Difference between revisions of "What's New with OnePager Release 7.0?"

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==Overview==
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==Overview - New Features and Upgrades==
  
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===Upgrades and New Features===
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OnePager Pro ('''OPP''') and Express ('''OPX''') version 7.0 provides two new '''capabilities and features''', and six '''upgrades and enhancements''' that are summarized in this article. 
  
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1) OnePager Pro ('''OPP''') and Express ('''OPX''') version 7.0 provides six new '''capabilities, features, and enhancements''' that are summarized in this article.  These new '''capabilities, features, and enhancements''' are:
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These new '''capabilities and features are''':  
  
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:(1) User Interface Upgrade
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:* Multiple Swimlane Levels
 +
:* The Smart Text Optimization Feature
  
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:(2) The Smart Task/Milestone Text Labeling - Text Label Collision Avoidance Feature
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The new '''upgrades and enhancements''' are:
  
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:(3) Task/Milestone Text Sub-Shape Selection Capability
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:* Refreshed User Interface
 +
:* Easier Timeline and Gantt Chart Layouts
 +
:* Easier Text Editing
 +
:* Advanced Swimlane Formatting
 +
:* Advanced Text Column Formatting
 +
:* Nomenclature Changes
  
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:(4) The Multiple Swimlanes Feature
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The subsections below provide an overview and links to more detailed descriptions of the new '''upgraded capabilities, features, and enhancements''':
  
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:(5) Text Font Standardization
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==New Features and Capabilities==
  
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:(6) New Desktop Applications (TBD)
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===Multiple Swimlane Levels===
  
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===Other Changes for OnePager 7.0===
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Previous versions of OnePager Pro and Express supported '''one swimlane level''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values.
  
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2) In the process of producing OnePager 7.0 we responded to our customers by making changes to our terminology usage.
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====About Multiple Swimlane Levels====
  
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:a) We changed the terminology used to refer to the principle graphic output of OnePager from '''project view''' to '''chart'''.  We did this since the great majority of our customers use OnePager to produce what they call '''charts''' and rarely us the term '''project view''' when referencing the output products of OnePager in their schedule conversations.  In this document (Wiki) the word '''chart''' replaces the term '''project view'''.
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OnePager Pro and Express version 7.0 now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, its Projects, and their Phases as shown here:
  
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:b) To be consistent with the change to the word '''chart''', we changed the name of the '''Project-View Properties''' ('''PVP''') form to '''Chart Properties''' form.
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<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
 +
<!--<center>P70-0_4-70-(20)-03102020.png</center>-->
  
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:c) Finally, under this terminology change, the '''Project View Editor''' ('''PVE''') becomes the '''Chart Editor''' everywhere in this Wiki document.
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In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.  The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''.
  
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3) The subsections below provide an overview and links to more detailed descriptions of these new '''capabilities, features, and enhancements''':
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'''Definition''' and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the '''Chart Properties '''form is shown below:
  
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==(1) User Interface Upgrade==
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<center>[[File:P70-0_4-70-(21-1)-08282020.png]]</center>
 +
<!--<center>P70-0_4-70-(21-1)-08282020.png</center>-->
  
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===Overview===
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In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''.
  
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1) The '''User Interface Upgrade''' is our approach to giving OnePager products a more up-to-date look and feel consistent with the latest versions of the Microsoft Office products with which OnePager interfaces.
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'''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above.
  
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2) This upgrade involves a modernization of the '''Chart Editor''', its tool bar tabs, button icons, and dropdown menus.
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There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''
  
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3) In a similar way, all primary forms such as the '''Chart Properties''' and '''Template''' forms have their look and feel modernized to be consistent through out our product line and to make sub-control groups easier to identify.  Additionally, other sub-forms were simplified to achieve the same goals.
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The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template '''form’s '''Rows/Swimlanes''' tab.
  
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===More Information===
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====More Information====
  
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4) Please take a moment to look at the Read More… article below which provides more information on the new '''OnePager User Interface''' upgrade and some examples of the look and feel changes made to the '''Chart Editor''' and supporting forms.
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Detailed information on the new '''Multiple Swimlane Levels''' feature can be found at these links:
  
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:Read More... [[User Interface Upgrades for OnePager 7.0 | User Interface Upgrades for OnePager 7.0]] 0.4.2.1-70
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<center>
 +
{| class="wikitable"
 +
| [[Using Rows and Swimlanes for OnePager Version 7.0 | Using Rows and Swimlanes]] <!--4.0.1.5-70-->
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|-
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| [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
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|}
 +
</center>
  
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==(2) The Smart Task/Milestone Text Labeling - Text Label Collision Avoidance Feature==
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Please take a moment to look at the '''Read More…''' article below which provides an introduction of these new '''Multiple Swimlane Levels''' feature with examples:
  
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===About Smart Task/Milestone Text Labeling===
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:Read More... [[Multiple Swimlane Levels for OnePager 7.0 | Multiple Swimlane Levels]] <!--0.4.1-70-->
  
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1) Often task/milestone text labels overlap in cases where task shapes are moved up or down in the '''Chart Editor''' or the text label is too long to fit in the '''allowable space'''.  A '''chart''' example representing this situation might look like this:
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===The Smart Text Optimization Feature===
  
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:a) Here is a portion of the '''graph''' before tasks are moved into the same row:
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====About The Smart Text Optimization Feature====
  
