''' to control. In effect, this form is four (4) forms in one allowing you to turn '''ON''' and '''OFF''' each individual '''endpoint''' and configure the properties of each '''endpoint''' separately. The illustration above covers up two important controls that need to be addressed. The '''Show this endpoint''' checkbox and the '''Field''' dropdown menu by which you tell OnePager which Microsoft Excel '''source plan''' field is used for each particular '''endpoint'''. These controls are shown here:
+
The '''Label position '''dropdown list provides eleven (11) '''position options''' for the placement of the '''task label''' with respect to its associated task bar/milestone symbol as shown here:
  
<center>[[File:X70-10_12_1-70-(6)-09202019.png]]</center>
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<center>[[File:P70-10_15_1-(5)-06042020.png]]</center>
<!--<center>X70-10_12_1-70-(6)-09202019.png</center>-->
+
<!--<center>P70-10_15_1-(5)-06042020.png</center>-->
  
As necessary, repeat the above '''editing''' steps for '''Endpoint 2 through 4''' as required such that when the '''endpoint''' data are '''imported''' into OnePager the '''endpoint shapes''' and '''other properties''' are unique.
+
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:
  
===Saving the Current Template Properties Form===
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<center>[[File:P70-10_15_1-(6)-06042020.png]]</center>
 +
<!--<center>P70-10_15_1-(6)-06042020.png</center>-->
  
Now that the '''endpoints''' are defined with distinct properties for all task bars in our example, go back to the '''Template Properties''' form, click the '''Save and use''' button to get back to the second page of the '''OPC''' form. Then click the '''Create new chart''' button and OnePager produces the following chart:
+
===Smart Text Optimization Feature Controls===
  
<center>[[File:X70-10_12_1-70-(7)-09202019.png]]</center>
+
The bottom control group in the '''Set Label Properties''' form is devoted to the controls for the '''Smart Text Optimization '''feature.  
<!--<center>X70-10_12_1-70-(7)-09202019.png</center>-->
+
  
For the illustration above, '''Endpoints 1 and 2''' are lined up from left to right in each row.
+
The '''Smart Text Optimization '''feature is overviewed in the article at: [[Resolving Task Label Collisions for Version 7.0 (Portal) | Resolving Task Label Collisions (Portal)]] <!--9.7.1-70-->
  
===Editing Endpoint Properties===
+
For detailed information on the '''Smart Text Optimization '''feature for OnePager Pro, please see the article at: [[Resolving Task Label Collisions for OnePager Pro for Version 7.0 | Resolving Task Label Collisions for OnePager Pro]] <!--9.7.1.1-70-->
  
The above section's discussion covered the set up and initial display of '''endpoints'''.  Recall that '''endpoint''' controls are exactly identical to the controls for '''deadlines'''.
+
Since the two articles referenced above cover the '''Smart Text Optimization '''feature comprehensively, this article focuses on the control group briefly.
  
For more information on '''Deadlines''', please see the article at:  [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
====Enabling and Disabling the Smart Text Optimization Feature====
  
The exception is only for the necessity to turn '''ON''' or '''OFF''' the individual '''endpoints''' through their respective '''Show this endpoint''' checkbox and to enter the Microsoft Excel '''source plan''' field you need to use for the respective '''endpoints''' in the '''Field''' dropdown menu of the '''Set endpoint properties''' form.
+
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:
  
==Editing Individual Task Endpoint Properties==
+
<center>[[File:P70-10_15_1-(7)-06042020.png]]</center>
 +
<!--<center>P70-10_15_1-(7)-06042020.png</center>-->
  
'''Endpoint properties''' can be set or '''edited''' for individual task bars. In addition to the capabilities for '''editing all Endpoint properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Endpoint properties''' showing in the chart. A prerequisite for '''editing''' individual '''endpoint properties''' is the necessity for '''endpoint''' data to be '''imported''' from the Microsoft Project '''source plan'''.  
+
All OnePager Pro '''Template Properties''' forms are distributed with the '''Enable Smart Labeling for task/milestone labels''' checkbox checked '''ON '''so the feature is '''enabled''' in the '''Template Properties''' form and in the '''Chart Properties''' form when charts are created and '''updated'''. At your option, you can '''disable''' the '''Smart Text Optimization '''feature by unchecking the '''Enable Smart Labeling for task/milestone labels''' '''OFF'''.
  
