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| − | ==About Manual Task Links== | + | ==Rules for Importing Data-Driven Task Links – Template Properties Form Rules== |
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| − | This article covers the enhancements made to manual '''Task Links''' in OnePager Express.
| + | The requirements for '''importing Data-drive Task Links''' '''before''' a chart is created are discussed in this article along with rules for '''showing Data-Driven Task Links''' in the chart. |
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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 bars/milestone symbols.
| + | The '''“Master”''' switch in the OnePager Pro '''Template Properties '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here: |
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| − | The next section covers all the controls available in the '''Chart Editor '''for '''editing''' manual '''Task Links'''.
| + | <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>--> |
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| − | Following is a discussion of '''Global editing '''techniques for manual '''Task Links''' using the '''Template Properties''' and '''Chart Properties ''' forms.
| + | The '''default''' setting for the '''Show task links''' checkbox is checked or '''ON'''. If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''. In order to '''import Data-driven Task Links''' when a chart is being '''created''', the '''Import predecessors''' checkbox located in the '''Data-Driven Task Links '''control group of the above '''Template Properties '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below: |
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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 shapes into consideration when re-positioning '''connection lines'''.
| + | <center>[[File:P70-19_1_3_1-70-(2)-09302020.png]]</center> |
| | + | <!--<center>P70-19_1_3_1-70-(2)-09302020.png</center>--> |
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| − | ==Basic Management of Manual Task Links==
| + | In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''. OnePager Pro assumes that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for the '''Data-driven Task Link''' information source. OnePager Pro only '''imports predecessor data '''from the Microsoft Project '''predecessor field'''. Although OnePager Pro 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 Project '''source plan'''. |
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| − | ===Adding Manual Task Links=== | + | ==Rules for Importing Data-Driven Task Links – Chart Properties Form Rules== |
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| − | Adding manual '''Task Links''' to the chart requires you to identify at least two task bars/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 bar(s).
| + | The requirements for '''importing data-drive Task Links''' '''after''' a chart is '''created''' are discussed in this sub-section. Assume for a moment that the current '''Template Properties '''form is configured in the '''Task Links ''' tab such that the '''Show task links''' checkbox is checked '''ON''', the '''Import predecessors''' checkbox is checked '''OFF''', and the chart is '''created''' and looks like this: |
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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 Express ribbon and click the '''Task Link''' button:
| + | <center>[[File:P70-19_1_3_1-70-(3)-09302020.png]]</center> |
| | + | <!--<center>P70-19_1_3_1-70-(3)-09302020.png</center>--> |
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| − | <center>[[File:X70-19_1_2_2-70-70-(1)-10242019.png]]</center>
| + | In this situation, the chart above is '''created without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''. To '''import '''and '''show''' all '''Data-driven Task Links''', the '''Chart Properties ''' form must be accessed and the '''Import and show links''' checkbox in the '''Data-Driven Task Links '''control group of the '''Chart Properties '''form’s '''Task Links '''tab must be checked '''ON''' as shown here: |
| − | <!--<center>X70-19_1_2_2-70-70-(1)-10242019.png</center>-->
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| − | The manual '''Task Link '''appears in the chart between the '''selected''' task bars or milestone symbols:
| + | <center>[[File:P70-19_1_3_1-70-(4)-09302020.png]]</center> |
| | + | <!--<center>P70-19_1_3_1-70-(4)-09302020.png</center>--> |
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| − | <center>[[File:X70-19_1_2_2-70-70-(1-1)-10062020.png]]</center>
| + | When you click the '''Apply''' or '''OK''' button on the '''Chart Properties''' form, OnePager Pro goes back to your '''source plan''', '''imports''' the available '''Dependency '''information, and '''shows''' the '''Data-driven Task Links '''that comply with the '''show''' '''rules''' discussed below. The revised chart then looks like this: |
| − | <!--<center>X70-19_1_2_2-70-70-(1-1)-10062020.png</center>-->
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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:
| + | <center>[[File:P70-19_1_3_1-70-(5)-09302020.png]]</center> |
| | + | <!--<center>P70-19_1_3_1-70-(5)-09302020.png</center>--> |
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| − | <center>[[File:X70-19_1_2_2-70-70-(2)-10062020.png]]</center>
| + | At this point '''Data-driven Task Links''' can be '''edited''' by changing the '''show/hide''' status or by '''editing '''their '''format properties'''. |
| − | <!--<center>X70-19_1_2_2-70-70-(2)-10062020.png</center>-->
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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'''. This feature is further described below.
