Difference between revisions of "Testing Article1"

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==OnePager Express Enhancements for Data-Driven Task Links==
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==About Manual Task Links==
  
OnePager Express can now '''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.
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This article covers the enhancements made to manual '''Task Links''' in OnePager Pro.
  
OnePager Express is designed to process '''Task Links''' that are specified as '''predecessors''' '''ONLY'''.
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First, the article reviews the basis controls for '''adding''' and '''deleting '''manual '''Task Links''' and goes on to cover other related command for managing manual '''Task Links''' in the chart with the '''Chart Editor'''.  Next, the '''Daisy Chain''' feature is discussed and how it can be used to '''create''' a set of manual '''Task Links '''connecting two or more task bar/milestone symbols.
  
==OnePager Express' Template and Chart Properties Forms==
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The next section covers all the controls available in the '''Chart Editor '''for '''editing''' manual '''Task Links'''.
  
The implementation of '''Data-driven Task Links''' and enhancements made to manual '''Task Links''' required enhancements to the OnePager Express '''Template Properties''' and '''Chart Properties''' form’s '''Event '''tabs.  This '''Event Links '''tab is renamed as the '''Task Links''' tab in both forms with enhanced controls to support the new capabilities of '''Data-driven Task Links'''.
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Following is a discussion of '''Global editing '''techniques for manual '''Task Links''' using the '''Template Properties''' and '''Chart Properties ''' forms.
  
Before going further into this article, it is recommended that you first review the article at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
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The final section provides intermediate information on other topics such as selecting multiple '''Task Links''', re-positioning '''Task Link connection lines '''with the '''drag and drop method''', and taking task bar into consideration when re-positioning '''connection lines'''.
  
===The Template Properties Form's Task Links Tab for OnePager Pro===
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==Basic Management of Manual Task Links==
  
The '''Template Properties '''form '''Task Links''' tab for OnePager Express is a little different from that of OnePager Pro since Microsoft Excel '''source plans''' do not have a unique '''field''' defined for '''Predecessors''' or '''Successors'''.  In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.  For Microsoft Excel '''source plans''', you must tell OnePager Express which '''field '''in your '''source plan '''to use and what '''syntax format selection''' to use for the '''Predecessors''' '''field’s '''format.
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===Adding Manual Task Links===
  
The '''Template Properties '''form’s '''Task Link ''' tab for OnePager Express is shown below with the dropdown menu of possible '''Predecessor source plan fields''':
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Adding manual '''Task Links''' to the chart requires you to identify at least two (2)  task bar/milestone symbols to serve as the manual '''Task Link''' pair.  Select at least '''two''' tasks by left-clicking the first task bar or milestone symbol ('''predecessor''') and then use the '''CTL+left-click '''to select the '''second''' and following '''(successor''') task(s).
  
<center>[[File:X70-19_1_1_2-70-(1)-10052020.png]]</center>
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It is important for establishing the '''direction''' of the manual '''Task Link''' that the task bar/milestone symbol '''selection sequence''' is FIRST '''predecessor''' and SECOND '''successor'''. Then go to the '''Insert''' tab on the OnePager Pro ribbon and click the '''Task Link''' button:
<!--<center>X70-19_1_1_2-70-(1)-10052020.png</center>-->
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The OnePager Express '''Template Properties '''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.
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<center>[[File:P70-19_1_2_1-70-70-(1)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(1)-09292020.png</center>-->
  
There are two '''syntax format selections''' for Microsoft Excel '''source plans'''.  These are:
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The manual '''Task Link '''appears in the chart between the '''selected''' task bars or milestone symbols:
  
:1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
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<center>[[File:P70-19_1_2_1-70-70-(2)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(2)-09292020.png</center>-->
  
:2) The Oracle Primavera P6 '''Predecessor syntax'''.
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You can '''edit''' a manual '''Task Link''' by right-clicking on it to access the '''task link''' right-click '''context menu''' that looks like this:
  
OnePager Express assumes that the designated '''Predecessors field''' from the Microsoft Excel '''source plan''' is used for the '''Data-driven Task Link''' information source.   OnePager Express only '''imports predecessor data '''from the designated Microsoft Excel '''predecessor field'''.  Although OnePager Express does not import '''Successor '''data from your '''source plan''', '''successor '''information is the inverse on '''predecessor '''information found in your '''source plan'''.  This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Excel '''source plan'''.
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<center>[[File:P70-19_1_2_1-70-70-(3)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(3)-09292020.png</center>-->
  
====Template Properties Form’s Task Link Tab’s Controls====
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Selecting more than one '''successor''' task bar/milestone symbol is supported by OnePager and is called a manual '''Task Link Daisy Chain'''.
  
OnePager Express 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 bars/milestone symbols.  It is assumed that if '''Data-driven Task Links''' are imported they are to be '''shown''' so the '''Show task links '''checkbox is checked '''ON'''.  Additionally in the '''Default Task-Link Formatting''' control group shown above, there are established settings for '''Line Styles''', '''Arrow Styles''', and '''Font properties'''
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===Alternative Method for Adding Manual Task Links===
  
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’s timespan as shown by the '''slider '''bars in the illustration above.  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.
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A '''task bar''' right-click '''context menu''' command, '''Insert task link(s)''', is available in the '''task bar''' right-click '''context menu''' when two or more task bars/milestone symbols are '''selected''' as shown below
  
You can choose to let OnePager determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options.  In the '''Data-Driven Task Links '''control group shown above, the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked''' or '''OFF'''.  This is done so that new charts are not created with all '''available Data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template Properties''' form.   You are given the opportunity to import '''Data-driven Task Links '''information''' '''using the same controls in the '''Chart Properties ''' form’s '''Task Links '''tab in the '''Data-Driven Task Links''' control group after the chart is created.
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<center>[[File:P70-19_1_2_1-70-70-(4)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(4)-09292020.png</center>-->
  
When the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties '''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.  Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form.  This form allows you to establish a set of rules to govern how '''Data-driven Task Links''' are '''shown'''.
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The '''Insert task links(s) '''command is not available in the '''task bar''' right-click '''context menu '''when only '''one''' task bar/milestone symbol is '''selected'''.  With two or more task bars/milestone symbols '''selected''', clicking the '''Insert task link(s)''' command '''inserts''' a manual '''Task Link''' from the first task selected ('''predecessor''') to the last ('''successor''') task '''selected'''.
  
====Controls for Importing Task Link Data====
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===The Where Are My Links? Form===
  
In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.  The OnePager Express '''Chart Properties '''form '''Task Links '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded. 
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With the addition of '''Data-driven Task Links''' in OnePager Pro, it is necessary to provide you  a list of manual''' '''and '''Data-driven Task Links''' to assist with the management of all '''Task Links '''in the chart and its snapshots.  The '''Where Are My Links''' form was created for this purpose and is shown below:
  
It makes an attempt to pick an available Microsoft Excel '''field '''that most closely resembles a '''predecessor field''' for the chart.
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<center>[[File:P70-19_1_2_1-70-70-(5)-10152020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(5)-10152020.png</center>-->
  
The same two '''syntax format selection '''choices for Microsoft Excel '''source plans '''are available in the '''Chart Properties '''form '''Task Links''' tab.  These are:
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The '''Where Are My Links? '''form is accessed easily from the OnePager Pro '''Home '''ribbon in the '''Editing''' group of controls using the '''Show/Hide''' dropdown as shown below:
  
:1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
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<center>[[File:P70-19_1_2_1-70-70-(6)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(6)-09292020.png</center>-->
  
:2) The Oracle Primavera P6 '''Predecessor syntax'''.
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The '''Where Are My Links?''' form can also be accessed in the '''Chart Properties '''form '''Task Links '''tab in the '''Data-Driven Task Links '''control group as shown below:
  
For more information on '''Task Link Filtering Rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
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<center>[[File:P70-19_1_2_1-70-70-(7)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(7)-09292020.png</center>-->
  
===The Chart Properties Task Links Tab for OnePager Express===
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For more information on using the '''Where Are My Links? '''form, please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] 19.5.1-70-->
  
The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
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===Deleting Manual Task Links===
  
<center>[[File:X70-19_1_1_2-70-(2)-10052020.png]]</center>
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To '''delete''' a manual '''Task Link''' from either the current snapshot or all snapshots, right-click on the manual '''Task Link''' to access the '''task link''' right-click '''context menu''', and click one of the options for the '''Delete '''command in this '''context menu '''as shown below:
<!--<center>X70-19_1_1_2-70-(2)-10052020.png</center>-->
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In the '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-driven Task Links '''control group shown above, the '''Import and show links''' checkbox is normally '''unchecked''' or '''OFF'''. The '''Import and show links''' checkbox is '''disabled''' in the '''Chart Properties''' form until the '''Show task links''' checkbox at the top of the form is checked '''ON'''.  Checking the '''Import and show links''' checkbox to '''ON''' when its '''enabled''' and then clicking the '''OK''' button '''imports''' the '''Data-driven Task Links''' from the Microsoft Excel '''source plan''' and displays them in the chart.
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<center>[[File:P70-19_1_2_1-70-70-(8)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(8)-09292020.png</center>-->
  
Checking the '''Import and show links''' checkbox '''ON''' also enables the '''from''' and '''using''' windows so that you can tell OnePager Express the source of '''Task Link''' data to be '''imported'''.  After '''Data-driven Task Links''' are '''imported''' and '''showing''' in the chart, you have the option with the '''Chart Properties''' form's '''Task Links''' tab to control the further '''showing or hiding''' of all '''Data-driven Task Links''' with the renamed '''Show data-driven links''' checkbox as shown below:
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'''Deleting''' a manual '''Task Link''' from a snapshot '''removes''' the entry for the manual '''Task Link deleted''' from the '''Where Are My Links? '''formManual '''Task Links''' cannot be '''hidden''' whereas '''Data-driven Task Links''' can be '''hidden '''but not '''deleted'''.
  
<center>[[File:X70-19_1_1_2-70-(3-1)-10052020.png]]</center>
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===Ordering Manual Task Links===
<!--<center>X70-19_1_1_2-70-(3-1)-10052020.png</center>-->
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Checking the '''Show data-driven links''' checkbox '''ON shows''' all '''imported Data-driven Task Links''' while checking this checkbox '''OFF hides''' all '''Data-driven Task Links'''.  If the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties''' form '''Task Links '''tab’s '''Data-driven Task Links''' control group, '''Data-driven Task Links''' are '''imported''' and the corresponding checkbox in the '''Chart Properties '''form’s '''Task Links '''tab is also checked '''ON'''.
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The '''Order''' command in the manual '''task link''' right-click '''context menu '''allows you to place the '''selected''' manual '''Task Link(s)''' within the '''graph''' relative to other graphics in the '''Z-Level'''.  The '''Order''' command operates similar to other '''Order''' command operations in OnePager.  The '''Order''' command looks like this when you right-click a manual '''Task Link''':
  
===Chart Properties Form’s Task Link Tab’s Controls===
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<center>[[File:P70-19_1_2_1-70-70-(9)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(9)-09292020.png</center>-->
  
The controls in the '''Chart Properties''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template Properties '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager Express.   The differences in '''Task Link '''tab are only in the '''Data-Driven Task Links '''control groups for OnePager Express.
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For more information on '''Deleting, ordering and changing images''', please see the article at: [[Deleting, Ordering, and Changing Images for Version 7.0 | Deleting, Ordering, and Changing Images]] <!--20.4.1-70-->
  
For more information for using the OnePager Express '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
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===Adding Another ... Manual Task Link===
  
==OnePager’s Data-Driven Task Link Import Process==
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The '''Add Another …''' command in the manual '''task link''' right-click '''context menu '''accesses the '''Task Link Properties''' form for the '''selected''' tasks/milestone shapes.  This allows you to '''add another''' manual '''Task Link(s)''' between the same two or more '''selected''' task bar/milestone symbols.
  
Below is a brief overview of the OnePager Express '''import''' process for '''Data-driven Task Links'''.
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Having two or more manual '''Task Links''' connecting the same set of task bars/milestone symbols allows you to alter the '''properties''' of the manual '''Task Links''' in the chart or to reroute their manual '''Task Link connection lines'''.   When an '''another manual Task Link''' is added to the chart, the added manual '''Task Link '''is [['''superimposed''']] over the original manual '''Task Link '''but automatically '''shown''' as '''selected'''.  Often, the '''added manual Task Link''' cannot be clearly seen, but it is there, so it is recommended that you '''edit''' the routing of this additional manual '''Task Link’s connection line '''as shown below where the second manual '''Task Link’s connection line''' is moved to the right:
  
===Capabilities===
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<center>[[File:P70-19_1_2_1-70-70-(10)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(10)-09292020.png</center>-->
  
OnePager Express can '''import''' '''standard predecessor''' '''field''' data from Microsoft Excel '''source plans''' and '''show''' them in a chart totally under your control.  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.  You  can use '''Data-driven Task Links''' directly''' imported''' from your '''source plans''' without needing to manually create them. 
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The additional manual '''Task Link''' added to the chart is also represented as a new entry in the '''Where Are My Links? '''form as shown below:
  
OnePager Express '''ONLY''' '''imports''' available '''Dependency '''data from '''source plans''' when you turn the '''Task Links '''feature '''ON '''(i.e., Check the '''Import predecessors''' checkbox '''ON''' in the '''Template Properties''' form '''Task Link''' tab’s '''Data-driven Task Links''' control group). You can later, after the chart is created, '''import data-driven Task Links''' by going to the '''Chart Properties '''form '''Task Links''' tab and checking the '''Show data-driven links''' checkbox '''ON''' 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'''.  You have the capability to individually control the '''showing''' or''' hiding''' of '''Data-driven Task Links'''.  You have the capability to individually '''edit''' the '''properties''' of '''Data-driven''' and manual '''Task Links'''.
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<center>[[File:P70-19_1_2_1-70-70-(11)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(11)-09292020.png</center>-->
  
===Cautions and Challenges===
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===Putting Links in all Snapshots===
  
These capabilities, however, present some challenges.  
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The '''Put in all snapshots '''command assures that in a '''multi-snapshot chart''' the '''selected''' manual '''Task Link''' is included in all snapshots where the two or more participating tasks appear and other conditions are met.  To have manual '''Task Links''' appear in only '''some''' snapshots they must be first established in '''all''' snapshots and manually '''deleted''' from those snapshots where the manual '''Task Links''' are not desired.  You have the option, as noted in the '''Delete '''manual '''Task Links''' discussion above, to '''Delete '''manual '''Task Links''' from individual snapshots.  To do this requires going to the desired snapshot and specifically using the '''Delete '''command from the '''selected''' manual '''task link''' right-click '''context menu''' with the '''From this snapshot''' sub-command to achieve the desired result.  This option works in the same way as '''Deleting Curtains''' from specific snapshots.
  