===Selecting Individual Task Bar or Bars===
+
====Smart Labeling Settings Control Group====
  
Individual task bar '''endpoint properties''' can be '''edited''' by selecting the desired task bar or task bars with a left-click operation and then right-clicking on the '''Format...''' command in the '''task bar''' right-click '''context menu''' as shown below:
+
The '''Smart Labeling Settings '''control group has four (4) sets of three (3) controls each as shown here:
  
<center>[[File:X70-10_12_1-70-(8)-09202019.png]]</center>
+
<center>[[File:P70-10_15_1-(8)-06042020.png]]</center>
<!--<center>X70-10_12_1-70-(8)-09202019.png</center>-->
+
<!--<center>P70-10_15_1-(8)-06042020.png</center>-->
  
Before you can do so, you must confirm that the '''Endpoints''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' and/or '''Milestones''' tab is checked '''ON'''.
+
Each set is called an '''Escape Path''' which provides an alternative way to reorient a '''task label''' such that it no longer is in '''collision '''with another '''task label''', task bar/milestone symbol, or another nearby informational '''text element'''.
  
===Accessing the Change Task/Milestone Properties Form===
+
=====Escape Path Controls=====
  
Select the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Endpoints''' tab, which displays the '''endpoint''' control options shown below:
+
The three controls in each of the four sets are:
  
<center>[[File:X70-10_12_1-70-(9-1)-09102020.png]]</center>
+
:* The '''Escape Path '''checkbox which, when checked '''ON''', '''enables''' the '''Escape Path '''for consideration as a solution to the '''task label collision situation'''.
<!--<center>X70-10_12_1-70-(9-1)-09102020.png</center>-->
+
:* A '''limit control''' specifying the maximum extent to which the '''Escape Path''' can be applied.  For example, the number 2 in the '''Wrap text up to Escape Path '''specifies that the subject '''task label '''can only be '''wrapped '''up to 2 lines.
 +
:* 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.
  
From the '''Endpoints''' tab of the form above, you are able to turn the selected '''endpoint''' '''ON''' or '''OFF''', show the '''endpoint connector''' to the task bar, and show or hide the '''endpoint date label text'''.
+
The '''default Escape Path''' is '''Wrap text up to 2 lines''' with the '''highest priority''''''Escape Paths''' can be '''enabled''' with any available '''priority ordering'''.
  
===Using Endpoints Example===
+
=====Re-optimizing After Updates Control=====
  
For example, using the '''Deadlines-Endpoints Example''' previously illustrated above, suppose we want to make the following '''edits''':
+
The '''Re-optimizing After Updates:''' control at the bottom of the form is specifically to tell OnePager which of three (3) options for '''re-optimizing task label collisions''' should be employed when the chart undergoes an '''UPDATE''' operation specifically in the '''Replacement Mode'''.
  
:* Turn '''OFF''' the display of Endpoint 1 for Task B
+
For more information on '''Replacement Mode Work Flows''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
:* Hide the '''Endpoint connector''' for Endpoint 1 to Task C
+
:* Hide the '''Date Label''' for Endpoint 1 for Task A under the task
+
  
For each task bar we select the task bar with a left-click, then right-click to get to the '''task bar''' right-click '''context menu''', select the '''Format…''' command to get to the '''Change Task/Milestone Properties''' form and finally accessed the '''Endpoints''' tab.  These steps are performed for each of the task bars involved starting with Task B where one '''edit''' to '''Endpoint 1''' was made and then to Task C where an '''edit''' was made to '''Endpoints 1 and 4'''. After making these '''edits''' the chart looks like this:
+
There are three (3) '''Re-optimizing After Updates: '''options available are shown here:
  
<center>[[File:X70-10_12_1-70-(10)-09202019.png]]</center>
+
<center>[[File:P70-10_15_1-(9)-06042020.png]]</center>
<!--<center>X70-10_12_1-70-(10)-09202019.png</center>-->
+
<!--<center>P70-10_15_1-(9)-06042020.png</center>-->
  