| + | For more information on '''editing Task Links''', please see the articles at: [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70--> and [[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-70--> |
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| − | ===Alternative Method for Adding Manual Task Links=== | + | ==Rules for Showing Data-Driven Task Links== |
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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:
| + | ===Rules Regarding Imported Tasks and Milestones=== |
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| − | <center>[[File:X70-19_1_2_2-70-70-(3-1)-10062020.png]]</center>
| + | Although OnePager Pro '''imports''' all '''Dependency '''information when the conditions stated above are met, '''Data-driven Task Links''' are not always eligible to be '''shown '''in the chart unless the conditions stated below are also met. For a '''Data-driven Task Link''' to be '''shown '''in the chart, its '''source plan predecessor '''and '''successor''' tasks must be '''Flagged '''for '''import''' by OnePager Pro. If either the '''source plan predecessor''' or '''successor''' task in the pair is '''not imported''', OnePager Pro cannot '''show''' its associated '''Data-driven Task Link''' although the '''Dependency''' information is '''imported'''. |
| − | <!--<center>X70-19_1_2_2-70-70-(3-1)-10062020.png</center>-->
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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'''.
| + | One or both of the '''source plan Predecessor/Successor''' pair of tasks '''must be''' within the '''Start/Finish Date boundaries''' for the chart for the corresponding '''Data-driven Task Link''' to be '''shown'''. OnePager Pro shows '''Data-driven Task Link connection lines '''to task shapes that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''. |
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| − | ===The Where Are My Links? Form=== | + | ===Rules Regarding Hiding Predecessor or Successor Task/Milestone(s)=== |
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| − | With the addition of '''Data-driven Task Links''' in OnePager Express, 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:
| + | If you '''hide''' a '''predecessor '''or '''successor '''task/milestone shape that was previously '''imported''', the task bar/milestone symbol is '''hidden'''. Any associated '''Task Links '''('''Data-driven''' or manual) are also '''hidden'''. And the '''Where Are My Links? '''form (see the subsection following) contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked'''. The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar/milestone symbol(s). |
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| − | <center>[[File:X70-19_1_2_2-70-(4)-12142020.png]]</center>
| + | For more information on '''hiding''' task bars/milestone symbols and the '''Where’s My Stuff?''' form, please see the articles at: [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-70--> and [[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--> |
| − | <!--<center>X70-19_1_2_2-70-(4)-12142020.png</center>--> | + | |
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| − | The '''Where Are My Links? '''form is accessed easily from the OnePager Express '''Home '''ribbon in the '''Editing''' group of controls using the '''Show/Hide''' dropdown as shown below:
| + | 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/milestone(s) remain '''hidden'''. A '''tool tip''' is provided when you hover over the '''Show '''column checkbox under these conditions. |
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| − | <center>[[File:X70-19_1_1_2-70-(4)-10052020.png]]</center>
| + | To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar/milestone symbol(s) by either: |
| − | <!--<center>X70-19_1_1_2-70-(4)-10052020.png</center>-->
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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:
| + | :1) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task bar/milestone symbol(s), |
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| − | <center>[[File:X70-19_1_2_2-70-70-(6)-10062020.png]]</center>
| + | :2) Use the OnePager ribbon’s '''Home''' tab's '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or |
| − | <!--<center>X70-19_1_2_2-70-70-(6)-10062020.png</center>-->
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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 Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-70-->
| + | :3) Use the '''UNDO''' command on the OnePager ribbon if you are able. |
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| − | ===Deleting Manual Task Links===
| + | Once the '''hidden''' task bar/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well. |
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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 the '''task link''' right-click '''context menu '''as shown below:
| + | ==Managing Task Links in the Chart== |
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| − | <center>[[File:X70-19_1_2_2-70-70-(7)-10062020.png]]</center>
| + | After '''Data-driven Task Links''' are '''imported''' and are being '''shown''' in the chart, OnePager Pro provides you a tool for managing your '''Task Links''' as described in the following subsections. |
| − | <!--<center>X70-19_1_2_2-70-70-(7)-10062020.png</center>-->
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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? '''form. Manual '''Task Links''' cannot be '''hidden''' whereas '''Data-driven Task Links''' can be '''hidden '''but not '''deleted'''.