'''Showing''' too many '''Data-driven Task Links''' clutters the chart; potentially concealing important information.   Too many '''Data-driven Task Links''' can make graphics potentially difficult for your audiences to see.   The OnePager '''Task Links '''capability is designed to cope with these challenges through several mechanisms. By '''default''', OnePager Express is typically launched with the '''Data-driven Task Link '''feature turned '''OFF'''.  The '''default Off '''setting approach prevents the creation of a '''cluttered''' chart initially or a '''cluttered''' snapshot further on when the original chart is '''updated'''.
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For more information on '''Creating and managing curtains''', please see the article at:  [[Creating and Managing Curtains for Version 7.0 | Creating and Managing Curtains]] <!--16.0.1-70-->
  
OnePager Express '''ONLY''' '''imports''' available '''Dependency''' data from your '''source plan''' when the feature is turned '''ON''' in either the '''Template Properties''' or '''Chart Properties '''form.  Additionally, OnePager Express does '''not''' '''show''' any '''Data-driven Task Links''' unless their associated task bars/milestone symbols are '''Flagged '''for '''import''' and are within the chart's '''Start/Finish Date boundaries'''. 
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==Creating Daisy Chained Manual Task Links==
  
The '''Task Links''' tabs, is an addition to the '''Template Properties''' and '''Chart Properties''' forms so you have '''global''' control over all '''Task Links properties''' globally and in the chartAny '''Task Link''', either '''manual''' or '''Data-driven''' can be individually selected and '''edited''' in the chart. 
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As discussed above by '''selecting''' more than two task bars/milestone symbols you can create a series of manual '''Task Links''' called a '''Daisy Chain '''connecting the '''multiple''' task bars/milestone symbols you '''selected''' in one operation.  Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step processFirst, using your mouse and the '''CTL+Left-Click''', make a series of mouse '''selections''' of task bars/milestone symbols in the order desired from '''Predecessor''' to the last '''Successor '''task bar/milestone symbol as shown here:
  
Manually '''editing''' any '''Task Link''' turns it into a '''maverick Task Link'''. You have the capability to easily construct a '''Daisy Chain''' of manual '''Task Links'''.  After carefully determining how many and which '''Task Links''' to '''show''' in your schedule discussion chart, 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.
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<center>[[File:P70-19_1_2_1-70-70-(12)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(12)-09292020.png</center>-->
  
===Import Process Summary===
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The second step is to click the '''Task Link''' button on the OnePager ribbon’s '''Insert''' tab shown here:
  
The flow chart below shows, in general, how OnePager processes '''data-driven Task Links''' with '''imported''' task/milestones under your control:
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<center>[[File:P70-19_1_2_1-70-70-(1)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(1)-09292020.png</center>-->
  
<center>[[File:P70-19_1_1-70-(3A)-09282020.png]]</center>
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At the completion of the second step, the chart looks like this after you increased the '''row height''' and '''widen''' the '''Task Links''' to better '''show''' the '''Daisy Chain '''of three manual '''Task Links''':
<!--<center>P70-19_1_1-70-(3A)-09282020.png</center>-->
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==Importing Data-Driven Task Links to a Chart==
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<center>[[File:P70-19_1_2_1-70-70-(13)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(13)-09292020.png</center>-->
  
===Chart Properties Form Settings===
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Manual '''Task Links''' created with this procedure are created as '''Finish-to-Start''' '''Dependency types''' and have '''connection lines''' routed by OnePager to minimize conflicts with other graphics.
  
The '''Chart Properties '''form '''Task Links''' tab’s '''Import and show links''' checkbox, like the corresponding '''Import predecessors''' checkbox in the '''Template Properties''' form, is unchecked or '''OFF'''.  If you decide to check the '''Import and show links''' checkbox '''ON''' after the chart is created and click the '''OK '''button on the '''Chart Properties '''form, OnePager Express goes to the '''source plan''' and '''imports''' the '''Data-driven Task Links''' information and '''shows''' them.  Subsequent accesses to the '''Chart Properties '''form’s '''Task Links '''tab show the form changed as highlighted below:
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====Alternative Method for Creating a Daisy Chain====
  
<center>[[File:X70-19_1_1_2-70-(3-1)-10052020.png]]</center>
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'''Daisy Chained '''manual''' Task Links''' can also be '''created''' by '''selecting''' the task bars/milestone symbols as described above but using the right-click on any of the '''selected''' task bar/milestone symbol to access the '''task bar''' right-click '''context menu’s Insert task link(s) '''command to create the desired '''Daisy Chain''' as shown in the following example:
<!--<center>X70-19_1_1_2-70-(3-1)-10052020.png</center>-->
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As shown above, the checkbox is now focused on '''showing''' or '''hiding''' '''Data-driven Task Links''' as the '''predecessor''' data are already '''imported'''.  Unchecking the '''Show data-driven links''' checkbox '''OFF''' as it is now labeled '''hides '''all '''Data-driven Task Links''' once you click the '''Apply '''or '''OK''' button on the '''Chart Properties''' form.  Although '''hidden''', the '''Data-driven Task Links''' can be '''re-shown''' by rechecking the '''Show data-driven links''' checkbox '''ON''' and again clicking the '''OK '''button on the '''Chart Properties''' form.  There is an additional control in the '''Data-driven Task Links '''control group in the '''Chart Properties '''form '''Task Link '''tab – the '''Where Are My Links? '''button as shown in the '''Chart Properties '''form’s '''Task Links''' tab above.
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Start with the chart below where the '''selected''' task bars/milestone symbols are to be connected with a '''Daisy Chained '''manual '''Task Link''' as the first step.
  
===Tracking Task Links with the Where Are My Links? Form===
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<center>[[File:P70-19_1_2_1-70-70-(12)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(12)-09292020.png</center>-->
  
OnePager provides a form that records all '''Task Links''' both '''Data-driven''' and manual associated with the chart.  This form, called the '''Where Are My Links?''' form can be accessed from the OnePager ribbon's '''Home''' tab by clicking the '''Show/Hide''' dropdown in the '''Editing''' control group on the tab as shown below:
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The second step is to right-click any of the selected task bars/milestone symbols to access the '''task bar''' right-click '''context menu''' shown below:
  
<center>[[File:X70-19_1_1_2-70-(4)-10052020.png]]</center>
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<center>[[File:P70-19_1_2_1-70-70-(15)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(4)-10052020.png</center>-->
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<!--<center>P70-19_1_2_1-70-70-(15)-09292020.png</center>-->
  
Clicking the '''Where Are My Links?''' command accesses the form as shown below:
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When you click the '''Insert task link(s)''' command in the '''task bar''' right-click '''context menu '''the '''Daisy Chained '''manual '''Task Link''' looks like this after '''widening''' the '''Task Links''':
  
<center>[[File:X70-19_1_1_2-70-(5)-10052020.png]]</center>
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<center>[[File:P70-19_1_2_1-70-70-(13)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(5)-10052020.png</center>-->
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<!--<center>P70-19_1_2_1-70-70-(13)-09292020.png</center>-->
  
The form above has an entry for each '''Data-driven Task Link''' and manual '''Task Link''' in the snapshot. If the '''Task Link '''is '''shown '''in the snapshot, the checkbox in the '''Show''' column is checked '''ON'''.  The ''' source plan''' names and '''Task ID '''of each pair of '''Predecessor '''and '''Successor''' task bars are shown in the form and the last column ('''Source''') tells you if the '''Task Link '''was '''imported''' as a '''Data-driven Task Link''' or created as a manual '''Task Link'''.  You can use the checkboxes in the '''Show '''column to '''edit''' the '''show/hide status''' of any entry in the form.  Un-checking an entry’s '''Show''' column checkbox '''OFF hides''' the '''Task Link''' once you’ve clicked the '''OK '''button at the bottom of the form.
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====Creating Daisy Chains with the Lasso Option====
  
The four (4) columns in the form can be sorted by clicking on the '''column’s header'''.
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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 bars/milestone symbols you want to be included in the '''daisy chain''' of manual '''Task Links'''. For example, below the mouse is used to '''select''' all visible task bars/milestone symbols by including them inside the '''lasso''' as shown:
  
Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
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<center>[[File:P70-19_1_2_1-70-70-(17)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(17)-09292020.png</center>-->
  
Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field.  Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
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Releasing the mouse left-click in the lower right of the chart selects all the task bars/milestone symbols within the boundary of the '''Lasso''' as shown here:
  
Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
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<center>[[File:P70-19_1_2_1-70-70-(18)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(18)-09292020.png</center>-->
  
The three buttons at the bottom of the '''Where Are My Links?''' form are shortcut buttons which operates as follows:
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To complete the process, right-click on any selected task bar/milestone symbol to access '''task bar''' right-click '''context menu '''and click the '''Insert task link(s)''' command. 
  
:1) '''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 '''Chart Properties''' form’s '''Task Links '''tab.
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<center>[[File:P70-19_1_2_1-70-70-(19)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(19)-09292020.png</center>-->
  
:2) '''Show All''':  Clicking this button makes all '''Task Links''' visible by setting the entire '''Show '''column’s checkboxes to check '''ON'''.
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Doing this causes OnePager to draw the '''daisy chain '''manual '''Task Links''' as shown below with the '''Task Links''' '''widened''':
  
:3) '''Hide All''':  Clicking this button '''hides''' all '''Task Links''' by setting the entire '''Show '''column’s checkboxes to unchecked or '''OFF'''.  
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<center>[[File:P70-19_1_2_1-70-70-(20)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(20)-09292020.png</center>-->
  
The contents in the '''Where Are My Links? '''form are specific to each snapshot as '''Task Links '''are '''snapshot-dependent.'''  Given the Microsoft Excel based '''BlueGrass Project Plan Report - Express''' being used here and the set of '''Task Links '''contained and '''shown '''in the '''Where Are My Links? '''form above, the chart looks like this:
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====Creating Daisy Chains with Select all Ribbon Option====
  
<center>[[File:X70-19_1_1_2-70-(6)-10052020.png]]</center>
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As an alternative to using the '''lasso''' to '''select''' all task bars/milestone symbols, you can use the OnePager ribbon’s '''Home''' tab in the '''Editing '''group of controls to make the selection.   To do this click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:
<!--<center>X70-19_1_1_2-70-(6)-10052020.png</center>-->
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'''Data-driven Task Links '''are '''shown''' in a '''color''' based upon the '''default settings''' established in the distributed '''Template Properties''' forms and carried forward to the '''Chart Properties '''form when this chart is created.  
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<center>[[File:P70-19_1_2_1-70-70-(21)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(21)-09292020.png</center>-->
  
OnePager does its best to position the '''Predecessor '''to '''Successor''' '''connection lines''' to avoid overlapping other graphics.  '''Task Links''' are '''shown '''behind task bars/milestone symbols but in front of task bar/milestone symbol labels.   This positioning of '''Task Links''' in the '''Z-Levels''' can be '''edited'''.  You also have the capability to manually '''select''' individual '''Data-driven Task Links''' and use '''drag and drop''' techniques to route the '''connection lines''' between pairs of task bars/milestone symbols.
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Once all the task bars/milestone symbols are '''selected''', proceed with a right-click on any '''selected''' task bar/milestone symbol to access the '''task bar''' right-click '''context menu''' and click the '''Insert task link(s)''' command. Using the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' tells OnePager that you want the resulting '''daisy chain '''to progress from upper left to lower right. Not '''selecting''' all tasks/milestone shapes creates a '''daisy chain''' just involving those '''selected''' task bars/milestone symbols with manual '''Task Links''' applied in '''the order that your manual selection of the task bars/milestone symbols was made'''.
  
==Using Task Link Filter Rules==
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If you need to '''select''' some task bars/milestone symbols but not all by using the '''CTL+Left-Click''' technique for '''selection''', OnePager can create a '''daisy chain '''of manual '''Task Links''' in the '''order selected''' as shown below where not all visible task bars/milestone symbols are selected.
  
Since some Microsoft 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 chart.   Additionally, '''showing all Data-driven Task Links''' might distract from the goals of your schedule conversation.
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<center>[[File:P70-19_1_2_1-70-70-(22)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(22)-09292020.png</center>-->
  
===Accessing the Task Link Filter Rules Form===
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With the chart and the task bar/milestone symbol '''selections''' shown above, using either the '''ribbon command''' or the '''task bar''' right-click '''context menu''' command to '''Insert task link(s)''', results with '''widened''' '''Task Links''' is shown below:
  
To deal with this, OnePager has a '''Task Link Filtering rule''' capability that allows you to establish '''conditions''' under which '''Data-driven Task Links '''are '''shown''' as described below:
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<center>[[File:P70-19_1_2_1-70-70-(23)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(23)-09292020.png</center>-->
  
You have options in the '''Chart Editor''' to '''show''' '''all Data-driven Task Links''', '''show''' only those that meet your specified '''Task Link Filtering rules conditions''' or '''show''' only those '''Task Links''' that you specifically desire to '''show'''.  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'''.   The '''Task Link Filter Rules''' form is accessed by going to the '''Chart Properties''' 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:
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'''Caution:''' Some care is needed when using a combination of the '''Lasso''' or '''Select all''' technique with individual task bar/milestone symbol '''selections or de-selections''' to identify those task bars/milestone symbols to participate in the creation of a '''daisy chain'''.  If you do the combination of '''Lasso''' and then, holding the '''CTL+Left-Click''', you individually '''select''' additional task bars/milestone symbols, OnePager may not be able to follow your sequence and interpret your intentions.
  
<center>[[File:X70-19_1_1_2-70-(7)-10052020.png]]</center>
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It is recommended that you '''do not combine''' these techniques for '''selecting''' task bars/milestone symbols 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 bars/milestone symbols are '''de-selected''' between steps.
<!--<center>X70-19_1_1_2-70-(7)-10052020.png</center>-->
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The '''Task Link Filter Rules '''form is shown below:
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==Editing Manual Task Links==
  
<center>[[File:X70-19_1_1_2-70-(8)-10052020.png]]</center>
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===Manual Editing of Task Link Properties in the Chart Editor===
<!--<center>X70-19_1_1_2-70-(8)-10052020.png</center>-->
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===Example===
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Manual '''Task Links''' can be easily '''edited''' in the chart.  '''Editing manual Task Links''' results in the '''edited manual Task Link''' becoming a '''maverick'''.
  
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 – Express chart.  First, the chart with all the '''Data-driven Task Links showing''' looks like this with some adjustment made to '''row height''':
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Manual '''editing''' of '''Task Links''' can be done by accessing the '''Task Link Properties''' form which contains the controls found in the '''Chart Properties '''form '''Task Links '''tab’s '''Default Task-Links Formatting '''control group. 
  