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<center>[[File:P70-0_4-70-(9)-03262019.png]]</center>
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Previous versions of OnePager required you to re-position '''task bar name labels''' for '''task names''' in the chart when various '''editing''' actions caused '''task bar name labels''' to '''collide'''. That is, when the '''task  bar name label''' overlays a task bar or other '''task  bar name label''' and they become difficult to read in the chart or other '''output media'''. In such cases, you needed to select the '''task bar name label''', go to the '''Home''' ribbon tool bar tab's '''Position''' control group, and select a new '''task bar name label position''' from those available in the dropdown list.  Often, it required '''several selections''' and perhaps the creation of a '''task bar name label in a comment box''' and a few '''drag and drop''' actions before the '''task bar name label''' became more readable.
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<center><P70-0_4-70-(9)-03262019.png></center>
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:b) And here is the same '''graph''' portion after a task is moved into the same row:
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With OnePager 7.0  a new capability is provided called the '''Smart Text Optimization''' feature that recognizes these '''task bar name label collision''' situations during chart '''creation''' and '''updates''' and '''automatically''' attempts to take the '''task bar name label''' involved out of '''collision'''. Implementation of this new feature comes with three (3) additional '''task bar name label position options''': '''Best fit all directions''', '''Best fit above/below''', '''Legacy best fit'''.  The '''Legacy best fit''' option recognizes '''task bar name label positions''' from previous versions of OnePager Pro and Express.
 +
Also provided are a set of controls that give you options for establishing the '''priorities''' with which the '''text collision avoidance algorithm''', as we call it, employs the feature for you.
  
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<center>[[File:P70-0_4-70-(10)-03262019.png]]</center>
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Finally, there is a new command provided in the '''task bar''' right-click '''context menu''' and the '''task bar name label''' right-click '''context menu''' you can use to perform the '''text collision avoidance algorithm manually''' on selected task bars/milestone symbols that are involved in a '''task bar name label collision''' situation.
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<center><P70-0_4-70-(10)-03262019.png></center>
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:c) The above '''task text label collision''' can be easily remedied by selecting one or both of the '''text labels in collision''' and using the '''Label Position''' control dropdown menu on the '''Home''' tool bar tab to select alternative positions for the text label as illustrated below where the left most tasks text label is moved to the left of the task shape and the dropdown list below shows that the '''Right''' option is being selected for the right most task:
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====More Information====
  
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<center>[[File:P70-0_4-70-(11-1)-03272019.png]]</center>
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Detailed information on the new '''Smart Text Optimization''' feature can be found at these links:  
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<center><P70-0_4-70-(11-1)-03272019.png></center>
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:d) When the action is completed the selected task's '''text label''' is positioned to the '''Right''' of the task:
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<center>
 +
{| class="wikitable"
 +
| [[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
 +
|-
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| [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
 +
|-
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| [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
 +
|}
 +
</center>
  
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<center>[[File:P70-0_4-70-(12-1)-03272019.png]]</center>
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Please take a moment to look at the '''Read More…''' article below which provides an introduction of these new '''Text Collision Avoidance'''  features with examples:
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<center><P70-0_4-70-(12-1)-03272019.png></center>
+
  
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2) The steps taken above are the same steps available with OnePager before version 7.0.  The '''Smart Task/Milestone Text Labeling''' feature new with OnePager 7.0 provides you with a more automated way to tidy up a '''chart'''  where task/milestone '''text label is in collision'''. To illustrate this let us consider the situation found in the example from paragraph 1) b) above.
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:Read More... [[The Smart Text Optimization Feature for OnePager 7.0 | The Smart Text Optimization Feature]]. <!--0.4.2-70-->
  
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:a) Using your mouse to select both tasks with the CTL+Left-Shift action and then right-clicking on one of the two selected tasks accesses the '''context menu''' shown below with the new command for fixing the task text label collision:
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==Upgrades and Enhancements==
  
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<center>[[File:P70-0_4-70-(13)-03262019.png]]</center>
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===Refreshed User Interface===
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<center><P70-0_4-70-(13)-03262019.png></center>
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:b) At the completion of the action, the text labels for each of the selected tasks look like this:
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====About the Refreshed User Interface====
  
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<center>[[File:P70-0_4-70-(14)-03262019.png]]</center>
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The '''Refreshed User Interface''' is our enhancement to giving OnePager products a more up-to-date look and feel consistent with the latest versions of the Microsoft Office  and other Project Scheduling software products interfacing with OnePager. This enhancement involves a modernization of the '''Chart Editor''', its '''ribbon tool bar tabs''', button '''Icons''', various forms and sub-forms, dropdown menus/lists, and left-click and right-click context menus. In a similar way, all major forms such as the '''Chart Properties''' and '''Template Properties''' forms are modernized to be consistent throughout our product line and to make their control groups easier to identify.  Additionally, other sub-forms were simplified to achieve the same goals.
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<center><P70-0_4-70-(14)-03262019.png></center>
+
  
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3) The purpose of implementing this feature is to give you control over how OnePager 7.0 fixes '''task/milestone text label collisions'''.
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====More Information====
  
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4) OnePage 7.0 comes to your assistance when you '''select''' one or more task/milestone shapes where their '''text label(s) are in collision'''.  Once you make the desired selections, the '''Re-optimize text collisions for the selected task/milestones''' command is available and tells OnePager 7.0 to '''re-optimize''' the selected task/milestone shape's text labels so they avoid the '''collision''' situation.
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Please take a moment to look at the '''Read More…''' article below which provides additional information on the new '''OnePager User Interface''' enhancements and some examples of the look and feel changes made to the '''Chart Editor''' and supporting forms.
  