| + | ===The OnePager Pro Where Are My Links? Form=== |
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| − | ===Ordering Manual Task Links===
| + | In OnePager Pro, the '''Chart Properties '''form '''Task Link '''tab, in the '''Data-Driven Task Links '''control group there is an additional button, the '''Where Are My Links? '''button, as shown here: |
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| − | The '''Order''' command 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.
| + | <center>[[File:P70-19_1_2_1-70-70-(7)-09292020.png]]</center> |
| | + | <!--<center>P70-19_1_2_1-70-70-(7)-09292020.png</center>--> |
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| − | The '''Order''' command looks like this when you right-click a manual '''Task Link''': | + | The '''Where Are My Links?''' form can also be accessed from the '''Editing''' control group on the OnePager ribbon’s '''Home''' tab by clicking the '''Show/Hide '''dropdown and selecting the '''Where Are My Links? '''command as shown below: |
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| − | <center>[[File:X70-19_1_2_2-70-70-(8)-10062020.png]]</center> | + | <center>[[File:P70-19_1_1-70-(4)-09282020.png]]</center> |
| − | <!--<center>X70-19_1_2_2-70-70-(8)-10062020.png</center>--> | + | <!--<center>P70-19_1_1-70-(4)-09282020.png</center>--> |
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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-->
| + | Using either the Chart Properties form’s '''Task Links''' tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here: |
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| − | ===Adding Another ... Manual Task Link===
| + | <center>[[File:P70-19_1_1-70-(11)-10182019.png]]</center> |
| | + | <!--<center>P70-19_1_1-70-(11)-10182019.png</center>--> |
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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''' task bars/milestone symbols. This allows you to '''add another''' manual '''Task Link(s)''' between the same two or more '''selected''' task bars/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'''. | + | The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''. The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager creates the form’s content based upon the snapshot that is being displayed in the '''Chart Editor '''. At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task/milestone shapes that meet the '''task name filtering rule''' appears in the form’s data window. |
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| − | 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:
| + | For example, if you want to show only those entries that relate to '''Engineering Team 2''' task shape names, type the task shape name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this: |
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| − | <center>[[File:X70-19_1_2_2-70-70-(9)-10062020.png]]</center> | + | <center>[[File:P70-19_1_3_1-70-(6)-09302020.png]]</center> |
| − | <!--<center>X70-19_1_2_2-70-70-(9)-10062020.png</center>--> | + | <!--<center>P70-19_1_3_1-70-(6)-09302020.png</center>--> |
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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:
| + | After clicking the '''Filter '''button the entries shown in the '''Where Are My Links? '''form’s window are only those where the '''Engineering Team 2''' task shape name appears in either a '''Predecessor''' or '''Successor '''task bar/milestone symbol name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden'''). The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes. Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window. |
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| − | <center>[[File:X70-19_1_2_2-70-70-(10)-10152020.png]]</center>
| + | There are four (4) columns in the '''Where Are My Links? '''form. |
| − | <!--<center>X70-19_1_2_2-70-70-(10)-10152020.png</center>-->
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| − | ===Putting Links in all Snapshots===
| + | In the '''Show '''column (1) you can check or uncheck any entry’s checkbox to control the '''showing''' (or '''hiding'''), respectively, of the associated '''Task Links. ''' |
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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 task bars 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. | + | The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair. The numbers in parenthesis following the task shape name correspond to the '''Unique ID''' for Microsoft Project '''source plans'''. |
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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-->
| + | The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual'''). The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''. |
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| − | ==Creating Daisy Chained Manual Task Links==
| + | Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries. 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. Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries. |
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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 process.
