Difference between revisions of "Testing Article1"

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==About Task Labels==
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==About Decorations==
  
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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'''.
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'''Decorations''' on task bars/milestone symbols include the following '''Data-Driven''' elements:
  
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==Using the Chart Properties Form to Edit Task Labels==
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:* '''Date labels'''
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:* '''Percent complete'''
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:* '''Baselines'''
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:* '''Critical path'''
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:* '''Deadlines'''
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:* '''Endpoints'''
  
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All '''task labels''' can be '''edited''' without changing the settings in the '''Template Properties''' form by clicking the '''Chart Properties '''button on the OnePager '''Home '''ribbon tool bar tab in the '''Settings''' control group as shown below:
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'''Task bar name labels''' are not considered a '''Decoration''' for the purpose of this discussion. 
  
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<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
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For more information on '''Managing task bar/milestone symbols and task bar name labels''', please see the articles at: [[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-->
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<!--<center>P70-10_1_1-(1)-06012020.png</center>-->
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Clicking the '''Chart Properties '''button access the '''Chart Properties '''form. Navigate to either the '''Task Bars''' or '''Milestones '''tab as appropriate. On the '''Task Bars''' tab, shown below, ensure that the '''Task Labels''' checkbox is checked '''ON''':
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To go directly to the detailed articles covering '''Modifying decorations on task bar/milestone symbols''', please click here: [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)#Links to Detailed Decoration Editing Articles | Links to Detailed Decoration Editing Articles]] <!--10.0.1-70-->
  
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<center>[[File:P70-10_15_1-(1)-06042020.png]]</center>
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==Global Decoration Controls==
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<!--<center>P70-10_15_1-(1)-06042020.png</center>-->
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Clicking the '''Task Label Properties…''' button to the right of the '''Task Labels''' checkbox accesses the '''Set Label Properties '''for as shown here:
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'''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. For more information on '''Using the Template Properties form''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
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<center>[[File:P70-10_15_1-(2)-06042020.png]]</center>
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For more information on '''Using Chart Properties form''', please see the article at:: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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<!--<center>P70-10_15_1-(2)-06042020.png</center>-->
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There are two (2) control groups in the '''Set Label Properties '''form.
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For the purpose of this discussion, focus is placed on the '''Chart Properties''' form's  '''Task Bars''' and '''Milestones''' tabs in the control groups as shown below:
  
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:* The top three controls in the '''Set Label Properties '''form provide '''Task Label global formatting''' options which are discussed below.
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<center>'''Template Properties Form - Task Bars Tab'''</center>
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:* The second control group contains all the controls for you to '''tailor''' the operations of the '''Smart Text Optimization '''feature within OnePager Pro. This feature is also discussed below.
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<center>[[File:P70-10_0_1-(1)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(1)-06012020.png</center>-->
  
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===Task Label Format Controls===
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<center>'''Chart Properties Form - Task Bars Tab'''</center>
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<center>[[File:P70-10_0_1-(2)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(2)-06012020.png</center>-->
  
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There are three (3) '''global task label formatting''' controls available at the top of the '''Set Label Properties''' form.
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This article overviews instructions on two methods for '''manually editing decorations''' for '''individual task barss/milestone symbols'''. The two (2) sub-sections below, we’ll briefly cover both methods: 
  
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====Task Label Field Selection====
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:a) Using the '''Chart Properties''' form to change '''all''' task bars/milestone symbol decoration properties, and
  
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The '''Label field''' control is a dropdown list containing all '''imported fields '''from your Microsoft Project '''source plan''' as shown here:
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:b) the '''Format…''' commands available to modify the decoration properties of a '''single''' task bar/milestone symbol.
  
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<center>[[File:P70-10_15_1-(3)-06042020.png]]</center>
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==Using the Chart Properties Form To Edit Decorations==
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<!--<center>P70-10_15_1-(3)-06042020.png</center>-->
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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'''.
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'''Decorations''' on '''all''' task bars/milestone symbols can be '''manually edited''' by using the '''Task Bars''' or '''Milestones''' tabs in the '''Chart Properties''' form.  Using these controls you can '''edit''' the '''decoration properties''' in the current chart without '''changing''' any of the settings in the current '''Template Properties''' form.  Doing so makes '''mavericks''' of all task bars/milestone symbols participating in the '''edit''' in the current chart.
  