<center>[[File:X70-19_1_1_2-70-(6)-10052020.png]]</center>
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Using the '''Chart Properties''' form to '''edit''' '''Task Links '''is discussed below.
<!--<center>X70-19_1_1_2-70-(6)-10052020.png</center>-->
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Next, go to the '''Chart Properties '''form '''Task Links '''tab and first checking the '''Use Rules '''radio button followed by clicking the '''Manage Rules...''' button.  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 tasks/milestones involving the '''ADONIS '''and '''MERLIN''' Subcontractors:
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The '''Task Link Properties '''form is accessed by right-clicking on the manual '''Task Link''' to access the '''task link''' right-click '''context menu''' and then clicking the '''Properties ...''' command as shown here:
  
<center>[[File:X70-19_1_1_2-70-(9)-10052020.png]]</center>
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<center>[[File:P70-19_1_2_1-70-70-(24)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(9)-10052020.png</center>-->
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<!--<center>P70-19_1_2_1-70-70-(24)-09292020.png</center>-->
  
When you click the '''OK''' button on the '''Task Link Filter Rules '''form and click either the '''Apply''' or '''OK '''button on the '''Chart Properties '''form, the resulting chart looks like this with a little adjustment made to '''row height''':
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The '''Task Link Properties '''form looks like this:
  
<center>[[File:X70-19_1_1_2-70-(10)-10052020.png]]</center>
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<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(10)-10052020.png</center>-->
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<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
  
The chart above is less cluttered and focused on those tasks/milestones (both '''Predecessor''' and '''Successor''') that apply to the two subcontractors of interest.
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After making your '''edits''' to the selected '''Task Link(s)''', click the '''OK '''button to '''apply''' them to the selected '''Task Link(s)'''.  This action applies all the '''edits''' you made to the '''selected''' '''Task Link(s)''' at one time.  You can return to the '''Task Link Properties '''form as many times as necessary for further '''editing''' to selected '''Task Link(s)'''.  To restore a manual '''Task Link''' back to its '''default format setting''' you need to '''select''' the '''maverick Task Link(s)''' as shown above and then access the '''Task Link Properties '''form again.  
  
Note further that the individual '''Data-driven Task Link '''manual '''editing''' features are used in the above chart to assure that the '''Data-driven Task Links '''involved show their '''connection line '''routing clearly between '''predecessor''' and '''successor'''.  Finally, if you look at the '''Where Are My Links? '''form you can see which entries are '''shown '''and which are '''hidden''':
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When the '''Task Link Properties '''form appears, click the '''Use Default Format''' button followed by clicking the '''OK''' button on the form as shown below to restore the '''Task Link''' to default settings:
  
<center>[[File:X70-19_1_1_2-70-(11)-10052020.png]]</center>
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<center>[[File:P70-19_1_2_1-70-70-(26)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(11)-10052020.png</center>-->
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<!--<center>P70-19_1_2_1-70-70-(26)-09292020.png</center>-->
  
===Globally Editing With Task Link Filter Rules===
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====Editing Individual Manual Task Links====
  
====In the Template Form====
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Individually '''editing''' manual '''Task Link''' is initiated by right-clicking on the manual '''Task Link''' to access the '''selected''' manual '''task link''' right-click '''context menu''' shown below:
  
You can establish '''Task Link '''properties in the '''Template Properties '''form’s '''Task Links '''tab as mentioned above.   These '''Task Link '''properties are applied to all charts created with the '''Template Properties'''.   What is important to note with OnePager is that you have the option in the '''Template Properties '''form’s '''Task Link '''tab to define '''Task Link Filter rules''' prior to creating any chart.  As long as the defined '''Task Link Filter rules '''remain defined in the '''Template Properties''' form, these rules are always applied as the chart is initially created. 
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<center>[[File:P70-19_1_2_1-70-70-(27)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(27)-09292020.png</center>-->
  
A sample '''Template Properties''' form with defined '''Task Link Filter rules''' is shown below:
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====Delete Command====
  
<center>[[File:X70-19_1_1_2-70-(12)-10052020.png]]</center>
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'''Deleting''' a manual '''Task Link''' includes two options: (1) '''At this snapshot''' and (2)''' At all snapshots'''.  '''Deleting''' a manual '''Task Link At this snapshot''' and '''removes''' its presence from the current snapshot.    The action also un-checks the entry for this manual '''Task Link''' in the '''Where Are My Links?''' form for this snapshot but the entry remains in the form.  
<!--<center>X70-19_1_1_2-70-(12)-10052020.png</center>-->
+
  
To access the '''Task Link Filter Rules '''form, the '''Import predecessors''' checkbox must be checked '''ON''', and the '''Use Rules''' radio button selected.  This enables the '''Manage Rules…''' button so you can click it and access the '''Task Link Filter Rules''' form.  Use the '''Add Rules''', '''Copy Rule(s)''', and '''Delete Rules(s) '''buttons to create and manage your rule entries.  Any Microsoft Excel '''field imported''' by OnePager Express can be used in the '''Field '''column of the above form.
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At this point you can '''UNDO''' the action whereupon the '''selected''' manual '''Task Link '''is '''shown''' and the entry for the “deleted at this snapshot” manual '''Task Link''' is rechecked '''ON''' in the '''Where Are My Links?''' form.  Rechecking the entry '''ON''' yourself also '''restores''' the subject manual '''Task Link '''at the current snapshot.  
  
The '''Operator''' and '''Value '''columns are tailored to the type of the '''Field '''column''' '''selection and the dropdowns are provided accordingly.
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'''Deleting''' a manual '''Task Link At all snapshots removes''' the '''Task Links '''presence from '''all snapshots''' and '''deletes''' the manual '''Task Link’s '''entry in the '''Where Are My Links?''' form for all snapshots.  Since the entry in the '''Where Are My Links?''' form is gone; the '''deleted''' manual '''Task Link''' cannot be '''restored''' through the form.  However, an immediate '''UNDO restores''' the manual '''Task Link''' '''deleted''' '''At all snapshots''' to visibility in '''all''' snapshots of the chart and '''restores''' the entry in the '''Where Are My Links? '''form.
  
The '''Applies to '''column lets you select if you want the '''rule''' to apply to only '''Predecessor''' task, '''Successor '''task, or '''both'''.
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====Order, Add Another ..., and Put at all snapshots Commands====
  
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.   
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The '''Order''', '''Add another …''', and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to manual '''Task Links'''.  The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''.  This command operates similar to other '''Order''' operations in OnePager.   
  
This operates the same as with the '''Conditional Import Rules''' form.  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 Properties''' form to '''save''' the '''rules''' and other '''Template Properties '''form settings.  When this '''Template Properties '''form is used to create a chart, the settings pertaining to '''Task Links '''are incorporated into the '''Chart Properties '''form of the chart and can be refined once the chart is created as noted in the next section.
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The '''Order''' command appears like this when you right-click a link:
  
====In the Chart Properties Form====
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<center>[[File:P70-19_1_2_1-70-70-(28)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(28)-09292020.png</center>-->
  
As mentioned above, the '''Chart Properties '''form takes its initial '''Task Link '''settings from the '''Template Properties '''form used to create the initial chart.  '''Task Link property''' settings can be '''edited''' at any time after the chart is created by accessing the '''Chart Properties''' form’s '''Task Links '''tab and making the setting '''edits''' desired.  Once the '''edits''' are '''applied''', they are incorporated into the chart.
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The '''Add another … '''command, when clicked, immediately adds another '''Task Link '''to the selected pair of task bars or milestone symbols with the same properties as the original manual '''Task Link''' selectedThis allows you to '''“add another”''' manual '''Task Link '''between the two '''selected''' task bars/milestone symbols with different properties.  The example below shows a second manual '''Task Link''' added that is positioned further to the right of the first selected manual '''Task Link''':
  
This also applies to '''Task Link Filter rules'''.   '''Task Link Filtering''' is applied to the chart when it is created if the '''Template Properties '''form’s '''Task Links '''tab was set up with '''Task Link Filtering rules'''.  Once the chart is created you can access the '''Chart Properties '''form’s '''Task Link '''tab and '''edit''' any '''Task Link Filtering rules'''.  When you make such an '''edit''', click '''OK''' in the '''Chart Properties '''form’s '''Task Link Filter Rules''' form and click '''Apply''' or '''OK '''in the '''Chart Properties '''form.  OnePager goes back to the '''source plan''' and '''re-imports''' the '''source plan’s Predecessor '''information and applies the '''Task Link Filter rules '''from the '''Chart Properties '''form.  If you '''edit''' '''Task Link Filter rules''' in the '''Chart Properties '''form’s '''Task Link '''tab, the modified '''Task Link Filer rules''' remain in effect for each subsequent snapshot created for the chart.  As with any other settings in the '''Chart Properties '''form you can '''edit''' the settings in the '''Task Links''' tab without impacting the settings made to the original '''Template Properties '''form.
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<center>[[File:P70-19_1_2_1-70-70-(29)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(29)-09292020.png</center>-->
  
For more detailed information on '''Task Link Filter rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
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The '''Put in all snapshots''' command assures that in '''multi-snapshot''' charts that the selected '''Task Link''' is included in snapshots where the two participating task/milestones shapes appear and meet other conditions. To have manual '''Task Links''' appear in only '''some''' snapshots, they must first be established in '''all''' '''snapshots''' and manually '''deleted''' in those snapshots where the '''Task Links''' are not desired. You have the option, as noted in the '''delete''' manual '''Task Links''' discussion above, to '''delete '''manual''' Task Links''' in individual snapshots.
  
==Thinking About Showing and Hiding Data-Driven Task Links==
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To do this requires going to the desired snapshot and specifically using the '''Delete''' command with the '''At this snapshot''' sub-command to achieve the desired result as shown below: 
  
There are five (5) operational considerations to keep in mind when '''showing''' '''Task Links''' using the '''Data-driven Task Link''' feature.  
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<center>[[File:P70-19_1_2_1-70-70-(30)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(30)-09292020.png</center>-->
  
===The Default Setting is OFF===
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Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
  
The feature is '''by default''' turned '''OFF''' in all OnePager distributed '''Template Properties''' 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 Properties '''form’s '''Task Link '''tab is for this purpose.
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<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
  
===When to Turn the Feature ON or OFF===
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When a manual '''Task Link(s)''' are '''selected''' and the '''Properties… '''command is selected from the '''task  link''' right-click '''context menu''', all controls in the '''Task Link Properties''' form are '''enabled'''.  You have the capability to modify all '''properties''' of the manual '''Task Links selected''' including the '''Horizontal Anchor points '''and '''Dependency Type:'''.  For manual '''Task Links''', all the controls in the '''Horizontal Anchor''' control group are '''enabled''' when the '''Dependency Type:''' window is set to '''Custom'''.  If you specify a specific '''Dependency Type''' for a '''selected''' manual '''Task Link '''(other than '''Custom'''), the '''slider bars''' for the '''Predecessor''' and '''Successor''' are '''disabled''' as shown below:
  
Your decision to turn the feature '''ON''' or '''OFF''' can be made before or after charts are created and even after several snapshots are added.
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<center>[[File:P70-19_1_2_1-70-70-(32)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(32)-09292020.png</center>-->
  
===Task Links are Snapshot-Dependent===
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For manual''' Task Links''', the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor '''control groups are '''enabled'''.  The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Link''' Tab.  Making an '''edit''' in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''Chart Properties''' form changes the selected '''Task Link(s)''' to a '''maverick.'''
  
'''Data-driven Task Links''' and manual '''Task Links '''are '''snapshot-dependent'''.  
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The settings for a '''maverick Task Link''' can be '''restored''' to the '''default settings''' by clicking the '''Use Format Defaults''' button shown above.  This action '''restores''' the '''maverick Task Link '''to the settings in the current '''Chart Properties''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control''' '''group of the form.  Since making '''Task Link mavericks''' is considered to be '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' snapshots.  When clicking the '''Use Format Defaults''' button to '''restore default format properties''' to a '''Task Link''' in one snapshot, the action '''restores default format properties''' to that '''Task Link '''in '''all''' '''snapshots''' where it appears.  Recall that '''default Task Link '''settings can include '''Task Link Filter rules''' established in the '''Template Properties''' form or by using the '''Chart Properties '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.  Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected manual '''Task Links'''.
  
Formatting of '''Task Links '''is consistent across all snapshots, but you do have the ability to '''show '''or''' hide''' individual '''Task Links''' differently between snapshots.
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===Enhanced Manual Task Link Property Formatting Capabilities===
  
===Import Conventions===
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====Using the Task Link Properties Form to Edit Task Link Format Properties====
  
For '''Data-driven Task Links''' to '''show''', both the '''predecessor '''and''' successor''' tasks must be '''imported''' and at least partially within the chart’s '''Start/Finish Dates boundaries'''.  OnePager '''shows''' '''Data-driven Task Links''' between task bars that are partially visible in the chart.  OnePager also '''shows Data-driven Task Links '''to off-page task bars/milestone symbols as long as one of the pair of '''predecessor/successor''' task '''imported '''is within the chart’s '''Start/Finish Dates boundaries'''.
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As mentioned above, OnePager has an enhanced formatting repertoire for '''Task Links '''to give you more options.  The '''Task Link Properties '''form is very useful for '''editing''' the '''format properties''' of '''Data-driven '''and manual '''Task Links'''.
  
===OnePager Does Not Handle Lag Times===
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=====Dash Type=====
  
Please note that '''lag times''' do not change the appearance of '''Data-driven Task Link '''visualizations.
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Previously, you only had the '''solid connection line type'''.  In OnePager, all '''five connection line type options''' that are currently supported for '''connection lines''' to '''baselines''', '''deadlines''', '''endpoints '''to task bars/milestone symbols are included.  
  
==Editing Data-Driven Task Links With the Task Links Properties Form==
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These '''five connection line options''' are shown below:
  
Discussed above was an overview of '''editing Data-driven Task Links''' globally using the '''Template Properties''' or '''Chart Properties''' forms. Individual '''Data-driven Task Links''' can be '''edited''' in the '''Chart Editor''' by first '''selecting''' the '''Data-driven Task Link''' with a right click to access its '''task link''' right-click '''context menu''' and then clicking the '''Properties...''' command as shown below:
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<center>[[File:P70-19_1_2_1-70-70-(33)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(33)-09292020.png</center>-->
  
<center>[[File:X70-19_1_1_2-70-(13)-10052020.png]]</center>
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=====Arrow Style=====
<!--<center>X70-19_1_1_2-70-(13)-10052020.png</center>-->
+
  
The '''Task Link Properties''' form is discussed below along with the methods available for '''selecting Task Links''' for '''editing'''.  The controls in for '''editing Task Links''' globally with the '''Template Properties''' and '''Chart Properties''' forms and '''editing individual Task Links''' with the '''Task Link Properties''' form are the same.
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In OnePager there are enhanced '''Arrow Styles''' as shown below:
  
For more information on '''editing individual Task Links for the Chart Properties form''', please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
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<center>[[File:P70-19_1_2_1-70-70-(34)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(34)-09292020.png</center>-->
  
===The Task Link Properties Form===
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There are five (5) '''Begin Type arrow styles '''and five (5) '''End Type arrow styles '''to select from.  The default setting is the '''None '''selection for the '''Begin Type''' and the '''Arrow''' selection for the '''End Type'''.  OnePager recognizes which end of the '''connection line''' is the '''Begin''' and '''End '''based upon the '''Dependency Type'''.
  
