The GANTT View is used to track projects or tasks over a period of time in a bar-chart style format.
User Permissions: No special permissions are required to use the GANTT View.
In this tutorial, we will cover the following topics:
-
Create a GANTT View
- Navigate to the GANTT Tab
- Configure GANTT Settings
- Label
- Start Date Field/End Date Field
- Color By
- Filter, Sort and Columns - Edit a GANTT View
Create a GANTT View
You can create a GANTT View in any App that has a Start Date field and an End Date field, including custom Apps.
Navigate to the GANTT Tab
To access the GANTT tab, navigate to an existing App view and select the Filter button in the top right hand side of the page.
The Filter, Sort & More window will appear. Select the GANTT tab in the top right hand side of the window.
Configure GANTT Settings
From the GANTT tab, select the Settings tab. From here you can configure your GANTT View settings.
Label
The Label field allows you to designate what field in the App you want to use to label the different bars in your GANTT View. The options available will appear as a dropdown menu that contains all relevant fields in the App you are creating the GANTT View in.
For example, if you are creating a GANTT View to track projects in the Projects App, you could choose the project’s Name field or the project’s Description fields as the label.
Start Date Field/End Date Field
The GANTT View is used to track progress over time and requires a start date and an end date to track progress against. The Start Date Field and End Date Field allow you to designate what fields to use to populate these values. The options available will appear as a dropdown menu that contains all the fields in the App you are creating the GANTT View in.
Note: The fields designated must be Date Fields. Check out our article Date Field to learn more.
Color By
The Color By field allows you to designate how your GANTT View elements will be color coded. You can choose to color code elements by Stage, Priority, Status, Owner, and more. The options available will appear as a dropdown menu that contains all relevant fields in the App you are creating the GANTT View in.
Once you have selected an option in the Color By field, a new section of the Settings tab will appear.
Here you can assign colors to your GANTT View elements. Click the + Add button in the bottom left hand corner.
The Value and Color fields will appear. These fields allow you to assign colors to the elements of your GANTT Chart. The options available are determined by the selection in the Color By field.
For example, if you selected Project Stage in the Color By field you can now designate a color to represent each stage. Click the + Add button again to add another row of Value and Color fields.
Filter, Sort, and Columns
From the GANTT tab, you can assign your Filter, Sort, and Column settings. Check out our article, Filter, Sort & More to learn more.
Editing a GANTT View
You can edit values directly from the GANTT View. For example, double click on a value in one of the GANTT View’s columns to edit that value.
You can also interact with the view’s bar elements. Hover over the bar element to see the details of the element. Click and drag to change the Start Date or End Date.
You can also adjust the GANTT View using the slider.