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====Task Label Font Controls====
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===Mirror Format Settings Between Task Bars and Milestones===
  
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Clicking the drop down associated with the '''Label font''' control accesses the standard OnePager '''Font properties '''form shown below:
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For convenience, we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below:
  
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<center>[[File:P70-10_15_1-(4)-06042020.png]]</center>
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<center>[[File:P70-10_0_1-(3)-06012020.png]]</center>
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<!--<center>P70-10_15_1-(4)-06042020.png</center>-->
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<!--<center>P70-10_0_1-(3)-06012020.png</center>-->
  
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Once the '''Font properties''' form is accessed, you have a variety of '''task label formatting options''' available including '''Font style'''; '''task label text color'''; '''font size'''; and options to '''Bold''', ''Italic'', and [[Underline]] the '''task label text'''.
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When this checkbox is checked '''ON''', OnePager automatically makes any '''edits''' to '''Milestone symbols''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting.  This checkbox appears in both the '''Task Bar''' tab and the '''Milestones''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. The '''Milestones''' tab of the '''Chart Properties''' form is illustrated below:
  
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====Task Label Position Controls====
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<center>[[File:P70-10_0_1-(4)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(4)-06012020.png</center>-->
  
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The '''Label position '''dropdown list provides eleven (11) '''position options''' for the placement of the '''task label''' with respect to its associated task bar/milestone symbol as shown here:
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'''Task Bar''' and '''Milestones''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.  Instructions for '''editing''' specific '''decorations''' for OnePager Pro and Express are located at the links shown in the next section below:
  
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<center>[[File:P70-10_15_1-(5)-06042020.png]]</center>
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===Links to Detailed Decoration Editing Articles===
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<!--<center>P70-10_15_1-(5)-06042020.png</center>-->
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These '''Label position options''' are a subset of the full set of '''Label Position options '''available from the thirteen (13) '''options''' available using the '''Label Position '''dropdown found on the OnePager '''Home '''ribbon tool bar’s '''Position '''control group shown here:
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Use the links below to access more information on '''editing''' task bar/milestone symbol '''decorations''':
  
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<center>[[File:P70-10_15_1-(6)-06042020.png]]</center>
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{| class="wikitable"
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<!--<center>P70-10_15_1-(6)-06042020.png</center>-->
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| [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
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| [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
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|-
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| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
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| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
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|-
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| [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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| [[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
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|-
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| [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
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| [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
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|-
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| [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
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|-
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| [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
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| [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
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|-
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| [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
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| [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
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|-
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| [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
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|}
  
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===Smart Text Optimization Feature Controls===
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==Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor==
  
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The bottom control group in the '''Set Label Properties''' form is devoted to the controls for the '''Smart Text Optimization '''feature.  
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'''Decorations''' can be '''edited''' for individual task bars and milestone symbols (or selected groups of them) using the '''Change Task/Milestone Properties''' form. This form is accessed in two ways:
  
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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-->
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===Right-Clicking a Task Bar/Milestone Symbol or  Task Bar Name Label===
  
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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-->
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Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click context menu''' for either. This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
  
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Since the two articles referenced above cover the '''Smart Text Optimization '''feature comprehensively, this article focuses on the control group briefly.
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<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(5)-06012020.png</center>-->
  
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====Enabling and Disabling the Smart Text Optimization Feature====
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The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label as shown here:
  
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The control for '''enabling''' and '''disabling''' the '''Smart Text Optimization '''feature is the checkbox titled '''Enable Smart Labeling for task/milestone labels''' as shown below:
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<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5A)-06012020.png</center>-->
  