Once '''Data-driven Task Links''' are '''imported '''and '''shown'''. they can individually be '''selected''' and '''edited''' as mentioned earlier with a combination of the right-click to access the '''task link''' right-click '''context menu''' and a click on the '''Properties … '''command to access the''' Task Link Properties '''form shown below:
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'''Caution:''' You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own '''selections''' in the dropdown windows shown in the above form.
  
<center>[[File:X70-19_1_1_2-70-(14)-10052020.png]]</center>
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=====Corner Radius=====
<!--<center>X70-19_1_1_2-70-(14)-10052020.png</center>-->
+
  
The '''Task Links Properties''' form contains the same controls for '''editing Task Links''' as shown above in the '''Template Properties''' and '''Chart Properties''' forms. When '''edits''' are made in the '''Task Links Properties''' form and the '''OK''' button at the bottom of the for is clicked, the '''edits''' are applied to the '''selected Task Links''' only. When you do this, the '''selected and edited Task Links''' are considered '''mavericks''' and the rules for snapshot-dependency applies.  You can restore a '''maverick Task Link(s) later by '''selecting''' them and clicking the '''Use Format Defaults''' button at the bottom of the '''Task Link Properties''' form and clicking '''OK'''.
+
You also have options when specifying '''Corner radius''' of a '''Task Link''' '''connection line''' regardless of the '''line option''' selected.   The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the connection line’s '''90 degree bends'''.   The '''higher''' the pixel count the '''more rounded''' the connection line '''bend''' appears.
  
===Selecting and Re-Positioning Individual Task Links===
+
Below is an example of a '''Corner Radius''' of 1:
  
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.   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 with a slight change in the organization of the example chart:
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<center>[[File:P70-19_1_2_1-70-70-(35)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(35)-09292020.png</center>-->
  
<center>[[File:X70-19_1_1_2-70-(15)-10062020.png]]</center>
+
For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
<!--<center>X70-19_1_1_2-70-(15)-10062020.png</center>-->
+
  
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:P70-19_1_2_1-70-70-(36)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(36)-09292020.png</center>-->
  
<center>[[File:X70-19_1_1_2-70-(16)-10062020.png]]</center>
+
=====Dependency Type=====
<!--<center>X70-19_1_1_2-70-(16)-10062020.png</center>-->
+
  
The '''green grab points''' are used to re-position the '''Begin '''and '''End point shapes''' of the '''Data-driven Task Link '''on its '''Predecessor '''or '''Successor '''task bar/milestone symbol as shown below:
+
For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
  
<center>[[File:X70-19_1_1_2-70-(17)-10062020.png]]</center>
+
<center>[[File:P70-19_1_2_1-70-70-(37)-09292020.png]]</center>
<!--<center>X70-19_1_1_2-70-(17)-10062020.png</center>-->
+
<!--<center>P70-19_1_2_1-70-70-(37)-09292020.png</center>-->
  
Making these and other manual '''edits''' to an individual '''Task Link '''makes the '''Task Link '''a '''maverick'''.  As shown in the '''Task Link Properties '''form above, a '''maverick Task Link''' can be restored to the default settings in the '''Chart Properties '''form by clicking the '''Use Format Defaults '''button provided in the form.
+
'''Selecting''' the dropdown’s '''Custom''' option '''enables '''the '''slider bars''' to be used to position the '''Horizontal Anchor points''' for the '''predecessor''' and '''successor'''.  '''Selecting''' any of the other '''Dependency Type:''' options '''disable '''the '''slider bars '''because the selection in the '''Dependency Type:''' dropdown determines the '''Horizontal Anchor points'''.  There is an additional '''Task Link Dependency type''' for manual '''Task Links '''called the '''Custom Dependency type'''.
  
===Selecting Multiple Task Links===
+
The '''Custom Dependency type''' is the '''default''' setting when you place a manual '''Task Link '''into the chart and shows in the '''Dependency Type:''' window of the '''Chart Properties '''form’s '''Task Link '''tab and '''Task Link Properties '''form.  The initial '''Custom Dependency Type''' for manual '''Task Links''' is Finish-to-Start ('''FS''').  You can '''edit''' the '''default''' setting for manual '''Task Links '''to any other '''Dependency Type '''(i.e., '''FF''', '''FS''', '''SF''', or '''SS''') which sets the manual '''Task Links''' horizontal '''Begin point '''and '''End point shape’s positions'''.  If you reset the '''Dependency Type''' for a manual '''Task Link '''using the '''Dependency Type:''' dropdown window in the forms, the '''slider bars '''for '''Predecessor '''or '''Successor''' are '''disabled'''.  Leaving the '''Dependency Type:''' window set to '''Custom''' '''enables''' the '''slider bars '''for '''Predecessor '''and '''Successor '''and allows you to use them to position '''Begin point '''and '''End point shapes '''for the manual '''Task Link'''.
  
You can use your mouse to '''select multiple Task Links''' for '''editing''' using the same procedures as used to select multiple '''task bars/milestone symbols''', '''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'''.    The '''SHIFT+Left-Click''' operation is '''not enabled''' for selecting '''Task Links'''.  The '''CTL+Left-Click''' 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. 
+
When a manual '''Task Link '''is '''selected''' with a right-click and the '''Properties … '''command is selected the '''Task Link Properties''' form is brought up as shown below:
  
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.  As an example, suppose you have the BlueGrass Project Plan Report – Express chart with all '''Data-driven Task Links showing''' as illustrated above. Using your mouse with the '''CTL+Left-Click''' selects several '''Data-driven Task Links'''.
+
<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
  
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.  When you '''select''' the second, third, and so on '''Task Link''' using this method, the '''selected multiple Task Links''' are '''highlighted''' with only '''green grab points''' as shown below:
+
=====Task Link Vertical Anchors=====
  
<center>[[File:X70-19_1_1_2-70-(18)-10062020.png]]</center>
+
Finally, for both '''Data-driven''' and manual '''Task Links''', you have control over where the '''Task Link Vertical Anchors''' connect to the task bars/milestone symbols.   There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' task bars.
<!--<center>X70-19_1_1_2-70-(18)-10062020.png</center>-->
+
  
When '''multiple Task Links''' are '''selected''' they cannot be '''re-positioned''' although you can access the '''task link''' right-click '''context menu''' and use the '''context menu''' commands that apply to all '''selected multiple Task Links'''.  When '''multiple Task Links''' are '''selected''' and one or more are '''mavericks''', meaning that their '''properties''' differ, if you access the '''Task Link Properties''' form, the content windows and setting in the form appear '''null''' where there are different settings among the '''selected multiple Task Links'''.
+
'''Top''':  The '''Task Link connection line''' '''anchors''' at the '''Top''' of the task bar/milestone symbol and '''departs vertically '''or '''horizontally''' from the '''Top'''.
  
Making any '''edits''' to the '''selected multiple Task Links''' applies the '''edit''' to all '''selected Task Links'''.
+
<center>[[File:P70-19_1_2_1-70-70-(39)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(39)-09292020.png</center>-->
  
===The Task Link Right-Click Context Menu===
+
'''Middle''': The '''Task Link''' '''connection line anchors''' at the '''vertical center''' of the task bar/milestone symbol and '''departs horizontally''' or '''vertically '''from the '''middle'''. 
  
To '''edit''' '''selected Task Links''', right-click on any of the '''Task Links''' to access the '''task link''' right-click '''context menu '''and click on the desired command as shown here:
+
<center>[[File:P70-19_1_2_1-70-70-(40)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(40)-09292020.png</center>-->
  
<center>[[File:X70-19_1_1_2-70-(19)-10062020.png]]</center>
+
'''Bottom''': The '''Task Link connection line anchors''' at the '''bottom '''of the task or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
<!--<center>X70-19_1_1_2-70-(19)-10062020.png</center>-->
+
  
====Properties ... Command====
+
<center>[[File:P70-19_1_2_1-70-70-(41)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(41)-09292020.png</center>-->
  
If you click the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
+
'''Auto''':  The '''Auto''' '''option''' is the '''default''' option employed by OnePager so that it can initially make decisions on how best to '''vertically position''' the '''Begin point''' and '''End point shapes''' of the '''Task Link''' '''connection line''' routing through the chart.  The '''Task Link’s Dependency Type''' is preserved.
  
<center>X70-19_1_1_2-70-(19)-10232019.png</center>
+
===Editing Daisy Chain Properties in the Chart Editor===
<center>[[File:X70-19_1_1_2-70-(20)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(20)-10062020.png</center>-->
+
  
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:
+
Recall that '''Daisy Chains''' are represented in the chart as a set of individual manual '''Task Links''' conveniently created using a simple technique.  As such, the manual '''Task Links''' included in the '''Daisy Chain '''set can be '''edited '''using the techniques discussed above by '''selecting''' either a '''single''' manual '''Task Link '''in the set or '''multiple''' manual '''Task Links'''.  Once selected '''editing''' is accomplished as described above.
  
<center>[[File:X70-19_1_1_2-70-(21)-10062020.png]]</center>
+
Manual '''Task Links''' included in the '''Daisy Chain '''set are not represented as such in the '''Where Are My Links?''' form but as individual manual '''Task Link '''entries.
<!--<center>X70-19_1_1_2-70-(21)-10062020.png</center>-->
+
  
====Hide Commands====
+
==Global Task Link Property Editing Capabilities Using the Template Properties and Chart Properties forms==
  
The '''task link''' right-click '''context menu's''' '''Hide''' command permits you to '''hide''' the '''Task Link''' in either '''At this snapshot''' or '''At all snapshots'''.  The '''Hide''' command as used with '''Task Links''' operates the same way as with '''Free boxes'''.
+
'''Global editing''' of all '''Task Links '''can be performed in two (2) ways:
  
====Order Task Link Context Menu Commands====
+
:1) Using the '''Template Properties '''form’s '''Task Link''' tab, or
  
The '''task link''' right-click '''context menu's''' '''Order''' command permits you to '''order''' the '''Task Link''' within the '''Z-Levels''' in a manner similar to how '''Free boxes''' and '''Comment boxes''' are '''ordered''' in the chart.  As with '''Order''' commands used throughout OnePager, there are four (4) options available:  '''Bring to front'''. '''Send to back''', '''Bring forward''', and '''Send backward'''.
+
:2) Using the '''Chart Properties''' form’s '''Task Link '''tab
  
====Put in all Snapshots Command====
+
Both the '''Template Properties '''and the '''Chart Properties''' form’s '''Task Link '''tabs are almost the same controls so this section describes the controls in the '''Chart Properties''' form’s '''Task Link''' tab.  These same control operations work the same in the '''Template Properties''' form’s''' Task Link''' tab.
  
The '''task link''' right-click '''context menu's''' '''Put in all snapshots''' command also operates in the same way as the corresponding commands for the '''Free box''' and the '''Comment box'''.
+
===Template Properties Form Task Link Properties Tab===
  
====After Completing Edits Using the Task Link Right-Click Context Menu====
+
As with all '''editing''' with the '''Template Properties''' form, '''edits''' made in the '''Template Properties''' form control how the first chart is '''created''' and what settings are promulgated to the '''Chart Properties''' form's '''Task Links''' tab.  After a chart is '''created''', '''global editing''' is performed with the '''Chart Properties''' form. 
  
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 '''disables''' the selections.  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'''.  Making any formatting '''edits''' to '''Task Links '''either singly or in a multiple selection operation makes them '''Task Links mavericks'''.  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 '''Template Properties''' form's '''Task Link''' tab looks like this:
  
===The Select all Task Links Command in the Home Ribbon===
+
<center>[[File:P70-19_1_2_1-70-70-(42)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(42)-09292020.png</center>-->
  
There is a feature available for you to select '''all''' '''Task Links''' '''shown''' in the chart.  This handy feature uses the OnePager Express ribbon’s '''Home '''tab.  To '''select all Task Links '''('''data-driven''' and manual) in one operation, go to the OnePager Express ribbon’s '''Home '''tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
+
===Chart Properties Form Task Link Properties Tab===
  
<center>[[File:X70-19_1_1_2-70-(22)-10052020.png]]</center>
+
The '''Template Properties '''form and the '''Chart Properties''' form’s '''Task Links''' tab have a '''“Master”''' control for turning the '''Task Link '''feature '''ON''' and '''OFF''' and '''two major control groups''' for the '''Chart Properties '''form are shown below:
<!--<center>X70-19_1_1_2-70-(22)-10052020.png</center>-->
+
  
This action highlights ('''selects''') all visible '''Task Links'''.   If you right-click on any '''selected Task Link''' to access the '''task link''' right-click '''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''' in one operation or used the commands in the '''task link''' right-click '''context menu'''.
+
<center>[[File:P70-19_1_2_1-70-70-(43)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(43)-09292020.png</center>-->
  
==Task Links and Virtual Summary Tasks==
+
The '''Show task links '''checkbox is the major control available in both the '''Template Properties''' and''' Chart Properties''' form’s '''Task Links '''tab.  This checkbox, when checked '''ON''', '''enables''' the entire '''Task Link''' feature in OnePager.  If this checkbox is turned '''OFF''' in the '''Template Properties '''form, no '''Data-driven Task Links '''are '''imported'''.  Likewise, if this checkbox is turned '''Off '''in the '''Template Properties '''form, no manual '''Task Links '''can be created.  The '''Default Task Link Formatting '''control group is set to the distributed '''default '''settings for manual and '''Data-driven Task Links'''.  These controls are used for detailed formatting of all '''Task Links''' '''shown'''. 
  
As a review, a '''Virtual Summary Task''' ('''VST''') is a summary task created by OnePager that does not exist in a Microsoft Excel''' source plan'''.  It represents the '''Start date''' and '''End date''' of two or more constituent task bars or milestone symbols.  In this respect the '''VST''' is a OnePager '''Summary''' task.
+
The control sub-group controls include:
  
For more information on creating and using the '''VST '''feature, please see the article at:  [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70--> 
+
:1) '''Line Style''' sub-group:  The '''Line Style''' controls provide the means to select the '''connection line color''', the '''Width''' of the '''connection lines''', the '''connection line Dash type''', and the '''connection line Corner radius'''.
  