==Related Links==
+
The selection of one of the three options tells OnePager how to handle '''task label collision situations''' that may arise as a result of '''updating '''the chart.  These options are:
  
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
:* '''Do not re-optimize''': When this option is selected, OnePager does not examine the '''updated''' chart to look for '''task label collision situations''' and does not perform any '''task label optimization.'''
 +
:* '''Re-optimize changed tasks''': Under this option, OnePager looks at those '''imported/updated''' tasks that have changed as a result of the '''update''', examines only the '''changed tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for any '''changed tasks'''.
 +
:* '''Re-optimize all tasks''': Under this option, OnePager looks at '''all imported/updated''' tasks whether changed or not, examines '''all tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for '''any imported/changed tasks'''.
  
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
+
For detailed information on the controls in the '''Set Label Properties '''form for '''Smart Text Optimization''', please see the article at: [[Resolving Task Label Collisions for OnePager Pro for Version 7.0 | Resolving Task Label Collisions for OnePager Pro]] <!--9.7.1.1-70-->
  
[[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
+
==Editing Individual Task Labels in the Chart==
  
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
+
There are three (3) methods for accessing the controls for '''editing''' individual '''task labels''' on individual task bars and milestone symbols:
 +
 
 +
:* 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.
 +
:* You can right-click on the selected '''task label''' itself to access the '''task label''' right-click '''context menu''' followed by clicking the '''Format…''' command.
 +
:* You can click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting a task bar/milestone symbol or '''task label'''.
 +
 
 +
Each of these methods is discussed below.
 +
 
 +
===Right-Clicking a Task Bar/Milestone Symbol or Task Label===
 +
 
 +
Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task label''' to access the '''task bar''' right-click '''context menu''' for either. 
 +
 
 +
====Right-Clicking on a Task Bar/Milestone Symbol====
 +
 
 +
This action accesses the available commands in the '''task bar''' right-click '''context menu''' when a task bar is right-clicked as shown below:
 +
 
 +
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(5)-006012020.png</center>-->
 +
 
 +
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:
 +
 
 +
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(6)-006012020.png</center>-->
 +
 
 +
====Right-Clicking on a Task Label====
 +
 
 +
The '''Format…''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
 +
 
 +
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
 +
 
 +
Accessing the '''Change Task/Milestone Properties '''form from the '''task label''', accesses the form at its '''Task Label '''tab.
 +
 
 +
<center>[[File:P70-10_15_1-(10)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(10)-06052020.png</center>-->
 +
 
 +
Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''. The controls in the '''Change Task/Milestone Properties''' form's '''Task Labels''' tab are discussed below.
 +
 
 +
====Format Button on the OnePager Pro Home Ribbon Tool Bar====
 +
 
 +
The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager Pro '''Home '''ribbon tool bar tab after you selected one or more task bars/milestone symbols or '''task labels '''to '''edit'''.  The '''Format…''' button on the '''Home '''ribbon tool bar tab is shown below:
 +
 
 +
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(7)-006012020.png</center>-->
 +
 
 +
After clicking the '''Format…''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format… '''tab or the '''Task Labels '''tab depending on what object was selected. Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''.
 +
 
 +
===Using the Change Task/Milestone Properties Form’s Task Labels Tab===
 +
 
 +
Using any method to access the '''Change Task/Milestone Properties '''form, the '''Task Labels''' tab looks like this:
 +
 
 +
<center>[[File:P70-10_15_1-(11)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(11)-06052020.png</center>-->
 +
 
 +
====Show Task/Milestone Label====
 +
 
 +
The '''Show task/milestone label''' checkbox determines if the selected '''task label '''is '''shown''' or '''hidden''' with respect to its associated task bar/milestone symbol. The '''default setting''' for this checkbox is checked '''ON'''.  Unchecking the checkbox to '''OFF''', '''hides''' the selected '''task label '''and '''disables''' the other controls on the '''Task Labels '''tab.
 +
 
 +
====Label Position Options====
 +
 
 +
There are eleven (11) '''label position options '''to select from using the '''Label Position '''dropdown list as shown below:
 +
 
 +
<center>[[File:P70-10_15_1-(12)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(12)-06052020.png</center>-->
 +
 