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<center>[[File:P70-10_15_1-(7)-06042020.png]]</center>
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Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
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<!--<center>P70-10_15_1-(7)-06042020.png</center>-->
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All OnePager Pro '''Template Properties''' forms are distributed with the '''Enable Smart Labeling for task/milestone labels''' checkbox checked '''ON '''so the feature is '''enabled''' in the '''Template Properties''' form and in the '''Chart Properties''' form when charts are created and '''updated'''. At your option, you can '''disable''' the '''Smart Text Optimization '''feature by unchecking the '''Enable Smart Labeling for task/milestone labels''' '''OFF'''.
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====Smart Labeling Settings Control Group====
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The '''Smart Labeling Settings '''control group has four (4) sets of three (3) controls each as shown here:
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<center>[[File:P70-10_15_1-(8)-06042020.png]]</center>
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<!--<center>P70-10_15_1-(8)-06042020.png</center>--> 
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Each set is called an '''Escape Path''' which provides an alternative way to reorient a '''task label''' such that it no longer is in '''collision '''with another '''task label''', task bar/milestone symbol, or another nearby informational '''text element'''.
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=====Escape Path Controls=====
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The three controls in each of the four sets are:
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:* The '''Escape Path '''checkbox which, when checked '''ON''', '''enables''' the '''Escape Path '''for consideration as a solution to the '''task label collision situation'''.
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:* A '''limit control''' specifying the maximum extent to which the '''Escape Path''' can be applied. For example, the number 2 in the '''Wrap text up to Escape Path '''specifies that the subject '''task label '''can only be '''wrapped '''up to 2 lines.
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:* The '''Priority''' of the '''Escape Path''' from '''highest''' to '''lowest''' among the four available '''Escape Paths '''tells the software which '''Escape Path''' to try first, second, and so on.
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The '''default Escape Path''' is '''Wrap text up to 2 lines''' with the '''highest priority'''.  '''Escape Paths''' can be '''enabled''' with any available '''priority ordering'''.
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=====Re-optimizing After Updates Control=====
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The '''Re-optimizing After Updates:''' control at the bottom of the form is specifically to tell OnePager which of three (3) options for '''re-optimizing task label collisions''' should be employed when the chart undergoes an '''UPDATE''' operation specifically in the '''Replacement Mode'''.
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For more information on '''Replacement Mode Work Flows''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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There are three (3) '''Re-optimizing After Updates: '''options available are shown here:
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<center>[[File:P70-10_15_1-(9)-06042020.png]]</center>
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<!--<center>P70-10_15_1-(9)-06042020.png</center>-->
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The selection of one of the three options tells OnePager how to handle '''task label collision situations''' that may arise as a result of '''updating '''the chart.  These options are:
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:* '''Do not re-optimize''': When this option is selected, OnePager does not examine the '''updated''' chart to look for '''task label collision situations''' and does not perform any '''task label optimization.'''
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:* '''Re-optimize changed tasks''': Under this option, OnePager looks at those '''imported/updated''' tasks that have changed as a result of the '''update''', examines only the '''changed tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for any '''changed tasks'''.
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:* '''Re-optimize all tasks''': Under this option, OnePager looks at '''all imported/updated''' tasks whether changed or not, examines '''all tasks''', and performs '''task label collision situation avoidance''' if '''collision situations '''are found for '''any imported/changed tasks'''.
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For detailed information on the controls in the '''Set Label Properties '''form for '''Smart Text Optimization''', please see the article at: [[Resolving Task Label Collisions for OnePager Pro for Version 7.0 | Resolving Task Label Collisions for OnePager Pro]] <!--9.7.1.1-70-->
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==Editing Individual Task Labels in the Chart==
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There are three (3) methods for accessing the controls for '''editing''' individual '''task labels''' on individual task bars and milestone symbols:
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:* You can right-click on any selected task bar/milestone symbol to access the '''task bar''' right-click '''context menu''' followed by clicking the '''Format…''' command.
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:* You can right-click on the selected '''task label''' itself to access the '''task label''' right-click '''context menu''' followed by clicking the '''Format…''' command.
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:* You can click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting a task bar/milestone symbol or '''task label'''.
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Each of these methods is discussed below.
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===Right-Clicking a Task Bar/Milestone Symbol or Task Label===
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Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task label''' to access the '''task bar''' right-click '''context menu''' for either. 
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====Right-Clicking on a Task Bar/Milestone Symbol====
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This action accesses the available commands in the '''task bar''' right-click '''context menu''' when a task bar is right-clicked as shown below:
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<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5)-006012020.png</center>-->
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If you click the '''Format… '''command from the task bar or milestone symbol, the '''Change Task/Milestone Properties''' form is accessed at its '''Format '''tab as shown here:
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<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(6)-006012020.png</center>-->
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<!--<center>P70-10_0_1-(6)-06012020.png</center>-->
  
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====Right-Clicking on a Task Label====
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The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol's properties shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s).
  