When OnePager creates a '''VST''', it computes the '''Start''' and '''End Dates''' of a '''VST''' as its constituent task bar dates change from snapshot to snapshot.  It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' for task bars being summarized.  When '''Task Links''' exist on constituent task bars (whether manual or '''Data-driven Task Links'''), and those constituent task bars are turned into a '''VST''', the '''Task Links''' become '''hidden'''.  Upon '''Unmaking '''the '''VST''', the '''Task Links '''are again '''shown '''with their constituent task bars.  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'''.
+
:2) The '''Line Style''' '''Width''' and '''Dash type''' are defined the same as used elsewhere in OnePager for '''connection lines''' associated with '''baselines''', '''endpoints''', and '''comment boxes'''.  
  
==Task Links and Absorbing Tasks==
+
:3) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the '''connection line’s''' 90 degree corners. 
  
A review of the OnePager  '''Absorption''' feature is provided here.  The idea is to '''absorb''' one task bar or milestone symbol into another task bar or milestone symbol, leaving behind a '''Comment box''' (or perhaps several '''Comment boxes''') to indicate the presence of the '''Absorbed''' task bars/milestone symbols.
+
:4) The larger the pixel count, the more rounded the '''connection line''' corner appears.
  
For more information on '''Absorbing one task into another''', please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70--> for instructions on how to perform the '''absorption '''function.
+
:5) For more information on this subject please see this section in the article at: [[Manual Task Links for OnePager Pro for Version 7.0#Using the Task Link Properties Form to Edit Task Link Format Properties | Using the Task Link Properties Form to Edit Task Link Format Properties]] <!--19.1.2.1-70-->
  
In addition, to properly use the function, there are two control options found in the '''Template''' and '''Chart Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes as shown below:  
+
:6) '''Arrow Style''':  The '''Arrow Style''' control sub-group allows you to select the '''Begin Type anchor point shape''' and '''End Type anchor point shape''' for each '''Task Link'''.  
  
<center>[[File:X70-19_1_1_2-70-(23)-10062020.png]]</center>
+
:7) You also have control over the '''size '''of each '''anchor point shape'''.
<!--<center>X70-19_1_1_2-70-(23)-10062020.png</center>-->
+
  
The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate.  The '''Show absorbed dates''' checkbox tells OnePager to access the '''Absorption Options''' form so you can select where to attach the '''replacement Comment box''': '''At end date''', '''At start date''', or '''At both start and end date'''.
+
:8) '''Horizontal Anchor (Manual Task Links Only)''' controls: This control sub-group permits you to specify the '''Dependency Type''' for manual '''Task Links '''only.   
 
+
For more information on '''Advanced tab's controls''', please see the article at:  [[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
+
 
+
When '''Task Links''' exist on constituent task bars/milestone symbols being '''Absorbed '''(whether manual or '''Data-driven Task Links'''), their '''Task Links''' become '''hidden'''.  Upon '''Unabsorbing '''the constituent task bars/milestone symbols, the '''Task Links '''are again '''shown '''with their constituent task bars.  Any '''Task Links''' that are attached to the task bars/milestone symbols receiving the '''Absorbed '''task bars/milestone symbols remain '''showing'''. 
+
 
+
When the '''Unabsorb task''' command is executed, the '''Task Links''' on the task bars/milestone symbols receiving the '''Absorbed''' task bars/milestone symbols remain '''showing.'''  When '''Task Links '''are added to a task bar/milestone symbol that was '''Absorbed into '''(which can only be done with manual '''Task Links'''), and that '''Absorbed '''task bar/milestone symbol construct''' '''is later broken down (i.e., using the''' Unabsorb task '''command), the manual '''Task Links '''previously created on the '''Absorbed into '''task bar/milestone symbol '''remains showing'''.  It is not possible to add a manual '''Task Link''' to a constituent task bar/milestone symbol that was '''Absorbed''' because that '''absorbed''' task bar/milestone symbol are only represented by a '''Comment Box''' after the '''Absorb function''' is complete.
+
 
+
==Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ==
+
 
+
You have the capability when '''editing''' the chart to move task bars/milestone symbols up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task bars/milestone symbols up or down in the chart.  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.  Given the portion of a chart with '''Data-driven Task Links showing''', what follows are three examples of how the chart changes when task bars/milestone symbols, row, and swimlanes are moved:
+
 
+
===Starting Chart with Task Links===
+
 
+
Here is a reorganized char using the same Microsoft Excel '''source plan''' before any task bars/milestone symbols, '''rows''', or '''swimlanes''' are moved:
+
 
+
<center>[[File:X70-19_1_1_2-70-(24)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(24)-10062020.png</center>-->
+
 
+
===Task Links After A Task Bar Is Moved to the Bottom Row===
+
 
+
After moving the '''Internal Perf. Test''' task bar to the bottom row of the chart above, the result looks like this:
+
 
+
<center>[[File:X70-19_1_1_2-70-(25)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(25)-10062020.png</center>-->
+
 
+
===Task Links After a Row is Moved to the Above Last Row===
+
 
+
Starting from the original chart shown above with the '''Left#1 row for Risk Assessment''' added, move the selected '''rows''' shown below to above the last '''row''' in the chart. 
+
 
+
<center>[[File:X70-19_1_1_2-70-(25A)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(25A)-10062020.png</center>-->
+
 
+
When this operation that individually moves each of the designated '''rows''' to the bottom of the chart is completed the chart looks like the one below:
+
 
+
<center>[[File:X70-19_1_1_2-70-(26)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(26)-10062020.png</center>-->
+
 
+
===Task Links After a Swimlane is Moved Down===
+
 
+
Finally, from the original chart, move the '''Prime Contractor''' swimlane to a position between the '''Subcontractor B''' and the '''Team 1''' swimlanes.  When completed, this chart looks like the following:
+
 
+
<center>[[File:X70-19_1_1_2-70-(27)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(27)-10062020.png</center>-->
+
 
+
In the cases above, OnePager attempts 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 '''Chart Editor'''.
+
 
+
==Behavior of Data-Driven Task Links When Adding or Replacing Snapshots==
+
 
+
OnePager Express '''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'''.
+
 
+
For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager.  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 makes the change to the '''Task Link Dependency Type '''during the '''Update'''.  If the change involves no longer specifying a '''source plan Predecessor''' task/milestone for a '''Successor source plan '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
+
 
+
For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''source plan Predecessor''' task/milestone specified.  OnePager does not process '''lag time''' for '''data-driven Task Links'''.
+
 
+
==Saving OnePager Express 7.0 Charts to Previous Versions==
+
 
+
As with previous releases of OnePager Express you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versionsTo '''save''' a chart to a previous OnePager Express version, go to the OnePager Express ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as chart''' window.  Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
+
 
+
<center>[[File:X70-19_1_1_2-70-(28)-10062020.png]]</center>
+
<!--<center>X70-19_1_1_2-70-(28)-10062020.png</center>-->
+
  
When '''saving''' a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to Version 6.0 or earlier version of OnePager Express and subsequently opened.  Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions.    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.  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 7.0.
+
:9) You also have '''slider bar''' controls over the positioning of the '''Begin''' '''point shape''' of the '''Task Link''' on the '''predecessor '''task bar/milestone symbol and the positioning of the '''End point shape''' on the '''successor '''task bar/milestone symbol.  
  
For more information on '''sharing chart''', please see the articles at:  [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
+
:10) '''Vertical Anchor (All Task Links) '''controls: This control sub-group gives you control over where the '''Task Links''' are connected to the '''predecessor '''and '''successor''' task bars/milestone symbols in terms of the '''Top''' of the task bar/milestone symbol, the '''Middle''', or the '''Bottom''' for '''predecessor '''and '''successor '''task bars/milestone symbols.
  
==Opening Previous Versions of OnePager using OnePager 7.0==
+
:11) Clicking the '''Auto''' radio button '''ON''' tells OnePager to make this determination as best it can to avoid cluttering within the chart.
  
Opening a chart created with OnePager Express versions '''previous''' to version 7.0 with OnePager Express 7.0 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.  If a chart is being opened but was originally created with OnePager Express 7.0 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''.  If you open a '''previous''' version of a chart and subsequently '''update''' the chart using OnePager Express 7.0 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Express 7.0 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''.  Subsequent to the '''update''', the chart is able to '''show Data-driven Task Links'''.  Any '''Event Links''' present in the previous version of the chart being opened with OnePager Express 7.0 '''shows''' these '''links''' as manual '''Task Links'''.
+
The '''Data-Driven Task Links '''control group does not apply to manual '''Task Links''' but is mentioned here for completeness in this discussion because it controls the '''import''' of '''Data-driven Task Links'''.  The '''Data-Driven Task Links''' control group provides the controls for turning''' On''' and '''OFF''' the '''Data-driven Task Link''' '''import '''and '''show '''feature,   The control group specifies globally what '''Data-driven Task Links''' are '''shown'''.  It provides access to the '''Task Link Filter Rules''' form.  And, it provides access to the '''Where Are My Links? '''form.
  
 
==Other Topics==
 
==Other Topics==
  
===Task Link Property Edits that Cause Connection Line Re-Routing ===
+
===Selecting Multiple Task Links to Edit with the Task Link Properties Form===
  
When making '''edits''' to individual '''Data-driven '''or manual '''Task Links''', some '''edits''' can cause '''connection line routing '''changes to the '''Task Link’s''' being '''edited''' (or '''mavericks''').  Other '''edits''' may or may not cause changes in '''Task Link connection line routing'''.
+
OnePager Pro permits you to select multiple manual '''Task Links''' using the '''CTL+Left-Click''' method.  Because there are two (2) different types of '''Task Links''' that can be '''shown''', it is '''recommended''' that when making '''multiple Task Link selections''' that the set '''selected''' consist of only '''one type'''.  When you want to access the '''task link''' right-click '''context menu''' and you '''select Task Links '''of '''different types''', OnePager provides the '''context menu''' for the '''Task Link '''type which you used the right-click to access the '''task link''' right-click '''context menu'''.
  
The following '''Task Link properties''' that '''do not''' cause '''Task Link connection line routing '''changes are:
+
If you '''selected''' a manual '''Task Link''' first, and with the '''CTL+Left-Click, selected''' a '''Data-driven Task Link '''second, followed by a right-click on the '''Data-driven Task Link, '''OnePager provides the '''Data-driven Task Link''' right-click '''context menu''' shown below:
  
:1) '''Line color'''
+
<center>[[File:P70-19_1_2_1-70-70-(44)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(44)-09292020.png</center>-->
  
:2) '''Line width'''
+
If you reverse the '''selection''' above and right-click on the manual '''Task Link '''second, OnePager provides the manual '''task link''' right-click '''context menu''' shown here:
  
:3) '''Line Dash type'''
+
<center>[[File:P70-19_1_2_1-70-70-(45)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(45)-09292020.png</center>-->
  
:4) '''Corner Radius '''(Note: '''Corner Radii''' '''edits''' can cause routing changes in some circumstances if there isn’t adequate space to make the '''connection line''' turn required with the desired '''Corner Radii'''.)
+
The difference between the two types of '''context menus''' is that the '''Data-driven Task Link''' right-click '''context menu''' has the '''Hide '''command while the manual '''task link''' right-click '''context menu''' has the '''Delete '''command.  The remaining commands in the two types of '''context menus''' are almost identical with the exception that the manual '''task link''' right-click '''context menu''' has the '''Add another …''' command and the '''Data-driven Task Link''' right-click '''context menu''' does not. When you do make '''multiple Task Link selections''' of '''different types''' of '''Task Links''' and use one of the '''task link''' right-click '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks like this:
  
:5) '''Begin point shape'''
+
<center>[[File:P70-19_1_2_1-70-70-(46)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(46)-09292020.png</center>-->
  
:6) '''End point shape'''
+
In the '''Task Link Properties''' form above accessed by '''multiple selection of different types''' of '''Task Links''', all control groups are '''enabled '''except the '''Horizontal Anchor (Manual Links Only) '''control group which is '''disabled'''. 
 +
For all the '''selected Task Links''' regardless of type (manual or '''Data-driven''') you can '''edit''' the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor (All Links) '''settings.
  
:7) '''Font type'''
+
'''Caution: '''You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own '''selections''' in the above form.  When you make '''multiple Task Link selections''' of the '''same type''' of '''Task Links''' and use the designated '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the designated '''context menu''', the '''Task Links Properties '''form looks the same as the illustration above except that OnePager can be able to identify the '''connection line color''' and show it in the form.  When '''multiple Data-driven Task Links '''are '''selected''', the '''Task Link Properties '''form is accessed with the '''Horizontal Anchor (Manual Links Only)''' control group '''disabled'''.  All other control groups are '''enabled''' in this situation.  When '''multiple''' manual''' Task Links''' are '''selected''', the '''Task Link Properties '''form is accessed with all control groups '''enabled'''.
  
:8) '''Text content'''
+
===Repositioning Task Link Connection Lines Using Drag and Drop Methods===
  
Depending on how the above list of''' properties''' is '''edited''', there can be a slight shift in the '''routing''' of the '''connection line''' but no '''rerouting '''is expected.
+
You can use '''drag and drop''' methods for '''editing''' the '''connection line '''routing of '''Task Links '''and the position of '''Begin '''and '''End point shapes '''on their respective task/milestones.  This capability is not provided in previous versions of OnePager but it is in OnePager as described here.  When one or more '''Task Links''' are '''selected''', the '''Task Link Begin '''and '''End point shapes''' are represented with '''green grab points '''on '''predecessor '''and '''successor '''task bars as shown in the illustration in the next paragraph.  '''Task Link connection lines''' have '''yellow grab points''' on the '''connection''' '''line segments''' in the middle if the '''Task Link''' is displayed as a '''multi-segment connection line''' as shown in the examples below:
  
The following properties of '''Task Links '''that '''cause''' '''Task Link connection line routing ''' to change are '''edits''' to:
+
<center>[[File:P70-19_1_2_1-70-70-(47)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(47)-09292020.png</center>-->
  
:1) '''Begin point size'''
+
Clicking on any of these '''grab points''' allows you to use your mouse to move the '''Begin '''or''' End point shapes '''or the '''connection line segments''' in the '''Chart Editor'''.  Although you can select multiple '''Task Links''' and the '''green''' and '''yellow''' '''grab points''' are provided, OnePager only allows you to use the '''drag and drop''' method of repositioning the '''connection line''' or the '''Begin '''or '''End point shape''' on one '''Task Link '''at a time.  When using the '''drag and drop '''method, the other selected '''Task Links '''remain selected.  For''' Begin''' and '''End point shapes''', the '''green grab points '''do not come off of the task/milestone.  The selection''' grab points''' behave as described below when using your mouse to adjust their positions.
  
