10 Things You Can, But Should NEVER Do In OnePager – #1

Sorry…we know this has nothing to do with the article except, maybe, “skin the cat,” but hey, the internet loves kittens, so why not? Photo cred: metro.co.uk

We give you lots and lots (and lots) of flexibility to accomplish certain things in your OnePager charts. This flexibility usually gives you a variety of ways to “skin the cat.” But, like most things, there is usually a right way and a wrong way to achieve the desired results.

Over the next 10 or so weeks, we’ll highlight the mistakes we see most often in our support interactions that we wish we could help everyone avoid, and do the right way instead:

1 – Changing Colors Manually

The wrong way…

OnePager allows you to manually color one or many shapes. You do this by selecting them with a mouse click or by dragging a lasso around them, and then performing one of three functions:

  1. Clicking into the paint bucket on the ribbon within the Format section to recolor the selected shapes
  2. If you right-click on one of the selected shapes, you’ll see an option for “Format…” that, if chosen will pull up the Change Marker Properties dialog box, where you can change the color of the tasks and milestones, among other things.
  3. You can also click the Format button on the ribbon which will also launch the Change Marker Properties dialog box, as noted in bullet 2.

When you change a shape color manually, that change can be saved to this document, however, you cannot “templatize” that change as there is no way to have OnePager remember to make those shapes the color you’ve chosen when you make a new Project View.

You will also have to manually update the colors if you ever want them to change, within this document.

The right way…

OnePager gives you the ability to automatically color your shapes in two ways:

1. In the Project-View Properties under the Task Bars and Milestones tabs, there is a setting (shown below) called Task Bar/Milestone Fill Color that can automatically color your shapes, based on the different values contained in any field/column from your source file. Simply hit the dropdown and choose which field you’d like to drive your coloring.

2. If you’d prefer to assign a specific color to a shape, based on a value, you may use conditional formatting. At the bottom of that same tab, click the Manage Rules button to open the Conditional Formatting Rules dialogue box, and tell which values in which fields you’d like to use for coloring. Here is a link to a video specifically about conditional formatting.

Both of the above options can be “templatized” by clicking Copy to Template on the Home tab of the ribbon, so that you can have your colors be data-driven based on the field/column of your choice, the next time you create a new OnePager Project View.

Here is a video that talks more about formatting in OnePager.

Have another bad habit that you’ve eliminated or hidden feature that you found recently that helped you be more efficient with OnePager?  We’d love to hear your comments!

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