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The '''Format…''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
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The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles: [[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-->
  
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<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
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===Format button on the OnePager Pro Home Ribbon Tool Bar Tab===
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<!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
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Accessing the '''Change Task/Milestone Properties '''form from the '''task label''', accesses the form at its '''Task Label '''tab.
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<center>[[File:P70-10_15_1-(10)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(10)-06052020.png</center>-->
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Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''. The controls in the '''Change Task/Milestone Properties''' form's '''Task Labels''' tab are discussed below.
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====Format Button on the OnePager Pro Home Ribbon Tool Bar====
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The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager Pro '''Home '''ribbon tool bar tab after you selected one or more task bars/milestone symbols or '''task labels '''to '''edit'''.   The '''Format…''' button on the '''Home '''ribbon tool bar tab is shown below:
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The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after you selected one or more task bars/milestone symbols to '''edit'''. The '''Format...'''button on the ribbon is shown below:
  
 
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(7)-006012020.png</center>-->
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<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
  
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After clicking the '''Format…''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format… '''tab or the '''Task Labels '''tab depending on what object was selected. Navigate to the '''Task Labels''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''task labels'''.
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After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed as shown here:
  
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===Using the Change Task/Milestone Properties Form’s Task Labels Tab===
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<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
  
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Using any method to access the '''Change Task/Milestone Properties '''form, the '''Task Labels''' tab looks like this:
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The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol '''format properties''' shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s). 
  
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<center>[[File:P70-10_15_1-(11)-06052020.png]]</center>
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The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles: [[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-->
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<!--<center>P70-10_15_1-(11)-06052020.png</center>-->
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====Show Task/Milestone Label====
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The '''Show task/milestone label''' checkbox determines if the selected '''task label '''is '''shown''' or '''hidden''' with respect to its associated task bar/milestone symbol. The '''default setting''' for this checkbox is checked '''ON'''.  Unchecking the checkbox to '''OFF''', '''hides''' the selected '''task label '''and '''disables''' the other controls on the '''Task Labels '''tab.
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====Label Position Options====
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There are eleven (11) '''label position options '''to select from using the '''Label Position '''dropdown list as shown below:
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<center>[[File:P70-10_15_1-(12)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(12)-06052020.png</center>-->
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====Label Font Properties====
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Clicking the '''Label Font '''dropdown menu button access the '''Font properties '''form as shown below:
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<center>[[File:P70-10_15_1-(13)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(13)-06052020.png</center>-->
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Within the '''Font properties''' form are controls for '''task label font style''', '''color''', and '''size'''. Additionally, you can set the '''date text''' to '''Bold''', ''Italic'', or [[Underline]].
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====Use Label Defaults====
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Clicking the '''Use Label Defaults''' button in the '''Task Labels '''tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected task label or labels''' back to the settings established in the '''Chart Properties''' form.  The '''Use Label Defaults''' button looks like this:
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<center>[[File:P70-10_15_1-(14)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(14)-06052020.png</center>-->
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===Editing the Task Label Only===
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The '''task label''' itself can be changed in the '''graph''' by right-clicking on the '''task label''' to access its right-click context menu as shown here where the '''Edit task name … '''command is available:
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<center>[[File:P70-10_15_1-(15)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(15)-06052020.png</center>-->
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When the '''Edit task name … '''command is clicked, the '''Edit text''' form is accesses as shown here:
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<center>[[File:P70-10_15_1-(16)-06052020.png]]</center>
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<!--<center>P70-10_15_1-(16)-06052020.png</center>-->
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After typing in your changes to the selected '''task label''', close the '''Edit text '''form by clicking the '''OK''' button.  The updated '''task label '''appears in the same position as the old '''label/text''' and is considered a '''task label maverick'''. '''Mavericked task labels''' cannot be reversed, that is, returned to the value '''imported''' from the associated Microsoft Project '''source plan''' using the '''Use Label Defaults''' button discussed above on the '''Task Labels '''tab of the '''Change Task/Milestone Properties '''form.
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==Related Topic==
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OnePager 7.0 provides a control for you to change the response that a left-click on a task bar has by allowing a single left-click on the task bar to select '''both the task bar and its corresponding task label'''. 
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For more information on this feature, please see the section of this article at: [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0#Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Label in One Left Click | Making the Task Bar/Milestone Symbol Left-Click Selection Select Both the Task Bar and Task Label in One Left Click]] <!--9.1.1-70-->
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==Related Link==
 