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:a) These task/milestone text label positions are either established by default in your '''Template''' form or you can change the positions of selected task/milestone shape text label using the OnePager '''tool bar''' controls or the '''Change Task/Milestone Properties''' form at the '''Task Label''' tab.
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:Read More... [[Refreshed User Interface for OnePager 7.0 | Refreshed User Interface]] <!--0.4.3-70-->
  
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:b) OnePager has always supported your ability to place text labels with respect to their task/milestone shape '''Above''', '''Below''', '''Left''', '''Right''', '''Centered''', '''Best fit left/right''', '''Fit in task bar''', and '''In Comment Box'''.
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===Easier Timeline and Gantt Chart Layouts===
  
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:c) We added two additional position option for you to tell OnePager 7.0 where to position task/milestone shape text labels to support this feature.  These two addition position options are:
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====About Timelines and Gantt Chart Layouts====
  
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::i) '''Best fit above/below''' which tells OnePager to examine the possibility of positioning the text label for the task/milestone shape selected '''Above or Below''' the shape.
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In OnePager 7.0, the controls for selecting between a '''Gantt chart layout''' and the '''Timeline layout''' are more efficiently arranged. The '''Gantt chart layout''' is where task bars/milestone symbols are arranged one per '''row''' and the '''Timeline layout''' arranges the chart so that multiple task bars/milestone symbols occupy one '''row'''. The controls are located in the '''Template Properties''' and '''Chart Properties''' form's '''Rows/Swimlanes''' tab in the '''Rows''' control group as shown below:
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::ii) '''Best fit all directions''' which tells OnePager to consider the possibility of positioning the text label for the selected task/milestone shape '''Above''', '''Below''', '''Left''', or '''Right''' the shape.
+
  
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:d) Below is the list of text label position options from the OnePager 7.0 '''Home''' tool bar tab's '''Label Positions''' control group:
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<center>[[File:P70-0_4-70-(1)-04232020.png]]</center>
 +
<!--<center>P70-0_4-70-(1)-04232020.png</center>-->
  
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<center>[[File:P70-0_4-70-(15)-03262019.png]]</center>
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The underlying functionality has not changed from previous versions of OnePager. The new arrangement of these controls makes them easier to find and understand.
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<center><P70-0_4-70-(15)-03262019.png></center>
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5) With the addition of the '''Smart Task/Milestone Text Labeling''' feature, OnePager 7.0 is released with its standard '''Template''' forms preset to position text labels using the '''Best fit all directions''' option.  Where possible in OnePager 7.0 where there is a '''label position''' option to be taken, OnePager 7.0 distributed '''Template''' forms include the '''Best fit all directions''' as the default.
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Please note in the illustration above that when the '''Timeline''' radio button is selected that the '''Align tasks on''' window is '''enabled''' as well as the '''Stagger overlapping tasks''' checkbox.
  
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6) When '''Template''' forms are brought forward from previous versions of OnePager Pro or Express, OnePager 7.0 does '''NOT''' change any '''Label Position''' options previously set in your previously used '''Template''' forms.
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:a) The '''Align tasks on''' window provides the dropdown list of Microsoft Project or Microsoft Excel fields that can be selected to '''group tasks in rows'''.
  
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===Avoiding Task/Milestone Text Label Collisions===
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:b) The '''Stagger overlapping tasks''' checkbox provides the option to add an additional '''row''' should one or more task bars '''overlap''' one another in a single '''row'''.
  
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7) OnePager 7.0 employs a '''Smart Task/Milestone Text Label Collision Avoidance''' algorithm to perform this '''re-optimization''' under priorities you control.
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The illustration below shows the dropdown list available in the '''Align task on''' window:
  
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8) OnePager 7.0 does '''NOT''' automatically attempt to '''re-optimize''' task/milestone text label positions when '''collisions''' are present. Rather, you must initiate the algorithm by first selecting the one or more task/milestone shapes involving the text label '''collisions''' and then clicking the '''Re-optimize text collisions for selected task/milestones''' command in the right-click '''context menu''' provided as shown in the example in the previous section above.
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<center>[[File:P70-0_4-70-(2)-04232020.png]]</center>
 +
<!--<center>P70-0_4-70-(2)-04232020.png</center>-->
  
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9) The minimum conditions necessary for OnePager 7.0 to apply the '''collision''' avoidance algorithm are:
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====More Information====
  
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:a) There must be at least one task/milestone shapes where their respective task/milestone text labels are in '''collision'''.  
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Please take a moment to look at the '''OnePager.com''' article at the link below which provides some examples of the new '''Refreshed User Interface'''  features:
  
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:b) All the task/milestone shapes involved must be capable of being selected with a left-click.
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:Read More...  [https://www.onepager.com/support/beta/gantt-timeline.html Easier Timeline and Gantt Chart Layouts]
  
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::i) In certain circumstances in OnePager 7.0 it may be difficult to select a task/milestone shape if a text labels are superimposed on the task shapes or on the task/milestone text labels.
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===Easier Task Editing===
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::ii) If this situation is present, it is recommended that you use the '''Lasso''' technique to surround just the task shapes involved in order to make the necessary task shape selections.
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:c) You must right-click on one of the selected task/milestone shapes involved in this action to access the '''context menu''' with the '''Re-optimize text collisions for selected task/milestones''' command.
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====About Easier Text Editing====
  
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::i) Making a right-click on an already selected task shape that has text label information superimposed over it may also pose some difficulty.
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Previous versions of OnePager grouped all '''text elements''' associated with a task bar or milestone symbols together. When task bars had '''text elements''' that you desired to separate to different '''label positions''' around the task bar several '''editing''' operations were required.
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::ii) '''***TBD - As we don't have an answer to this problem***'''
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===User Control over Smart Task/Milestone Text Labeling===
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OnePager 7.0 makes this easier by employing the '''Label Position''' dropdown list of options on the OnePager '''Home''' ribbon tool bar tab.  Since '''text elements''' can be individually selected with a left-click in OnePager 7.0, the '''Label Position''' dropdown list is '''enabled''' and you can reposition the '''text element''' to specific '''label position''' locations around the task bar/milestone symbol as needed.  The '''Home''' ribbon tool bar's '''Label Position''' drop down list is shown  below:
  
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10) As mentioned above, you have control over the '''Smart Task/Milestone Text Labeling''' algorithm with controls available in the '''Template''' and '''Chart Properties''' form's '''Task Bars''', and '''Milestone''' tabs.
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<center>[[File:P70-0_4-70-(3)-04232020.png]]</center>
 +
<!--<center>P70-0_4-70-(3)-04232020.png</center>-->
  