| + | The '''Use Show/Hide Defaults''' button at the bottom of the form controls the '''resetting of defaults''' for '''showing ('''or '''hiding''')''' Task Links''' based upon the '''Task Link Filter rules '''you established in the '''Task Link Filter Rules '''form. This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''. |
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| − | 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:
| + | If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection. |
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| − | <center>[[File:X70-19_1_2_2-70-70-(11)-10062020.png]]</center>
| + | The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All''' '''Task Link '''entries in the chart. These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form. |
| − | <!--<center>X70-19_1_2_2-70-70-(11)-10062020.png</center>-->
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| − | The second step is to click the '''Task Link''' button on the OnePager ribbon’s '''Insert''' tab shown here:
| + | ===Using the Where Are My Links? Form to Show or Hide Task Link=== |
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| − | <center>[[File:X70-19_1_2_2-70-70-(1)-10242019.png]]</center>
| + | Use the form to quickly '''edit''' the '''show/hide status '''of any '''Task Link '''entry in the form for the '''current snapshot''' by either checking ('''ON''') or unchecking ('''OFF''') the checkbox in the '''Show '''column of the form for the '''Task Link '''entry you want to '''edit'''. |
| − | <!--<center>X70-19_1_2_2-70-70-(1)-10242019.png</center>-->
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| − | At the completion of the second step, the chart looks like this after you increased the '''row height''' to better '''show''' the '''Daisy Chain '''of three manual '''Task Links''':
| + | 28) The '''Where Are My Links? '''form is shown below: |
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| − | <center>[[File:X70-19_1_2_2-70-70-(12)-10062020.png]]</center> | + | <center>[[File:P70-19_1_3_1-70-(7)-09302020.png]]</center> |
| − | <!--<center>X70-19_1_2_2-70-70-(12)-10062020.png</center>--> | + | <!--<center>P70-19_1_3_1-70-(7)-09302020.png</center>--> |
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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 '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''Chart Editor'''. If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time. |
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| − | ====Alternative Method for Creating a Daisy Chain====
| + | For more information on the controls in 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--> |
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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 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: | + | '''Editing''' the '''show/hide status '''of '''Task Link(s) '''in the '''Where Are My Links?''' form as described above can turn the '''edited Task Link(s) '''into '''maverick Task Link(s)'''. The '''edit''' made to any entry in the '''Where Are My Links?''' form applies to the '''current snapshot'''. |
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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.
| + | ==Related Links== |
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| − | <center>[[File:X70-19_1_2_2-70-70-(11)-10062020.png]]</center>
| + | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-70--> |
| − | <!--<center>X70-19_1_2_2-70-70-(11)-10062020.png</center>--> | + | |
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| − | The second step is to right-click any of the selected task bar to access the '''task bar''' right-click '''context menu''' shown below:
| + | [[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--> |
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| − | <center>[[File:X70-19_1_2_2-70-70-(13)-10062020.png]]</center>
| + | [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70--> |
| − | <!--<center>X70-19_1_2_2-70-70-(13)-10062020.png</center>--> | + | |
| | | | |
| − | 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:
| + | [[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-70--> |
| | | | |
| − | <center>[[File:X70-19_1_2_2-70-70-(12)-10062020.png]]</center>
| + | [[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--> |
| − | <!--<center>X70-19_1_2_2-70-70-(12)-10062020.png</center>--> | + | |
| | | | |
| − | ====Creating Daisy Chains with the Lasso Option====
| + | (19.1.3.1-70) |
| − | | + | |
| − | 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:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(14)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(14)-10062020.png</center>-->
| + | |
| − | | + | |
| − | 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:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(15)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(15)-10062020.png</center>-->
| + | |
| − | | + | |
| − | To complete the process, right-click on any selected task bar to access '''task bar''' right-click '''context menu '''and click the '''Insert task link(s)''' command.