:2) '''Horizontal anchor point position '''('''Predecessor''' or '''Successor''')
+
====Beginning and Ending Green Grab Points====
  
:3) '''Vertical anchor point position '''('''Predecessor''' or '''Successor''')
+
These '''green grab points''' can be moved up and down between three positions on the task bar/milestone symbol to fine tune their position '''vertically '''as shown in the sequence below: 
  
:4) '''Relationship type'''
+
<center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
 +
<center>[[File:P70-19_1_2_1-70-70-(48)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(48)-09292020.png</center>-->
  
===Deleting or Changing Predecessor Data in Your Source Plans===
+
<center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
 +
<center>[[File:P70-19_1_2_1-70-70-(49)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(49)-09292020.png</center>-->
  
As stated previously, all '''Task Links''', both '''Data-driven''' and manual, are '''snapshot-dependent'''.  When '''Data-driven Task Link''' information is '''imported''', it appears in '''all''' snapshots where both task bars/milestone symbols are present and '''unhidden''' and where it satisfies the '''Task Link Filter rules'''. If you select the '''Show All '''radio button, OnePager  ignores the '''Task Link Filter rules''' and '''shows''' every '''imported''' '''predecessor value''' as a '''Data-driven Task Link'''.  Otherwise, OnePager uses the '''Task Link Filter rules''' to determine which '''Data-driven Task Links''' to '''show'''
+
When a '''Task Link '''is '''selected''' as shown in the first illustration above, OnePager indicates where the '''Begin '''and '''End point shapes positions''' are with '''green grab points'''.  If you '''select''' the '''End point shape''' of the '''Task Link '''as shown in the second illustration above, OnePager provides '''unfilled green grab points''' to indicate valid '''snap-to-positions''' for the '''End point shape.'''  If you position the '''Task Link’s End point shape''' in between the '''snap-to-positions '''and release the mouse button the '''Task Link’s End point shape '''moves to the nearest '''snap-to-position'''
 +
 
 +
For manual '''Task Links''', you are able to '''drag''' the '''Begin''' and '''End point shape’s''' '''green grab points horizontally''' to adjust the '''horizontal anchor position '''as shown below:
  
'''Data-driven Task Links''' can be '''hidden''' in individual snapshots by using the individual '''Task Link editing features'''.  This does not change the '''properties''' of the '''Data-driven Task Link'''; it merely changes whether the '''Data-driven Task Link''' is '''shown''' or '''hidden'''.  If you change the '''Predecessor field’s''' data in your Microsoft Excel '''source plan '''(e.g. adding a new '''Data-driven Task Link''', pointing to a different '''source plan Predecessor '''task, or changing a '''Task Link Dependency Type''' like from Finish-to-Start to a Start-to-Start instead), you must perform a '''Replace All''' '''Properties UPDATE '''operation to re-sync '''Data-driven Task Links''' with OnePager.   This is because the underlying '''predecessor '''data for '''Data-driven Task Links''' are '''snapshot-dependent'''.
+
<center>[[File:P70-19_1_2_1-70-70-(50)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(50)-09292020.png</center>-->
  
However there are two (2) exceptions to the rules covered above that deal with situations.  You can '''delete''' '''Predecessor '''data values''' '''or '''change '''a '''Predecessor '''data value in your '''source plan'''.  And then, either '''Add''' a '''new '''snapshot or perform a''' Replace-dates UPDATE''' on the current snapshot.  The cases for '''deleting '''a '''Predecessor '''data value and '''changing '''a '''Predecessor '''data value in your '''source plan '''are discussed below. 
+
====Middle Yellow Grab Points====
  
====Exception 1:  Deleting a Predecessor Data Value for a New or Replaced Snapshots====
+
When there is a '''multi-segment connection line '''representing a '''Task Link''', the '''yellow grab point(s) '''in the '''middle''' of the '''multi-segment connection line''' are displayed when the '''Task Link '''is selected''' '''as shown here:
  
If, after creating a chart, you go back to your Microsoft Excel '''source plan''' and '''delete''' a '''Predecessor '''data value or values and follow this action by creating a '''NEW snapshot''' or performing a '''Replace-dates''' '''UPDATE''' in the current snapshot, OnePager  handles this action by:
+
<center>[[File:P70-19_1_2_1-70-70-(51)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(51)-09292020.png</center>-->
  
:1) '''Hiding''' the corresponding '''deleted Data-driven Task Link''' in the '''NEW snapshot '''or the '''current snapshot''' after the '''Replace-dates''' '''UPDATE''' is completed.
+
Grabbing a '''middle yellow grab point '''with the mouse allows you to move the '''yellow grab point '''in either a '''horizontal''' or '''vertical''' direction within the '''graph'''.  Attempting to move '''yellow grab point''' too far in the '''graph area '''can produce '''unexpected results'''.  You can manipulate the '''middle yellow grab point''' for either a manual '''Task Link''' without causing the '''Task Link''' to become a '''maverick'''.
  
:2) The '''Data-driven Task Link''' remains in other snapshots and can be '''shown''' or '''hidden''' using the controls in the '''Where Are My Links?''' form or by editing the '''Task Link Filter rules'''.
+
===Repositioning Task Link Connection Lines on Various Task Bar Shapes===
  
Once the '''NEW snapshot''' is created or the '''current''' '''snapshot''' undergoes the '''Replace-dates''' operation, the '''deleted Data-driven Task Link''' cannot be '''unhidden''' using the controls in the '''Where Are My Links?''' form.    The '''Where Are My Links? '''form still contains an entry for the '''deleted Data-driven Task Link''' for the subject snapshot but the checkbox used for '''show/hide status''' is '''disabled''' and a '''tool tip''' is provided to clarify thisFurthermore, the '''deleted Data-driven Task Link''' cannot be '''shown''' as a result of an '''edit''' to the '''Task Link Filter rules''' or a change to the '''Predecessor''' data value in the '''source plan '''that drives the '''Task Link Filter rules'''.  
+
OnePager Pro has a variety of task bars available, so there are a few tips for re-positioning '''Task Link Begin/End points '''you can use when working with a task bar with rounded or pointed endsThe two task bars shown below are rectangular with a '''Task Link Connection Line''' '''Begin point''' originating the '''Predecessor’s bottom vertical anchor''' to the '''Successor’s top vertical anchor''':  
  
The '''deleted Data-driven Task Link '''from this point on does not behave as other '''hidden data-driven Task Links''' behave.   If you later '''re-add''' the previously '''deleted Predecessor '''data value''' '''back into your '''source plan '''before again performing a '''Replace-dates UPDATE''' on the subject snapshot, the previously '''deleted Data-driven Task Link '''changes status from '''permanently hidden''' as described above to '''showing''' if it is '''mavericked''' to be '''shown''' or if this '''Data-driven Task Link''' meets the '''Task Link Filter rules'''.
+
<center>[[File:P70-19_1_2_1-70-70-(52)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(52)-09292020.png</center>-->
  
====Exception 2:  Changing a Predecessor Data Value for a New or Replaced Snapshot====
+
Changing the '''Successor '''task bar to a shape with a point on both ends, as in the example below, shifts the '''Task Link Connection Line’s End point '''to appear to be at the '''Successor’s middle vertical anchor'''.  In reality, the top anchor position has moved downward on the shape do to its geometry.
  
OnePager treats the '''changing''' of a '''Predecessor '''data value''' '''in your Microsoft Excel '''source plan''' the same as a '''delete''' and '''add''' of a '''Predecessor '''data value.   This situation is the same as '''adding '''a '''new''' '''Predecessor '''data value to a '''source plan''' and then either '''adding '''a '''NEW snapshot''' or performing the '''Replace-dates '''operation.
+
<center>[[File:P70-19_1_2_1-70-70-(53)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(53)-09292020.png</center>-->
  
===Source Plan Tasks and Data-Driven Task Links ===
+
For a more clear view of how '''Task '''Links are attaching to your task bars, right-click on the '''Task Link '''and click the '''Properties … '''command.  You can now see that the '''Vertical Anchor point''' for this '''Successor '''task is likely set to '''Auto '''as shown here:
  
'''Data-driven Task Links''' are associated with their '''predecessor''' and '''successor''' task/milestones in your''' source plan''' and in the chart.  When OnePager '''imports''' '''Data-driven Task Links''', their representation is dependent on whether their associated '''source plan''' task/milestones are '''imported''' or later '''hidden'''.   There are three (3) conditions related to '''source plan''' task/milestone representation that are explained below:
+
<center>[[File:P70-19_1_2_1-70-70-(54)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(54)-09292020.png</center>-->
  
====Condition 1:  De-Flagging and Flagging Task for Import and Data-Driven Task Links====
+
'''Editing''' the '''Vertical Anchor '''settings for the '''Successor '''task to '''Top''', '''Middle''', or '''Bottom '''enables you to know for sure where the '''Task Link''' is attaching.
  
If a '''source plan''' task is '''de-flagged''' from a snapshot, any '''UPDATE''' to the snapshot does not include the '''de-flagged '''task.   If the '''de-fagged source plan '''task is a member of a '''Data-driven Task Link '''pair, for example, since the '''de-flagged source plan '''task is no longer '''present''' in the '''Updated''' snapshot, the associated '''Data-driven Task Link '''is '''hidden '''because one or more of its constituent tasks are not present.  If a '''source plan''' task is '''newly flagged''' for '''import''' into a snapshot, any '''UPDATE '''to the snapshot includes the associated '''Data-driven Task Links''' if either '''all Data-driven Task Links '''are being '''shown''' or the '''newly flagged '''task’s''' Data-driven Task Link''' meet the '''Task Link Filter rules'''.
+
<center>[[File:P70-19_1_2_1-70-70-(55)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(55)-09292020.png</center>-->
  
====Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links====
+
It is recommended that consideration be given to task bar and '''connection line routing''' when considering using the drag and drop method to reposition '''Task Link Begin/End Vertical Anchor points'''.
 
+
The '''CTAS '''('''Copy to All Snapshots''') feature affects how '''maverick edits''' of task/milestone '''color''', '''shape''', and other '''properties''' are propagated to other snapshots.  For '''Data-driven Task Links''', '''CTAS''', when '''ON''', controls the '''honoring''' of some '''Data-driven Task Link''' properties and is '''ignored''' for others as follows:
+
 
+
'''CTAS '''is '''ignored''' for formatting '''all Task Links''' because '''all Task Link '''formatting is '''snapshot-dependent'''.
+
 
+
'''CTAS '''is '''honored''' for '''showing/hiding''' '''Data-driven Task Links '''when the '''Where Are My Links?''' form is used for this purpose. 
+
 
+
:1) If you use the '''Where Are My Links? '''form to '''maverick '''a '''Data-driven Task Link''', for example, when '''CTAS '''is '''ON''', the '''Data-driven Task Link shows''' in all snapshots. 
+
 
+
:2) If '''CTAS''' is '''OFF''', in this example, the '''Data-driven Task Link''' only '''shows '''in the current snapshot.
+
 
+
'''CTAS''' is also '''honored''' when you are '''editing''' the '''geometry''' of '''all Task Links '''using the '''Chart Properties '''form’s '''Task Links '''tab such as the '''Vertical Anchor positions''' on '''Predecessor '''and '''Successor''' tasks.
+
 
+
====Condition 3:  Showing or Hiding Predecessor and Successor Tasks and their Data-Driven Task Links====
+
 
+
=====Hiding Predecessor or Successor Task/Milestone(s)=====
+
 
+
If you '''hide''' a '''predecessor '''or '''successor source plan '''task/milestone that was previously '''imported''':
+
 
+
:1) The task bar/milestone symbol is '''hidden''',
+
 
+
:2) Any associated '''Task Links '''are '''hidden''', and
+
 
+
The '''Where Are My Links? '''form contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked''' or '''OFF'''.  The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar/milestone symbol(s).  You are not able to '''check '''the '''Show''' checkbox for such an entry in the '''Where Are My Links?''' form to '''restore''' the '''Data-driven Task Link''' to the '''show status''' as long as its associated task bar/milestone symbol(s) remain '''hidden'''. 
+
 
+
A '''tool tip''' is provided when you '''hover''' the mouse over the '''Show '''column checkbox under these conditions.
+
 
+
To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar/milestone symbol(s) by either:
+
 
+
:1) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task/milestone(s),
+
 
+
:2) Use the OnePager ribbon’s '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
+
 
+
:3) Use the '''UNDO''' command on the OnePager ribbon if you are able.
+
 
+
Once the '''hidden''' task bar/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
+
 
+
=====Importing New Task/Milestone=====
+
 
+
If, on the other hand, a '''predecessor '''or '''successor source plan''' task in the '''source plan''' is '''never imported''', the '''Where Are My Links?''' form does not have any entry since there isn’t a '''Data-driven Task Link '''to be '''unhidden'''.  If you change the '''source plan Flag''' field so the '''predecessor/successor''' task/milestone in the '''source plan''' can be '''imported '''and perform a snapshot''' UPDATE''', the '''Data-driven Task Link '''is '''shown''' and there is an entry in the '''Where Are My Links?''' form.
+
  
 
==Related Links==
 
==Related Links==
 
[[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] <!--3.0.1-70-->
 
 
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 
 
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
 
 
[[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
 
 
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
 
 
[[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-70-->
 
  
 
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
 
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
  
[[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
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[[Creating and Managing Curtains for Version 7.0 | Creating and Managing Curtains]] <!--16.0.1-70-->
  
[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
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[[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
  
[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
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[[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] <!--20.0.1-70-->
  
[[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
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[[Deleting, Ordering, and Changing Images for Version 7.0 | Deleting, Ordering, and Changing Images]] <!--20.4.1-70-->
  
(19.1.1.2-70)
+
(19.1.2.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:OnePager Pro]]
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[[Category:Editing the Chart]]
 
[[Category:Task Links]]
 
[[Category:Task Links]]
 +
[[Category:Manual Task Links]]
 +
[[Category:Data-Driven Task Links]]
 +
[[Category:Task/Milestone]]
 +
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Snapshot Independent]]
 
[[Category:Snapshot Independent]]
[[Category:Task/Milestone]]
 
[[Category:Template]]
 
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Templates]]
 
[[Category:Chart Properties]]
 
[[Category:Chart Properties]]
[[Category:Editing the Chart]]
 
 
[[Category:Task Links Tab]]
 
[[Category:Task Links Tab]]
 
[[Category:Where Are My Links?]]
 
[[Category:Where Are My Links?]]
[[Category:Where’s My Stuff?!]]
+
[[Category:OnePager Pro]]

Revision as of 17:34, 19 January 2021

Contents

About Manual Task Links

This article covers the enhancements made to manual Task Links in OnePager Pro.