==Related Link==
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[[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-->
 
[[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-->
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[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
 
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
 
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[[Resolving Task Label Collisions for OnePager Pro for Version 7.0 | Resolving Task Label Collisions for OnePager Pro]] <!--9.7.1.1-70-->
 
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[[Resolving Task Label Collisions for OnePager Express for Version 7.0 | Resolving Task Label Collisions for OnePager Express]] <!--9.7.1.2-70-->
 
  
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
 
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[[Category:Name Label Collision Avoidance]]
 
 
[[Category:Labels]]
 
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Revision as of 16:34, 13 January 2021

About Decorations

Decorations on task bars/milestone symbols include the following Data-Driven elements:

  • Date labels
  • Percent complete
  • Baselines
  • Critical path
  • Deadlines
  • Endpoints

Task bar name labels are not considered a Decoration for the purpose of this discussion.

For more information on Managing task bar/milestone symbols and task bar name labels, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

To go directly to the detailed articles covering Modifying decorations on task bar/milestone symbols, please click here: Links to Detailed Decoration Editing Articles

Global Decoration Controls

Decorations are controlled through the Template Properties and Chart Properties forms. For more information on Using the Template Properties form, please see the article at: Managing Templates (Portal)

For more information on Using Chart Properties form, please see the article at:: Editing with the Chart Properties form (Portal)

For the purpose of this discussion, focus is placed on the Chart Properties form's Task Bars and Milestones tabs in the control groups as shown below:

Template Properties Form - Task Bars Tab
P70-10 0 1-(1)-06012020.png
Chart Properties Form - Task Bars Tab
P70-10 0 1-(2)-06012020.png

This article overviews instructions on two methods for manually editing decorations for individual task barss/milestone symbols. The two (2) sub-sections below, we’ll briefly cover both methods:

a) Using the Chart Properties form to change all task bars/milestone symbol decoration properties, and
b) the Format… commands available to modify the decoration properties of a single task bar/milestone symbol.

Using the Chart Properties Form To Edit Decorations

Decorations on all task bars/milestone symbols can be manually edited by using the Task Bars or Milestones tabs in the Chart Properties form. Using these controls you can edit the decoration properties in the current chart without changing any of the settings in the current Template Properties form. Doing so makes mavericks of all task bars/milestone symbols participating in the edit in the current chart.

Mirror Format Settings Between Task Bars and Milestones

For convenience, we've added a checkbox titled Mirror format setting between task bars and milestones shown below:

P70-10 0 1-(3)-06012020.png

When this checkbox is checked ON, OnePager automatically makes any edits to Milestone symbols that are made to Task Bars for all settings where a blue dot appears to the right of the setting. This checkbox appears in both the Task Bar tab and the Milestones tab of the Chart Properties form and the corresponding tabs of the Template Properties form. The Milestones tab of the Chart Properties form is illustrated below:

P70-10 0 1-(4)-06012020.png

Task Bar and Milestones fill colors are always mirrored regardless of the Mirror... checkbox being checked ON or OFF. Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown in the next section below:

Links to Detailed Decoration Editing Articles

Use the links below to access more information on editing task bar/milestone symbol decorations:

Task Labels for OnePager Pro Task Bar Name Labels for OnePager Express
Labeling Task/Milestone Dates for OnePager Pro Labeling Task/Milestone Dates for OnePager Express
Percent complete for OnePager Pro Percent complete for OnePager Express
Baselines for OnePager Pro Baselines for OnePager Express
Critical path for OnePager Pro
Deadlines for OnePager Pro Deadlines for OnePager Express
Endpoints for OnePager Pro Endpoints for OnePager Express
Order of Tasks/Milestones Decorations

Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor

Decorations can be edited for individual task bars and milestone symbols (or selected groups of them) using the Change Task/Milestone Properties form. This form is accessed in two ways:

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name 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 bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:

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

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

Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

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

The Format tab is shown above where you can edit the task bar/milestone symbol's properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Format button on the OnePager Pro Home Ribbon Tool Bar Tab

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

P70-10 0 1-(8)-06012020.png

The Format tab is shown above where you can edit the task bar/milestone symbol format properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Related Link

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

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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