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(16)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(16)-10062020.png</center>-->
| + | |
| − | | + | |
| − | Doing this causes OnePager to draw the '''daisy chain '''manual '''Task Links''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(17)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(17)-10062020.png</center>-->
| + | |
| − | | + | |
| − | ====Creating the Daisy Chain 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:
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(22-1)-10122020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(22-1)-10122020.png</center>-->
| + | |
| − | | + | |
| − | Once all the task bars/milestone symbols are '''selected''', proceed with a right-click on any '''selected''' task bar to access the '''task bar''' right-click '''context menu''' and click the '''Insert task link(s)''' command. Using the '''Lasso''' or 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 task bars/milestone symbols 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.
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(19)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(19)-10072020.png</center>-->
| + | |
| − | | + | |
| − | 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 in the chart shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(20-1)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(20-1)-10072020.png</center>-->
| + | |
| − | | + | |
| − | '''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:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(21)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(21)-10072020.png</center>-->
| + | |
| − | | + | |
| − | The '''Task Link Properties '''form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(14)-10052020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(14)-10052020.png</center>-->
| + | |
| − | | + | |
| − | 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.
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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:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(23)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(23)-10072020.png</center>-->
| + | |
| − | | + | |
| − | ====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:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(24)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(24)-10072020.png</center>-->
| + | |
| − | | + | |
| − | ====Delete Command====
| + | |
| − | | + | |
| − | '''Deleting''' a manual '''Task Link''' includes two options: (1) '''At this snapshot''' and (2)''' At all snapshots'''. The handling of each option in OnePager is explained below:
| + | |
| − | | + | |
| − | '''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:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(25)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(25)-10072020.png</center>-->
| + | |
| − | | + | |
| − | 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''':
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(26)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(26)-10072020.png</center>-->
| + | |
| − | | + | |
| − | 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 bars/milestones symbol 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:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(27)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(27)-10072020.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(14)-10052020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(14)-10052020.png</center>-->
| + | |
| − | | + | |
| − | 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:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(29)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(29)-10072020.png</center>-->
| + | |
| − | | + | |
| − | 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.
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| − |
| + | |
| − | 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.
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| − | | + | |
| − | 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'''.
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| − | | + | |
| − | =====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.
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| − | | + | |
| − | These '''five connection line options''' are shown below:
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| − | <center>[[File:X70-19_1_2_2-70-70-(30)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(30)-10072020.png</center>-->
| + | |
| − | | + | |
| − | =====Arrow Style=====
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| − | | + | |
| − | In OnePager there are enhanced '''Arrow Styles''' as shown below:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(31)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(31)-10072020.png</center>-->
| + | |
| − | | + | |
| − | 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'''.
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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.
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| − | | + | |
| − | =====Corner Radius=====
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| − | | + | |
| − | 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.
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| − | | + | |
| − | Below is an example of a '''Corner Radius''' of 1:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(32)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(32)-10072020.png</center>-->
| + | |
| − | | + | |
| − | For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(33-1)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(33-1)-10072020.png</center>-->
| + | |
| − | | + | |
| − | =====Dependency Type=====
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| − | | + | |
| − | For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(34)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(34)-10072020.png</center>-->
| + | |
| − | | + | |
| − | '''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'''.
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| − | | + | |
| − | This 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'''.