 +
====Label Font Properties====
 +
 
 +
Clicking the '''Label Font '''dropdown menu button access the '''Font properties '''form as shown below:
 +
 
 +
<center>[[File:P70-10_15_1-(13)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(13)-06052020.png</center>-->
 +
 
 +
Within the '''Font properties''' form are controls for '''task label font style''', '''color''', and '''size'''. Additionally, you can set the '''date text''' to '''Bold''', ''Italic'', or [[Underline]].
 +
 
 +
====Use Label Defaults====
 +
 
 +
Clicking the '''Use Label Defaults''' button in the '''Task Labels '''tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected task label or labels''' back to the settings established in the '''Chart Properties''' form.  The '''Use Label Defaults''' button looks like this:
 +
 
 +
<center>[[File:P70-10_15_1-(14)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(14)-06052020.png</center>-->
 +
 
 +
===Editing the Task Label Only===
 +
 
 +
The '''task label''' itself can be changed in the '''graph''' by right-clicking on the '''task label''' to access its right-click context menu as shown here where the '''Edit task name … '''command is available:
 +
 
 +
<center>[[File:P70-10_15_1-(15)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(15)-06052020.png</center>-->
 +
 
 +
When the '''Edit task name … '''command is clicked, the '''Edit text''' form is accesses as shown here:
 +
 
 +
<center>[[File:P70-10_15_1-(16)-06052020.png]]</center>
 +
<!--<center>P70-10_15_1-(16)-06052020.png</center>-->
 +
 
 +
After typing in your changes to the selected '''task label''', close the '''Edit text '''form by clicking the '''OK''' button.  The updated '''task label '''appears in the same position as the old '''label/text''' and is considered a '''task label maverick'''. '''Mavericked task labels''' cannot be reversed, that is, returned to the value '''imported''' from the associated Microsoft Project '''source plan''' using the '''Use Label Defaults''' button discussed above on the '''Task Labels '''tab of the '''Change Task/Milestone Properties '''form.
 +
 
 +
==Related Topic==
 +
 
 +
OnePager 7.0 provides a control for you to change the response that a left-click on a task bar has by allowing a single left-click on the task bar to select '''both the task bar and its corresponding task label'''. 
 +
 
 +
For more information on this feature, please see the section of this article at: [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0#Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Label in One Left Click | Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Label in One Left Click]] <!--9.1.1-70-->
 +
 
 +
==Related Link==
 +
 
 +
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 +
 
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
 +
 
 +
[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
 +
 
 +
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
  
[[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
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Revision as of 16:14, 13 January 2021

About Task Labels

Task labels displayed in the OnePager Pro graph are imported from your Microsoft Project source plan’s Name field. At a minimum, the Microsoft Project Name field, along with the task's Start/Finish dates must be imported for OnePager Pro to create and display a chart. Once imported, task labels can be edited globally or manually in the graph. This article covers how to edit task labels.

Using the Chart Properties Form to Edit Task Labels

All task labels can be edited without changing the settings in the Template Properties form by clicking the Chart Properties button on the OnePager Home ribbon tool bar tab in the Settings control group as shown below:

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

Clicking the Chart Properties button access the Chart Properties form. Navigate to either the Task Bars or Milestones tab as appropriate. On the Task Bars tab, shown below, ensure that the Task Labels checkbox is checked ON:

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

Clicking the Task 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

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

  • The top three controls in the Set Label Properties form provide Task Label global formatting options which are discussed below.
  • The second control group contains all the controls for you to tailor the operations of the Smart Text Optimization feature within OnePager Pro. This feature is also discussed below.

Task Label Format Controls

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

Task Label Field Selection

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

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 label.

Task Label Font Controls

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

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

Task Label Position Controls

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

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

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

Smart Text Optimization Feature Controls

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

The Smart Text Optimization feature is overviewed in the article at: Resolving Task Label Collisions (Portal)

For detailed information on the Smart Text Optimization feature for OnePager Pro, please see the article at: Resolving Task Label Collisions for OnePager Pro

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

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

All OnePager Pro Template Properties forms are distributed with the Enable Smart Labeling for task/milestone labels checkbox checked ON so the feature is enabled in the Template Properties form and in the Chart Properties form when charts are created and updated. At your option, you can disable the Smart Text Optimization feature by unchecking the Enable Smart Labeling for task/milestone labels OFF.

