This is the third article in a series meant to highlight the mistakes we see most often in our OnePager support interactions. These are mistakes that we wish we could help everyone avoid, and do the right way instead.
3 – Hiding Shapes Manually
The wrong way…
This is definitely something that novice users do quite a bit, as they get to know the proper set of activities and milestones that succinctly make up a “summary” of their entire plan. Coming to this conclusion more quickly takes practice.
When you’re first creating a chart in OnePager, you’re going to err on the side of caution and import more activities and milestones than is necessary. As a result, you’ll end up wanting to trim certain shapes out of the visual, that are less necessary.
One way to do this is to right click on the shapes you want to remove and then select “Hide.”
This will hide the shape, but it’s not deleted.
One scenario where this might cause some confusion is if, at some point in the future, you actually want that shape to be present in the visual. You likely won’t remember you had hidden it, so you’ll be scratching your head as to why it’s not being displayed, despite your best efforts.
You can find “missing” shapes that might have been previously hidden by clicking “Show/Hide” in the ribbon on the Home tab, and then selecting “Where’s My Stuff?!”
Where’s My Stuff will show you why any tasks or milestones may be hidden from view, and allow you to “fix” them.
The right way…
As we state constantly, OnePager performs best when your visuals are entirely data-driven. For that reason, the ideal way to remove tasks and milestones from your charts is to go back to your source file and “unFlag” them.
If you have a Field that you’re using with Yes values to filter your data into OnePager, then modify the tasks and milestones you don’t want back to a “No” value. Once you’ve modified those values, any Update function in OnePager will remove those shapes from your visual.
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!