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11) The algorithm employs four methods, called '''Escape Methods''' for '''fixing or avoiding text label collisions''' and are explained below.
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====More Information====
  
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12) These controls are available in the '''Set Label Properties''' form found at the '''Task Bars''' and '''Milestones''' tabs in the '''Template''' form and '''Chart Properties''' form as shown below:
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Please take a moment to look at the '''OnePager.com''' article at the link below which provides some examples of the new '''Easier Text Editing''' features:
  
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<center>[[File:P70-0_4-70-(16)-03262019.png]]</center>
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:Read More...  [https://www.onepager.com/support/beta/easier-text-editing.html Easier Text Editing]
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<center><P70-0_4-70-(16)-03262019.png></center>
+
  
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13) The '''Enable Smart Labeling for task/milestones labels''' checkbox '''enables''' or '''disables''' the feature.  As a convention, all '''Template''' forms provide with OnePager 7.0 have this checkbox checked '''ON'''.
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===Advanced Swimlane Formatting===
  
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14) When enabled, the five sets of checkboxes and selection windows give you the capability to establish your own '''Smart Task/Milestone Text Labeling''' algorithm priorities.  The settings shown above are the '''default''' setting provided with OnePager 7.0.
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====About Swimlane Formatting====
  
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15) The four checkboxes in the '''Set Label Properties''' form's '''Smart Labeling Setting''' control group allow you to turn '''ON''' and '''OFF''' the available methods for '''fixing or avoiding text label collisions'''.  The four '''Escape Methods''' available are described below:
+
The new '''multiple swimlane feature''' is covered above.  In OnePager 7.0 along with '''multiple swimlane levels''' are a set of controls (for each '''swimlane level''') giving you the capability to '''control and format''' '''swimlane level column headings''', the '''swimlane level column heading text''' and '''swimlane level borders'''.
  
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:a) When the '''Wrap text escape method''' is '''enabled''', you can specify the maximum number of lines you want OnePager 7.0 to use before '''truncating''' the remainder of the text label's content.
+
The sub-form for these '''controls and formatting capabilities''' is called the '''Swimlane Formatting - Left #n''' form where the '''n''' is the '''swimlane level number'''. This sub-form is accessed by clicking the '''Swimlane Formatting ...''' button in the '''Template Properties''' or '''Chart Properties''' form's '''Rows/Swimlanes''' tab in the '''Swimlanes'''  control group. The '''Chart Properties''' form's '''Rows/Swimlanes''' tab and the '''Swimlane Formatting - Left #1''' form is shown below:
  
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:b) When the '''Stairstep Method''' is '''enabled''', you can specify the maximum number of '''levels''' OnePager 7.0 can attach to the task/milestone involved in the process. A task text label in a '''stairstep''' configuration looks like this:
+
<center>[[File:P70-0_4-70-(4)-04232020.png]]</center>
 +
<!--<center>P70-0_4-70-(4)-04232020.png</center>-->
  
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<center>[[File:P70-0_4-70-(17)-03262019.png]]</center>
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====More Information====
−
<center><P70-0_4-70-(17)-03262019.png></center>
+
  
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:c) When the '''Truncate Text Method''' is '''enabled''', you can specify the maximum number of characters in the text label you want OnePager 7.0 to display before discarding the remaining characters to the right.
+
Please take a moment to look at the '''OnePager.com''' article at the link below which provides some examples of the new '''Advanced Swimlane Formatting''' features:
  
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:d) When the '''Shrink Font Method''' is '''enabled''', you can specify the '''percentage of shrinkage''' you want allow OnePager 7.0 to '''shrink the font size of the original text''' to fit into the '''allowable space'''.
+
:Read More... [https://www.onepager.com/support/beta/swimlane-formatting.html Advanced Swimlane Formatting]
  
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16)  The '''Priority''' selection windows to the right of each '''Escape Method''' are '''enabled''' when the '''Escape Method's''' checkbox is checked. 
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===Advanced Text Column Formatting===
  
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:a) The options available permit you to specify the '''priority ordering''' you desire OnePager 7.0 to follow when applying the '''text label collision avoidance''' algorithm using the four available '''Escape Methods'''. 
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====About Text Column Formatting====
  
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:b) The dropdown options for the '''Priority''' selection looks like this:
+
Implementing '''multiple swimlane levels''' in OnePager 7.0 provides an opportunity to make the controls for '''text column creation and editing''' more efficient and consistent with controls for '''multiple swimlane levels'''.
  
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<center>[[File:P70-0_4-70-(18)-03262019.png]]</center>
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As with the '''multiple swimlane level''' controls, there is a new sub-form supporting '''formatting''' for '''text columns''' called the '''Text-Column Formatting - Left #n''' form accessed by clicking the '''Text Column Formatting ...''' button in the '''Template Properties''' or '''Chart Properties''' form's '''Rows/Swimlanes''' tab in the '''Text Column''' control group shown here:
−
<center><P70-0_4-70-(18)-03262019.png></center>
+
  
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17) OnePager 7.0 only lets you set one '''priority''' per '''Escape Method''' so you must decide which of the four '''Escape Methods''' is your '''Highest''', '''Lowest''', and in between.
+
<center>[[File:P70-0_4-70-(5)-04232020.png]]</center>
 +
<!--<center>P70-0_4-70-(5)-04232020.png</center>-->
  
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:a) This requires some experimentation as charts differ with '''source plan''' input content and formatting.   
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The sub-form for these '''controls and formatting capabilities''' is called the '''Text-Column Formatting - Left #n''' form where the '''n''' is the '''text column number'''.   
  
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:b) Once determined, the '''Priority''' settings should remain acceptable for snapshots created from the same updated '''source plan'''.
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The controls in this sub-form support the following '''text column''', '''text column heading''', '''text column cell''', and '''row''' '''editing''' features:
  
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18) An important capability of the '''Smart Task/Milestone Text Labeling''' feature is that it automatically '''re-optimizes text labels in collision''' when a chart '''update is performed.
+
:* Setting '''Text Column Cell Background Colors''' - '''Background color'''
 +
:* Changing '''Text Column Cell Backgrounds''' Manually - '''Background color 1 and Background color 2'''
 +
:* Changing the '''Source Plan''' Field Used for '''Text Columns'''
 +
:* Changing Individual Values in a '''Text Column - Font properties'''
 +
:* Changing '''Text Column Headings''' Manually
  
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:a) The most typical '''update''' is to '''Replace a Snapshot'''.
+
====More Information====
  
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:b) Snapshot '''replacement modes''' are described in the articles found at [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
+
Please take a moment to look at the '''OnePager.com''' article at the link below which provides some examples of the new '''Advanced Text Column Formatting'''  features:
  
−
19) This capability is provided automatically when the '''Smart Task/Milestone Text Labeling''' feature is '''enabled''' as described above.
+
:Read More...  [https://www.onepager.com/support/beta/text-column-formatting.html Advanced Text Column Formatting]
  
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20) The '''Re-Optimizing After Updates''' selection window provides three options for controlling how OnePager 7.0 '''re-optimizes''' after you '''update''' the chart at the snapshot level by using one of the '''replacement modes''' available with OnePager.  The three options are shown below: 
+
===Nomenclature Changes===
  
−
<center>[[File:P70-0_4-70-(19)-03262019.png]]</center>
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In the process of producing OnePager 7.0 we responded to our customers by making changes to our terminology usage. We changed the terminology used to refer to the principle graphic output of OnePager from '''project view''' to '''chart'''.  We did this because the great majority of our customers use OnePager to produce what they call '''charts''' and rarely us the term '''project view''' when referencing the output products of OnePager in their schedule conversations. 
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<center><P70-0_4-70-(19)-03262019.png></center>
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21) These options are:
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In this document (Wiki), the word '''chart''' replaces the term '''project-view'''. To be consistent with the change to the word '''chart''', we changed the name of the '''Project-View Properties''' ('''PVP''') form to '''Chart Properties''' form.  Finally, under this terminology change, the '''Project View Editor''' ('''PVE''') becomes the '''Chart Editor''' everywhere in this Wiki document.
  
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:a) '''Re-Optimized changed tasks''' is the '''default''' setting and '''re-optimizes''' those selected  '''text labels in collision''' that changed as a result of the '''Replace snapshot operation.
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Please take a moment to look at the '''OnePager.com''' article at the link below about the '''Nomenclature Changes''' for OnePager 7.0:
  
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:b) '''Do not reoptimize''' option disregards any changes to the chart where there are '''task/milestone text label''' collisions and '''updates''' the chart in the '''Chart Editor'''. This option effectively turns '''OFF''' the feature temporarily.
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:Read More... [https://www.onepager.com/support/beta/nomenclature-changes.html Nomenclature Changes]
  
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:c) '''Reoptimize all tasks''' option performs the algorithm on all task/milestones shapes in the chart regardless of whether they have changed or not.
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==New Rules for Selection of Task Bars, Milestone Symbols, and Name Labels in the Chart==
  
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22) The '''Smart Task/Milestone Text Labeling''' algorithm and controls are discussed in detail in the article referenced below and elsewhere in this Wiki.
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As part of the '''Smart Task/Milestone Text Labeling''' feature's implementation introduced in OnePager 7.0, we changed the rules for task bars and '''task bar name labels''' manual left-click and right-click selection as follows:
  
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===More Information===
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===Left-Click Selection Rules===
  
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21) Detailed information on the new '''Smart Task Milestone Text Labeling''' feature can be found at these link:  [[Task/Milestone Text Labels for OnePager Pro for Version 7.0 | Task/Milestone Text Labels for OnePager Pro]]. 10.15.1.-70]] and [[Task/Milestone Text Labels for OnePager Express for Version 7.0 | Task/Milestone Text Labels for OnePager Express]]. 10.16.1.-70.  
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To select a task bar or milestone symbol in OnePager 7.0, left-click the task bar or milestone symbol itself.
  
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22) Please take a moment to look at the Read More… article below which provides an introduction of these new '''Text Collision Avoidance''' features with examples below:
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To select the task bar's or milestone symbols '''name label''' left-click the '''name label''' only.
  
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:Read More... [[The Smart Task/Milestone Text Labeling - Text Label Collision Avoidance Feature for OnePager 7.0 | The Smart Task/Milestone Text Labeling - Text Label Collision Avoidance Feature]]. 0.4.2.2-70
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===Right-Click Selection Rules===
  
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==(3) Task/Milestone Text Sub-Shape Selection Capability==
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A right-click on a task bar or milestone symbol accesses a '''context menu''' with commands that are associated with '''edits''' to the task bar or milestone symbol itself.
  
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TBD on The Text Sub-Shape Selection Capability
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A right-click on a task bar's or milestone symbol's '''name label''' accesses a specific '''context menu''' tailored with commands that are for '''edits''' to the '''name label'''.
  
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===Subheading 1===
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When a set of task bars and/or milestone symbols and their associated '''name labels''' are in a '''name label collision''' situation, a right-click accesses the '''context menu''' with a command to invoke the '''text label collision avoidance algorithm''' which is '''Re-optimize text collisions'''.
  
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===Subheading 2===
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===Select Associated Text Checkbox Usage===
  
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===More Information===
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Since these new rules represent a change from previous versions of OnePager with respect to selecting task bars or milestone symbols and their '''name labels''', OnePager 7.0 provides a option for setting the behavior of task bar or milestone symbol selection to that of previous versions.
  
