If you manage projects in Excel, you’ve probably come across the need to assign tasks to different phases, especially if your project is somewhat complex. There is a right way and a wrong way to set up phases in Excel, and structuring your phases correctly will make it easier to format your charts in OnePager Express.
Many people think that the relationship between a task and a phase in Excel should look like it does in Microsoft Project, with the phase on top, and the tasks indented underneath:
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: