Gantt Chart

The Gantt chart is a convenient tool for managing tasks within projects. You can find it in the corresponding project tab.

Benefits of Using a Gantt Chart

With the Gantt chart, you can:

• Easily adjust task deadlines visually.

• Link tasks with dependencies.

Creating and Editing Tasks

To create a new task:

1. Click the "+" button next to the project stage.

2. A task creation panel will open, allowing you to enter the task name and assign it to a team member.

To edit an existing task:

• Double-click the task row to open it for editing.

Task Status on the Chart:

• Completed tasks: Marked in gray.

• Active tasks: Marked in blue.

Adjusting Task Deadlines

To modify task deadlines:

• Use the "boundary extension markers" (vertical dots) to adjust the task duration by dragging them.

• To reschedule a task without changing its duration, drag the task itself to the desired date using the drag-and-drop method.

Linking Tasks

A single task can lead to multiple dependent tasks. You can now create multiple dependencies from a single task. These task dependencies will show on the task card.

To link tasks:

• Hover over the endpoint ("circle") of the first task.
• Click and hold the left mouse button, then drag a dashed line to the starting point of the dependent task.
• Note: Task dependencies do not automatically shift task schedules. Linking tasks will not change the start time of any task.

Blocking Task Dependencies

A "blocking dependency" can be established where one task must be completed before another dependent task can be moved to "Done".

• To create a blocking dependency, single-click on the existing dependency line on the Gantt diagram and select "Blocking Dependency".
• The dependent task will show a lock icon.

• When a task is blocked by a dependency, it cannot be moved to the "Done" status.
• A blocking dependency can be removed by clicking on the dependency again, or within the dependency section of the task detail card.
• Changes to dependencies are reflected in both the Gantt chart and task cards.

To remove a link:

• Click the dependency arrow and select "Remove Dependency".
  

Auto Scheduling

Auto Scheduling can be enabled or disabled: Project → Gantt → Gear icon → Automation.

With Auto Scheduling disabled, dependencies do not affect task schedules. You can move tasks without affecting the schedules of related tasks.

With Auto Scheduling enabled:

• When you create a dependency between tasks, the dependent task's timeline adjusts automatically to match the predecessor’s schedule.
• You can add a delay (lag) or overlap (lead) between linked tasks by clicking on the dependency link and specifying the delay in hours or days; the dependent task will adjust accordingly, and the lag will be displayed as a blue link line on the Gantt chart.
  
• When you move a predecessor task, the linked task’s start date will automatically adjust.
• Once tasks are linked with auto-scheduling, you cannot manually change the start date of the dependent task.

Gantt Chart Views

Above the diagram are icons for changing its appearance:

1. Scale Buttons: Use the zoom in and zoom out buttons to change the chart's scale.
2. Hide Grid: Hiding the table will expand the diagram's space, allowing for more information to be visible.
3. Grouping: The Gantt chart can be structured by stages or by assignee. Choose the grouping method by clicking the grouping button.
4. Gantt Settings: Click the gear icon to open a menu where you can choose which fields to display on the diagram.

Project Baseline in Gantt Chart

The Project Baseline allows you to capture a snapshot of your original project schedule to track any deviations or delays as work progresses.

Note: Project baselines are available starting from the Advanced subscription plan.

To get started, open a project and navigate to the Gantt tab.

Click the Baseline icon (two stacked bars) in the top toolbar to open the management menu. To set your initial plan, click Create a baseline.

The system will automatically save the current start and end dates for all tasks and milestones, naming the entry with the current date and time. You can now enable baseline on the Gantt chart or create another one.

After you enable a baseline, the Gantt chart provides a clear visual comparison between your original plan and current progress. You will see shadow-like horizontal bars appearing directly beneath each task and milestone on the chart. These bars represent the original time boundaries you saved. Additionally, the baseline dates will be displayed in the Gantt task table for precise tracking.

While the entire project team can view active baselines, only Project Managers or Administrators have the permission to create or delete them. If a baseline is deleted, it is moved to the Recycle Bin and can be restored if necessary.