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| − | | + | |
| − | 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:
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(35)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(35)-10072020.png</center>-->
| + | |
| − | | + | |
| − | =====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 bar/milestone symbol. There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' tasks.
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| − | | + | |
| − | '''Top''': The '''Task Link connection line''' '''anchors''' at the '''Top''' of the task bar/milestone symbol and '''departs vertically '''or '''horizontally''' from the '''Top'''.
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(36)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(36)-10072020.png</center>-->
| + | |
| − | | + | |
| − | '''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'''.
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(37)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(37)-10072020.png</center>-->
| + | |
| − | | + | |
| − | '''Bottom''': The '''Task Link connection line anchors''' at the '''bottom '''of the task or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
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| − | | + | |
| − | <center>[[File:X70-19_1_2_2-70-70-(38-1)-10072020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_2_2-70-70-(38-1)-10072020.png</center>-->
| + | |
| − | | + | |
| − | '''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.
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| − | | + | |
| − | ===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 ways:
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| − | | + | |
| − | :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.
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| − | 6) The '''Template Properties''' form '''Task Link''' tab looks like this:
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| − | <center>[[File:X70-19_1_2_2-70-70-(39-1)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(39-1)-10072020.png</center>-->
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| − | ===Chart Properties Form Task Link Properties Tab===
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| − | 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:
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| − | <center>[[File:X70-19_1_2_2-70-70-(40)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(40)-10072020.png</center>-->
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| − | '''Show task links '''checkbox: This major control is 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.
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| − | '''Default Task Link Formatting '''control group: Initially, this 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'''.
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| − | The control sub-group controls include:
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| − | :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'''.
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| − | :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'''.
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| − | :3) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the '''connection line’s''' 90 degree corners.
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| − | :4) The larger the pixel count, the more rounded the '''connection line''' corner appears.
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| − | :4) For more information on this subject please see this section in the article at: [[Manual Task Links for OnePager Express for Version7.0#Using the Task Link Properties Form to Edit Task Link Format Properties | Using the Task Link Properties Form to Edit Task Link Format Properties]] <!--19.1.2.2-70-->
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| − | :5) '''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'''.
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| − | :6) You also have control over the '''size '''of each '''anchor point shape'''.
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| − | :7) '''Horizontal Anchor (Manual Task Links Only)''' controls: This control sub-group permits you to specify the '''Dependency Type''' for manual '''Task Links '''only.
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| − | :8) 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.
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| − | :9) '''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.
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| − | :10) Clicking the '''Auto''' radio button '''ON''' tells OnePager to make this determination as best it can to avoid cluttering within the chart.
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| − | '''Data-Driven Task Links '''control group: This 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,
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| − | 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.
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| − | ==Other Topics==
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| − | ===Selecting Multiple Task Links to Edit with the Task Link Properties Form===
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| − | OnePager Express permits you to select multiple manual '''Task Links''' using the '''CTL+Left-Click''' method. Because there are two 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 '''task link''' right-click '''context menu''' for the '''Task Link '''type which you used the right-click to access the '''task link''' right-click '''context menu'''.
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| − | 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:
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| − | <center>[[File:P70-19_1_2_1-70-70-(9)-10202019.png]]</center>
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| − | <!--<center>P70-19_1_2_1-70-70-(9)-10202019.png</center>-->
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| − | 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:
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| − | <center>[[File:P70-19_1_2_1-70-70-(8)-10202019.png]]</center>
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| − | <!--<center>P70-19_1_2_1-70-70-(8)-10202019.png</center>-->
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| − | The difference between the two types of '''task link''' right-click '''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 '''task link''' right-click '''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.
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| − | When you do make '''multiple Task Link selections''' of '''different types''' of '''Task Links''' and use the '''task link''' right-click '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command, the '''Task Links Properties '''form looks like this:
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| − | <center>[[File:X70-19_1_2_2-70-70-(41)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(41)-10072020.png</center>-->
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| − | 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'''.