Smart Labeling Settings Control Group

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

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

Escape Path Controls

The three controls in each of the four sets are:

  • The Escape Path checkbox which, when checked ON, enables the Escape Path for consideration as a solution to the task label collision situation.
  • A limit control specifying the maximum extent to which the Escape Path can be applied. For example, the number 2 in the Wrap text up to Escape Path specifies that the subject task label can only be wrapped up to 2 lines.
  • 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.

The default Escape Path is Wrap text up to 2 lines with the highest priority. Escape Paths can be enabled with any available priority ordering.

Re-optimizing After Updates Control

The Re-optimizing After Updates: control at the bottom of the form is specifically to tell OnePager which of three (3) options for re-optimizing task label collisions should be employed when the chart undergoes an UPDATE operation specifically in the Replacement Mode.

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

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

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

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

  • Do not re-optimize: When this option is selected, OnePager does not examine the updated chart to look for task label collision situations and does not perform any task label optimization.
  • Re-optimize changed tasks: Under this option, OnePager looks at those imported/updated tasks that have changed as a result of the update, examines only the changed tasks, and performs task label collision situation avoidance if collision situations are found for any changed tasks.
  • Re-optimize all tasks: Under this option, OnePager looks at all imported/updated tasks whether changed or not, examines all tasks, and performs task label collision situation avoidance if collision situations are found for any imported/changed tasks.

For detailed information on the controls in the Set Label Properties form for Smart Text Optimization, please see the article at: Resolving Task Label Collisions for OnePager Pro

Editing Individual Task Labels in the Chart

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

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

Each of these methods is discussed below.

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

Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task label to access the task bar right-click context menu for either.

Right-Clicking on a Task Bar/Milestone Symbol

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

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

Right-Clicking on a Task Label

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

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

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

Navigate to the Task Labels tab on the Change Task/Milestones Properties form to make your edits to the selected task labels. The controls in the Change Task/Milestone Properties form's Task Labels tab are discussed below.

Format Button on the OnePager Pro Home Ribbon Tool Bar

The Change Task/Milestone Properties form can also be accessed by clicking the Format… button on the OnePager Pro Home ribbon tool bar tab after you selected one or more task bars/milestone symbols or task labels to edit. The Format… button on the Home ribbon tool bar tab is shown below:

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

After clicking the Format… button as shown above, the Change Task/Milestone Properties form is accessed at the Format… tab or the Task Labels tab depending on what object was selected. Navigate to the Task Labels tab on the Change Task/Milestones Properties form to make your edits to the selected task labels.

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

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

Show Task/Milestone Label

The Show task/milestone label checkbox determines if the selected task label is shown or hidden with respect to its associated task bar/milestone symbol. The default setting for this checkbox is checked ON. Unchecking the checkbox to OFF, hides the selected task label and disables the other controls on the Task Labels tab.

Label Position Options

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

Label Font Properties

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

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

Within the Font properties form are controls for task label font style, color, and size. Additionally, you can set the date text to Bold, Italic, or Underline.

Use Label Defaults

Clicking the Use Label Defaults button in the Task Labels tab of the Change Task/Milestone Properties form resets all format properties of the selected task label or labels back to the settings established in the Chart Properties form. The Use Label Defaults button looks like this:

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

Editing the Task Label Only

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

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

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

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

After typing in your changes to the selected task label, close the Edit text form by clicking the OK button. The updated task label appears in the same position as the old label/text and is considered a task label maverick. Mavericked task labels cannot be reversed, that is, returned to the value imported from the associated Microsoft Project source plan using the Use Label Defaults button discussed above on the Task Labels tab of the Change Task/Milestone Properties form.

Related Topic

OnePager 7.0 provides a control for you to change the response that a left-click on a task bar has by allowing a single left-click on the task bar to select both the task bar and its corresponding task label.

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 Label in One Left Click

Related Link

Basic Workflows (Portal)

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

Selecting Task/Milestone Shapes and Text Labels

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

Resolving Task Label Collisions for OnePager Pro

Resolving Task Label Collisions for OnePager Express

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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