First, the article reviews the basis controls for adding and deleting manual Task Links and goes on to cover other related command for managing manual Task Links in the chart with the Chart Editor. Next, the Daisy Chain feature is discussed and how it can be used to create a set of manual Task Links connecting two or more task bar/milestone symbols.

The next section covers all the controls available in the Chart Editor for editing manual Task Links.

Following is a discussion of Global editing techniques for manual Task Links using the Template Properties and Chart Properties forms.

The final section provides intermediate information on other topics such as selecting multiple Task Links, re-positioning Task Link connection lines with the drag and drop method, and taking task bar into consideration when re-positioning connection lines.

Basic Management of Manual Task Links

Adding Manual Task Links

Adding manual Task Links to the chart requires you to identify at least two (2) task bar/milestone symbols to serve as the manual Task Link pair. Select at least two tasks by left-clicking the first task bar or milestone symbol (predecessor) and then use the CTL+left-click to select the second and following (successor) task(s).

It is important for establishing the direction of the manual Task Link that the task bar/milestone symbol selection sequence is FIRST predecessor and SECOND successor. Then go to the Insert tab on the OnePager Pro ribbon and click the Task Link button:

P70-19 1 2 1-70-70-(1)-09292020.png

The manual Task Link appears in the chart between the selected task bars or milestone symbols:

P70-19 1 2 1-70-70-(2)-09292020.png

You can edit a manual Task Link by right-clicking on it to access the task link right-click context menu that looks like this:

P70-19 1 2 1-70-70-(3)-09292020.png

Selecting more than one successor task bar/milestone symbol is supported by OnePager and is called a manual Task Link Daisy Chain.

Alternative Method for Adding Manual Task Links

A task bar right-click context menu command, Insert task link(s), is available in the task bar right-click context menu when two or more task bars/milestone symbols are selected as shown below

P70-19 1 2 1-70-70-(4)-09292020.png

The Insert task links(s) command is not available in the task bar right-click context menu when only one task bar/milestone symbol is selected. With two or more task bars/milestone symbols selected, clicking the Insert task link(s) command inserts a manual Task Link from the first task selected (predecessor) to the last (successor) task selected.

The Where Are My Links? Form

With the addition of Data-driven Task Links in OnePager Pro, it is necessary to provide you a list of manual and Data-driven Task Links to assist with the management of all Task Links in the chart and its snapshots. The Where Are My Links form was created for this purpose and is shown below:

P70-19 1 2 1-70-70-(5)-10152020.png

The Where Are My Links? form is accessed easily from the OnePager Pro Home ribbon in the Editing group of controls using the Show/Hide dropdown as shown below:

P70-19 1 2 1-70-70-(6)-09292020.png

The Where Are My Links? form can also be accessed in the Chart Properties form Task Links tab in the Data-Driven Task Links control group as shown below:

P70-19 1 2 1-70-70-(7)-09292020.png

For more information on using the Where Are My Links? form, please see the article at: Using the Where Are My Links? Form for OnePager Pro 19.5.1-70-->

Deleting Manual Task Links

To delete a manual Task Link from either the current snapshot or all snapshots, right-click on the manual Task Link to access the task link right-click context menu, and click one of the options for the Delete command in this context menu as shown below:

P70-19 1 2 1-70-70-(8)-09292020.png

Deleting a manual Task Link from a snapshot removes the entry for the manual Task Link deleted from the Where Are My Links? form. Manual Task Links cannot be hidden whereas Data-driven Task Links can be hidden but not deleted.

Ordering Manual Task Links

The Order command in the manual task link right-click context menu allows you to place the selected manual Task Link(s) within the graph relative to other graphics in the Z-Level. The Order command operates similar to other Order command operations in OnePager. The Order command looks like this when you right-click a manual Task Link:

P70-19 1 2 1-70-70-(9)-09292020.png

For more information on Deleting, ordering and changing images, please see the article at: Deleting, Ordering, and Changing Images

Adding Another ... Manual Task Link

The Add Another … command in the manual task link right-click context menu accesses the Task Link Properties form for the selected tasks/milestone shapes. This allows you to add another manual Task Link(s) between the same two or more selected task bar/milestone symbols.

Having two or more manual Task Links connecting the same set of task bars/milestone symbols allows you to alter the properties of the manual Task Links in the chart or to reroute their manual Task Link connection lines. When an another manual Task Link is added to the chart, the added manual Task Link is '''superimposed''' over the original manual Task Link but automatically shown as selected. Often, the added manual Task Link cannot be clearly seen, but it is there, so it is recommended that you edit the routing of this additional manual Task Link’s connection line as shown below where the second manual Task Link’s connection line is moved to the right:

P70-19 1 2 1-70-70-(10)-09292020.png

The additional manual Task Link added to the chart is also represented as a new entry in the Where Are My Links? form as shown below:

P70-19 1 2 1-70-70-(11)-09292020.png

Putting Links in all Snapshots

The Put in all snapshots command assures that in a multi-snapshot chart the selected manual Task Link is included in all snapshots where the two or more participating tasks appear and other conditions are met. To have manual Task Links appear in only some snapshots they must be first established in all snapshots and manually deleted from those snapshots where the manual Task Links are not desired. You have the option, as noted in the Delete manual Task Links discussion above, to Delete manual Task Links from individual snapshots. To do this requires going to the desired snapshot and specifically using the Delete command from the selected manual task link right-click context menu with the From this snapshot sub-command to achieve the desired result. This option works in the same way as Deleting Curtains from specific snapshots.

For more information on Creating and managing curtains, please see the article at: Creating and Managing Curtains

Creating Daisy Chained Manual Task Links

As discussed above by selecting more than two task bars/milestone symbols you can create a series of manual Task Links called a Daisy Chain connecting the multiple task bars/milestone symbols you selected in one operation. Creating a Daisy Chain of manual Task Links is a two-step process. First, using your mouse and the CTL+Left-Click, make a series of mouse selections of task bars/milestone symbols in the order desired from Predecessor to the last Successor task bar/milestone symbol as shown here:

P70-19 1 2 1-70-70-(12)-09292020.png

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

P70-19 1 2 1-70-70-(1)-09292020.png

At the completion of the second step, the chart looks like this after you increased the row height and widen the Task Links to better show the Daisy Chain of three manual Task Links:

P70-19 1 2 1-70-70-(13)-09292020.png

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

Alternative Method for Creating a Daisy Chain

Daisy Chained manual Task Links can also be created by selecting the task bars/milestone symbols as described above but using the right-click on any of the selected task bar/milestone symbol to access the task bar right-click context menu’s Insert task link(s) command to create the desired Daisy Chain as shown in the following example:

Start with the chart below where the selected task bars/milestone symbols are to be connected with a Daisy Chained manual Task Link as the first step.

P70-19 1 2 1-70-70-(12)-09292020.png

The second step is to right-click any of the selected task bars/milestone symbols to access the task bar right-click context menu shown below:

P70-19 1 2 1-70-70-(15)-09292020.png

When you click the Insert task link(s) command in the task bar right-click context menu the Daisy Chained manual Task Link looks like this after widening the Task Links:

P70-19 1 2 1-70-70-(13)-09292020.png

Creating Daisy Chains with the Lasso Option

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 bars/milestone symbols you want to be included in the daisy chain of manual Task Links. For example, below the mouse is used to select all visible task bars/milestone symbols by including them inside the lasso as shown:

P70-19 1 2 1-70-70-(17)-09292020.png

Releasing the mouse left-click in the lower right of the chart selects all the task bars/milestone symbols within the boundary of the Lasso as shown here:

P70-19 1 2 1-70-70-(18)-09292020.png

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

P70-19 1 2 1-70-70-(19)-09292020.png

Doing this causes OnePager to draw the daisy chain manual Task Links as shown below with the Task Links widened:

P70-19 1 2 1-70-70-(20)-09292020.png

Creating Daisy Chains with Select all Ribbon Option

As an alternative to using the lasso to select all task bars/milestone symbols, you can use the OnePager ribbon’s Home tab in the Editing group of controls to make the selection. To do this click on the Select all dropdown control in the group and select the Tasks/Milestones command as shown here:

P70-19 1 2 1-70-70-(21)-09292020.png

Once all the task bars/milestone symbols are selected, proceed with a right-click on any selected task bar/milestone symbol to access the task bar right-click context menu and click the Insert task link(s) command. Using the Select all technique to create a daisy chain of manual Task Links tells OnePager that you want the resulting daisy chain to progress from upper left to lower right. Not selecting all tasks/milestone shapes creates a daisy chain just involving those selected task bars/milestone symbols with manual Task Links applied in the order that your manual selection of the task bars/milestone symbols was made.

If you need to select some task bars/milestone symbols but not all by using the CTL+Left-Click technique for selection, OnePager can create a daisy chain of manual Task Links in the order selected as shown below where not all visible task bars/milestone symbols are selected.

P70-19 1 2 1-70-70-(22)-09292020.png

With the chart and the task bar/milestone symbol selections shown above, using either the ribbon command or the task bar right-click context menu command to Insert task link(s), results with widened Task Links is shown below:

P70-19 1 2 1-70-70-(23)-09292020.png

Caution: Some care is needed when using a combination of the Lasso or Select all technique with individual task bar/milestone symbol selections or de-selections to identify those task bars/milestone symbols to participate in the creation of a daisy chain. If you do the combination of Lasso and then, holding the CTL+Left-Click, you individually select additional task bars/milestone symbols, OnePager may not be able to follow your sequence and interpret your intentions.

It is recommended that you do not combine these techniques for selecting task bars/milestone symbols 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 bars/milestone symbols are de-selected between steps.

Editing Manual Task Links

Manual Editing of Task Link Properties in the Chart Editor

Manual Task Links can be easily edited in the chart. Editing manual Task Links results in the edited manual Task Link becoming a maverick.

Manual editing of Task Links can be done by accessing the Task Link Properties form which contains the controls found in the Chart Properties form Task Links tab’s Default Task-Links Formatting control group.

Using the Chart Properties form to edit Task Links is discussed below.

The Task Link Properties form is accessed by right-clicking on the manual Task Link to access the task link right-click context menu and then clicking the Properties ... command as shown here:

P70-19 1 2 1-70-70-(24)-09292020.png

The Task Link Properties form looks like this:

P70-19 1 2 1-70-70-(25)-09292020.png

After making your edits to the selected Task Link(s), click the OK button to apply them to the selected Task Link(s). This action applies all the edits you made to the selected Task Link(s) at one time. You can return to the Task Link Properties form as many times as necessary for further editing to selected Task Link(s). To restore a manual Task Link back to its default format setting you need to select the maverick Task Link(s) as shown above and then access the Task Link Properties form again.

When the Task Link Properties form appears, click the Use Default Format button followed by clicking the OK button on the form as shown below to restore the Task Link to default settings:

P70-19 1 2 1-70-70-(26)-09292020.png

Editing Individual Manual Task Links

Individually editing manual Task Link is initiated by right-clicking on the manual Task Link to access the selected manual task link right-click context menu shown below:

P70-19 1 2 1-70-70-(27)-09292020.png

Delete Command

Deleting a manual Task Link includes two options: (1) At this snapshot and (2) At all snapshots. Deleting a manual Task Link At this snapshot and removes its presence from the current snapshot. The action also un-checks the entry for this manual Task Link in the Where Are My Links? form for this snapshot but the entry remains in the form.

At this point you can UNDO the action whereupon the selected manual Task Link is shown and the entry for the “deleted at this snapshot” manual Task Link is rechecked ON in the Where Are My Links? form. Rechecking the entry ON yourself also restores the subject manual Task Link at the current snapshot.

Deleting a manual Task Link At all snapshots removes the Task Links presence from all snapshots and deletes the manual Task Link’s entry in the Where Are My Links? form for all snapshots. Since the entry in the Where Are My Links? form is gone; the deleted manual Task Link cannot be restored through the form. However, an immediate UNDO restores the manual Task Link deleted At all snapshots to visibility in all snapshots of the chart and restores the entry in the Where Are My Links? form.

Order, Add Another ..., and Put at all snapshots Commands

The Order, Add another …, and Put at all snapshots commands are unchanged from previous versions of OnePager with respect to manual Task Links. The Order command allows you to place the Task Link within the display area relative to other graphics in the same Z-Level. This command operates similar to other Order operations in OnePager.

The Order command appears like this when you right-click a link:

P70-19 1 2 1-70-70-(28)-09292020.png

The Add another … command, when clicked, immediately adds another Task Link to the selected pair of task bars or milestone symbols with the same properties as the original manual Task Link selected. This allows you to “add another” manual Task Link between the two selected task bars/milestone symbols with different properties. The example below shows a second manual Task Link added that is positioned further to the right of the first selected manual Task Link:

P70-19 1 2 1-70-70-(29)-09292020.png

The Put in all snapshots command assures that in multi-snapshot charts that the selected Task Link is included in snapshots where the two participating task/milestones shapes appear and meet other conditions. To have manual Task Links appear in only some snapshots, they must first be established in all snapshots and manually deleted in those snapshots where the Task Links are not desired. You have the option, as noted in the delete manual Task Links discussion above, to delete manual Task Links in individual snapshots.

To do this requires going to the desired snapshot and specifically using the Delete command with the At this snapshot sub-command to achieve the desired result as shown below:

P70-19 1 2 1-70-70-(30)-09292020.png

Clicking the Properties … command for a manual Task Link accesses the Task Link Properties form as shown here:

P70-19 1 2 1-70-70-(25)-09292020.png

When a manual Task Link(s) are selected and the Properties… command is selected from the task link right-click context menu, all controls in the Task Link Properties form are enabled. You have the capability to modify all properties of the manual Task Links selected including the Horizontal Anchor points and Dependency Type:. For manual Task Links, all the controls in the Horizontal Anchor control group are enabled when the Dependency Type: window is set to Custom. If you specify a specific Dependency Type for a selected manual Task Link (other than Custom), the slider bars for the Predecessor and Successor are disabled as shown below:

P70-19 1 2 1-70-70-(32)-09292020.png

For manual Task Links, the Line Style, Arrow Style, Link Comments, and Vertical Anchor control groups are enabled. The control groups in this form are almost identical to the Default Task-Link Formatting control group in the Template Properties and Chart Properties form’s Task Link Tab. Making an edit in the above form such that the edit deviates from the default settings established in the Chart Properties form changes the selected Task Link(s) to a maverick.