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| − | 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.
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| − | '''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 '''task link''' right-click '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command, 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'''.
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| − | ===Repositioning Task Link Connection Lines Using Drag and Drop Methods===
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| − | 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 bars/milestone symbols. 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.
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| − | '''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:
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| − | <center>[[File:P70-19_1_2_1-70-70-(47)-09292020.png]]</center>
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| − | <center>P70-19_1_2_1-70-70-(47)-09292020.png</center>-->
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| − | 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 bar/milestone symbol. The selection''' grab points''' behave as follows when using your mouse to adjust their positions
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| − | ====Beginning and Ending Green Grab Points====
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| − | 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:
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| − | <center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
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| − | <center>[[File:X70-19_1_2_2-70-70-(43)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(43)-10072020.png</center>-->
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| − | <center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
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| − | <center>[[File:X70-19_1_2_2-70-70-(44)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(44)-10072020.png</center>-->
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| − | 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'''.
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| − | 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:
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| − | <center>[[File:X70-19_1_2_2-70-70-(45)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(45)-10072020.png</center>-->
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| − | ====Middle Yellow Grab Points====
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| − | 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:'''
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| − | <center>[[File:X70-19_1_2_2-70-70-(46)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(46)-10072020.png</center>-->
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| − | 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'''.
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| − | ===Repositioning Task Link Connection Lines on Various Task Shapes===
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| − | OnePager Express has a variety of task bar shapes available, so there are a few tips for re-positioning '''Task Link Begin/End points '''you can use when working with a task bar shape with rounded or pointed ends. The two tasks 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''':
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| − | <center>[[File:X70-19_1_2_2-70-70-(47)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(47)-10072020.png</center>-->
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| − | Changing the '''Successor '''task bar shape to a task bar 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 task bar shape do to its geometry.
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| − | <center>[[File:X70-19_1_2_2-70-70-(48)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(48)-10072020.png</center>-->
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| − | For a more clear view of how '''Task '''Links are attaching to your task bar shapes, 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:
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| − | <center>[[File:X70-19_1_2_2-70-70-(49)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(49)-10072020.png</center>-->
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| − | '''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.
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| − | <center>[[File:X70-19_1_2_2-70-70-(50)-10072020.png]]</center>
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| − | <!--<center>X70-19_1_2_2-70-70-(50)-10072020.png</center>-->
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| − | It is recommended that consideration be given to task bar shape and '''connection line routing''' when considering using the drag and drop method to re-position '''Task Link Begin/End Vertical Anchor points'''.
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| − | ==Related Links==
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| − | [[Creating and Managing Curtains for Version 7.0 | Creating and Managing Curtains]] <!--16.0.1-70-->
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| − | [[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.1-70-->
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| − | [[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] <!--20.0.1-70-->
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| − | [[Deleting, Ordering, and Changing Images for Version 7.0 | Deleting, Ordering, and Changing Images]] <!--20.4.1-70-->
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| − | (19.1.2.2-70)
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| | | | |
| | [[Category:Version 7.0]] | | [[Category:Version 7.0]] |
| − | [[Category:Editing the Chart]] | + | [[Category:OnePager Pro]] |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| − | [[Category:Manual Task Links]]
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| − | [[Category:Data-Driven Task Links]]
| |
| − | [[Category:Task/Milestone]]
| |
| − | [[Category:Ribbon]]
| |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Templates]] | + | [[Category:Edit the Chart]] |
| | + | [[Category:Snapshot Independent]] |
| | + | [[Category:Task/Milestone]] |
| | + | [[Category:Template]] |
| | [[Category:Chart Properties]] | | [[Category:Chart Properties]] |
| | [[Category:Task Links Tab]] | | [[Category:Task Links Tab]] |
| | [[Category:Where Are My Links?]] | | [[Category:Where Are My Links?]] |
| − | [[Category:OnePager Express]] | + | [[Category:Where’s My Stuff?!]] |
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