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X) Detailed articles on the new '''Text Sub-Shape Selection''' features can be found at this link: [[TBD]]. zz.z.z-70
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This option is controlled by a checkbox in the '''Advanced''' tab of the '''Template''' and '''Chart Properties''' forms in the '''Display options''' control group called '''Select associated text''' shown here:
  
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Y) Please take a moment to look at the Read More… article below which provides an introduction of these new '''Text Sub-Shape Selection'''  features with examples below:
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<center>[[File:P70-0_4-70-(6-1)-08282020.png]]</center>
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<!--<center>P70-0_4-70-(6-1)-08282020.png</center>-->
  
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:Read More... [[The Text Sub-Shape Selection Feature for OnePager 7.0 | Text Sub-Shape Selection]] 0.4.2.3-70.
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The '''default''' setting in the checkbox is checked '''OFF'''. Checking this checkbox to '''ON''' changes the behavior of a left-click on a task bar/milestone symbol such that the left-click selects '''both''' the task bar/milestone symbol and the '''text label'''.
  
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==(4) The Multiple Swimlanes Feature==
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Regardless of the setting in the '''Select associated text''' checkbox, there is no difference in how the right-click on a task bar/milestone symbol and/or '''text label''' operates.
  
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TBD on the Multiple Swimlanes Feature
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===Changes to Task Bar/Milestone Symbol and Text Label Right-Click Context Menus===
  
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===Subheading 1===
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The changes to task bar and milestone symbol and '''name label''' selection described above offers an opportunity to simplify the '''context menus''' .
  
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===Subheading 2===
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The right-click on task bar or milestone symbol right-click '''context menu'''  as well as the task bar or milestone symbol '''name label''' right-click '''context menus''' contain commands available in previous versions of OnePager with the addition of a new command associated with the '''Smart Task/Milestone Text Labeling''' feature - the '''Re-optimize text collisions''' command as shown below for the task bar '''name label''' right-click '''context menu''':
  
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===More Information===
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<center>[[File:P70-0_4-70-(7)-04232020.png]]</center>
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<!--<center>P70-0_4-70-(7)-04232020.png</center>-->
  
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X) Detailed articles on the new '''Multiple Swimlanes ''' features can be found at this link:  [[TBD]]. xx.xx.x.-70
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This new '''context menu''' command is explained in greater detail in the Wiki articles referenced below.
  
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Y) Please take a moment to look at the Read More… article below which provides an introduction of these new '''Multiple Swimlanes''' features with examples below:
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The right click on a task bar or milestone symbol has a '''context menu''' that allows you to '''edit''' the task bar or milestone symbol and to access the '''Change Task/Milestone Properties''' form shown here: . 
  
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:Read More... [[Multiple Swimlanes Feature for OnePager 7.0 | Multiple Swimlanes Feature]] 0.4.2.4-70 and [[TBD]]. xx.x.x-70
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<center>[[File:P70-0_4-70-(8)-04232020.png]]</center>
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<!--<center>P70-0_4-70-(8)-04232020.png</center>-->
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<!--This may be OBE
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===Rows and Swimlanes Upgrade=== 
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TBD Overview of the Rows and Swimlandes Upgrade
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===Redesigned Template and Chart Properties Form's Rows and Swimlanes Tab===
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TBD With Screenshots
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===More Information===
 
===More Information===
  
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X) Detailed articles on the new '''Rows and Swimlanes ''' upgrades can be found at this link:  [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]]. 12.0.1-70
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Detailed articles on the new '''Task Bars/Milestone Symbol and Name Label Selection''' rules can be found at this link:  [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
  
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Y) Please take a moment to look at the Read More… article below which provides an introduction of these new '''Rows and Swimlanes'''  upgrades with examples below:
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Please take a moment to look at the '''Read More…''' article below which provides an introduction of these new '''Task Bars/Milestone Symbol and NameLabel Selection'''  rules with examples below:
  
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:Read More... [[Rows and Swimlane Upgrades for OnePager 7.0 | Rows and Swimlanes Upgrades]]. 0.4.2.3-70-->
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:Read More... [[New Task/Milestone Shape and Text Label Selection Rules for OnePager 7.0 | New Task/Milestone Shape and Text Label Selection Rules]] <!--0.4.2.3-70-->.
  
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==(5) Text Font Standardization==
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==Related Links==
  
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TBD on Text Font Standardization
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[[New Task/Milestone Shape and Text Label Selection Rules for OnePager 7.0 | New Task/Milestone Shape and Text Label Selection Rules]] <!--0.4.2.3-70-->
  
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===Subheading 1===
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[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]]  <!--9.1.1-70-->
  
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===Subheading 2===
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[[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
  
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===More Information===
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[[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
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X) Detailed articles on the new '''Text Font Standaridization''' features can be found at this link:  [[TBD]]. zz.z.z-70
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Y) Please take a moment to look at the Read More… article below which provides an introduction of these new '''Text Font Standaridization'''  features with examples below:
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:Read More... [[Text Font Standaridization for OnePager 7.0 | Text Font Standaridization]] 0.4.2.5-70.
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==(6) New Desktop Applications==
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TBD on New Desktop Applications
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===Subheading 1===
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===Subheading 2===
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===More Information===
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:Read More... [[New Desktop Applications for OnePager 7.0 | New Desktop Applications]] 0.4.3.1-70.
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[[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
  
 
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:User Interface Upgrade]]
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[[Category:Refreshed User Interface]]
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[[Category:Multiple Swimlanes]]
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[[Category:Multiple Swimlane Levels]]
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[[Category:Task/Milestone Label Text Collision Avoidance]]
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[[Category:Smart Text Optimization]]
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[[Category:Font Standardization]]
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[[Category:Name Label Collision Avoidance]]  
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[[Category:New Desktop Applications]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Charts]]
 
[[Category:Charts]]

Latest revision as of 15:20, 25 January 2021

Overview - New Features and Upgrades

OnePager Pro (OPP) and Express (OPX) version 7.0 provides two new capabilities and features, and six upgrades and enhancements that are summarized in this article.