The settings for a maverick Task Link can be restored to the default settings by clicking the Use Format Defaults button shown above. This action restores the maverick Task Link to the settings in the current Chart Properties form’s Task Link tab shown in the Default Task-Link Formatting control group of the form. Since making Task Link mavericks is considered to be formatting, edits to a Task Link in one snapshot mavericks that Task Link in all snapshots. When clicking the Use Format Defaults button to restore default format properties to a Task Link in one snapshot, the action restores default format properties to that Task Link in all snapshots where it appears. Recall that default Task Link settings can include Task Link Filter rules established in the Template Properties form or by using the Chart Properties form’s Task Link tab’s Manage Rules … button and the Task Link Filter Rules form. Clicking the Use Format Defaults button resets defaults for selected manual Task Links.

Enhanced Manual Task Link Property Formatting Capabilities

Using the Task Link Properties Form to Edit Task Link Format Properties

As mentioned above, OnePager has an enhanced formatting repertoire for Task Links to give you more options. The Task Link Properties form is very useful for editing the format properties of Data-driven and manual Task Links.

Dash Type

Previously, you only had the solid connection line type. In OnePager, all five connection line type options that are currently supported for connection lines to baselines, deadlines, endpoints to task bars/milestone symbols are included.

These five connection line options are shown below:

P70-19 1 2 1-70-70-(33)-09292020.png
Arrow Style

In OnePager there are enhanced Arrow Styles as shown below:

P70-19 1 2 1-70-70-(34)-09292020.png

There are five (5) Begin Type arrow styles and five (5) End Type arrow styles to select from. The default setting is the None selection for the Begin Type and the Arrow selection for the End Type. OnePager recognizes which end of the connection line is the Begin and End based upon the Dependency Type.

Caution: You can override OnePager’s determination of Begin and End Types by making your own selections in the dropdown windows shown in the above form.

Corner Radius

You also have options when specifying Corner radius of a Task Link connection line regardless of the line option selected. The Corner radius is a parameter denoting the number of pixels that are used to make the connection line’s 90 degree bends. The higher the pixel count the more rounded the connection line bend appears.

Below is an example of a Corner Radius of 1:

P70-19 1 2 1-70-70-(35)-09292020.png

For comparison, below is an illustration with a manual Task Link with a Corner Radius of 10:

P70-19 1 2 1-70-70-(36)-09292020.png
Dependency Type

For manual Task Links, you have the option of selecting the Dependency type from one of the following:

P70-19 1 2 1-70-70-(37)-09292020.png

Selecting the dropdown’s Custom option enables the slider bars to be used to position the Horizontal Anchor points for the predecessor and successor. Selecting any of the other Dependency Type: options disable the slider bars because the selection in the Dependency Type: dropdown determines the Horizontal Anchor points. There is an additional Task Link Dependency type for manual Task Links called the Custom Dependency type.

The Custom Dependency type is the default setting when you place a manual Task Link into the chart and shows in the Dependency Type: window of the Chart Properties form’s Task Link tab and Task Link Properties form. The initial Custom Dependency Type for manual Task Links is Finish-to-Start (FS). You can edit the default setting for manual Task Links to any other Dependency Type (i.e., FF, FS, SF, or SS) which sets the manual Task Links horizontal Begin point and End point shape’s positions. If you reset the Dependency Type for a manual Task Link using the Dependency Type: dropdown window in the forms, the slider bars for Predecessor or Successor are disabled. Leaving the Dependency Type: window set to Custom enables the slider bars for Predecessor and Successor and allows you to use them to position Begin point and End point shapes for the manual Task Link.

When a manual Task Link is selected with a right-click and the Properties … command is selected the Task Link Properties form is brought up as shown below:

P70-19 1 2 1-70-70-(25)-09292020.png
Task Link Vertical Anchors

Finally, for both Data-driven and manual Task Links, you have control over where the Task Link Vertical Anchors connect to the task bars/milestone symbols. There are four (4) Vertical Anchor point options each for the Predecessor and Successor task bars.

Top: The Task Link connection line anchors at the Top of the task bar/milestone symbol and departs vertically or horizontally from the Top.

P70-19 1 2 1-70-70-(39)-09292020.png

Middle: The Task Link connection line anchors at the vertical center of the task bar/milestone symbol and departs horizontally or vertically from the middle.

P70-19 1 2 1-70-70-(40)-09292020.png

Bottom: The Task Link connection line anchors at the bottom of the task or departs vertically or horizontally from the bottom.

P70-19 1 2 1-70-70-(41)-09292020.png

Auto: The Auto option is the default option employed by OnePager so that it can initially make decisions on how best to vertically position the Begin point and End point shapes of the Task Link connection line routing through the chart. The Task Link’s Dependency Type is preserved.

Editing Daisy Chain Properties in the Chart Editor

Recall that Daisy Chains are represented in the chart as a set of individual manual Task Links conveniently created using a simple technique. As such, the manual Task Links included in the Daisy Chain set can be edited using the techniques discussed above by selecting either a single manual Task Link in the set or multiple manual Task Links. Once selected editing is accomplished as described above.

Manual Task Links included in the Daisy Chain set are not represented as such in the Where Are My Links? form but as individual manual Task Link entries.

Global Task Link Property Editing Capabilities Using the Template Properties and Chart Properties forms

Global editing of all Task Links can be performed in two (2) ways:

1) Using the Template Properties form’s Task Link tab, or
2) Using the Chart Properties form’s Task Link tab

Both the Template Properties and the Chart Properties form’s Task Link tabs are almost the same controls so this section describes the controls in the Chart Properties form’s Task Link tab. These same control operations work the same in the Template Properties form’s Task Link tab.

Template Properties Form Task Link Properties Tab

As with all editing with the Template Properties form, edits made in the Template Properties form control how the first chart is created and what settings are promulgated to the Chart Properties form's Task Links tab. After a chart is created, global editing is performed with the Chart Properties form.

The Template Properties form's Task Link tab looks like this:

P70-19 1 2 1-70-70-(42)-09292020.png

Chart Properties Form Task Link Properties Tab

The Template Properties form and the Chart Properties form’s Task Links tab have a “Master” control for turning the Task Link feature ON and OFF and two major control groups for the Chart Properties form are shown below:

P70-19 1 2 1-70-70-(43)-09292020.png

The Show task links checkbox is the major control available in both the Template Properties and Chart Properties form’s Task Links tab. This checkbox, when checked ON, enables the entire Task Link feature in OnePager. If this checkbox is turned OFF in the Template Properties form, no Data-driven Task Links are imported. Likewise, if this checkbox is turned Off in the Template Properties form, no manual Task Links can be created. The Default Task Link Formatting control group is set to the distributed default settings for manual and Data-driven Task Links. These controls are used for detailed formatting of all Task Links shown.

The control sub-group controls include:

1) Line Style sub-group: The Line Style controls provide the means to select the connection line color, the Width of the connection lines, the connection line Dash type, and the connection line Corner radius.
2) The Line Style Width and Dash type are defined the same as used elsewhere in OnePager for connection lines associated with baselines, endpoints, and comment boxes.
3) The Corner radius is a parameter denoting the number of pixels that are used to make the connection line’s 90 degree corners.
4) The larger the pixel count, the more rounded the connection line corner appears.
5) For more information on this subject please see this section in the article at: Using the Task Link Properties Form to Edit Task Link Format Properties
6) Arrow Style: The Arrow Style control sub-group allows you to select the Begin Type anchor point shape and End Type anchor point shape for each Task Link.
7) You also have control over the size of each anchor point shape.
8) Horizontal Anchor (Manual Task Links Only) controls: This control sub-group permits you to specify the Dependency Type for manual Task Links only.
9) You also have slider bar controls over the positioning of the Begin point shape of the Task Link on the predecessor task bar/milestone symbol and the positioning of the End point shape on the successor task bar/milestone symbol.
10) Vertical Anchor (All Task Links) controls: This control sub-group gives you control over where the Task Links are connected to the predecessor and successor task bars/milestone symbols in terms of the Top of the task bar/milestone symbol, the Middle, or the Bottom for predecessor and successor task bars/milestone symbols.
11) Clicking the Auto radio button ON tells OnePager to make this determination as best it can to avoid cluttering within the chart.

The Data-Driven Task Links control group does not apply to manual Task Links but is mentioned here for completeness in this discussion because it controls the import of Data-driven Task Links. The Data-Driven Task Links control group provides the controls for turning On and OFF the Data-driven Task Link import and show feature, The control group specifies globally what Data-driven Task Links are shown. It provides access to the Task Link Filter Rules form. And, it provides access to the Where Are My Links? form.

Other Topics

Selecting Multiple Task Links to Edit with the Task Link Properties Form

OnePager Pro permits you to select multiple manual Task Links using the CTL+Left-Click method. Because there are two (2) different types of Task Links that can be shown, it is recommended that when making multiple Task Link selections that the set selected consist of only one type. When you want to access the task link right-click context menu and you select Task Links of different types, OnePager provides the context menu for the Task Link type which you used the right-click to access the task link right-click context menu.

If you selected a manual Task Link first, and with the CTL+Left-Click, selected a Data-driven Task Link second, followed by a right-click on the Data-driven Task Link, OnePager provides the Data-driven Task Link right-click context menu shown below:

P70-19 1 2 1-70-70-(44)-09292020.png

If you reverse the selection above and right-click on the manual Task Link second, OnePager provides the manual task link right-click context menu shown here:

P70-19 1 2 1-70-70-(45)-09292020.png

The difference between the two types of context menus is that the Data-driven Task Link right-click context menu has the Hide command while the manual task link right-click context menu has the Delete command. The remaining commands in the two types of context menus are almost identical with the exception that the manual task link right-click context menu has the Add another … command and the Data-driven Task Link right-click context menu does not. When you do make multiple Task Link selections of different types of Task Links and use one of the task link right-click context menu to access the Task Links Properties form by clicking the Properties … command in the context menu, the Task Links Properties form looks like this:

P70-19 1 2 1-70-70-(46)-09292020.png

In the Task Link Properties form above accessed by multiple selection of different types of Task Links, all control groups are enabled except the Horizontal Anchor (Manual Links Only) control group which is disabled. For all the selected Task Links regardless of type (manual or Data-driven) you can edit the Line Style, Arrow Style, Link Comments, and Vertical Anchor (All Links) settings.

Caution: You can override OnePager’s determination of Begin and End Types by making your own selections in the above form. When you make multiple Task Link selections of the same type of Task Links and use the designated context menu to access the Task Links Properties form by clicking the Properties … command in the designated context menu, the Task Links Properties form looks the same as the illustration above except that OnePager can be able to identify the connection line color and show it in the form. When multiple Data-driven Task Links are selected, the Task Link Properties form is accessed with the Horizontal Anchor (Manual Links Only) control group disabled. All other control groups are enabled in this situation. When multiple manual Task Links are selected, the Task Link Properties form is accessed with all control groups enabled.

Repositioning Task Link Connection Lines Using Drag and Drop Methods

You can use drag and drop methods for editing the connection line routing of Task Links and the position of Begin and End point shapes on their respective task/milestones. This capability is not provided in previous versions of OnePager but it is in OnePager as described here. When one or more Task Links are selected, the Task Link Begin and End point shapes are represented with green grab points on predecessor and successor task bars as shown in the illustration in the next paragraph. Task Link connection lines have yellow grab points on the connection line segments in the middle if the Task Link is displayed as a multi-segment connection line as shown in the examples below:

P70-19 1 2 1-70-70-(47)-09292020.png

Clicking on any of these grab points allows you to use your mouse to move the Begin or End point shapes or the connection line segments in the Chart Editor. Although you can select multiple Task Links and the green and yellow grab points are provided, OnePager only allows you to use the drag and drop method of repositioning the connection line or the Begin or End point shape on one Task Link at a time. When using the drag and drop method, the other selected Task Links remain selected. For Begin and End point shapes, the green grab points do not come off of the task/milestone. The selection grab points behave as described below when using your mouse to adjust their positions.

Beginning and Ending Green Grab Points

These green grab points can be moved up and down between three positions on the task bar/milestone symbol to fine tune their position vertically as shown in the sequence below:

Initial Configuration of Task Link Finish-to-Start
P70-19 1 2 1-70-70-(48)-09292020.png
Task Link End Point Shape Selected Showing Snap-To-Grab Points
P70-19 1 2 1-70-70-(49)-09292020.png

When a Task Link is selected as shown in the first illustration above, OnePager indicates where the Begin and End point shapes positions are with green grab points. If you select the End point shape of the Task Link as shown in the second illustration above, OnePager provides unfilled green grab points to indicate valid snap-to-positions for the End point shape. If you position the Task Link’s End point shape in between the snap-to-positions and release the mouse button the Task Link’s End point shape moves to the nearest snap-to-position.

For manual Task Links, you are able to drag the Begin and End point shape’s green grab points horizontally to adjust the horizontal anchor position as shown below:

P70-19 1 2 1-70-70-(50)-09292020.png

Middle Yellow Grab Points

When there is a multi-segment connection line representing a Task Link, the yellow grab point(s) in the middle of the multi-segment connection line are displayed when the Task Link is selected as shown here:

P70-19 1 2 1-70-70-(51)-09292020.png

Grabbing a middle yellow grab point with the mouse allows you to move the yellow grab point in either a horizontal or vertical direction within the graph. Attempting to move yellow grab point too far in the graph area can produce unexpected results. You can manipulate the middle yellow grab point for either a manual Task Link without causing the Task Link to become a maverick.

Repositioning Task Link Connection Lines on Various Task Bar Shapes

OnePager Pro has a variety of task bars available, so there are a few tips for re-positioning Task Link Begin/End points you can use when working with a task bar with rounded or pointed ends. The two task bars shown below are rectangular with a Task Link Connection Line Begin point originating the Predecessor’s bottom vertical anchor to the Successor’s top vertical anchor:

P70-19 1 2 1-70-70-(52)-09292020.png

Changing the Successor task bar to a shape with a point on both ends, as in the example below, shifts the Task Link Connection Line’s End point to appear to be at the Successor’s middle vertical anchor. In reality, the top anchor position has moved downward on the shape do to its geometry.

P70-19 1 2 1-70-70-(53)-09292020.png

For a more clear view of how Task Links are attaching to your task bars, right-click on the Task Link and click the Properties … command. You can now see that the Vertical Anchor point for this Successor task is likely set to Auto as shown here:

P70-19 1 2 1-70-70-(54)-09292020.png

Editing the Vertical Anchor settings for the Successor task to Top, Middle, or Bottom enables you to know for sure where the Task Link is attaching.

P70-19 1 2 1-70-70-(55)-09292020.png

It is recommended that consideration be given to task bar and connection line routing when considering using the drag and drop method to reposition Task Link Begin/End Vertical Anchor points.

Related Links

Conditional Formatting (Portal)

Creating and Managing Curtains

Using the Where Are My Links? Form for OnePager Pro

Background Images (Portal)

Deleting, Ordering, and Changing Images

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