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Gantt View

Overview​

Gantt View: A Gantt chart, also known as a bar chart, is used to visualize projects, timelines, and other time-related activities through horizontal bars.

In a Gantt view, the horizontal axis represents time, while the vertical axis lists data records (tasks or activities). Each record is displayed as a horizontal bar, where the position and length indicate the start/end date, duration, and sequential relationship between tasks.

Gantt charts are commonly used for project timelines and construction schedules. With Gantt view, you can easily see:

  • The project start and end dates
  • All listed tasks
  • When each task starts, ends, and how long it lasts
  • How tasks are connected or overlap

Getting Started​

First, create a Task Worksheet with the following essential fields:

FieldField Type
Task NameText
Start DateDate
End DateDate
PhaseSingle Select
StatusSingle Select
OwnerMembers

Add several records to populate the worksheet.

Create a Gantt View​

1. Add a New View and Select “Gantt View”

2. Select Start Date and End Date Fields

3. View Layout

The left panel displays the list of records (tasks), while the right panel shows the timeline bars.

  • By default, the left list shows the title field, start date, end date, and duration.
  • The left and right edges of a bar represent the start and end dates.
  • The length of the bar indicates task duration.
  • A red line marks today's date.

View Settings​

1. Start/End Date Fields​

You can modify the base date fields to define the bars in the Gantt view using start and end date fields.

2. Milestone​

Milestones represent key events without duration. For instance, a "Software Requirements Document" submission can be treated as a milestone.

Select a check item field to indicate whether a task is a milestone. If the field doesn't exist, you can create one.

Milestone Example:

3. Title​

Select the title to display in the left-hand list. Default is the record's title field.

4. Display Fields​

Additional fields can be shown in the left record list.

5. Grouping​

Group records on the left by project, phase, or other fields. Supported fields include:

  • Single Select
  • Level
  • Members
  • Department
  • Org-Roles
  • Relationship (single record)
  • Foreign field

6. Display Items​

You can choose to:

  • Show all groups
  • Only show groups with records
  • Show specific groups

Groups without record data can be hidden unless selected otherwise.

7. Group Sorting​

Configure sorting rules for record groups.

8. Default Timeline Precision​

Set the default zoom level for the timeline—day, week, month, quarter, or year. Users can later adjust manually.

9. Show Weekday Only​

Choose whether to hide days in the timeline.

10. Label​

You can display one or more fields next to each task bar.

11. Card Settings​

Hovering over a task bar shows a record card with fields and optional cover image.

User Actions​

1. Resize Left Panel​

Drag the divider between the record list and the chart to adjust the width.

2. Collapse/Expand Record List​

Click the “<” or “>” buttons to collapse or expand the record list.

3. Drag to Adjust Dates​

Drag task bars to change their start and end dates.

  • Drag from the bar’s edges to change start/end dates

  • Drag the full bar to shift the entire duration

4. Export Gantt View​

You can export the visible Gantt view as a PNG image.

5. Unscheduled Records​

Records without both start and end dates are treated as “Unscheduled” and are hidden by default.

  • Show/hide unscheduled records

  • Click a date to quickly assign it as start/end date

6. Switch Timeline Precision​

7. Jump to Today​

8. Search & Locate Records​

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