These new capabilities and features are:

  • Multiple Swimlane Levels
  • The Smart Text Optimization Feature

The new upgrades and enhancements are:

  • Refreshed User Interface
  • Easier Timeline and Gantt Chart Layouts
  • Easier Text Editing
  • Advanced Swimlane Formatting
  • Advanced Text Column Formatting
  • Nomenclature Changes

The subsections below provide an overview and links to more detailed descriptions of the new upgraded capabilities, features, and enhancements:

New Features and Capabilities

Multiple Swimlane Levels

Previous versions of OnePager Pro and Express supported one swimlane level which allowed you to group rows together based on a particular source plan data field and its values.

About Multiple Swimlane Levels

OnePager Pro and Express version 7.0 now supports three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, its Projects, and their Phases as shown here:

P70-0 4-70-(20)-03102020.png

In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates.

Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the Chart Properties form is shown below:

P70-0 4-70-(21-1)-08282020.png

In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns.

Sorting controls for rows and swimlanes are in separate sub-control groups as shown above.

There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting…

The controls shown above for the Chart Properties form are also found in the distributed Template form’s Rows/Swimlanes tab.

More Information

Detailed information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes
Creating and Editing Rows and Swimlanes (Portal)

Please take a moment to look at the Read More… article below which provides an introduction of these new Multiple Swimlane Levels feature with examples:

Read More... Multiple Swimlane Levels

The Smart Text Optimization Feature

About The Smart Text Optimization Feature

Previous versions of OnePager required you to re-position task bar name labels for task names in the chart when various editing actions caused task bar name labels to collide. That is, when the task bar name label overlays a task bar or other task bar name label and they become difficult to read in the chart or other output media. In such cases, you needed to select the task bar name label, go to the Home ribbon tool bar tab's Position control group, and select a new task bar name label position from those available in the dropdown list. Often, it required several selections and perhaps the creation of a task bar name label in a comment box and a few drag and drop actions before the task bar name label became more readable.

With OnePager 7.0 a new capability is provided called the Smart Text Optimization feature that recognizes these task bar name label collision situations during chart creation and updates and automatically attempts to take the task bar name label involved out of collision. Implementation of this new feature comes with three (3) additional task bar name label position options: Best fit all directions, Best fit above/below, Legacy best fit. The Legacy best fit option recognizes task bar name label positions from previous versions of OnePager Pro and Express. Also provided are a set of controls that give you options for establishing the priorities with which the text collision avoidance algorithm, as we call it, employs the feature for you.

Finally, there is a new command provided in the task bar right-click context menu and the task bar name label right-click context menu you can use to perform the text collision avoidance algorithm manually on selected task bars/milestone symbols that are involved in a task bar name label collision situation.

More Information

Detailed information on the new Smart Text Optimization feature can be found at these links:

Resolving Task Bar Name Label Collisions (Portal)
Task Labels for OnePager Pro
Task Bar Name Labels for OnePager Express

Please take a moment to look at the Read More… article below which provides an introduction of these new Text Collision Avoidance features with examples:

Read More... The Smart Text Optimization Feature.

Upgrades and Enhancements

Refreshed User Interface

About the Refreshed User Interface

The Refreshed User Interface is our enhancement to giving OnePager products a more up-to-date look and feel consistent with the latest versions of the Microsoft Office and other Project Scheduling software products interfacing with OnePager. This enhancement involves a modernization of the Chart Editor, its ribbon tool bar tabs, button Icons, various forms and sub-forms, dropdown menus/lists, and left-click and right-click context menus. In a similar way, all major forms such as the Chart Properties and Template Properties forms are modernized to be consistent throughout our product line and to make their control groups easier to identify. Additionally, other sub-forms were simplified to achieve the same goals.

More Information

Please take a moment to look at the Read More… article below which provides additional information on the new OnePager User Interface enhancements and some examples of the look and feel changes made to the Chart Editor and supporting forms.

Read More... Refreshed User Interface

Easier Timeline and Gantt Chart Layouts

About Timelines and Gantt Chart Layouts

In OnePager 7.0, the controls for selecting between a Gantt chart layout and the Timeline layout are more efficiently arranged. The Gantt chart layout is where task bars/milestone symbols are arranged one per row and the Timeline layout arranges the chart so that multiple task bars/milestone symbols occupy one row. The controls are located in the Template Properties and Chart Properties form's Rows/Swimlanes tab in the Rows control group as shown below:

P70-0 4-70-(1)-04232020.png

The underlying functionality has not changed from previous versions of OnePager. The new arrangement of these controls makes them easier to find and understand.

Please note in the illustration above that when the Timeline radio button is selected that the Align tasks on window is enabled as well as the Stagger overlapping tasks checkbox.

a) The Align tasks on window provides the dropdown list of Microsoft Project or Microsoft Excel fields that can be selected to group tasks in rows.
b) The Stagger overlapping tasks checkbox provides the option to add an additional row should one or more task bars overlap one another in a single row.

The illustration below shows the dropdown list available in the Align task on window:

P70-0 4-70-(2)-04232020.png

More Information

Please take a moment to look at the OnePager.com article at the link below which provides some examples of the new Refreshed User Interface features:

Read More... Easier Timeline and Gantt Chart Layouts

Easier Task Editing

About Easier Text Editing

Previous versions of OnePager grouped all text elements associated with a task bar or milestone symbols together. When task bars had text elements that you desired to separate to different label positions around the task bar several editing operations were required.

OnePager 7.0 makes this easier by employing the Label Position dropdown list of options on the OnePager Home ribbon tool bar tab. Since text elements can be individually selected with a left-click in OnePager 7.0, the Label Position dropdown list is enabled and you can reposition the text element to specific label position locations around the task bar/milestone symbol as needed. The Home ribbon tool bar's Label Position drop down list is shown below:

P70-0 4-70-(3)-04232020.png

More Information

Please take a moment to look at the OnePager.com article at the link below which provides some examples of the new Easier Text Editing features:

Read More... Easier Text Editing

Advanced Swimlane Formatting

About Swimlane Formatting

The new multiple swimlane feature is covered above. In OnePager 7.0 along with multiple swimlane levels are a set of controls (for each swimlane level) giving you the capability to control and format swimlane level column headings, the swimlane level column heading text and swimlane level borders.

The sub-form for these controls and formatting capabilities is called the Swimlane Formatting - Left #n form where the n is the swimlane level number. This sub-form is accessed by clicking the Swimlane Formatting ... button in the Template Properties or Chart Properties form's Rows/Swimlanes tab in the Swimlanes control group. The Chart Properties form's Rows/Swimlanes tab and the Swimlane Formatting - Left #1 form is shown below:

P70-0 4-70-(4)-04232020.png

More Information

Please take a moment to look at the OnePager.com article at the link below which provides some examples of the new Advanced Swimlane Formatting features:

Read More... Advanced Swimlane Formatting

Advanced Text Column Formatting

About Text Column Formatting

Implementing multiple swimlane levels in OnePager 7.0 provides an opportunity to make the controls for text column creation and editing more efficient and consistent with controls for multiple swimlane levels.

As with the multiple swimlane level controls, there is a new sub-form supporting formatting for text columns called the Text-Column Formatting - Left #n form accessed by clicking the Text Column Formatting ... button in the Template Properties or Chart Properties form's Rows/Swimlanes tab in the Text Column control group shown here:

P70-0 4-70-(5)-04232020.png

The sub-form for these controls and formatting capabilities is called the Text-Column Formatting - Left #n form where the n is the text column number.

The controls in this sub-form support the following text column, text column heading, text column cell, and row editing features:

  • Setting Text Column Cell Background Colors - Background color
  • Changing Text Column Cell Backgrounds Manually - Background color 1 and Background color 2
  • Changing the Source Plan Field Used for Text Columns
  • Changing Individual Values in a Text Column - Font properties
  • Changing Text Column Headings Manually

More Information

Please take a moment to look at the OnePager.com article at the link below which provides some examples of the new Advanced Text Column Formatting features:

Read More... Advanced Text Column Formatting

Nomenclature Changes

In the process of producing OnePager 7.0 we responded to our customers by making changes to our terminology usage. We changed the terminology used to refer to the principle graphic output of OnePager from project view to chart. We did this because the great majority of our customers use OnePager to produce what they call charts and rarely us the term project view when referencing the output products of OnePager in their schedule conversations.

In this document (Wiki), the word chart replaces the term project-view. To be consistent with the change to the word chart, we changed the name of the Project-View Properties (PVP) form to Chart Properties form. Finally, under this terminology change, the Project View Editor (PVE) becomes the Chart Editor everywhere in this Wiki document.

Please take a moment to look at the OnePager.com article at the link below about the Nomenclature Changes for OnePager 7.0:

Read More... Nomenclature Changes

New Rules for Selection of Task Bars, Milestone Symbols, and Name Labels in the Chart

As part of the Smart Task/Milestone Text Labeling feature's implementation introduced in OnePager 7.0, we changed the rules for task bars and task bar name labels manual left-click and right-click selection as follows:

Left-Click Selection Rules

To select a task bar or milestone symbol in OnePager 7.0, left-click the task bar or milestone symbol itself.

To select the task bar's or milestone symbols name label left-click the name label only.

Right-Click Selection Rules

A right-click on a task bar or milestone symbol accesses a context menu with commands that are associated with edits to the task bar or milestone symbol itself.

A right-click on a task bar's or milestone symbol's name label accesses a specific context menu tailored with commands that are for edits to the name label.

When a set of task bars and/or milestone symbols and their associated name labels are in a name label collision situation, a right-click accesses the context menu with a command to invoke the text label collision avoidance algorithm which is Re-optimize text collisions.

Select Associated Text Checkbox Usage

Since these new rules represent a change from previous versions of OnePager with respect to selecting task bars or milestone symbols and their name labels, OnePager 7.0 provides a option for setting the behavior of task bar or milestone symbol selection to that of previous versions.

This option is controlled by a checkbox in the Advanced tab of the Template and Chart Properties forms in the Display options control group called Select associated text shown here:

P70-0 4-70-(6-1)-08282020.png

The default setting in the checkbox is checked OFF. Checking this checkbox to ON changes the behavior of a left-click on a task bar/milestone symbol such that the left-click selects both the task bar/milestone symbol and the text label.

Regardless of the setting in the Select associated text checkbox, there is no difference in how the right-click on a task bar/milestone symbol and/or text label operates.

Changes to Task Bar/Milestone Symbol and Text Label Right-Click Context Menus

The changes to task bar and milestone symbol and name label selection described above offers an opportunity to simplify the context menus .

The right-click on task bar or milestone symbol right-click context menu as well as the task bar or milestone symbol name label right-click context menus contain commands available in previous versions of OnePager with the addition of a new command associated with the Smart Task/Milestone Text Labeling feature - the Re-optimize text collisions command as shown below for the task bar name label right-click context menu:

P70-0 4-70-(7)-04232020.png

This new context menu command is explained in greater detail in the Wiki articles referenced below.

The right click on a task bar or milestone symbol has a context menu that allows you to edit the task bar or milestone symbol and to access the Change Task/Milestone Properties form shown here: .

P70-0 4-70-(8)-04232020.png

More Information

Detailed articles on the new Task Bars/Milestone Symbol and Name Label Selection rules can be found at this link: Selecting Task/Milestone Shapes and Text Labels

Please take a moment to look at the Read More… article below which provides an introduction of these new Task Bars/Milestone Symbol and NameLabel Selection rules with examples below:

Read More... New Task/Milestone Shape and Text Label Selection Rules .

Related Links

New Task/Milestone Shape and Text Label Selection Rules

Selecting Task/Milestone Shapes and Text Labels

Resolving Task Bar Name Label Collisions (Portal)

Task Labels for OnePager Pro

Task Bar Name Labels for OnePager Express

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